DemandTools V Release currently offers 11 data cleansing modules that allow you to mass manipulate records using both standard and custom CRM objects.
Convert: Compare and convert leads to existing or new contacts and accounts
- Compare all leads (or a subset) to contacts and accounts to identify where duplication occurs prior to converting them
- Reduce duplication between leads and contacts/leads and accounts by converting leads that are deemed duplicates.
Dedupe: Identify and merge duplicate records in your CRM
- Dedupe large sets of duplicate records in a single pass
- Improve the accuracy of accounts, contacts, and leads
- Schedule deduplication jobs to ensure duplicates are identified and resolved quickly
Delete: Upload a list of existing records to Hard Delete, Soft Delete or Undelete
- Mass transfer unsubscribes, hard bounces, or out-of-date records into your recycling bin or permanently delete records to save on storage costs
- Undelete records from your CRM’s recycling bin if they were mistakenly soft deleted
Export: Pull a list of records for download from your CRM based on criteria you set
- Schedule to run overnight to reduce system load
- Export soft-deleted records and archived tasks and events
Import: Insert, update or upsert a list of records to your CRM while ensuring duplicates are not being created in the process
- Import using either a key field (unique identifier) or customized matching conditions to check for duplicates prior to updating or upserting
- Upsert leads from a recent trade show and standardize the state, country and phone numbers as they import making sure the data is clean and consistent
- Schedule to run overnight to reduce system load
Match: Compare any list of records to your CRM by uploading a csv or excel file
- Compare records from a different data source those that exist inside your CRM
Modify: Make mass changes to records already in your CRM based on criteria you set
- Pick from a variety of different modification actions on how you wish to update a specific field value.
- Specify a single value to update or use another field's value
- Select from a wide range of different formula functions to help standardize data like states, countries and phone numbers
Reassign: Set a new owner for records in your CRM based on criteria you set
- If an account manager leaves, reassign all their accounts to another manager or distribute their accounts among several other managers
- If a sales representative takes over a new product line, reassign prospects of that product line to the new representative
Tune: Live edit records with an easy to use grid-based view of your data
- Identify incomplete data and update in real time
- Use powerful formulas to standardize and transform records with at the click of a button
- Update, Delete, and Merge record from a single page
Verify: Validate your Contact and Lead email addresses health and validity
- Find invalid email addresses inside your CRM to prevent wasted time reaching out and poor email campaign performance
- Locate risky “accept all” and “unknown” domains that may bounce
Assess: Evaluate your data to determine record quality
- Find out how many potential duplicate records, malformed data, and missing email/phone fields Validity has identified based on your field inputs in your Account/Contact/Lead/Opportunity objects
- If you have access to email verifications, Assess with also provide you with how many invalid emails exists on your selected email field
DemandTools 2.91 users: Most of the modules listed correspond to modules you may have used previously. Please note that MassEffect has been distributed into three modules. Find your most frequently used features using the mappings below.
