Cloudingo vs. Octopai

Cloudingo is great at mass merging account and contact records based off a specific criteria instead of having to do it manually within the record in SF. It also is easy to analyze a record while in a mass merge to see if you need to edit some values. However, having other standard objects would be very beneficial and even having it for custom objects could be helpful.

Incentivized

• Cloudingo displays a single dashboard view of the quality of data you have in Salesforce. You no longer have to guess how much of your CRM is "clean" or "dirty".
• Cloudingo allows you to test functionality in Salesforce Sandbox prior to conducting changes in Salesforce Production. I highly recommend thoroughly testing functionality prior to making changes in your live CRM.
• Cloudingo allows you to mass merge and converts records automatically and manually either individually or in groups. This saves a lot of manual time in trying to keep your CRM's data clean.

Incentivized

• I would love to have a multi-user mode. I realize this very difficult though given I as an admin can see records my peers cannot.

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

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.

Incentivized

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.

Incentivized

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.

We considered DemandTools CRMFusion. As a small company with a limited budget, it was considerably more expensive than Cloudingo. It also was an installable, on-premise piece of software which is a big drawback. While the reviews of CRMFusion on TrustRadius were very positive, it appeared to have a steeper learning curve as well. So the combination of cloud-based, easier-to-use, and lower price led us to select Cloudingo over CRMFusion.

Incentivized

• Neglected and not used due to destructive automation
• Fear of cleaning up data
• Not wanting a human to do proper cleansing

Incentivized