DemandTools Reviews

38 Ratings
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Score 9.1 out of 101

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Andrew Schatzberg profile photo
Score 9 out of 10
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Pros and Cons

  • Data updates via Mass Effect
  • Single table deduplication
  • Multi-table deduplication via Lead Conversion
  • Exports with Find/Report IDs
  • UX/UI - I like the all-in-one screen with steps labeled approach, but it can get clunky at times.
  • Navigating to the right tool - there's not a lot of info on the nav bar about what each tool does. For the ones that aren't obvious, it would help to have a little info so that you don't have to go into Mass Effect and Mass Impact just to determine which one you need.
  • Information in the tool about the advanced options - I rarely know how to use that stuff or what will happen. For example, Mass Impact updates with a formula, etc.
Read Andrew Schatzberg's full review
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Score 8 out of 10
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Pros and Cons

  • Integrates well with Office--can update Excel files directly, save, and then re-update without even having to close. Makes it so you don't have to constantly worry about formatting getting messed up due to converting back and for to Excel.
  • Pulls down data very quickly. Seems to always restrict to only what's needed and then allow further filtering once pulled down.
  • Allows you to work entirely without having to use files in the case of Powergrid and Massimpact. By keeping all the logic and updates within the tool, you don't end up possibly grabbing the wrong file from your hard drive or running into formatting issues with CSV files.
  • The UI can be clunky at times--the options for changing window size, for instance, are notoriously finicky
  • As your Salesforce org grows, each operation takes longer and longer--loading an object and its fields, for instance, can lead to lots of "Not Responding" issues.
  • Conditional logic with OR statements is incredibly hard to build. Requires you to add things multiple times sometimes which is really frustrating. No easy concept of (1 and 2 AND (3 OR 4)). Have to do (1 And 2 and 3) OR (1 and 2 and 4), which can take FOREVER to do through the interface.
  • No ability to just plug in custom SOQL.
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Beth Follenweider profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • 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!
Read Beth Follenweider's full review
Lauren Murphy profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • 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
Read Lauren Murphy's full review
Josh Stevens profile photo
Score 9 out of 10
Vetted Review
Verified User
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Pros and Cons

  • The 'Find/ Report' ID module is incredibly useful and proven a valuable function to have when receiving lists of data updates, but no ID provided.
  • Single Table deduplication is a relatively quick and easy tool to help manage duplicate data sets within your database.
  • Mass upsert or insert of data. I use DemandTools daily to do mass data upserts and clean up any inconsistent data. Since I can build out and save scenarios for specific tasks, this is quick and painless
  • The one area the tool could improve upon is UI. It can be difficult to navigate and find what you're looking for. They have made a recent improvement though and have added a search box for objects. This is a blessing for anyone with a largely customized SF org.
Read Josh Stevens's full review
Rich McVey profile photo
Score 9 out of 10
Vetted Review
Verified User
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Pros and Cons

