Likelihood to Recommend 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.
Read full review It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Read full review Pros 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. Read full review Sales process management from enquiry to delivery of product This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes The FD loved it The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over Read full review Cons 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. Laura Ferro Senior Coordinator of Admissions Communications
Read full review There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc. While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet. I am sure that would increase productivity even further (if it's of the same standard as the main environment). Read full review Likelihood to Renew 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.
Read full review the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Read full review Usability 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
Read full review Reliability and Availability There has not been a time since I started 9 months ago that I've encountered any kind of downtime.
Mike Malone Assistant Director of Systems Support and Training
Read full review Workbooks CRM never let me down.
Read full review Performance DemandTools is a bit clunky and slow at times
Read full review Support Rating 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.
Read full review Online Training 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.
Read full review Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Read full review Scalability It's done everything we've needed it to do.
Mike Malone Assistant Director of Systems Support and Training
Read full review Return on Investment 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. Read full review Allows us easy management of leads and clear visibility of opportunities for the sales team User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations Read full review ScreenShots