How to Import Salesforce Accounts into DataFox

Posted in: DataFox Power Features, sales

With DataFox, you can easily import your existing accounts and contacts from Salesforce and augment them with:

  • Sales triggers that let you know exactly when to reach out and what to say
  • Up-to-date address, website, personnel and contact information
  • Predictive prospects identified using our similar companies engine

Here's how to get those automated alerts, new prospects and squeaky-clean data. The process takes three steps:

  1. Create a Salesforce list for import
  2. Import your Salesforce accounts to DataFox
  3. Use DataFox to prospect smarter and faster

We'll walk through each step.

1. Create a Salesforce list for import

1a. Run a report in Salesforce on the accounts you're working. Note: make sure the report includes the company name and website (URL).

Screen Shot 2016-02-29 at 10.40.42 AM

1b. Download the report as a csv file.

Screen Shot 2016-02-29 at 10.41.12 AM

1c. Open the report in Excel and rename the company and website headers to "Name" and "Url" respectively.

Screen Shot 2016-02-29 at 11.01.10 AM

 

2. Import your Salesforce accounts to DataFox

2a. Go to https://app.datafox.com/home and click the "Import List" button at the top of the home screen.

List Import

2b. Import the csv into DataFox. The csv will be saved as a DataFox list.

Screen Shot 2016-02-29 at 11.02.53 AM

 

 

2c. Navigate to the list of your accounts.

Screen Shot 2016-02-29 at 11.03.28 AM

3. Use DataFox to prospect smarter and faster

3a. Click on the "People" tab to find contact information on your key accounts.

People tab

3b. Click on the "Similar Companies" tab to find related companies based on your existing accounts.

Similar Companies

3c. Filter the similar companies by your target criteria (headcount, city, etc.)

Screen Shot 2016-02-29 at 9.44.30 AM

3d. Click on the "Change Columns" button and add "Salesforce Account Owner" if it's not already displayed.

Change columns

3e. Click on the "Salesforce Account Owner" dropdown and select "Filter."

Screen Shot 2016-02-29 at 8.59.43 AM

3f. Filter by "No Owner."

Screen Shot 2016-02-29 at 8.59.00 AM

3g. Voila! You have a predictively generated list of truly net-new prospects.

Screen Shot 2016-02-29 at 9.45.13 AM

Does your Salesforce data need cleansing?

Contact sales@datafox.com to see how our rigorous artificial and human auditor process de-duplicates, updates and augments your existing Salesforce accounts.