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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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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
(1-25 of 29)Companies can't remove reviews or game the system. Here's why
June 02, 2021
DemandTools = Great Tool, Great Value!
We use DemandTools frequently in our Sales Team to make mass changes, mass conversions, or de-duplicate our system. This tool is also very helpful in relating marketing lists with little information to current people in our system using the Find Report IDs feature.
This tool takes makes Salesforce Admin time a breeze. Things that would take hours to address manually are completed quickly with pre-loaded scenarios in DemandTools that work best for our organization.
This tool takes makes Salesforce Admin time a breeze. Things that would take hours to address manually are completed quickly with pre-loaded scenarios in DemandTools that work best for our organization.
- Straightforward UI that does what it needs to do.
- Makes after-the-fact de-duplication a breeze.
- Easy mass updates to data sets - making cleaning data a breeze.
- UI is outdated and could use a bit of a facelift.
- Some competitors in this space are more all-in-one tools where DemandTools.
- Lack of automation for regular data cleansing - everything we use DemandTools for is manual.
December 19, 2020
DemandTools - Offered a swift solution to a longstanding issue.
Score 10 out of 10
Vetted Review
Verified User
It is used as a solution to our phone system, Bolt, for Salesforce. By formatting the data in Salesforce, we were able to achieve meaningful comparisons between the inbound number and our customer base, allowing us to intelligently route calls to specific groups, salespeople or automated responses, transforming the experience from the customer's perspective.
- Mass Updates of data to achieve a set goal
- Formats existing data in mass to restructure the data for use with a particular system or software package
- Formats changes as they come into salesforce on the fly so data integrity can be maintained
- From my perspective, all seemed relatively straight forward.
- Its the sort of tool you set and forget, after the initial setup, we rarely play with the pre-established rules, as other systems draw from this formatted data.
November 24, 2020
DemandTools Maintains My Sanity
Its being used by [our] department. We use it cleanse data in Informatica CC360 and Salesforce in support of Salesforce Operations
- Updates records from CSV files
- Deletes records with an ID (key)
- Identifies Duplicates
- Updates fields based on field matches
- Joins objects based on field matches
- I wish the Find ID reports didn't list the results in columns, but in rows below the match, or if it was at least an option. Like if it listed Match1 and Match1a, Match1b, Match1c. Sort of how the dedupe file has Masters and NonMasters.
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 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.
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.
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 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.
For sales we use it for a couple things; some of our main uses include reassigning leads, deduplicating records, enhancing data, and nullifying fields that have a value. For our customer success use we use it a lot for case reassignment when reps leave, enhancing data when we are able to parse historical account data, account owner reassignment, and activity creation just to name a few.
- Deduplication of records when enriching data.
- Allowing for us to null fields upon request (data loader cannot do that).
- The UI is much easier to use than the out of the box Salesforce data loader tool.
- Windows only, this was the biggest disappointment. Most users in our company used Mac so we either had to have specific people do all the DemandTools work, or use our really old inventory of Windows computers (i.e. carry around two computers).
- I wish it also worked with HubSpot Sales.
- Did I mention that it was Windows only?
July 02, 2020
DemandTools is powerful but difficult to use
We use DemandTools within our IT Salesforce team to mass manage large amounts of records, especially deleting and modifying contacts. It's quicker and more comprehensive than any other tool when managing large amounts of data, more than a couple thousand records.
- Deleting large numbers of records.
- Very detailed soft and hard matching scenarios.
- Saving scenarios to be reused.
- Documentation is terrible since Validity took over from CRMfusion.
- Very expensive, especially for many users.
- Very flexible and detailed means difficult to learn how to use.
DemandTools is used exclusively within our data steward and business intelligence teams. The data stewards regularly run list imports, account and contact deduplication, direct field updates for standardization and other mass data updates to conform to business rule changes. The BI team regularly uses the ID lookup feature to merge CRM data with external data sources for analytics purposes.
- DemandTools is a must have tool for Salesforce administrators. It runs mass data imports/updates/exports in a fraction of the time of Salesforce native tools.
- Super efficient data processing by being able to save/run scenarios across the entire depth and breadth of the database. You are able to match/filter/update any related object and field.
- Easy way to backup all your data.
- Find/Report IDs is like Excel vlookup on steroids.
- The interface is a little dated but still user-friendly and intuitive to use. DemandTools even overlays numbered steps to guide you through a job.
