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Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly …
Overview
What is DemandTools?
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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What is DemandTools?
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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What is Dataloader.io?
Dataloader.io delivers a cloud based solution to import and export information from Salesforce.
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DemandTools from CRMFusion
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Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is DemandTools?
DemandTools is a data quality platform that aims to ensure data remains a valuable asset.
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools Features
- Supported: Data Quality Assessment
- Supported: Duplicate Management
- Supported: Data Migration Management
- Supported: Data Standardization and Mass Modification
- Supported: Record Ownership Management
- Supported: Mass Lead Conversion
- Supported: Email Verification
DemandTools Screenshots
DemandTools Video
For more than 20 years, DemandTools has earned a reputation of being the most trusted and dependable set of tools for Salesforce data managers.
In fact, it's ranked by G2 Crowd as the #1 data tool based on market presence and satisfaction–and 94% of our reviews are 4 or 5 sta...
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DemandTools Technical Details
| Deployment Types | On-premise |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | No |
DemandTools Downloadables
Frequently Asked Questions
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.
Cloudingo and Experian Address Validation are common alternatives for DemandTools.
Reviewers rate Support Rating highest, with a score of 9.
The most common users of DemandTools are from Mid-sized Companies (51-1,000 employees).
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly regarded for its ability to efficiently clean up Salesforce data, preventing the accumulation of junk data in the system. While it may require some initial research to learn how to utilize all its features correctly, DemandTools proves to be a powerful tool for cleaning up messy Salesforce databases.
DemandTools allows users to manipulate large volumes of data quickly and easily, enabling them to save scenarios for different departments and teams. This makes it an invaluable tool for various tasks such as imports, data cleanup, field updates, and targeted marketing data updates. Users rely on DemandTools for managing duplicates on accounts and contacts, converting leads, updating account and contact information, and efficiently transferring data between team members.
One significant advantage of DemandTools is its ability to enable operations teams to make large-scale changes to Salesforce in real-time, creating a more agile company environment. The tool excels at locating and merging duplicate records within Salesforce, as well as updating batches of records simultaneously. Additionally, DemandTools empowers users to format data in Salesforce for intelligent call routing and enhance data for sales and customer success teams.
Administrators find DemandTools indispensable for performing database updates, de-duping scripts, and utilizing scheduled batch functionality. It is leveraged by various departments like Technology and Admissions to effectively de-dupe contacts, accounts, and opportunities. The flexibility of DemandTools with its powerful filtering options plays a crucial role in removing duplicates, ensuring complete records, and facilitating mass movement of data. Overall, users appreciate the power of DemandTools in improving data quality within Salesforce databases.
Powerful and straightforward tool for data maintenance: Users have found DemandTools to be a powerful and straightforward tool for their data maintenance needs. Many reviewers stated that it provides solutions for all their data maintenance requirements, making it an invaluable tool that saves them hours of valuable time on a daily basis.
Customizable scenarios and queries for efficient duplicate search: The ability to fully customize scenarios and queries in DemandTools has been highly appreciated by users. This feature allows them to search for potential duplicates more efficiently, resulting in a streamlined process. Some users mentioned the helpfulness of being able to define the data they want to keep on the resulting record after merging duplicates.
Find/Report IDs feature for easy data searching: Users have praised the Find/Report IDs feature in DemandTools, which has made searching for specific data much easier and saved them significant time. They have also found this feature invaluable when cross-checking external data with internal data.
Confusing and Non-Intuitive User Interface: Some users have expressed frustration with the confusing and non-intuitive user interface of DemandTools, making it difficult to navigate through the modules and perform tasks efficiently. Multiple reviewers have mentioned a learning curve associated with using the software.
Lack of MAC Support and Sub-par Dynamics Integration: Users have expressed dissatisfaction with the lack of support for MAC operating systems and find the user interface complex and difficult to navigate. Additionally, they mention that the software's support for Dynamics is sub-par, leading to a lack of strong relationship with the support team.
Outdated User Interface and Limited Flexibility in Tune Results: Several users find DemandTools' user interface outdated and in need of a refresh. They also desire more flexibility in displaying Tune results, suggesting that improvements should be made in these areas for a better user experience.
Users commonly recommend the following for BeanFlumper:
-
Utilize the free version: Many users suggest using the free version of BeanFlumper as it provides most of the necessary features without requiring a purchase.
