Cloudingo - a cloud-based SaaS, connects to salesforce.com and allows system administrators to scan their entire database for similar or duplicate records. Cloudingo was launched in late 2011. It is well known for its ease-of-use and rich user experience.
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DemandTools
Score 9.8 out of 10
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DemandTools for AppExchange is a data quality toolset for Salesforce.com CRM centric customers.
The product comprises 11 individual modules to control, standardize, verify, deduplicate, import and manipulate Salesforce and/or Force.com data.
Cloudingo is a Salesforce deduping and cleaning tool. I highly recommend that someone in your company who works with Salesforce data also work within Cloudingo. Cloudingo, also allows you to import leads and contacts into Salesforce in the same document, which is a huge time saver. It is not a segmentation or "missing" data finding tool, like some of their competitors
DemandTools is perfect for any system that constantly adds new records to its database. For example, in higher education, we are constantly purchasing search names from various vendors and DemandTools allows us to make sure we are not doubling up on the same records. It saves us money in the long run as we are not mailing out multiple copies of our brochures to the same person.
Filter creation. I can create de-dupe filters on any and every field on our account, contact, and lead records. It has great built-in operators for the filters as well. Like URL, name cleaned, case sensitivity, spaces removed, etc.
Imports. I LOVE that I can import new records and de-dupe at the same time. Saves so much time!
Marketo integration. We actually don't use this, but it is very powerful. Marketo can't convert leads to existing accounts in Salesforce, and it always creates an opportunity. With this integration, you can run conversions through Cloudingo and avoid all of that.
Cost. The standard package has so much functionality and is priced very fairly. You get a ton of value for the price.
Lead to contact merges/dedupes, and lead to account conversions. Leads can be matched to existing accounts and can be merged with contact duplicates. Cross-object merges and conversions are super powerful.
Custom object de-dupes.
Support is GREAT! Always super quick to respond, very knowledgeable, and very helpful!
Cloudingo has no persistent notion of contacts it has flagged previously that are NOT duplicates. Without tweaking filters just so for match criteria, it will present you the same sets of potential (and previously identified non-) duplicates again and again which is a waste of time.
Innovation velocity at Cloudingo is low. The product is pretty much identical to what it was 2+ years ago. What you see is probably what you're going to get for a long, long time.
I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
Some features aren't user intuitive and it takes a while to learn.
We spend enough money on Salesforce that the cost of Cloudingo when compared with its benefits is extremely small. We've been able to see measurable KPIs move as a result of the work we've done with Cloudingo
It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.
Very usable. I have not spent enough time to fully grasp the capabilities. The interface is fairly intuitive, and I think with more time, I would grasp it very well.
I have had to reach out to Cloudingo support several times. They almost always respond that same day. Often times they will call me directly to fix the problem or walk me through best practices. They even reach out after the fact to make sure that everything worked okay. They are also kind and personable.
Support can be slow so do not expect quick turn for urgent issues. Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered The training webinars help with the basics but not much if you need advanced functionality.
The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.
For us it was just a matter of committing the 10 minutes to install it from the AppExchange. It automatically builds out a dashboard based on standard filters and you get a lot of insight from them. We then copied some of the standard ones and pulled two from a filter library that rounded out what we needed. I wish I had done this months before given how little of my time it actually took.
I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.
I like the dedupe filters, customized rules for merging records, and the ability to handle such a large size of data at once. While the price was higher than the others, I feel its worth it for the added flexibility that Cloudingo gives over its competitors. I also like the reporting and analytics portion better - the ability to see your dashboards and analyze duplicate trends.
Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.
