DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers.
The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.
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Workamajig
Score7.6 out of 10
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Workamajig is a project management system with capabilities such as file sharing, resource management, and revenue projection.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
If you're looking for a system to help you address accounting that's not suited for marketing agency structures, this is the right tool. It is a bit cumbersome, but it has streamlined our reporting, billing, estimating, and tracking. As for project management, it's great that it integrates with the estimating and finances, but it's just not enjoyable to use. The interface is clunky. So if project management is your main criteria, I'd choose something else. We would never use it to collaborate with clients either because I'd be afraid of making them frustrated by the tool, so we use Basecamp to do that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The Platinum version has a particularly robust time tracking system, down to a 'timer' function that can be critical for an agency like mine where you want to be accountable for billing a client arruately
The ability to make projects available only to those who are permitted to assign their time to it has apparently been very helpful during our revenue reconciliation meetings where time incurred is reviewed against scope
The mobile app, while I still feel needs some work, is pretty handy for a quick calendar check if I'm in a client meeting and cannot utilize my browser to get information
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
WMJ's interface is dated. Despite an html5 driven "sheets"-based interface, it takes a lot of time and effort to manage the interface, which could be streamlined considerably. On a UX/UI scale of 1 to 10, with 10 being the best, WMJ would earn a 6 from me.
Despite the amount of documentation available, there is a distinct lack of clarity in that documentation, and it doesn't fully cover everything you would expect. Branching thoughts, for instance, are not addressed. Additionally, because there are two editions of the software online, there are two support sites that aren't sequestered. So information from both commingles, creating confusion.
Support is available on an email and phone basis. They strongly encourage you to use email, however, and they are resistant to phone time. This is likely because the support staff is limited in number, but has a great depth of knowledge. If you want immediate phone support, however, YOU ARE OUT OF LUCK. You are placed in a queue and the odds of same-day help are low. For email, the response is usually within an hour, but when you are stuck with a configuration issue, or need to generate a report and don't know how to do something, waiting is not optimal. That said, the support team is TERRIFIC.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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 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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Workamajig was selected over a decade ago when there were very few project management platforms that has integrations with other platforms, support for Agile, KanBan, etc etc. Most of the other offerings did not offer the type of security available with us hosting an on premises server behind a VPN although now there are plenty of cloud based solutions that have security compliance greater than what we can provide (fedRamp, etc.)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The agency switched to an hourly allocation so our clients were subject to a certain amount of hours each quarter. JIG helped us keep track of who was going over hours or who had some to spare. Once the clients went over we would use JIG to help charge the additional fees for going over. It helped keep clients accountable.
It was used to keep track of time sheets and through those time sheets, the directors were able to make a case for more employees on certain accounts. The corporate team hired 3 additional people that were truly needed and our time sheets helped reflect that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
