Item: DemandTools
Rating: 10
Author: Verified User

Overall Satisfaction with DemandTools

Use Cases and Deployment Scope

Our two main use cases are deduplication and find/report IDs. Until we have more a robust, automated deduplication processes with our external systems, we use the Dedupe tool to merge Salesforce accounts and contacts daily. As a company, we also acquire smaller financial firms with their own book of customers. Before we import a new list of contacts, we use the find/report IDs function to make sure none of the new contacts already exist in Salesforce.

Pros and Cons

Pros

Deduplication - easily run multiple match criteria in one pass.
Find/Report IDs - easily find existing records in Salesforce.
DupeBlocker - great compliment to Salesforce's (limited) duplication rules.

Cons

Interface/UI update needed.
More export functionality/options.
Reduce DupeBlocker key building times.

Return on Investment

Reduced level of effort on a number of projects.
Allows me to work on multiple projects at the same time.
Continuously improving our data quality.

Other Software Used

Microsoft Teams, Dataloader.io, Microsoft SQL Server

Likelihood to Recommend

DemandTools is well suited for deduplication and find/report IDs. Until we have more a robust, automated deduplication processes with our external systems, we use the dedupe tool to merge Salesforce accounts and contacts daily. The more duplicates we have, the more potential bad data we have. As a company, we also acquire smaller financial firms with their own book of customers. Before we import a new list of contacts, we use the find/report IDs function to make sure none of the new contacts already exist in Salesforce. This is (1) easier than searching the database for each individual user, and (2) loading in a bunch of potential duplicates.

Comments

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You should "demand" DemandTools for your organization!

Modules Used