  • De-duplicating your database. While de-duping correctly requires manual effort, scenarios can be applied and modified to make de-duping easier.
  • Territory assignment / account changes. Shifting thousands of accounts in minutes and if you're an efficiency whiz, save the scenarios to be able to scrub/assign/refresh periodically. Keeps alerts and ownership clearly defined at all times.
  • Mass uploads. We outsource data to be refreshed on CSV files continually. Whether it's account information or contact information, Demand Tools makes importing the easy part of the process.
  • Contact Imports. Could be easier to not have to use People Import.
  • Scenarios in the cloud. Saving scenarios on a local machine isn't ideal.
  • Report and Dashboard cleansing. Think this is a Salesforce issue, but cleaning out reports and dashboards would be amazing.
Read Rich McVey's full review
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Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • 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.
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Kathleen VanHooser, MBA profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • 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.
Read Kathleen VanHooser, MBA's full review
Laura Derby profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • I love that you can map fields and create a scenario that can be used over and over again. This makes weekly or monthly updates pretty seamless. I have found this especially useful when using MassEffect.
  • DemandTools makes it very easy to look at your current data and compare how it should be changed before you change it. MassImpact and PowerGrid have really made updating and deleting data incredibly easy for me.
  • I am a leader of two Salesforce user groups. Nearly everyone I talk to has had at least some issues with duplicate contacts. I often recommend that they use DemandTools to dedupe their contacts and I that Single Table Deduplicator is such a comprehensive tool. DemandTools' deduplication tool makes it easy to choose which fields you want to evaluate, the contact data you need to compare, and which will be the master. You can also update fields within Single Table Deduplicator before you merge the contacts. I have been able to merge contacts in probably 10% of the time it would have taken me if I had tried to do them one by one within Salesforce.
  • One thing I wish DemandTools had was a reporting tool. I often have thought DemandTools does such a great job of showing current data in Salesforce according to my specifications, that they should create a reporting module. Sometimes, I have exported my data with Find Report ID's and used the resulting spreadsheet as a report.
  • I also wish their Data Backup tool was a little bit more user friendly. When I tried to use it, it seemed to take way too long and I could not understand how to get it to download data in a timely and efficient manner.
  • Some time has passed since I tried this, but I briefly used DemandTools to do a nightly update to data within Salesforce (I think it was through Mass Impact). However, I found it difficult to schedule the update and understand how it might impact the data. I think this could be an amazing feature if more information was offered on it and if it was easier to set up.
Read Laura Derby's full review
Eli Strong profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • Allows you to make any import field a 'key' for import matching.
  • Has easy to use point and click functionality to allow for complex procedures.
  • Makes mass updates and cleanups faster and easier with flexible criteria.
  • Importing lists of individuals can be a multi-step and cumbersome process. For those imports, I always use PeopleImport, rather than DemandTools. It reduces my time investment by about 75%.
  • The matching functionality on company names can sometimes be a bit difficult to master, there is fine line between exact, cleaned, or fuzzy and occasionally DemandTools misses the mark.
Read Eli Strong's full review
Gary T Payne profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • I used Demand Tools to mass convert Lead records into Account and Contact records, matching up many of the records with existing Account and Contact records prior to converting them, this avoiding a lot of data duplication.
  • After inserting data records from various company systems into the Salesforce.com database, a lot of duplicate records were created. DemandTools was used to reduce the data duplication through several iterative processes requiring multiple, different filter criteria scenarios.
  • Following a mass data integration into Salesforce.com from several company systems, it was necessary to update the address and phone number formats to a standardized format using DemandTools to make the corrections.
  • During the de-duplication process it would be nice to pick and choose key values from different duplicated records. Currently DemandTools only allows retention of a single record's data field values, which may lead to missing information in a field that was populated in one of the other duplicate records but not in the retained record. E.g., one record has the proper email address while another record has the proper phone number, so which record do you retain? It would be great to designate by field which values you want retained in final merged record.
  • The ability to create a SQL database backup would be nice. Currently if a Salesforce.com object has more than 250 data fields it cannot be backed up into a MS Access database.
  • During the de-duplication process it would be helpful to copy and then paste data values from one record and add it to another record. E.g. if there are two duplicated records and both have different values in a "Comments" field, and you want to retain the values from both records, it would be great to be able to combine the data from both records in the "Comments" field using a copy and paste methodology so the retained record has all of the data from both records.
Read Gary T Payne's full review
Wm. Jesse Robertson profile photo
Score 9 out of 10
Vetted Review
Verified User
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Pros and Cons

  • 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.
Read Wm. Jesse Robertson's full review
Hyung Lee profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • DemandTools is excellent in easily mapping data when doing Mass updates.
  • The UI is very easy to use for any function.
  • The dedupe tools are powerful. The Find Report ID's function is so powerful.
  • The back and recovery files are easy to use.
  • The automation and scheduling is an area that can be greatly improved. Currently you have to use a Windows task scheduler. If there was a built in scheduler that can run on IOS or Windows that would be great.
  • Ability to run on IOS. It's is a huge annoyance to have to install a VMware Fusion to run DemandTools. There have been times I've resorted to using Lexiloader just to avoid having to launch Fusion.
Read Hyung Lee's full review
Steven Steier profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • The tools for deduping records are very complete. Not only will it clean up duplicates within the same database, but you can compare leads to existing account and existing contacts to look for duplicates in separate databases.
  • They have several ways to do mass updates of multiple records at one time, and I had done updates of 50,000+ records at one time so it will handle large batch updates.
  • I have yet to find something that I think they do poorly. The tool is focused in some very specific areas but handles those areas very well.
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Carrie Philipp, MBA profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • The Mass Effect feature is invaluable for reassigning records, cleaning data elements and adding or appending data elements.
  • Find/Report ID, here's a real life scenario I used in the last week. Find every Opportunity that has a Contact Role and every Contact at an Account with an Opportunity based on an All Contacts report I ran from Salesforce.
  • Cleansing - there is to date no easy way to identify and merge records in mass within Salesforce. Data cleansing should be an activity that every organization does once a quarter.
  • To my knowledge there is no access to the Account/Partner or Opportunity/Partner objects within DemandTools, whether this is a DemandTools limitation those are simply objects that Salesforce will not allow third party tool to access I'm not aware but it's a gap.
  • Updating the Salesforce Pricebook and Opportunity Line Items has historically been difficult, again this might be a Salesforce driven issue but identifying the correct ID's and mapping them in DemandTools is challenging.
Read Carrie Philipp, MBA's full review
Mithun Sapui profile photo
September 30, 2014

DemandTools review

Score 9 out of 10
Vetted Review
Verified User
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Pros and Cons

  • Easy to follow and highly customizable user interface
  • It has a lot of data manipulation options. For a similar category, this easily has the highest number of options and selections
  • Works with both standard and custom objects with equal ease
  • DemandTools is definitely one of the most robust data analysis/manipulation tools around. But because of the huge amount of functionalities provided, it can be still a bit too technical for business users or non-IT admins to use
  • A revamped interface might be considered looking into - with help text or pop-up windows . Sometimes you are deep into it and there are 15 windows going on ...a little bit context-setting for each of the buttons or tabs or actions would help . Also, the numbers inside the buoy ring type markers are a little hard to read.
  • Web version of the tool/app would be nice
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Jaymee Parson profile photo
Score 10 out of 10
Vetted Review
Verified User
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Pros and Cons

