Demand Tools

People Import allows you to compare an external source, such as an excel spreadsheet, to pre-existing leads and contacts within salesforce based on the matching criteria you set. CRM Demand Tools offers several modules (as described in a previous blog post) assisting in maintaining & cleansing salesforce data. The maintenance module allows you to update leads and contacts as well as all other salesforce objects like accounts (with various update methods), task & activities, even custom objects, extending the functionality. As opposed to People Import, CRM Demand Tools is a much more robust app providing tools not available in People Import.

Over the next few weeks I plan on uploading both PowerPoint slides as well as step by step videos on the following CRM tools:

Maintenance Module

• Mass Effect - DemandTools MassEffect module is the ultimate data loader for salesforce.com. Used to insert, update, delete or export information to and from almost any salesforce.com table or field. MassEffect has a large advantage over other data loaders due to its support for advanced file types such as Microsoft Access, Excel, CSV and UDL files to add support for SQL Server, Oracle and other databases
• Mass Impact - The newest module that allows users to mass manipulate data across tables without importing or exporting of data. The entire process of searching and changing data between tables, all takes place directly on the salesforce.com servers.
• MassChange - The MassChange module is the easiest way to mass manipulate data in salesforce.com because no import or export of data is required. The entire process of searching and changing data all takes place directly on the salesforce.com servers. Essentially MassChange allows the user to find all objects that meet a custom criteria and then effect changes on a field level to all the matching objects.
  

Cleansing Module

• MassLeadConvert - MassLead convert allows the DemandTools customer to develop a custom criteria of Leads to look for and then have them automatically sent through the Lead conversion process. During processing ownerships, Lead source and Campaign data can be tweaked and even emails sent out to notify the new owners of the created Account and Contacts.
  

Demand Tools offers many more helpful tools such as de-duplication features but I will be unable to demo all of these options as I would like to conlcude with a section on marketing and web to lead forms.