- Processing speeds can sometimes be an issue, but not necessarily DemandTools fault, as CPU and bandwidth could also be to blame.
July 02, 2020
Powerful Data Software
For the price point, DemandTools is an unmatched tool for cleaning up data in Salesforce (or Dynamics). It allows you to get extremely granular, and also apply your methodology to a large number of records at once. Once you've cleaned up what you have, it also allows you to put measures in place to prevent junk data from living in your database.
- Normalizing data like country, state, etc. You have out-of-the-box scenarios you can instantly apply or you can create your own based on any field in your database.
- Import contact records and easily associate them with accounts, leads, contacts and campaigns.
- Dedupe records within and between leads, contacts and accounts. You have out-of-the-box scenarios you can instantly apply or you can create your own based on any field in your database.
- The user interface looks very outdated and makes the tool seem more intimidating than it actually is.
- The out-of-the-box scenarios are not always integrated into the user interface.
- Over the 4 years I've been using this tool, the customer service has improved 200% but there are still some glitches.
June 29, 2020
DemandTools: Every Salesforce Admin's Fix-It tool!
Currently, DemandTools is being used only by our Business Intelligence department. We have 4 members of our department who use DemandTools for daily deduping of records, mass impact and job builder for name and address maintenance using Fuzzy Logic and proper case to fix all of those all caps or all lowercase entries, and PowerGrid to globally mass delete fields that aren't needed, make adjustments to fields that need to be changed or any type of global change needed based on the object. We have 2 Salesforce orgs and DemandTools enables us to make daily or even weekly adjustments to data as changes are deemed necessary.
- Single Table Dedupe is used daily by our department. The purpose of using it is for the Admissions office where applications are entered by prospects as well as are imported from a variety of application sources. Utilizing fuzzy logic enables us to find the same person whether they entered their name as Tim or Timothy. This enables us to keep our records cleaner than relying upon matching rules within Salesforce.
- Mass Impact is used daily utilizing the normalize addresses feature so that all addresses in Salesforce are within the same format guidelines. I use Mass Impact, in conjunction with Job Builder to have these features run on an hourly basis. Global name adjustments to normalize all caps or all lowercase entries is vital and Mass Impact definitely makes this process run more smoothly.
- PowerGrid is one of my favorite features because it enables me to make global changes to any object. I can mass delete, which I do several times weekly, and it's much faster and more user-friendly than any Salesforce native tool because it enables you to see what changes you're making and you can reference the record being changed right within the view to make sure the change you're making is what you were intending.
- Mass Effect is a feature that is used several times a week. We use it to update records already in Salesforce by adding on missing information that we'd like to incorporate into the record. Using the Find Id's function enables you to verify that the records you're planning to upload are accurate and then using the Mass Effect function uploads the data. Replacing data is also available with Mass Effect, but we do not use that as frequently.
- I would like to see the Find Id's function and Mass Effect functions as one cohesive function. The Mass Effect function doesn't give you a view before updating or changing data and I have to use Find Id's first to make sure all of the data is how it needs to be translated before I use Mass Effect. If these features could be combined into one then that would be a big time saver.
- I know this is a bit of a stretch, but I would like the ability to duplicate a report for multiple objects on PowerGrid. I use the contact and enrollment objects the most and both of these objects contain much of the same information, but I have to duplicate my report for both the contact and application object just to delete or mass edit fields on a specific object. I would love it if there were a multi-object view where I could pull up both the contact and application objects with Demand Tools so that I could globally change whatever fields I need. As an example, Contact has a contact owner and the Enrollment object has both an app owner and app owner user. If I want to globally change these to a new person I have to create both a contact and enrollment object report to change these to the same person. If I had both objects combined, then I could just pull all three of these fields in one report and make my changes right there. I know there's the reassign ownership function for my specific case, but PowerGrid is my go-to for almost all global type changes.
- The dedupe function would be great if it could house multi objects such as both contact and enrollment objects. Since we have to dedupe on the contact and then application objects it would be ideal to do this process in one screen rather than having to do it in multiple instances.
June 28, 2020
Wouldn't be able to function without DemandTools
DemandTools is being used by a handful of Salesforce super users and the Business operations team. We have one person in product marketing who uses the platform to help mass manage price book/product data to include associating image files with their correct product records and manage a custom process for publishing price book entries to be visible by external users on our Salesforce communities portal.
