DemandTools vs. PlanPlus Online

DemandTools is good for almost everything related to mass data manipulation. The only scenario I haven't tried using DemandTools and was recommended to use Data Loader for was inserting records while keeping the original created date. The issue was that we had a disconnection with an external messaging partner, and when the records were retrieved, a few days had passed since the original day of the incoming messages. To insert the messages while keeping the original created date, DataLoader was helpful. I am not sure how to do that in DemandTools. But again, for everything else, DemandTools is a lifesaver.

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I would recommend this for businesses that have the time to invest in doing things the right way. Garbage in equals garbage out. If you can get over the somewhat steep learning curve and adopting their process this product would be a good fit. If you are short on time (and maybe cash) you may want to look for a simpler and less expensive solution.

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• 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.

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• Weekly and Monthly Planner is very productive.
• Task Delegation and Pipeline Tracker are easy to use and efficient.
• Goal Planning helped us as well to identify our chances.

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• 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.

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• When it came time to move on due to larger issues the friendliness was not there from the account reps. We did not leave due to them, but due to our growth and need for more.
• The inability to make personalized the labels for our insurance terms.

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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.

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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

It's great once you get the hang of it. I feel like it could be cleaned up a little. Some elements could be moved around or hidden. Overall it's a solid UI

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

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DemandTools is a bit clunky and slow at times

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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.

There are some cases where we just need something simple to get the job done. In our case, we needed a solution with a lot features for our complex setup. A lot of CRMs fell short. PlanPlus Online didn't. They had everything we needed. We didn't have to rely on multiple disparate solutions, and it was within our budget.

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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.

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PlanPlus Online is much nicer than Salesforce and also much faster.

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

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• 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.

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• Better lead management
• Increased lead efficiencies with drip programs

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