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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?
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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
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- 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.
Attribute Ratings
Reviews
(26-50 of 117)Companies can't remove reviews or game the system. Here's why
November 24, 2020
Demandtools for NGO's
Demandtools and the Single Table Dedupe Tool helps us to find and merge duplicate contacts in our CRM system. For a NGO like us it is especially important that we have have a well managed and clean database. Besides the standard Salesforce Matching and DeDuplication rules we find DemandTools a valuable addition to our data management process.
- Matching contacts based on custom criteria
- Wide range of filters
- Very fast matching and dedupe compared to other similar products
- It takes some time to get used to all of the options and settings
- Can be a bit complicated or overwhelming to start with
November 20, 2020
Experience the most Robust tool for ensuring your Data Quality
I have been using DT for over 7 years now, used it in my previous org then recommended it for my current org too.
It is being used by various departments IT, Sales Operations & to some extent by Marketing too.
DemandTools addresses multiple data issues for our org like- duplicity, inconsistency, bulk merging, lead conversion, ownership reassignment etc. It is the most robust tool when it comes to deduplication of data.
It is being used by various departments IT, Sales Operations & to some extent by Marketing too.
DemandTools addresses multiple data issues for our org like- duplicity, inconsistency, bulk merging, lead conversion, ownership reassignment etc. It is the most robust tool when it comes to deduplication of data.
- Deduplication.
- Mass merging.
- Lead conversion.
- Ownership reassignment.
- Bulk backup.
- Mass impacting.
- DupeBlocker for SF Lightning.
- More details on error or success logs.
- EmailVerify feature to be provided as complimentary.
November 20, 2020
DemandTools power user and big fan
DemandTools is probably the most important time saving tool used by our Marketing Department to interact with our database (Salesforce). Not only does it save us a lot of time, but we are really empowered and incentivised to care about the quality of our data and given the tools to really optimise and drive maximum impact.
- Our event management teams have really powerful tools to ensure delegates are cared for by ensuring the right people are always updated with the right information.
- Our sales teams trust us to always delivery leads to them on time with the right information in the right places.
- Our IT teams trust marketing to update and look after their data without the need for input and oversight, really speeding up the time and effort taken to perform updates.
- The depth of tools is often missed as it is not clear what each section of the tool does. If the naming of the functions was improved users might realise and use a lot more of them.
- The user interface can feel a bit tired at times and makes the tool more "scary" than it should be. A cleaner interface would make users more confident.
November 20, 2020
DemandTools is a HUGE game changer!
DemandTools is mostly used by our Marketing Department. DemandTools has significantly improved our internal process of converting leads to current client accounts. We're also able to use DemandTools to dedupe, as we see a lot of duplicates created by a lead using a generic email address in addition to their work email. Find/Report IDs is often used daily to bump our event lists up against our database to find existing leads/contacts.
- DemandTools is an invaluable tool that will save you hours of valuable time daily.
- DemandTools will help you dedupe leads/contacts by Name and Company name, rather than just by email address.
- DemandTools matches fields extremely well, especially when using the Cleaned Account List feature that you can edit to include or exclude certain words in an account name, to make a better match.
- The biggest con I've seen with using DemandTools has been the instability of the program itself, it has crashed/closed on me several times. Although, it hasn't happened in a while, so perhaps an update helped with that issue.
- I'd like to see "First Two Words" as an option when trying to match a company name.
November 20, 2020
DemandTools has great features, but not always the quickest
We use DemandTools to modify Salesforce Data in bulk.
The functionality is theoretically great. Unfortunately, we get a LOT of timeouts errors so many of our jobs have to be run over and over to get finalized results.
For duplicate checking, it would be better if you could write more detailed logic as to what values in each record can be kept. Right now, it is all or nothing.
Some of its data cleaning tools are pretty cool - address/phone checks. The ability to clean up capitalizations, etc.
The functionality is theoretically great. Unfortunately, we get a LOT of timeouts errors so many of our jobs have to be run over and over to get finalized results.
For duplicate checking, it would be better if you could write more detailed logic as to what values in each record can be kept. Right now, it is all or nothing.