  • DemandTools works great to dedupe across our entire Salesforce database
  • Great ease of use to reassign large amount of records while being able to define the criteria broadly or very specific
  • I use the MassEffect tool on a daily basis. It is so quick and easy to make updates or changes to the database
  • The error log is helpful but since it is is another file you always have to open something else. It would helpful to have an error screen to view instead of needing to open a file each time
  • Depending on how your system is set up you can get into a lot of trouble with merging duplicates, based on your sharing settings. Make sure the access level is set for users with access to DemandTools, specifically managing duplicates, as the merge is not something you can fix by pushing a button to revert back
Read Jaymee Parson's full review
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September 23, 2016

DemandTools for everyone

Score 9 out of 10
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Pros and Cons

  • Data management
  • Improving data quality
  • Deletion of records
  • Flexibility of rules when filtering/searching records in various tools (i.e. searching by formulas).
  • Being able to run a SECOND record filter after the records are put into buckets (for single table de-dupe). For some of the looser matching scenarios, this would allow me to be able to exclude GROUPS based on whether or not they had at least 1 record with a recent date. As of now, filtering out records with recent dates will just miss the duplicates.
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Score 9 out of 10
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Pros and Cons

  • One strength of DemandTools is how simple it is to use. It's set up in a very user-friendly format, with icons that you can hover over that will explain how to use that particular section.
  • Additionally, DemandTools is very customizable so that each user can tailor it to their specific needs.
  • Also, as an add-on tool, DemandTools is great at running in the background without slowing down your computer or any other concurrently running programs.
  • The biggest area for improvement is related to its de-duplication tool. It would be nice to be able to default certain fields (such as Lead Source) from the record being deleted and have them overwrite the values in the same fields on the surviving record. The system allows you to keep certain values, but it has to be done one-by-one.
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Score 10 out of 10
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Pros and Cons

  • Ability to mass update data in any object using a custom set of filters. The MassEffect module is superb at doing this on a wide scale, the ability to update a particular field based on other data from the object or related objects through a formula is extremely powerful.
  • Data de-duplication is a very powerful feature. The ability to create rules to determine which data becomes the master record is a very useful feature.
  • The ability to take an Excel spreadsheet and update or insert data en mass is a very powerful feature. I like that DemandTools lets you do this efficiently by taking advantage of BULK processing in Salesforce.com.
  • Data recovery/restore. One of the most understated features of DemandTools is that every-time you run an update job a system generated restore file is created. It's very easy to return the data to the state is was in prior to the update.
  • The UI is looking a little dated and tired, I personally don't have any issue with it. Bottom line it is a utility and I'm glad they spend their development resources on creating a robust tool.
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Score 10 out of 10
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Verified User
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Pros and Cons

  • Data Standardization - it's a truly beautiful thing using this tool. There's more than one module that will let you update every record in the system if you have to, or you can filter it down to only update records that match particular criteria.
  • Data Maintenance - At least 10% of our database is duplicates. DemandTools works wonders in helping us clean those up. Especially helpful are the Lead2Contact and Lead2Account deduplication tool. We use these most in correlation with our marketing automation tool which creates new records as leads if the email address doesn't match. Running a quick scenario in Lead2Contact will merge the new leads with existing contacts without losing data.
  • Data Format - The ability to format my data uniformly brings joy to my OCD heart. Built in to the software are programs for North American businesses to standardize information. Phone numbers, states, countries, addresses, etc.
  • Better scheduling of tasks. This is something I would like to do but I haven't figured out how to do it yet
  • Better UI - I feel like I'm in the 90s or early 2000s
  • Ability to use punctuation in things - like searching for all accounts with a comma in them or a semi colon
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October 18, 2012

Great data hygiene tool.

Score 10 out of 10
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Pros and Cons

  • Does everything we need. Allows us to automate tasks nightly for standard clean-ups that occur when humans touch the data – (country, abbreviations, etc…).
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Score 10 out of 10
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Verified User
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Pros and Cons

  • Easy to learn the basics. Offers more advanced functionality if you take the time to learn.
  • Saves dozens of hours for administrators and end-users use by reducing the number of existing existing duplicates and reducing the number of duplicates created during mass imports.
  • Easy mass record updates.
  • Can be cumbersome when making query edits
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About DemandTools

DemandTools is a data cleansing software product offered by Validity. It aims to help organizations deal with the challenges of keeping their database clean of duplicates and incomplete information.

The vendor says Validity DemandTools is a tool set designed to work on even the most massive CRM data sets. It addresses data deduplication, normalization, standardization, comparison, deletion, and email verification, as well as import and export.

The vendor offers data quality consultations, which can be scheduled at the Validity website.
Categories:  Data Cleansing

DemandTools Competitors

Cloudingo, Salesforce CRM, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No

DemandTools Technical Details

Operating Systems: Unspecified
Mobile Application:No