-
Run the software on your own system: Users advise against using the cloud version of BeanFlumper due to potential lagging issues. They recommend installing and running the software on your own system for a smoother experience.
-
Consider purchasing for larger businesses: Some users believe that BeanFlumper is more suitable and valuable for larger companies with over 500 employees. They suggest considering a purchase if your business falls into this category, as it may better meet the specific needs of larger organizations.
These recommendations aim to help users make informed decisions about utilizing the free version, avoiding potential lag issues, and determining whether BeanFlumper is suitable for their company size.
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Reviews
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September 19, 2016
DemandTools Review
The tool is being used by sales operations...which just consists of me. I put together lists to upload into Salesforce and then I upload them. I use DemandTools to clean up the lead lists and remove dupes. It's the best product out there hands down.
- Dedupe lead to lead
- Dedupe lead to contact
- Lead to contact when importing originally.
September 07, 2016
Best De-Duping Tool out there for CRM
We use DemandTools mostly for deduplication of leads and accounts.
- DemandTools makes it easy to identify and merge duplicate records.
- DemandTools Customer Service is top notch.
- The training I received was excellent. I received a personalized session and there are recorded sessions to review as time permits.
- I cannot think of any.
February 23, 2016
DemandTools should be in high demand.
DemandTools is used in the office of admission for a variety of business activities. It is most commonly used to locate and merge duplicate records within our CRM, Salesforce.com. Several scenarios have been created, from very strict to more relaxed criteria, that help identify duplicates in the system. Almost any field within a record can be used for comparison, and DemandTools helps you to choose which record should be kept and which can be deleted. We also use DemandTools as a way to update a batch of records at one time. It's as simple as identifying the group that needs to be updated, telling the software what to update, and letting it run. Lastly, DemandTools is great at updating our CRM with an outside Excel list of records. This is a tool we use at least one per week, but usually more often.
- One strength of DemandTools is how simple it is to use. It's set up in a very user-friendly format, with icons that you can hover over that will explain how to use that particular section.
- Additionally, DemandTools is very customizable so that each user can tailor it to their specific needs.
- Also, as an add-on tool, DemandTools is great at running in the background without slowing down your computer or any other concurrently running programs.
- The biggest area for improvement is related to its de-duplication tool. It would be nice to be able to default certain fields (such as Lead Source) from the record being deleted and have them overwrite the values in the same fields on the surviving record. The system allows you to keep certain values, but it has to be done one-by-one.
January 11, 2016
DemandTools will get the job done
DemandTools was a great way to clean up a very messy Salesforce database at a previous company. It is an extremely powerful tool but takes some research before you're able to use it correctly. However, what it can ultimately accomplish is fantastic. When we reviewed solutions on the market (admittedly, this was several years ago), DemandTools was the only one that would manage all the tasks we needed complete.
- Cleaning up addresses
- Normalizing company names
- Deduping records
- It isn't a tool you can easily/quickly plunge into, but that's to be expected with something this powerful.
January 05, 2016
DemandTools' range of abilities gives big bang for the buck
Our DemandTools licenses are primarily for the use of our SFDC system admins. The tool solves several business issues on a weekly basis. We use it for imports of data into standard and custom objects, mass backups, data cleanup of leads/contacts/accounts, field updates when changing, adding or modifying terminology or adding functionality, and for weekly updates on targeted marketing data. We have built scores of stored scenarios that look at keywords in a few fields on a Lead or Contact and then flag that record with certain criteria that allows us to better target in our marketing efforts.
- Allows you to make any import field a 'key' for import matching.
- Has easy to use point and click functionality to allow for complex procedures.
- Makes mass updates and cleanups faster and easier with flexible criteria.
- Importing lists of individuals can be a multi-step and cumbersome process. For those imports, I always use PeopleImport, rather than DemandTools. It reduces my time investment by about 75%.
- The matching functionality on company names can sometimes be a bit difficult to master, there is fine line between exact, cleaned, or fuzzy and occasionally DemandTools misses the mark.
December 15, 2015
DemandTools - The quintessential utility for saleforce.com
DemandTools is used by our business systems team to effectively and efficiently manage our Salesforce.com data. DemandTools is used to perform regular update tasks within our saleforce.com org, e.g., we use it to perform mass updates on our account data, we have custom fields that are updated from an external data source. One of the more common uses is the Owner Reassignment module.
