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DemandTools is our go-to program
June 19, 2020

DemandTools is our go-to program

Zowie Fort | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • DupeBlocker
  • MassEffect
  • ReassignOwnership
  • Single Table Deduplicator
  • MassLeadConvert
  • Lead2ContactDedupe
  • Lead2AccountDedupe

Overall Satisfaction with DemandTools

DemandTools is used to manage duplication's on accounts & contacts, convert leads, update account & contact information. It's used to transfer data between team members if projects are handed over and to mass update iaccounts & Contacts info using Powergrid. I also use it to mass delete data. We have several SF orgs and I manage all the data in the events SF org.
  • Provides the ability to mass dedupe data.
  • Makes lead conversions easy & quick.
  • Allows for mass update or deletion of data.
  • It doesn't always do all the updates in one go - quite often have to run the merge a few times.
  • I don't have the ability to schedule jobs, that would be useful for lead conversions especially, this may just be my settings.
  • Would be good to have a search function when you have huge data lists.
  • The ability to increase text size would be good - especially whilst working directly from a laptop.
  • Positive - It's definitely more efficient time saving and saving on labour costs.
  • Negative - I can't share my licence so that someone can cover this off when I am away.
I've not used any other products, this was the product of choice when we implemented SF.
I spend most of my day in DemandTools, I couldn't do my job without it. I use it to mass update our Accounts & Contacts - being able to pull a list and then update in a spreadsheet and then import it back into SF real time is brilliant. Mass converting leads is so much easier than doing one by one in SF, you can set the parameters to look for duplicate emails or accounts, etc. Rather than converting all leads to new contacts and then merging duplicates.

Merging contacts - you can set various rules so start strict and then loosen the parameters each time.
Powergrid is very useful if you are looking for a specific set of data and can be updated on mass. I also use Powergrid to update prospect statuses on Mass as SF can manage only 200 at once.