Overall Satisfaction with DemandTools
I am using DemandTools to support our Salesforce implementation in Financial Services. It is being used as a data-analysis/manipulation tool to support our lead generation and sales activities. As well as generating leads in Salesforce, we also receive data from several other sources, and we use DemandTools to manipulate that data accordingly. This resolved duplication issues, as well as aligning data between systems.
- Deduplication: complex scenarios can be created across multiple dimensions to remove duplicate records and maintain a clean database. Powerful engine.
- Find/Report Ids: very useful for bringing in external data and comparing it to records already present in Salesforce. Records can then be updated or inserted accordingly.
- MassEffect: let's call this "Data Loader on steroids"— a very powerful tool for inserts/deletes/updates/upserts/exports.
- Some might say the interface is dated, but for me, having everything on one page is much better than constantly having to go backward and forward. They are working on a new interface, which is in beta.
- The auto-login experience could be slightly improved, especially if you want to switch between orgs you have to log in to the previous org, deselect the auto-login option, logout, and restart the application. A 'switcher' would be nice.
- Automation of routine tasks; once you have set up a scenario. e.g. importing and updating from a file. You can save that scenario. Future files of the same format can be placed in a folder, and the DemandTools JobBuilder can automatically run DemandTools, load your data file and your scenario, and output the results.
- Although the manual import of data can be tedious in general, for smaller tasks where it would be costly to design and implement a connection between systems, DemandTools can semi-automate your processes at a fraction of the cost.
- It empowers the System Administrator and can tell you a lot about your org just by using some of the modules to undertake analysis.
We looked at several similar, but DemandTools was the only one that met our strict security requirements and allowed us to connect via our company proxy server.
It is well suited to larger data sets and crucially can use Excel files as a source rather than CSV. This is important to me as converting Excel to CSV prior to imports can lose data formats; some of our data operations we couldn't do with DataLoader, for example, but are a breeze with DataLoader. Taking a file of data from another system and comparing it to Salesforce records is very slick. Most DemandTools modules come with multi-pass matching routines, which allow you to compare data, e.g. for de-duplication or import, and give you various levels of confidence that you have found a match.