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Review on DataGroomr by Mike Phillips

Revainrating 4 out of 5

Solid platform and easy-to follow guidance

I like that there's an option for data merging between different SF templates with this product! Really helpful when we have multiple orgs or if you're importing more than one source at once - saves all kinds time & effort going from A through Z comparing each SObject individually before hitting import button :) The UI is also pretty straight forward so it isn't too overwhelming even though they do offer several plans (we used Plan E). We haven´t run across any issues while using Datagroomrr as well yet but am open minded enough about learning how things work here since its early days now! Also considering adding integrations w/out coding such as Zapier / Connect App etc.. Would love some recommendations regarding other features available out their free plan when compared against what else has been shared by customers who've engaged them previously? The ability to use data from multiple sources to create one master database is very powerful! It's not as intuitive or user friendly as it could be but I'm sure that will improve over time. We've been able to save so much time with this tool because we're no longer manually creating databases for each client. This saved us about 30 hours/month by just using this program once instead of many times per day.

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Pros
  • That everything can pull directly into Salesforce, which makes our life easier in terms of updating clients' information regularly without having duplicate records scattered around various platforms within my organization; plus allows me keep track better where certain accounts are located throughout sales force vs google sheets + excel files..etc
Cons
  • Not really something specific i dislike right away however sometimes takes awhile getting accustomed