DemandTools Reviews

About DemandTools

Demandtools is a data management tool launched 20 years ago. It was developed by CRMfusion, a company acquired by Validity in 2018.

Who uses DemandTools?

Above all, worldwide businesses, administrations, non-profit organizations, and marketing professionals use and can use the software. CRMfusion Demand tools have price plans accessible for all its users, including a 5-day free trial.

Details of DemandTools Features

Firstly, DemantTools has three modules:

Still foggy on what is DemandTools? Now, let’s dig deeper into it and find out what it does in each module.

The DemandTools Salesforce Cleansing Module

Above all, this module will clarify an essential question we have been asking ourselves about Salesforce Demandtools.

How does Demand Tools identify duplicates in Salesforce?

Well, it’s pretty easy. The module includes three functions: single table dedupe, DupeBlocker, and lead conversion.

Firstly, the single table dedupe feature stands for finding and merging duplicates. Secondly, DupeBlocker provides real-time data deduplication across all objects at the source. More importantly, this is done through an advanced matching algorithm, custom master record selection, and field data retention.

Once installing DupeBlocker in Salesforce will prevent the following:

So, duplication software helps stakeholders make accurate sales forecasts, appropriately delegate tasks in marketing, and provide better customer service. Through DupeBlocker Salesforce, you can create custom duplicate searching scenarios and remove duplicates automatically or send warning messages to the implicated parties.

Additionally, Dupeblocker is Salesforce’s lightning design system ready. Consequently, it’s easy to use for an optimized workflow, has a user-friendly interface, and follows strict design principles to deliver a world-class experience.

Lastly, the module offers the option to convert leads using conversion options and multi-layer matching techniques, avoiding duplicate contacts and accounts.

The Demand Tools Maintenance Modules

The maintenance module will clarify some fundamental questions about importing and exporting data into CRMfusion DemandTools.

Thus, if you wonder how that works and what benefits it brings, then bear with me, and let’s dive deeper. Explicitly, it includes seven features: Mass Impact, Mass Effect, PeopleImport, PowerGrid, Reassign Ownership, BulkBackup, and Report Edit.

Mass Impact

Let’s start with Mass Impact, which saves you time by allowing you to modify thousands of existing custom formulas or use user-specific ones. It’s practically a multi-table data manipulator.

The module provides a preselected number of objects from the database to go through a set of uniform changes directly in the Salesforce data center without importing or exporting the records. In addition, Mass Impact has multi-table capabilities. In conclusion, it can also run schedule scenarios, and its advanced operator changes can modify data fields in various ways.

Mass Effect

Mass Effect allows you to manipulate data from import to deletion and even undelete records with an easy-to-use ETL tool with built-in data standardization. You can precisely update information through CRMfusion Demand Tools from CSV., Xls., Xlsx., mdb, or udl. files in Salesforce, migrate data from legacy systems, and update any Salesforce object, including custom. Moreover, it allows you to insert attachments from the file on your computer, and insert new tasks, opportunities, and events. Mass Effect supports all international characters and advanced file formats.

PeopleImport

The Demand Tools PeopleImport feature helps you streamline the import process from lead generation activity such as tradeshows, affiliate marketing, and other marketing campaigns. To clarify, PeopleImport lets you import data in one single step. The software has deduplication software embedded into its advanced matching algorithms.

It allows you to create scenarios on how to import data in Salesforce and compare the data ready for import to the existing data such as leads, contacts, etc., creating new records and updating existing ones.

PeopleImport by Validity also allows you to add and assign tasks upon import, add campaigns, and even insert leads and contacts to other Salesforce operations in a single process. In addition, you can save scenarios for similar situations to make future similar tasks a breeze.

Looking into the more practical side of things. For instance, let’s say you have many leads at your disposal and are wondering how to manage your time. You are wondering:

Validity how long does it take to import data into Salesforce with Demand Tools?

The answer is that it depends on the import size, dupes, and many more. Therefore, we would say that the time is as good as others, but the ease of the process, adding campaigns and creating scenarios that will save you time, in the long run, make PeopleImport of DemandTools top-notch.

However, to be more specific, we asked ourselves:

Salesforce, how long will it take to load 1 million records with Demand Tools?

So, we took action and requested their prompt customer service team. So, in conclusion, for a 1 million database, it would take you about 1 hour.

PowerGrid

The PowerGrid function allows you to apply changes to an entire data set to modify data record-by-record in a grid-based view. This helps you with merging, identifying, and purging insufficient data.

Reassigning Ownership & BulkBackup

You can mass transfer records ownership through the Reassigning Ownership option and all related to them with single permission or multiple rule-based assignments. Furthermore, Report Edit lets you customize Salesforce reports by changing their name, description, and folders or deleting reports altogether. Lastly and more importantly, BulkBackup allows you to create an automatic backup. You can save the bulk API as a .accdb or .csv file format.

The DemandTools Discovery Modules

Finally, the discovery module offers you two features for finding and verifying contacts: Find/Report IDs and EmailConnect.

Find/ReportIDs

The Find/ReportIDs help you compare data from external files, such as excel files, to Salesforce records of any entities and return the Salesforce ID and other Salesforce field data when matched.

EmailConnect

Also, EmailConnect helps screen and verify mail addresses in bulk and on a schedule. It logs the results data in Salesforce through BriteVerify email verification technology.

In conclusion, DemandTools it’s a solution that offers an easy-to-use and accessible solution for deduping records, importing and screening lists, and standardizing or mass-modifying data for an accessible price charged per user.

What is DemandTools compatible with?

Since we clarified what DemandTools is, its features, and pricing, let’s find out how and how we can use the software for deduplication, importing, and managing your data.

CRMfusion DemandTools is compatible with the following:

And other tools.

Above all, the software is most commonly used with Salesforce.

How to tell if we have DemandTools?

Hmm, a good question. Let’s take a look.

However, these steps apply if you have a computer running Windows. Things get a bit more complicated if you are a MAC user.

DemandTools Implementation

DemandTools is a 32bit/64bit .NET Windows smart client application that you easily install on your PC. Also, it takes as little as 10-15 min to install, and afterward, it extends an administrator’s control of your Salesforce data or other CRM tools.

However, Demandtools can only be used on MAC if combined with BootCamp, Parallels, or counterparts that support a Windows environment.

Meanwhile, the only feature that can run without help on a MAC is Trust Assessment, which installs locally. Thus, Trust Assessment will only deliver you a data trust score, industry benchmark, business functions breakdowns, and redemptions plan to help you understand your data state.

DemandTools Review Conclusion

Now, if you’re asking yourself – is DemandTools worth it? – here’s your answer. If you are a Salesforce user, it is at the given price point and features it has. The software will save you time and money in the long term.

Well, isn’t this what we are looking for? Not only to be faster and more precise but also to automate as much as possible from our tasks. However, if you are a MAC user, we suggest you think twice, as it’s complicated to make it work.

To wrap up, we loved the tool, but we look forward to seeing the MAC version of DemandTools from Validity.