Datavision:Lite5 easy steps

1. Datavision:Lite appears as new Salesforce tab

Datavision:LiteInstall

2. Select the method(s) of contact and the profile of the target contacts you require.

Datavision:LiteSelect Data

3. Your data count reduces as you refine your selection

4. Your selection criteria

Datavision:LiteSelect Data

5. Once you have made your selection click on the ‘Buy Button’ that relates to the degree of precision and spend to meet your needs.

Datavision:LitePurchase Data

Datavision:LitePurchase Data

6. Enter a unique name for your data selection and click <Buy> to proceed with your purchase, or <Save>.

Datavision:LitePurchase Data

7. Once happy with the Terms and Conditions, click the ‘agree’ box and confirm your invoice address details.

8. You can now choose whether to download your purchased data to your PC or upload it directly into your Salesforce system.

Datavision:LiteUpload Data

9. Note, instructions are available if needed. Ensure that the destination Salesforce object is set to ‘Lead’.

Datavision:LiteUpload Data

10. Your upload is now complete and can be found in Salesforce. Click <Back To My Account Page> to begin a new selection, or exit the application.

Datavision:LiteUpload Data