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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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- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Dataloader.io?
Dataloader.io delivers a cloud based solution to import and export information from Salesforce.
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DemandTools Demo
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DemandTools from CRMFusion
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Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is DemandTools?
DemandTools is a data quality platform that aims to ensure data remains a valuable asset.
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools helps users manage CRM data in minutes, not months, so that they have accurate, report-ready data that can be trusted, enabling users to market, sell, and support more effectively.
By fixing common data problems, automating data quality routines, and working within specific processes and customizations, DemandTools is designed to give stakeholders reliable data and insights, encourages CRM end-user adoption, and provide cleaner data with less effort.
DemandTools has 13 modules to make it a versatile and adaptive data quality solution for CRM.
Data Quality Assessment
Understand how strong or weak data is and know where to focus remediation efforts.
Module: Assess
Duplicate Management
Detect, eliminate, and prevent duplicate records from misleading sales and marketing teams and causing friction in the customer journey.
Modules: Dedupe, Convert, DupeBlocker, PeopleImport, Match
Data Migration Management
Maintain data integrity while moving data into and out of Salesforce.
Modules: Import, Export, Delete, PeopleImport, Match
Standardization, mass modification, and business insights
Apply record changes en masse and standardize data to get trustworthy insights in every report.
Modules: Modify, Tune, Reassign
Email Verification
Verify email addresses in CRM to keep communication flowing with customers.
Module: Verify
DemandTools Features
- Supported: Data Quality Assessment
- Supported: Duplicate Management
- Supported: Data Migration Management
- Supported: Data Standardization and Mass Modification
- Supported: Record Ownership Management
- Supported: Mass Lead Conversion
- Supported: Email Verification
DemandTools Screenshots
DemandTools Video
For more than 20 years, DemandTools has earned a reputation of being the most trusted and dependable set of tools for Salesforce data managers.
In fact, it's ranked by G2 Crowd as the #1 data tool based on market presence and satisfaction–and 94% of our reviews are 4 or 5 sta...
Show More DemandTools Competitors
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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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
- Recommendations
Users have reported that DemandTools is their go-to solution for advanced data transformation and ID reporting in Salesforce. It is highly regarded for its ability to efficiently clean up Salesforce data, preventing the accumulation of junk data in the system. While it may require some initial research to learn how to utilize all its features correctly, DemandTools proves to be a powerful tool for cleaning up messy Salesforce databases.
DemandTools allows users to manipulate large volumes of data quickly and easily, enabling them to save scenarios for different departments and teams. This makes it an invaluable tool for various tasks such as imports, data cleanup, field updates, and targeted marketing data updates. Users rely on DemandTools for managing duplicates on accounts and contacts, converting leads, updating account and contact information, and efficiently transferring data between team members.
One significant advantage of DemandTools is its ability to enable operations teams to make large-scale changes to Salesforce in real-time, creating a more agile company environment. The tool excels at locating and merging duplicate records within Salesforce, as well as updating batches of records simultaneously. Additionally, DemandTools empowers users to format data in Salesforce for intelligent call routing and enhance data for sales and customer success teams.
Administrators find DemandTools indispensable for performing database updates, de-duping scripts, and utilizing scheduled batch functionality. It is leveraged by various departments like Technology and Admissions to effectively de-dupe contacts, accounts, and opportunities. The flexibility of DemandTools with its powerful filtering options plays a crucial role in removing duplicates, ensuring complete records, and facilitating mass movement of data. Overall, users appreciate the power of DemandTools in improving data quality within Salesforce databases.
Powerful and straightforward tool for data maintenance: Users have found DemandTools to be a powerful and straightforward tool for their data maintenance needs. Many reviewers stated that it provides solutions for all their data maintenance requirements, making it an invaluable tool that saves them hours of valuable time on a daily basis.
Customizable scenarios and queries for efficient duplicate search: The ability to fully customize scenarios and queries in DemandTools has been highly appreciated by users. This feature allows them to search for potential duplicates more efficiently, resulting in a streamlined process. Some users mentioned the helpfulness of being able to define the data they want to keep on the resulting record after merging duplicates.
Find/Report IDs feature for easy data searching: Users have praised the Find/Report IDs feature in DemandTools, which has made searching for specific data much easier and saved them significant time. They have also found this feature invaluable when cross-checking external data with internal data.
Confusing and Non-Intuitive User Interface: Some users have expressed frustration with the confusing and non-intuitive user interface of DemandTools, making it difficult to navigate through the modules and perform tasks efficiently. Multiple reviewers have mentioned a learning curve associated with using the software.
Lack of MAC Support and Sub-par Dynamics Integration: Users have expressed dissatisfaction with the lack of support for MAC operating systems and find the user interface complex and difficult to navigate. Additionally, they mention that the software's support for Dynamics is sub-par, leading to a lack of strong relationship with the support team.
