How DemandTools Solves The Scenario Christina’s Challenges In this example, let’s imagine how the Standardize Data Salesforce administrator at a manufacturing Using DemandTools prebuilt and custom scenarios, business uses DemandTools to help the Christina’s teams are able to standardize existing data stakeholders at her company get the most and keep it that way. Running scheduled standardization out of their CRM. jobs automatically saves them time and resources while the improved reporting quality has made the CRM the trusted source of truth for teams across the organization. Manage Duplicates With DemandTools, not only can Christina clean up current duplicate records, she can also prevent new duplicates from entering the database. She can springboard the duplicate management journey with Christina Cloud dozens of prebuilt scenarios and set up automations to merge dupes as often as she wants. Salesforce Administrator, Migrate and Merge BigTime Manufacturing DemandTools enables Christina to migrate and merge Salesforce orgs into one org while cleaning data and Christina needs to make Her Goals: Her Challenges: merging any records that are duplicated. She can apply sure her company is getting • Make sure employees trust • Ten-year-old Salesforce instance mass modifications and standardize data to get the full benefit of its investment and adopt Salesforce with no data quality process trustworthy insights in every report using DemandTools in Salesforce. • Ensure CRM data meets business • Employees are often working modules: modify, tune, and reassign. requirements manually from spreadsheets • Merge legacy data from other • Not all manual updates are making Clean Imports systems and acquisitions to the it into the CRM With the DemandTools import module, Christina can company’s primary Salesforce org • Unstandardized data is entering eliminate pre-import data prep and make standardizing the CRM because of manual data and deduplicating part of the import process. This saves entry and integrations time after marketing events and makes new lead list uploads usable by sales teams immediately. Learn more about DemandTools
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