Some of its data cleaning tools are pretty cool - address/phone checks. The ability to clean up capitalizations, etc.
- Lots of data cleansing features.
- The ability to modify data in bulk with easy to use filters.
- The ability to save schemas (filters/objects/changes).
- Slow.
- Timeouts.
November 20, 2020
Happy overall
We use Demandtools to upload and validate information in our Marketing and Sales Opps departments. It's mainly used to update the status on accounts and contacts, upload leads to campaigns, or mass delete contacts or accounts created by mistake.
- Mass lead convert.
- Updating account statuses.
- Updating contact statuses.
- Setup can be a little confusing for scenarios. It's a lot of moving parts.
- PeopleImport can be clunky sometimes. If you mess up even 1 thing in one spreadsheet you have to start over reimport and do all your scenarios again. You might not know this until you're at the point of trying to upload.
November 20, 2020
A tool that just works
It allows us, as an operations team, to make large scale changes to Salesforce on the fly. We are a more agile company because of DemandTools. I would say we use DT on a daily basis to solve for data issues, append records, and manage territories.
- Append data.
- Organize territories.
- Duplicate management.
- SFDC campaign additions.
- Use formulas in PowerGrid.
- Pull campaigns into PowerGrid.
November 19, 2020
A must-have for data integrity!
DemandTools is being used in several ways at iCIMS:
- Auto-Converting Leads on a scheduled basis.
- Re-assigning Lead Ownership on a scheduled basis.
- Used by Data Steward team to format/normalize data.
- Used by Data Steward team to insert/update data.
- DemandTools has a lot of options to clean data within Salesforce, perfect for anyone in charge of data.
- Job Builder allows you to easily schedule regular intervals of jobs to be run on an ongoing basis for continuous functionality in several environments, which allows for the same experience across production and sandbox instances.
- MassImpact is a great tool to format data for phone/address/names of records in Salesforce, and more.
- DemandTools can sometimes crash if the metadata has changed in an environment, and the log in session does not immediately recognize the data. This particularly occurs when moving a scenario file from one instance of a running DemandTools to another.
- DemandTools can be a bit heavy on the PC, which makes sense because it is a robust application. Not sure if anything can be done to minimize PC usage.
- Allow for email notifications in Job Builder if a scheduled job crashes or stops running.
November 19, 2020
DemandTools Supercharges my Data Hygiene Workflows!
My organization integrates DemandTools with our CRM, Salesforce, to help promote data hygiene and to keep our records up to date. PeopleImport allows me to easily upload new contacts into my org's database and map data to all of our standard and custom fields. MassImpact scenarios work to update field values based on custom scenarios I've created, and Lead Conversion and De-Duplication scenarios ensure a high degree of data integrity to provide my end users with a streamlined experience, and less hassle for me as a CRM adminstrator.
- Easily and quickly handles large data imports via spreadsheet.
- Able to replicate frequently used scenarios to conduct regular data hygiene.
- Updates are pushed to CRM quickly and effectively - never had a misstep!
- User interface feels outdated.
- Selections when processing certain actions not very intuitive.
- Occasionally lead, contact, and account matching steps do not work correctly.
November 17, 2020
A must-have for Marketing/Sales Operations
We leverage DemandTools to perform bulk data operations like de-duplication, mass update, and mass reassignment. Our sales operations team makes extensive use of the tool because it has much more customization and functionality compared to other tools. We use it to dedupe our lead and contact databases to make sure our marketing automation syncs accurately and correctly notifies the correct party. We also use it to deduplicate our accounts and sometimes leverage it to merge records that don't have native merging available in SFDC. Also, since it has the ability to pull in fields from related objects, we can easily manipulate our data to stay organized.
- DemandTools is highly customizable around different scenarios based on different business needs.
- DemandTools' record merging and mass conversion tools closely align with our data strategy.
- The ability to save and load custom scenarios makes configuration super easy.
- Being a PC-only local client makes it unavailable to our users on different OSs.
- The interface needs an update.
- Build functionality to allow for different job sizes when not in batch mode.
