DemandTools is a powerhouse for data management and business process improvement
June 20, 2020

DemandTools is a powerhouse for data management and business process improvement

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

Modules Used

  • MassImpact
  • Single Table Deduplicator
  • Find / Report ID's

Overall Satisfaction with DemandTools

We use DemandTools to manage our Salesforce database (integrated with our registration platform) via scheduled account and contact dedupe scenarios and mass impact scenarios. It is specifically used by our CRM product team to help us offer a service to our customers who use the Salesforce community portal to access their customer data (i.e., we use the product as a B2B offering to allow our customers an enhanced B2C experience in data management and marketing). The Find Report IDs module is also used extensively to assist in our data management and loading activities.
  • Standard object data deduplication on a mass scale.
  • Finding data within the system to help with data management.
  • Mass custom object data deduplication. Enable batches to reduce API calls.
  • Add ability to select more than 1 non-master record when deduping from an external CSV.
  • Field rule settings: a bit hard to use and not as much functionality as I'd like.
  • Export abilities: Be able to schedule an export to a predefined location.
  • Cross-field matching for deduping (e.g. match email to secondary email fields).
  • Use conditions on dedupe: Can't choose an empty date when it's a date field.
  • Saves time on matching records that already exist in Salesforce instead of trying to manually match in Excel (or loading in duplicates).
  • We have a huge dataset to manage with records constantly being added to the system. Being able to set it and forget it with our dedupe scenarios allows us to focus on other value-add services for our customers.
Overall, the data management possibility with DemandTools is amazing. Developing and optimizing the dedupe scenarios and then running them on a schedule has allowed us to provide excellent services to our customers. Also pulling data from the system using predefined criteria is simple and a huge time-saver. I still prefer to use Data Loader when mass importing/updating data into Salesforce from a CSV as I find the user experience easier (from mapping to errors). It may just be a lack of time to learn within DemandTools though.