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Alternative to DataLoader but only go to for unique situations
July 02, 2020

Alternative to DataLoader but only go to for unique situations

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Modules Used

  • ReassignOwnership
  • MassLeadConvert
  • Find / Report ID's

Overall Satisfaction with DemandTools

Currently being used by sales operations to assist with marketing campaigns and deal with data imports and reassignment of contact owners based on custom lookup on accounts.
  • Given lead CSV converting to Contacts with given AccountIDs.
  • Saved scenarios for repeated task.
  • Fuzzy Match.
  • Windows only - main OS is Mac here.
  • Clunky screens - dated UI.
  • Efficiency in contact ownership is now running 8 saved scenarios not a huge Excel spreadsheet pulling from 3 SFDC tables.
  • ABM focus so contacts are now king (not leads).
Data management and manipulation is where this is focused. Once you have fine tuned the scenarios you can deal with duplicated or automated processes on ownership.