Sufficient for the technically proficient, but has room for improvement.
July 06, 2020
Sufficient for the technically proficient, but has room for improvement.
Score 7 out of 10
Vetted Review
Verified User
Modules Used
- MassEffect
- MassImpact
- Single Table Deduplicator
Overall Satisfaction with DemandTools
We have two users (myself in Sales Ops and my counterpart in Marketing Ops). We have several MassImpact scenarios for parent-child account ownership assignment (child account owner = parent account owner unless meets exception criteria), stage date backdating (if the date field is blank but the following date field is not, apply following date to date field), and lead/contact title normalization (ex. Dir Rev Cycle, Director Revenue Cycle, and Director RCM all set to Director Rev Cycle). We have a lead to account mapping scenario (does not merge leads to accounts, identifies matches, and updates a field on the lead record so we can map unconverted leads to target accounts). Lastly, I use MassEffect for a weekly update of a custom object (aggregates field values from child records and updates parent record) as well as other ad hoc mass updates.
- Simple to set up scenarios for our business cases.
- Ability to automate via JobScheduler.
- Cost effective compared to other platforms.
- Cannot run on Mac (we have to do all work through a VM which often involves transferring files back and forth and causes issues with scheduled jobs).
- My Marketing counterpart has expressed concerns over functionality (has had issues with scheduled jobs, the title normalization, and is looking at similar platforms that also allow for lead routing).
- UI while functional is inferior to many other platforms I've reviewed. I've used DemandTools for many years at my past company, so I've not had issues but it's been difficult for my counterpart to adapt to the interface.
- Significant time savings for myself on data updates (backdate scenario, account assignment, and ad hoc mass effect) that I was previously doing manually.
- Time savings for Project Manager and Team Leads updating data (child record rollup for a custom object) that would otherwise be needed to be done manually.
- Improved quality of account data from ease of cleanup and segmentation.
In terms of functionality, both tools can accomplish the same tasks. RingLead's UI was far superior and with it being web-based would likely have alleviated a lot of the pains I've been experiencing with using DemandTools on the VM. Ultimately, we went with DemandTools because the cost was significantly lower, it accomplished what we needed, and UI was not as big of an issue since I already have experience with the platform. In hindsight, a lot of the issues we've encountered would have likely been a non-issue had we initially gone with RingLead, and as a result, may influence future decisions we make around this type of tool.