The Operations team is using the platform to do a lot of different things: data management of opportunities and point of sale data, loading in point of Salesforce data leveraging prebuilt scenarios. swapping out products on opportunities, and some scheduled jobs which overcome some system limitations within Salesforce. DemandTools is our primary tool for managing all of our Salesforce data.
The only thing we don't like is how DemandTools is bundled in with all of Validity's other products now, DemandTools has the highest value and ROI and for us and should really be its own product for purchase. price has increased since Validity took over the product.
The Operations team is using the platform to do a lot of different things: data management of opportunities and point of sale data, loading in point of Salesforce data leveraging prebuilt scenarios. swapping out products on opportunities, and some scheduled jobs which overcome some system limitations within Salesforce. DemandTools is our primary tool for managing all of our Salesforce data.
The only thing we don't like is how DemandTools is bundled in with all of Validity's other products now, DemandTools has the highest value and ROI and for us and should really be its own product for purchase. price has increased since Validity took over the product.
- Real-time data modification with powergrid
- Mass data loading using Mass Effect
- Reduced new hire training leveraging scenarios
- The interface is outdated and harder for younger viewers to learn as they are used to a more modern GUI.
- I'd also like to see cost kept low. It's a backend data management tool.
DemandToola is being used by our organization for addressing the problem of duplicate leads in the system.
This tool is being used in our company by the Department of Information Technology. Converting Leads is a breeze with the Lead Conversion in-demand tool. Leads can be compared to contacts and accounts using powerful and flexible matching techniques. When matches are found, the leads can be converted and merged into the matching contact, or a new contact on an existing account. Our system continuously get thousands of duplicate leads in our system. To address this we use DemandTools and everyone is now happy with the no-code deduplication we have in our system.
This tool is being used in our company by the Department of Information Technology. Converting Leads is a breeze with the Lead Conversion in-demand tool. Leads can be compared to contacts and accounts using powerful and flexible matching techniques. When matches are found, the leads can be converted and merged into the matching contact, or a new contact on an existing account. Our system continuously get thousands of duplicate leads in our system. To address this we use DemandTools and everyone is now happy with the no-code deduplication we have in our system.
- Dedupe functionality is powerful.
- MassImpact allows us to update thousands of existing records in system.
- Ability of job builder to be schedulable.
- Alerts by DemandTools for potential duplicates.
- UI of demand tool could be improved.
- Sometimes it take some time to search the field you wanted to filter.
- As I love this product, I am waiting for more updates.
We use DemandTools as a Revenue Operations department. Our team is responsible for Salesforce & all martech. It helps us keep our data clean and up to date so that all Salesforce users can be empowered to do their jobs efficiently. One specific use that has been extremely helpful at our organization is the Lead Conversion module. We use it to match Leads to Accounts which has transformed our ability to conduct account based sales & marketing activity.
- The modules themselves are just top-notch, fantastic use cases for all.
- Each module is very clear on what each step provides. Easy to understand & use.
- Training videos/docs are detailed and helpful.
- Scheduling batches to run overnight could be easier. We need to have a separate server.
- Being notified when a batch (overnight) doesn't run would be huge. We'd prefer not to have to go look for the things that went wrong. Should be delivered to us.
- The community is very clunky and often hard to navigate through.
June 20, 2020
UI needs updating
DT is used by a single department for data imports and exports.
- Merge picklist values for multi-select picklists.
- Availability of restore file.
- The UI is incredibly dated.
- Customer support is not very helpful.
- It is very difficult to scroll through long lists of fields to map. It would be great to be able to type in a letter and skip right to that section.
We use DemandTools to manage our Salesforce database (integrated with our registration platform) via scheduled account and contact dedupe scenarios and mass impact scenarios. It is specifically used by our CRM product team to help us offer a service to our customers who use the Salesforce community portal to access their customer data (i.e., we use the product as a B2B offering to allow our customers an enhanced B2C experience in data management and marketing). The Find Report IDs module is also used extensively to assist in our data management and loading activities.
- Standard object data deduplication on a mass scale.
- Finding data within the system to help with data management.
- Mass custom object data deduplication. Enable batches to reduce API calls.
- Add ability to select more than 1 non-master record when deduping from an external CSV.