August 27, 2020
Nothing Better for Deduping Your Salesforce Data
We use DemandTools mainly for the deduplication tools available. Our team that manages SF uses it but also we have trained other users in certain departments to use the suite for deduplication and file loading.
- Standard deduplication
- Data cleanup
- Advanced deduplication with subsets of data, filtering, and reparenting.
- Easy file imports for users.
- Interface is clunky
- Interface is outdated
- Centralizing rules across the campus is not as easy to maintain. Users have to be aware.
- There are no good tools to schedule jobs and run automatically.
As an organization, we use almost every feature of DemandTools on a daily basis. My personal use involves frequent data manipulation using MassImpact, MassEffect, and FIndIDs. I also use it to seed test data between Salesforce environments and do ad-hoc object backups using the BulkBackup. It is honestly difficult to cover all the use cases in only 200 words, but recently we had to change a number of tasks "Assigned to" values, as well as "Assigned to" values on a related custom object. MassImpact makes this easy and efficient by letting me preview the changes before loading and giving me the option to only edit changed records; this is especially helpful in a very active and highly automated SF org because many bulk loads/edits involve record locks and timeouts. And validation rules sometimes get in the way of data cleansing, so being able to quickly re-run failed records while the rule is temporarily deactivated (or making mass changes to address the validation) is awesome. DemandTools defaults to offering all fields on related lookup when working with a single object. It is also the simplest way I have found to restore large batches of deleted records without having to reload them, which is critical when there are deleted related records or data that can only be retrieved from the original record.
- Restores large batches of deleted records.
- Allows mass changes to entire objects or subsets of records based on declarative queries (no SOQL required).
- When mass changing User SFIDs, allows me to select the user's name without having to look up their ID.
- Provides a very powerful and convenient way to match record and lookup fields to SFIDs to prepare data for import.
- Powerful duplicate management tools.
- I would love to be able to batch/bulk export "IsDeleted" records. (Right now I believe I need to use APEX Data Loader to do that.)
- The user interface looks a little dated, which is a bit of a trivial complaint, but it betrays the technical quality of the tool.
- I would love to have the ability to put a query/filter on the BulkBackup (might be in MassBackup, but I use the 64-bit version, which doesn't allow MassBackup). I think something like what is in the MassImpact conditions would make this a much simpler tool for quick exports as opposed to using SF reports.
July 13, 2020
Easy data manipulation with DemandTools
We use DemandTools to export and import data into our Salesforce instance. The pharma space is changing all the time, which requires consistent updates to Salesforce. DemandTools makes this process simple and straightforward for me. We use DemandTools across our entire commercial organization and it is the backbone of our data strategy.
- Easy importing of data into Salesforce.
- Easy exporting of data from Salesforce.
- Easy deleting of data from Salesforce.
- User interface isn't user friendly.
- Difference between modules offered takes some investigation.
July 13, 2020
DemandTools: The Time Saver
DemandTools is a very helpful tool. We are using this tool to fetch matching records from SFDC. Besides this, we also use it to find duplicates and contacts from SFDC. The purpose of using this tool is that it gives us the desired output with which we can customize each and every field. It helps us to overcome the limitations of the inbuilt feature of SFDC.
- Fetching duplicate records
- Record reassignments
- Lead processing
- As per my experience, some fields in SFDC do not match with the same field in DeamandTools. For Example, Record ID in DemandTools is the same as the Casesafe ID in SFDC. But there is no matching field for Account ID present in DemandTools.
A must buy product. I am getting hands-on experience and getting the implementation done for our organization data. Overall, great support from demand generation and the Support Team. I am working on a few projects with the help of DemandTool like mass impact/effect, dedup, in-house data matching, and so on, which is way easier with your team.
- The most loving part is: the training and enablement program, which they conduct for everybody.
- Friendly tool and helps different teams like Marketing, Sales, and Operations maintain the data hygiene, which actually keeps us up to market standards.
- It is always helpful for quarterly review when we need to revisit our data and required cleansing/entering new information in our system to maintain live information up to the standard.