Outdated User Interface and Limited Flexibility in Tune Results: Several users find DemandTools' user interface outdated and in need of a refresh. They also desire more flexibility in displaying Tune results, suggesting that improvements should be made in these areas for a better user experience.
Users commonly recommend the following for BeanFlumper:
-
Utilize the free version: Many users suggest using the free version of BeanFlumper as it provides most of the necessary features without requiring a purchase.
-
Run the software on your own system: Users advise against using the cloud version of BeanFlumper due to potential lagging issues. They recommend installing and running the software on your own system for a smoother experience.
-
Consider purchasing for larger businesses: Some users believe that BeanFlumper is more suitable and valuable for larger companies with over 500 employees. They suggest considering a purchase if your business falls into this category, as it may better meet the specific needs of larger organizations.
These recommendations aim to help users make informed decisions about utilizing the free version, avoiding potential lag issues, and determining whether BeanFlumper is suitable for their company size.
Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
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.
- We have many automations run using JobBuilder. They do all kinds of things that used to be handled manually. Not sure the exact savings, but it is huge.
- One area in particular that we've been able to save on staff is by writing a bunch of de-dupe scenarios. We lost 2 people this year to retirement and have not had to replace them.
DemandTools is much more robust than the Salesforce Dataloader. I can do so much more and more quickly with DemandTools.
6
Most are Salesforce Admins representing Undergraduate Admissions and Enrollment, Graduate Enrollment and Financial Aid.
3
Some coding knowledge is nice to have, but is not necessary.
A good knowledge of the organization's many custom objects and fields.
Detail oriented mind set is helpful.
A good knowledge of the organization's many custom objects and fields.
Detail oriented mind set is helpful.
- De-duping
- Updating Salesforce
- Ability to schedule scenarios
- Keeping data in sync
- One of our SF Admins has done an incredible job writing many de-dupe scenarios which have significantly reduced the amount of manual de-duping necessary.
- The Admissions Counselors assigned to each student change a couple of times a year and the assignment rules can be quite complex. DT allows us to keep these updated with a minimum of effort.
- We continue to tweak and improve our de-duping processes.
- As I learn more about DT, I know I'll find plenty of new uses for it.
Not Sure
DemandTools was in place when I started. I did not have any involvement in the selection.
Again, I was not involved with the selection.
- Don't know
- I was not involved in the implementation. It was before I was hired.
- no training
It was easy to learn with the help of my boss and co-worker who know the product well.
No
No
No
To be honest, I have not had to contact support as my boss and co-worker both are well-versed in DemandTools and have been able to answer any questions so far.
- De-duping. Our many scenarios save tons of tedious manual de-duping.
- I like the ability to review records and link to them in Salesforce before updating.
- Sometimes searching thru to find a field can be a pain. It would be nice to have some sort of search ability to narrow down the many fields.
- Sometimes when you select a field to update it is ready for update. Other times, you have to search thru the field list to find the field even tho you've already selected it in the Conditions.
- Salesforce
Not sure
- No
- File import/export
- Single Signon
No
None at this time.
I was not involved in negotiations.
No
No
- Have not done an upgrade since I started 9 months ago
- Hopefully some improvement in some of the usability "quirks" I've mentioned.
No
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.
- Massive Time Savings. Being able to ID and mass merge thousands of dupes has saved countless days.
- Data cleanup and data integrity are easier to manage with DemandTools.
I found DemandTools to be a more robust solution that others on the market and despite the aged interface, its still very powerful and easy to use. I needed an all in one solution and DemandTools provides me all the functionality i need and then some.
5
Team members from within Information Systems, Sales Operations, Marketing Operations, Business Intelligence and the lead Salesforce Administrator are the primary users of DemandTools.
1
Our Salesforce Administrator handles all in-house support and training for any other team members that need to use DemandTools. In order to use it, a user goes through 1:1 training with the admin on the specific functionality needing to be used and then are tested using dummy data and DemandTools connected to a Sandbox.
- Data Cleanliness
- Mass Update/Insert of Records
- Deduping records
- Re-assigning ownership after employee turnover
- We have been able to repair corrupted data by pulling historical reports in SFDC and setting corrupted data values back to their original value prior to the change
- We've successfully removed or merged 40k+ instances and counting of duplicate account records in our org
- We are able to quickly add target accounts to our org each quarter and get them in front of Sales Reps immediately.
- Email Connect is a feature we'll be using soon to help validate our database iteratively by enriching a different batch of records each both to ensure the full database is verified each year
- We've never used Report Edit but with the number of reports we now have, it would be fun to explore the benefits of it
No
We needed a product that was more robust that Salesforce DataLoader that we could use to help maintain our Salesforce org and DemandTools was recommended to us by other SFDC Admins.
I wouldn't change it too much. I'd say it would have been better to have an evaluation plan to go through each feature, understand it's pros and cons, test it and see if it provides value in a more deliberate process than just toying around and giving the thumbs up for purchase
No
I didn't know it existed, if it does.