- Field rule settings: a bit hard to use and not as much functionality as I'd like.
- Export abilities: Be able to schedule an export to a predefined location.
- Cross-field matching for deduping (e.g. match email to secondary email fields).
- Use conditions on dedupe: Can't choose an empty date when it's a date field.
June 18, 2020
Incredibly powerful tool, a few minor issues
We are using DemandTools for the following use cases:
- De-duping and importing people lists from webinars and trade shows into Salesfore.
- Mass de-duplication of leads, contacts, and accounts in Salesforce.
- De-duping purchased list against existing accounts in Salesforce.
- Real-time duplicate blocking and merging in Salesforce.
- People import saves us an immense amount of time comparing and importing lists.
- Dupe Blocker is intuitive to configure and has robust functionality.
- Single table de-dupe has allowed us to reduce our duplicate records in Salesforce by a good amount.
- There are certain pieces of functionality that simply don't work. Validity blamed it on our Salesforce org instead of figuring out how to fix the problem.
- Took over 6 months to work through the above issue and support was extremely unresponsive.
August 10, 2018
Great Product...Getting *more* Expensive
Score 10 out of 10
Vetted Review
Verified User
We have a managed package with a lot of custom objects, in addition to a lot of internal business rules. DemandTools allows us to save scenarios to be run whenever we need to manipulate large amounts data for different departments and teams quickly and easily.
- Mass-update large amounts of data without needing excel.
- Save mapping scenarios, including adding constants for regular mass-imports
- Easily identify and correct data exceptions with saved scenarios
- Minimize human error with updating to exact values in Salesforce - eliminates the need to type data into Excel
- Regular live webinars and training is easy to access and provided frequently for "refreshers" on how each module functions
- User Interface is a bit outdated
- Operators for relative date values do not line up with Salesforce 100% of the time
June 27, 2018
DemandTools is a necessity
Our company uses DemandTools daily for a variety of projects; it promotes efficient processes for our Finance, Operations, Sales and Customer Service departments. As the Salesforce Administrator for my company, I'm constantly using DemandTools for territory updates, data cleanup and a myriad assortment of things that come up during day-to-day business.
- Reassigning territory ownership is a breeze with DemandTools; I can update the Account owner and it will follow through with Contacts, open Opportunities, and tasks, as well as custom object records. This is much more efficient than changing the records for each object at a time!
- I love the PowerGrid utility - this allows me to focus on specific subsets of data records that may need updating. The ability to save a Scenario for future use has made my job easier.
- Report Edit utility is amazing, I look forward to seeing how they can improve it the future, but being able to mass move and delete reports is brilliant!
- The ability to see what fields are on a report, or being touch as a filter would be AMAZING.
- It can sometimes be frustrating to remember where the log files are saved to review errors that may have happened. It would be nice to have a "Review Log Files" under the Demand Tools Today section.
June 19, 2018
Demand the right tool for the job!
We have routine tasks that were built around using Data Loader. I've tried to automate data feeds as much as possible but some remain. I use DemandTools to help support finance, customer, service, marketing, and sales. DemandTools helps fill the gap between manual and automated processes. We use a website to collect data tied back to a campaign and are able to use this tool to very quickly update a set of campaigns in real time. The single table dedupe is now part of routine maintenance run by our customer service department.
- The simplest things can mean so much. Being able to upload data from an Excel file is very helpful.
- The ability to use transformations and constants makes uploading records so much easier. Less clean-up and manipulation of files before upload means less likelihood of user error.
- The ability to update data based on a set of business rules is invaluable. Updating dates using a formula (date + 30 days) is so much easier than exporting data to Excel, performing a date function, saving as CSV, and then uploading. And providing the functionality to save scenarios on top of it makes a very big difference.
- The single table de-dupe is a great feature. I can customize the logic and use fuzzy matching to find dupes and clean them up.
- I think everyone that uses DemandTools knows the UI is dated. I have trouble seeing checkboxes and buttons sometimes - I'm assuming due to the resolution of my computer. Also the navigation is counterintuitive (though not particularly difficult).
- While I love the single table de-dupe, it is difficult to understand the work process to follow. There is a lot going on in this screen and there is a lot of saving that happens but it isn't clear if I am saving a custom ruleset or replacing the default. This piece could just be more intuitive.
- I would LOVE the ability to write formulas or expressions in the "transform" feature!
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.