- Dedupe Lead/Contacts: Actually, the biggest strength is helping in company to solve multiple team's issues/problems, and avoid quarrels in between with different holding comments on different lead/contacts. So, overall best in the market for this pointer!
- Mass Impact/ Affect: Being in Marketing/Sales Operation people would love this kind of functionality that should be useful for any big changes in data and running projects like accounts level and so on.
- Sometime, we should have a built-in pipeline that we can use for a bigger platforms like de-dup/mass impact/other automation programs and customers can modify according to themselves and save their timing.
July 08, 2020
Powerful tool that saves time and money
My team mostly uses DemandTools to mass update records in our database. Using this tool allows us to update hundreds of records in seconds rather than minutes or hours when we were manually updating records one at a time.
It has decreased manual entry time in our Member Services area allowing agents and management to spend more time on core functions and less time on data entry. The speed of DemandTools has also improved our data integrity as records are updated faster and manual entry errors are avoided.
- Mass updates hundreds or thousands of records in a few seconds. With a few clicks, my records are accurate and up to date.
- Identify and merge duplicates. We have also used DemandTools to find duplicate records in our database that would have been much harder to merge manually.
- The user interface is very basic and, for me at least, is not intuitive at all. I was told early on that the benefit of the tool is all in its power and not in its UX and that's very true. The tool seems to be made more for BI and data folks than for users like myself (in marketing) and that makes it really hard to navigate and troubleshoot issues.
- I know there are a lot of DemandTools tutorials but I have not found them as helpful as I'd have liked as I don't feel they are basic enough. I am not on the data side of things but would love to use DemandTools to do more with duplicates and data updating. However, I have not been able to find resources to help me do that without the assistance of someone on our data team.
- I would love to see a step-by-step tutorial or how-tos for things like duplicate identification or record merging. An interface where I could input what I am trying to do and then resources of how-to videos are shown. This may exist but if it does I am not sure where it is!
We have two users (myself in Sales Ops and my counterpart in Marketing Ops). We have several MassImpact scenarios for parent-child account ownership assignment (child account owner = parent account owner unless meets exception criteria), stage date backdating (if the date field is blank but the following date field is not, apply following date to date field), and lead/contact title normalization (ex. Dir Rev Cycle, Director Revenue Cycle, and Director RCM all set to Director Rev Cycle). We have a lead to account mapping scenario (does not merge leads to accounts, identifies matches, and updates a field on the lead record so we can map unconverted leads to target accounts). Lastly, I use MassEffect for a weekly update of a custom object (aggregates field values from child records and updates parent record) as well as other ad hoc mass updates.
- Simple to set up scenarios for our business cases.
- Ability to automate via JobScheduler.
- Cost effective compared to other platforms.
- Cannot run on Mac (we have to do all work through a VM which often involves transferring files back and forth and causes issues with scheduled jobs).
- My Marketing counterpart has expressed concerns over functionality (has had issues with scheduled jobs, the title normalization, and is looking at similar platforms that also allow for lead routing).
- UI while functional is inferior to many other platforms I've reviewed. I've used DemandTools for many years at my past company, so I've not had issues but it's been difficult for my counterpart to adapt to the interface.
DemandTools is used by our organization to generate spreadsheet reports and update/delete records in our Salesforce instance. It is primarily used by the CRM Administrators in the IT department who handle user cases on a day to day basis, and DemandTools is a robust tool that makes responding to these tasks easier and quicker than it would be through other tools.
- Point and click interface.
- Login process is easy and secure and supports Okta SSO.
- Separation of tools means specific tasks are simple to complete.
- Interface looks a bit out of date.
- Separation of tools means you have to learn which tool does what.
July 06, 2020
Love the merge function!
Currently, the Revenue Operations team uses Demand Tools. We use it mostly for data imports and exports. The ability to merge values with existing values already in Salesforce is a lifesaver. Without this tool, performing data imports would take 100x longer.
- Merge new values with existing values already in Salesforce.
- Finds the SF ID when given match criteria.
- Generates restore file prior to importing new data.
- The UI is a bit slow and clunky.
- Native Mac functionality.