- Ability to mass update data in any object using a custom set of filters. The MassEffect module is superb at doing this on a wide scale, the ability to update a particular field based on other data from the object or related objects through a formula is extremely powerful.
- Data de-duplication is a very powerful feature. The ability to create rules to determine which data becomes the master record is a very useful feature.
- The ability to take an Excel spreadsheet and update or insert data en mass is a very powerful feature. I like that DemandTools lets you do this efficiently by taking advantage of BULK processing in Salesforce.com.
- Data recovery/restore. One of the most understated features of DemandTools is that every-time you run an update job a system generated restore file is created. It's very easy to return the data to the state is was in prior to the update.
- The UI is looking a little dated and tired, I personally don't have any issue with it. Bottom line it is a utility and I'm glad they spend their development resources on creating a robust tool.
December 03, 2015
Best Addition to Your Salesforce Toolbox
Score 10 out of 10
Vetted Review
Verified User
DemandTools is used to mass edit Salesforce records to support the Sales team. We use it for a variety of tasks - including uploading new data with PeopleImport, standardizing data, de-duping Salesforce, reassigning accounts/contacts when we realign territories. Currently, I'm the only user as we only have one Admin. I am looking to work with it more regularly and have set data-maintenance tasks on a regular basis.
- Data Standardization - it's a truly beautiful thing using this tool. There's more than one module that will let you update every record in the system if you have to, or you can filter it down to only update records that match particular criteria.
- Data Maintenance - At least 10% of our database is duplicates. DemandTools works wonders in helping us clean those up. Especially helpful are the Lead2Contact and Lead2Account deduplication tool. We use these most in correlation with our marketing automation tool which creates new records as leads if the email address doesn't match. Running a quick scenario in Lead2Contact will merge the new leads with existing contacts without losing data.
- Data Format - The ability to format my data uniformly brings joy to my OCD heart. Built in to the software are programs for North American businesses to standardize information. Phone numbers, states, countries, addresses, etc.
- Better scheduling of tasks. This is something I would like to do but I haven't figured out how to do it yet
- Better UI - I feel like I'm in the 90s or early 2000s
- Ability to use punctuation in things - like searching for all accounts with a comma in them or a semi colon
November 11, 2015
How DemandTools has helped my organization
At my organization, we use DemandTools to dedupe contacts, upload our incoming donations, and to cleanse, correct, and update data. Currently, it is being used by me. However, other departments use the other CRMfusion products: DupeBlocker and PeopleImport. DemandTools has helped us merge duplicated contacts, easily import new donations, and keep our data clean and updated.
- I love that you can map fields and create a scenario that can be used over and over again. This makes weekly or monthly updates pretty seamless. I have found this especially useful when using MassEffect.
- DemandTools makes it very easy to look at your current data and compare how it should be changed before you change it. MassImpact and PowerGrid have really made updating and deleting data incredibly easy for me.
- I am a leader of two Salesforce user groups. Nearly everyone I talk to has had at least some issues with duplicate contacts. I often recommend that they use DemandTools to dedupe their contacts and I that Single Table Deduplicator is such a comprehensive tool. DemandTools' deduplication tool makes it easy to choose which fields you want to evaluate, the contact data you need to compare, and which will be the master. You can also update fields within Single Table Deduplicator before you merge the contacts. I have been able to merge contacts in probably 10% of the time it would have taken me if I had tried to do them one by one within Salesforce.
- One thing I wish DemandTools had was a reporting tool. I often have thought DemandTools does such a great job of showing current data in Salesforce according to my specifications, that they should create a reporting module. Sometimes, I have exported my data with Find Report ID's and used the resulting spreadsheet as a report.
- I also wish their Data Backup tool was a little bit more user friendly. When I tried to use it, it seemed to take way too long and I could not understand how to get it to download data in a timely and efficient manner.
- Some time has passed since I tried this, but I briefly used DemandTools to do a nightly update to data within Salesforce (I think it was through Mass Impact). However, I found it difficult to schedule the update and understand how it might impact the data. I think this could be an amazing feature if more information was offered on it and if it was easier to set up.
