DemandTools vs. LeanData

DemandTools is perfect for any system that constantly adds new records to its database. For example, in higher education, we are constantly purchasing search names from various vendors and DemandTools allows us to make sure we are not doubling up on the same records. It saves us money in the long run as we are not mailing out multiple copies of our brochures to the same person.

The value of LeanData directly correlates with:

1. Lead volume.
2. Sales role complexity (AEs vs. SDRs vs. Inside Sales).
3. Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
4. Account complexity (selling to large corporate entities with many subsidiaries that may be "owned" by different folks in your organization).

LeanData is not a valuable solution when you have a small sales team following up with a low volume of leads based on simple logic (e.g. round-robin).

Incentivized

• PowerGrid can review and make the updates simultaneously.
• Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time.
• BulkBackup [is] just one click, majority data got updated.
• Scenarios save a lot of time for similar working load.

Incentivized

• Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
• Allows us to manage our territory assignments relatively easily.
• Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
• Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.

Incentivized

• I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
• Some features aren't user intuitive and it takes a while to learn.

Incentivized

• Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey.
• Because it is so robust, stepping through some of the logic can get confusing.

Incentivized

It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.

Incentivized

Allows for control in uploading lists, saved processes for checking duplicate records.

Allows for backup files and quick reverts if something goes wrong.

Extends reporting when Salesforce.com cannot support specific pieces of info being put together in a report.

Automated processes for set and forget hygiene tasks

There has not been a time since I started 9 months ago that I've encountered any kind of downtime.

Incentivized

DemandTools is a bit clunky and slow at times

Incentivized

Support can be slow so do not expect quick turn for urgent issues.
Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered
The training webinars help with the basics but not much if you need advanced functionality.

The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.

Incentivized

The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.

I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.

Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.

Incentivized

Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of technical debt in SFDC.

Incentivized

It's done everything we've needed it to do.

Incentivized

• It is a tremendous time saver. It does things Salesforce doesn't even have the capability to do. Tasks that would take hours to manually complete.
• We can process a tremendous amount of data daily through one person, vs. weeks for the data to be cleaned, reviewed, routed and input.
• Saves on headcount by allowing a dedicated user to set up batches and jobs for other teams to ensure their data integrity.
• The return on investment isn't easily quantifiable but it is FELT in our department.

Incentivized

• Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
• I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.

Incentivized