July 04, 2020
Merging Duplicates Made Simple
Our main use for DemandTools is for the single table deduplication. This is extremely helpful because our integrations with Salesforce push data into the system based on email being the key indicator or a currently existing account. Because so many students use several emails, we end up with A LOT of duplicate records and need an easy way to merge them quickly. We use this tool on a daily basis and it's been an excellent product.
- Ease of setting up different matching scenarios.
- Can make the process manual or set up to run automatically.
- Rule writing is simple for getting a focused list of records to look at.
- I don't really have any suggestions here.
- The price feels a bit high when only using a few of the tools.
While the data dedupe portions are used company wide, we mainly use the tool in the SF admin roles. It has simplified data uploads and corrections for us, as well as data downloads for reports and analysis. We also use it for the people import function when we have lists from sales people to upload.
- Data Deduplication
- Ease of uploading new lists without duplicating or overwriting data.
- Changing ownership
- Large modifications of data.
- Choosing which module to use.
- Copy down on power GRID versus having to scroll down the list.
- Sort before removing duplicates.
It is used within the IT group mainly for updating Salesforce record (PowerGrid) and deduplicating.
We have mainly been running Salesforce with a single admin which leaves limited time to import data, dedupe, reassign ownership, etc. We have found that DemandTools has allowed us to perform these tasks in significantly less time than the manual tools Salesforce provides.
We have mainly been running Salesforce with a single admin which leaves limited time to import data, dedupe, reassign ownership, etc. We have found that DemandTools has allowed us to perform these tasks in significantly less time than the manual tools Salesforce provides.
- Quickly update Salesforce data (similar to editing in Excel).
- Deduplicate records based on criteria that you can keep changing.
- Reassign ownership when an employee leaves or changes roles.
- User interface is rather dated.
- PowerGrid could support more user friendly features like copying the entire table.
We use DemandTools to manipulate data in our Salesforce environment. We primarily use Mass Impact and Mass Effect, in order to update a large number of records at once. Working in Higher Education, our data is changing all the time and sometimes Salesforce automations just can't be done the way we need them, requiring a manual update. We also have many different programs at our institution, requiring different populations of records to be coded differently. So, rather than make our data entry team work tirelessly updating hundreds or thousands (sometimes hundreds of thousands) of records, we use DemandTools to do it for them.
Our department -- Enrollment Management Services -- currently is the only department of the organization that uses DemandTools, but that's because we're the system administrators of our Salesforce environment.
Our department -- Enrollment Management Services -- currently is the only department of the organization that uses DemandTools, but that's because we're the system administrators of our Salesforce environment.
- Mass updating of data
- Mass deletion of records
- Updating specific populations with multiple data changes all at once
- Developing and saving routine data updates to make repeated work much faster
- Information overload for new users, due to the large number of things DemandTools can do (not inherently a bad thing, but still a challenge early-on).
- In a similar fashion, it's hard to determine what DemandTools can and can't do out-of-the-box.
- Hard to find documentation that gives a high-level overview of whether DemandTools can do what you want to attempt or not.
We use DemandTools to manage our data to coordinate timely and accurate communication with prospective students. It is easy to use and even easier to learn new tips and tricks online if needed!
- It is great for automation.
- It is great for standardizing data.
- It is easy to use.
- It is easy to learn how to do more if inclined to.
- The UI looks a bit dated.
- Some automation requires a bit of elbow grease to finagle.
- The logs are sometimes not helpful.
July 02, 2020
A Game Changer!
DemandTools is a critical tool for our organization and we would be lost without it. Our membership department uses DemandTools on a weekly basis to verify addresses, duplicate records and to update our Salesforce based association management system (AMS). It's very powerful tool that helps me do my job easier! I'm eager to learn about the other modules to see how I can implement them and make my data life easier. Validity does offer a non-profit discount which is great for those that qualify.
- Robust data tool.
- Easy to use.
- Simplifies data management and record cleaning.
- A must for Salesforce users.
- A friendlier interface - it's a bit technical looking at first glance.
- Some windows need to be bigger so you don't have to scroll over.
- Updated color scheme.