April 30, 2015
DemandTools - a highly recommended data integrity tool for Salesforce.com Administrators
DemandTools by CRM Fusion is an outstanding data integrity application that makes the processes of data extraction, insertion, update, backup, and de-duplication very efficient and easy. I use it daily to create a backup MS Access database of my Salesforce.com instance (w/o attachments). Whenever there is a change in territory alignment, usually due to personnel changes, it is the primary tool I use to transfer ownership of the data sets. It does far more than the Salesforce.com Data Loader application. It's de-duplication feature allows review of individual records while recommending the survivor record based on rules the user can create and/or edit. It comes with recommended de-duplication scenarios that handle most of the de-duplication task, but also allows the user to create their own custom scenarios and save them for future use. Another nice feature is its ability to correct address and phone number formats in mass, allowing a standardized view of the data. Most Salesforce.com administrators that I have conversed with also use and recommend the DemandTools application.
- I used Demand Tools to mass convert Lead records into Account and Contact records, matching up many of the records with existing Account and Contact records prior to converting them, this avoiding a lot of data duplication.
- After inserting data records from various company systems into the Salesforce.com database, a lot of duplicate records were created. DemandTools was used to reduce the data duplication through several iterative processes requiring multiple, different filter criteria scenarios.
- Following a mass data integration into Salesforce.com from several company systems, it was necessary to update the address and phone number formats to a standardized format using DemandTools to make the corrections.
- During the de-duplication process it would be nice to pick and choose key values from different duplicated records. Currently DemandTools only allows retention of a single record's data field values, which may lead to missing information in a field that was populated in one of the other duplicate records but not in the retained record. E.g., one record has the proper email address while another record has the proper phone number, so which record do you retain? It would be great to designate by field which values you want retained in final merged record.
- The ability to create a SQL database backup would be nice. Currently if a Salesforce.com object has more than 250 data fields it cannot be backed up into a MS Access database.
- During the de-duplication process it would be helpful to copy and then paste data values from one record and add it to another record. E.g. if there are two duplicated records and both have different values in a "Comments" field, and you want to retain the values from both records, it would be great to be able to combine the data from both records in the "Comments" field using a copy and paste methodology so the retained record has all of the data from both records.
April 09, 2015
You need Demandtools. You just don't know it yet.
We use DemandTools within our SFDC team as well as by operations people in both Marketing Ops and Sales Ops roles. It's a powerful tool that also has modules for a Marketing Ops person called People Import as well as more advanced features for a sys admin. I've been using the tool for the past 5 years and it is by far the best data load tool out there that I've used. We've used it to automate nightly back up files at my previous company as well as doing mass updates with out having to constantly change file types and edits within the file. We currently use DemandTools to mass update data when we make enhancements. Sales ops uses it to make quarterly changes to users and account and opportunity owners. Marketing ops uses it to handle deduping data. In my previous company we also used the Dupeblocker module in conjunction with DemandTools to combat bad data.
- DemandTools is excellent in easily mapping data when doing Mass updates.
- The UI is very easy to use for any function.
- The dedupe tools are powerful. The Find Report ID's function is so powerful.
- The back and recovery files are easy to use.
- The automation and scheduling is an area that can be greatly improved. Currently you have to use a Windows task scheduler. If there was a built in scheduler that can run on IOS or Windows that would be great.
- Ability to run on IOS. It's is a huge annoyance to have to install a VMware Fusion to run DemandTools. There have been times I've resorted to using Lexiloader just to avoid having to launch Fusion.
February 25, 2015
DemandTools keeps my org dupe-free
My organization uses DemandTools to keep our marketing and enrollment data within Salesforce merged, deduped, and accurate. Its use benefits our entire organization. I use it to make sure all our leads get merged with one another, as we receive them from multiple sources, through multiple engagements with our prospective families. This allows for advanced analysis across the leads' entire lifecycle, by allowing us to merge and keep all campaign member records from each individual lead.
- Reduces time spent manually merging duplicate records within our database
- Allows me to fully customize the scenarios I run to query for potential duplicates
- Much faster and more efficient than searching for potential duplicates through the SFDC UI
- Allows me to define the data I want to keep on the resulting record
- I would love if DemandTools could be changed to work more like CRM Fusion's other related product, DupeBlocker. I would like if it handled duplicates within the Single Table Dedupe in the same fashion as DupeBlocker, where the older, original lead remains the "master" and the newer lead's data gets appended to it. With DemandTools, you are limited in your options for master record selection. Within DemandTools, I am forced to choose "Newer Record" as my master, because I want to retain the most recent contact details. However, this causes me to also overwrite my lead created date with the newer lead's information, thereby resulting in lead created date values which don't reflect the true creation date of the original lead.
