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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
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- 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 Enterprises (1,001+ 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.
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Reviews
(1-25 of 36)Companies can't remove reviews or game the system. Here's why
June 07, 2021
Quick Deduping Tool for Demanding Data
DemandTools is being used by a single department (sales operations) to handle multiple issues, such as identifying and merging duplicate accounts/contacts, updating ownership, and easily identifying data errors. We use it a few times a month normally, but more heavily when we are onboarding anything new from a merger/acquisition. It is especially good when other organizations have not kept up with their data or you don't trust the source.
- Fuzzy logic for identifying address duplicates
- Locks in multiple data points while keeping master rules engaged
- Allows for saving scenarios so you don't need to remember how you did it last time!
- It can be quite confusing to navigate the initial setup screens
- Frustration on same or no data return when you set up scenarios
- A little fearful of the "you can't go back" idea
June 01, 2021
A useful tool
It is generally used by the admissions department and used to fix errors and remove duplicates.
- Deduplication
- Data fixes
- Mass effect documents to make large data changes
- Some user interface improvements
- Better ability to do table backups
- Seems to lock up if too large of data sets are used
DemandTools is used by several departments across campus. I use it to load and manage data for the admissions office at WPI. We receive data from a wide range of sources. For example, we purchase names from third-party vendors, have registration for campus events, high school visits, college fairs, etc. I load those lists using Finding Ids, Mass Effect and use the Single Table dedupe tool to merge duplicates not caught by our scheduled jobs. DemandTools saves us hours of time as we do not have to manually add all those contacts to the database using inquiry forms. We aren't recreating contacts already in the database and we can easily adjust and update contact information for recruits already in the database who may have moved, or changed email addresses. We save resources by using the schedule jobs feature to dedupe records after hours. Also, DemandTools has been a life-safer to mass correct data.
- Webinars are helpful resources.
- Very useful for managing large amounts of data.
- I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
- Some features aren't user intuitive and it takes a while to learn.
We use it as a replacement and enhancement to the native Salesforce tools. DT is more powerful and easier to use. It is used by several departments. We definitely depend on it and have many, many JobBuilder batches using a whole variety of DTs.
- Allows you to preview your changes before actually making them.
- Help and training are really good and informative.
- Would be nice to have Search ability in more areas. Sometimes you have to scroll thru hundreds of fields on multiple objects to find what you are looking for.
- Sometimes when you want to change a condition, clicking on the condition brings up the condition and value, other times you have to scroll thru and find the field again which is frustrating.
December 04, 2020
DemandTools is a winner!
DemandTools is incredibly valuable to our organization. The Find/report IDs makes cross referencing our extensive database a breeze. Using Job builder we have been able to automate a ton of tasks that allow our business to function. I find single table dedupe to a very powerful tool for removing duplicates from our database. DemandTools greatly increases the speed with which we are able to get data properly into our system, and therefore how quickly we are able to act on it.
- Easy to use
- Powerful software
- Built with user in mind
- Searching for fields is inconsistent across the program- sometimes you have a search box, sometimes you can type the whole word to jump around and sometimes only the first letter, inconsistent between modules.
- Although very easy to use once you have it down, there is a slight learning curve
December 02, 2020
Amazing DemandTool
It is being used by my department only. Actually, I am the only one using it daily. It is a great tool for data management and data maintenance. I use the modules Mass Impact, MassEffect, PowerGrid, Find/Report ID's, Single Table Dedupe, [and] Lead Conversion to manage the org data. It is easier to use without any coding and it much easier to view and make the updates simultaneously. The BulkBackup [was] just one click and majority got done. And scenarios help me work so efficiently.
- PowerGrid can review and make the updates simultaneously.
- Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time.
- BulkBackup [is] just one click, majority data got updated.
- Scenarios save a lot of time for similar working load.
- There are certain objects BulkBackup can not backup.
- The backup file too large to open, it [would] be great if it [could] be split into a couple files that can be accessed without any special tool.
