Case Study: Cybersecurity Firm achieves cleaner CRM data and improved lead management with Validity's DemandTools

Experienced Salesforce Administrators Insist on DemandTools

Cybersecurity Firm struggled with messy Salesforce data—broken record IDs, duplicate records, tasks not moving during lead conversion, and large-scale cleanup needs that hurt lead management and campaign performance. To solve this, the company adopted Validity’s DemandTools CRM data quality toolkit.

Validity’s DemandTools (modules like Find/Report IDs, MassEffect, MassImport, Single Table Dedupe and PeopleImport) was used to restore record relationships, move activities during lead conversions, deduplicate and automate cleanup and backups. Karen used DemandTools to process updates to 300,000 records in one job and supported cleanups on the order of ~40 million records, delivering cleaner, faster data, improved campaign results and estimated salary-cost savings of $30k–$50k per role.