- I would also prefer the ability to create tasks with details of the merge.
December 04, 2014
DemandTools is a must have for Salesforce data hygiene
Score 10 out of 10
Vetted Review
Verified User
- The tools for deduping records are very complete. Not only will it clean up duplicates within the same database, but you can compare leads to existing account and existing contacts to look for duplicates in separate databases.
- They have several ways to do mass updates of multiple records at one time, and I had done updates of 50,000+ records at one time so it will handle large batch updates.
- I have yet to find something that I think they do poorly. The tool is focused in some very specific areas but handles those areas very well.
November 18, 2014
DemandTools - the Salesforce tool to demand
DemandTools is currently being used in our organization, primarily by the IT department for the benefit of the whole organization, in an effort to reverse previous business processes from how Partners are managed, to how our Marketing and Lead Gen teams are managing the suspect and Lead process. We intend in the next month to use the Cleansing tools to do Lead to Lead, Lead to Contact and Account to Account deduping and then on a quarterly basis perform those same functions to ensure clarity into our Lead funnel, current and inactive customer base, and keep the grass green for users.
- The Mass Effect feature is invaluable for reassigning records, cleaning data elements and adding or appending data elements.
- Find/Report ID, here's a real life scenario I used in the last week. Find every Opportunity that has a Contact Role and every Contact at an Account with an Opportunity based on an All Contacts report I ran from Salesforce.
- Cleansing - there is to date no easy way to identify and merge records in mass within Salesforce. Data cleansing should be an activity that every organization does once a quarter.
- To my knowledge there is no access to the Account/Partner or Opportunity/Partner objects within DemandTools, whether this is a DemandTools limitation those are simply objects that Salesforce will not allow third party tool to access I'm not aware but it's a gap.
- Updating the Salesforce Pricebook and Opportunity Line Items has historically been difficult, again this might be a Salesforce driven issue but identifying the correct ID's and mapping them in DemandTools is challenging.
September 30, 2014
DemandTools review
DemandTools was used for deduplicating and updating fields on standard and custom objects of our Salesforce.com instance.
- Easy to follow and highly customizable user interface
- It has a lot of data manipulation options. For a similar category, this easily has the highest number of options and selections
- Works with both standard and custom objects with equal ease
- DemandTools is definitely one of the most robust data analysis/manipulation tools around. But because of the huge amount of functionalities provided, it can be still a bit too technical for business users or non-IT admins to use
- A revamped interface might be considered looking into - with help text or pop-up windows . Sometimes you are deep into it and there are 15 windows going on ...a little bit context-setting for each of the buttons or tabs or actions would help . Also, the numbers inside the buoy ring type markers are a little hard to read.
- Web version of the tool/app would be nice
September 16, 2014
DemandTools - Admin's best friend
DemandTools is being used to manage Leads, Contacts and Accounts across the company. It address the duplicate problem in Salesforce and the updates to the database.
- DemandTools works great to dedupe across our entire Salesforce database
- Great ease of use to reassign large amount of records while being able to define the criteria broadly or very specific
- I use the MassEffect tool on a daily basis. It is so quick and easy to make updates or changes to the database
- The error log is helpful but since it is is another file you always have to open something else. It would helpful to have an error screen to view instead of needing to open a file each time
- Depending on how your system is set up you can get into a lot of trouble with merging duplicates, based on your sharing settings. Make sure the access level is set for users with access to DemandTools, specifically managing duplicates, as the merge is not something you can fix by pushing a button to revert back
January 21, 2013
Saved hours of admin time.
Score 10 out of 10
Vetted Review
Verified User
- Easy to learn the basics. Offers more advanced functionality if you take the time to learn.
- Saves dozens of hours for administrators and end-users use by reducing the number of existing existing duplicates and reducing the number of duplicates created during mass imports.
- Easy mass record updates.
- Can be cumbersome when making query edits
October 18, 2012
Great data hygiene tool.
Score 10 out of 10
Vetted Review
Verified User
- Does everything we need. Allows us to automate tasks nightly for standard clean-ups that occur when humans touch the data – (country, abbreviations, etc…).