- When query on child object, it [would] be great if we [could] update the data on parent object.
December 01, 2020
Invaluable tool for Administrators or those who value data cleanliness and integrity
We use DemandTools heavily in our department. It is a vital tool for removing duplicates, checking for incomplete records and just mass moving data. I use PowerGrid weekly, the flexibility to be able to drill down and pull in exactly the fields and filtered data I need is very powerful. In PowerGrid, I can easily visually scan the pared down data and change only those exact fields on individual records that I want, in a mass batch. I also recently started building out jobs in "Job Builder". I build out scenarios in Mass effect (For example: Opportunities missing an Amount) then I can "batch" those individual jobs into "scenarios" that I run on a daily basis to scrub and clean my data. It's a game changer for data integrity.
I had used "Data Loader" for many years to complete mass updates. It is a good tool, but Demand Tools does SO MUCH MORE. There was a small learning curve, but the library of short videos got me up and running within an hour. The online and scheduled classes are short, to the point, and very helpful in walking through each part of the application. I liked the short videos, because I tend to search for specific information when I need it. I don't want to watch an hour long video and try to retain all of that knowledge. I like the targeted modules - that allowed me to locate the specific piece of the application I was working with, and gave me the particulars for that.
I had used "Data Loader" for many years to complete mass updates. It is a good tool, but Demand Tools does SO MUCH MORE. There was a small learning curve, but the library of short videos got me up and running within an hour. The online and scheduled classes are short, to the point, and very helpful in walking through each part of the application. I liked the short videos, because I tend to search for specific information when I need it. I don't want to watch an hour long video and try to retain all of that knowledge. I like the targeted modules - that allowed me to locate the specific piece of the application I was working with, and gave me the particulars for that.
- Job Builder batches that allow you to run batches of updates for data integrity.
- De-duplicating data for loading and to ensure we do not load redundant records.
- Using PowerGrid like excel to drill and filter to particular record sets.
- Support - The team is very helpful and will provide you with as many resources as you need to succeed.
- The interface is a little basic.
- More in tool help would be great (This has been steadily improving).
- Quarterly or Annual updates on improvements and "What's New".
December 01, 2020
A Salesforce Admin's Best Friend
I use DemandTools nearly every day as the Salesforce Administrator. I use Mass Effect and Mass Impact the most to help insert new records in bulk to mass edit records. We have done extensive rebuilding of our org over the past year and without the ability to update tens of thousands of records in bulk, it would have been nearly impossible.
- More functional than DataLoader.
- Easily make changes to thousands of records at a time.
- Identify dupe accounts quickly and mass merge.
- The UX is atrocious- like windows 95 bad. It needs help.
- Needs a Mac version. I need to use a PC emulator to run the software.
- Cloud based would be even better but I do understand the value of desktop based.
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
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.
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 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.
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 help with large jobs associated with manipulating and correcting our data in Salesforce. We utilize Lead Conversion, Single Tab Dedupe, and PeopleImport to ensure we do not have duplicate contacts in Salesforce. We also use Find/Report ID’s with mass effect for non Contact, Lead, Account objects.
- Being able to create scenarios saves time on repeated tasks.
- There is a mass manipulation tool for almost every need you might have in Salsesforce without having to write code.
- The interface is simple and easy to configure.
- The platform is very expensive.
- I wish there was a product like people product that worked with all custom objects. I have to use three products and steps to import custom objects without IDs.
- The job builder is a bit confusing would love more resources.
Currently being used by sales operations to assist with marketing campaigns and deal with data imports and reassignment of contact owners based on custom lookup on accounts.
- Given lead CSV converting to Contacts with given AccountIDs.
- Saved scenarios for repeated task.
- Fuzzy Match.
- Windows only - main OS is Mac here.
- Clunky screens - dated UI.
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 20, 2020
DemandTools works well for the most part, there are some things that can be made better
We use it to manage data quality in my team, but it is used across departments but for different purposes. My team manages contacts and leads. We use it primarily for duplicate management for contacts and lead objects to query data in real-time and to mass convert leads to contacts.