No
We've actually never sent in a support ticket nor have we needed it. Its a pretty straightforward to use product which I think is the key to exceptional support.
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.
- Huge ROI, again, being able to merge data is extremely useful!
I have only used Salesforce's Dataloader.
10
Revenue Operations
3
IT, engineering, admin
- merging data
- ID match
- data exports
- help with territory carving
- account hierarchy management
- duplicate detection
- automated imports
- merge
- territory management
Yes
dataloader
- Product Features
Merging with existing salesforce data
N/A
- Don't know
- was not involved
- no training
As long as someone on your team is an expert, formal training is not needed.
i do not
none that i know of
No
have not needed support
- merging existing data
- de-duplication
- ID match
- N/A
- salesforce
data import/exports with salesforce
- No
not sure
- File import/export
merge
Works great with Salesforce once integrated
N/A
no
No
- n/a
- n/a
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.
- Being able to dedup data on a mass scale.
- Cleaning up and merging large amounts of data.
- Working with custom objects even though it takes much longer.
- API calls are used when working with custom objects.
Standard salesforce de-duping does not have enough function to perform the things we need.
5
CRM team, admins, data analysis users
2
Analytical personality with a willingness to learn new things.
- When data in your org is messy and unclean
- when manual de-duping is not fast enough
- when new data is entering the system daily.
- We use the find and discovery tool to get data from our org
- We have created scenarios to keep our system clean
- We have users use demand tools to pull IDs
- using the email validator
No
- Product Features
- Product Usability
The ability to de-dup mass amounts of records in our system. This was the most important factor as without the bulk features we would not have the ability to see de-duping on a scale that we need. We also enjoy the built in fuzzy matching logic that demand tools provides.
we would not change our evaluation process
- Implemented in-house
No
Change management was minimal
Demand tools does not install into salesforce so there was no issue with that. We just need to to understand the proper permissions when starting up the tool
- permissions with the users
- initial login and data work
No
It is not in the budget and we do not have enough issues with demand tools to justify a purchase of premium support.
No
When we first got the tool we had a 1:1 call with a support agent to walk us through all the features and function of the tool. We were not just left alone to figure out the tool ourselves. We still refer back to this recorded meeting today to see how things are done in demand tools if we have a problem.
- Single table de-dup with standard objects
- Find and discover IDs from my own CSV
- Update/upserting new records
- Custom object de-duping requires lots of api calls.
February 25, 2015
DemandTools keeps my org dupe-free
My organization uses DemandTools to keep our marketing and enrollment data within Salesforce merged, deduped, and accurate. Its use benefits our entire organization. I use it to make sure all our leads get merged with one another, as we receive them from multiple sources, through multiple engagements with our prospective families. This allows for advanced analysis across the leads' entire lifecycle, by allowing us to merge and keep all campaign member records from each individual lead.
- Reduces time spent manually merging duplicate records within our database
- Allows me to fully customize the scenarios I run to query for potential duplicates
- Much faster and more efficient than searching for potential duplicates through the SFDC UI
- Allows me to define the data I want to keep on the resulting record
- I would love if DemandTools could be changed to work more like CRM Fusion's other related product, DupeBlocker. I would like if it handled duplicates within the Single Table Dedupe in the same fashion as DupeBlocker, where the older, original lead remains the "master" and the newer lead's data gets appended to it. With DemandTools, you are limited in your options for master record selection. Within DemandTools, I am forced to choose "Newer Record" as my master, because I want to retain the most recent contact details. However, this causes me to also overwrite my lead created date with the newer lead's information, thereby resulting in lead created date values which don't reflect the true creation date of the original lead.
- I would also prefer the ability to create tasks with details of the merge.
- When I first started in my current position, prior to running DemandTools single table dedupe, we appeared to have had 70% of our applicant bypass our marketing efforts, and apply directly. However, after an intense week of merging, I was able to reduce this number to 30%, which highlighted how our marketing efforts had helped influence 70% of our applicant class.
- This product facilitates much better customer service, because once a new lead gets merged, it allows our outbound calling reps, email team, and analytics groups to see a full picture of a lead's past activities. We typically receive leads with varying levels of data quality, accuracy, and amount of contact information (name, address, email, phone, etc.). I can only configure our on-insert merges to work for ones I'm 100% confident should be merged. However, with DemandTools, I can query for duplicates on much looser criteria, thereby casting a wider net, to help potentially identify duplicate leads that may not have been caught otherwise.
I have previously used native batch deduplication functionality within a previous CRM system, RecruitmentPlus. While I liked how that system could run multiple queries at once, to look for duplicates under multiple scenarios, it lacked the flexibility DemandTools provides to create my own fully-customizable scenarios.
3
3
No
I was able to get a recorded version of a webinar sent to me when I had to drop-off prior to completion for another meeting. It allowed me to finish the training on my own time, without having to repeat the entire thing.