- For querying data, I like how I am able to join cross objects (i.e. Contacts + Account).
- Robust single dedupe features allowing me to customize my merge scenarios even to the field level.
- Single dedupe allows me to merge thousands of records at a time.
- The UI is old fashioned, could be more visually appealing.
- Would be nice if software was accessible through the cloud.
- It would be nice if there was some AI feature where you could teach it to merge records a certain way, including records NOT to merge and it would make these recommendations for you.
- Ability to scale and handle large volumes of records (think 50 million+ or even more). We have been having problems recently.
June 20, 2020
Powerful Solution for Salesforce Data Management
We use DemandTools for record inserts and updates supporting all departments in a single business unit. Examples: Import lists, dedupe lead, contact account records, record owner updates, etc. There are three active users. It's not a tool suitable for our entire organization to use due to the ability to make large changes quickly.
- Large batch updates.
- Organizing duplicate leads into a single view.
- Ability to work with data inside of CRM.
- User interface: scrolling in lists is impossibly difficult.
- Price is too high.
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.
DemandTools is used by multiple departments in our organization. It's used for batch data operations, data cleansing, and deduplication. When performing batch operations, results can be previewed before committing the update. When used in conjunction with JobBuilder, jobs can be automated. We have numerous automated jobs that run daily. In addition to improved accuracy, the automations save staff time and allow them to focus on higher-level work.
- A really useful collection of ETL tools for Salesforce.
- Ability to automate and schedule with Job Builder.
- Ability to navigate to and reference related objects.
- The training webinars, both live and recorded, are very helpful.
- There is a learning curve required to navigate the user interface and learn the functionality.
- I wish the vast collection of data transformation formulas available in Mass Impact was also available in Mass Effect.
- I'd like a search box added to all the places in DemandTools where a field is selected.
We use demand tools on a daily basis. We are duplicating our contact records based on set rigid or loose scenarios. Only the CRM department is using this tool. We find it to be very easy to use once you get to know how to use it. The UI can look a bit old school but it works well. It addresses the problem of duplication of records in our system.
- It can run automatically over night.
- It is much more feature packed then standard salesforce de-duping.
- We enjoy the ability to grab large amounts of records with this tool.
- The UI could be different, as it is older looking.
- More tutorial videos for newer users.
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.
As a Salesforce.com Partner for 10+ years and having done 80+ implementations, the dirty little secret no one talks about (be to relative to day-to-day operations, implementations, app adoption, re-implementation, any mass email or marketing platform adoptions) is data. Data is ugly. Data is hard. Data has no clean or easy answers. Data is constantly evolving. Data takes strategy, configuration controls, and commitment. No other tool (none!) allows the company using Salesforce.com to assess and address their data issues, which we all have, better. DemandTools features (Mass Impact, Mass Effect, Find ID, etc.) are unparalleled. DataLoader and native data tools do NOT do what really needs to be done to clean what you have and bring in new data from your webinar or mass email or trade shows, etc. in a clean and strategic manner. Salesforce will tell you to import it all as leads. Ha! Like users are going to do all the work to clean those records one at a time to convert properly. There are at least 10 issues with Lead Conversion that virtually guarantee you duplicate and lost data. Not bad data, LOST data. PeopleImport--while hard to initially set up--is critical to anyone in Marketing. While DemandTools is ridiculously expensive now you have to ask yourself if you will willingly and knowingly throw out your Salesforce licensing costs and marketing dollars because you did not budget for DemandTools (and a qualified person to use it). Find ID alone is worth it. Single table dedupe alone is worth it. I could assess anyone's data (and config for that matter) and blow 20 holes into why it's wrong and how DemandTools could fix it AND help maintain healthy data with JobBuilder, etc.
- Ability to handle insanely complex scenarios.
- Features no other tool has.
- Repeatable, programmable scenarios.
- Insanely expensive.
- Very difficult to learn and use.