Welcome to accessCI:

URL http://www.accessci.hartehanksmi.com

Log in to accessCI to Find Leads:
Log in with your user ID and password. After accepting the license agreement/logging in, click on the Get Data tab, then scroll to the bottom of the page and select “Go Get” Site Searches and Reports.

Create Your Search:
On the Site Search-Simple page choose the categories you want to search within from the left side of the page.  For example, if you want to search for sites within your geographic territory, click on Geography and choose the description of your territory, for example state.  Then select your state and click on Save This Selection at the bottom of the page.

This criteria has now been added to your search summary on the right side of the screen. As you add more criteria to your search (for example, Technology Totals at Site, Computer, # of PCs at the Site), your criteria will build in the search summary. The more criteria you add, the narrower your search will be, and the fewer sites you will get as a result.

For more targeted or more sophisticated searching capabilities, i.e. Planned Technology Purchases, or Installed Technology by Competitive Vendor click on the Site Search - Advanced link at the top of the page under the Login Tab.

To build your advanced search, follow the same steps as above to limit the search to a specific geography, industry, or size of company, however, you now have additional criteria to choose from to build your query.

To locate companies that are planning specific technology purchases, click on either Hardware or Software at Site and drill down to a specific type of technology. Then, you will be taken to a screen with Manufacturer and Model information, as well as a box titled: Status, where you can select Installed or Planned. Selecting Planned will limit your search to companies that have indicated plans to purchase that technology. Selecting Installed will give you a list of companies that have that technology currently installed. (Hint: To select multiple manufacturers, models, etc, hold down the [ctrl] button on your keyboard while making the selections.) Click on the Save this Selection button at the bottom of the page. The more criteria you add, the narrower your search will be, and the fewer sites you will get as a result.

Get Results:
After choosing your selection criteria, scroll to the bottom of the page and select one of the following reporting options: “Go Get” 1) list of matching sites 2) list of contacts at matching sites (This report will be a telemarketing list) 3) summary reports of matching sites.

Report on Your Matching Sites:
By clicking on Go Get 1) List of Matching sites, you will get a list of the companies that match your selection criteria.

From here, you may choose to customize your site list into a spreadsheet with information that is useful for you, and then export that list into Excel. To do so, click on Add or Remove Fields and choose from the list of available options. These fields will be added as columns to your spreadsheet for a high-level look at the companies. Choose the other customizing links at the top of the list to change the sort order of the columns and column sequence. Once your fields are added, click on the Export List button and follow the prompts.
Hint: Always be sure that Site ID is one of the fields that is added to your report. If you want to go back later and call up a specific site, the Site ID is the easiest field to query on for an exact lookup.

To view the complete detail of information (Site Profile) that has been collected on a specific company, click on the Company Name in the Site List.

Or, you may choose to Download the complete details of the Site Profile and save them to look up later. Click on the Download Profiles button and follow the prompts. (Profiles may only be downloaded in batches of 25. If your report yielded more than 25, once the first batch has downloaded, click on Return to Last Site List and go to the following page of companies by clicking on the navigational numbers at the bottom of the page. Once page two is displayed, click on Download Site profiles again.)

By Clicking on Go Get 2) List of Contacts at Matching Sites, you will get a list of contacts at the companies that match your criteria.

To choose the specific contacts that you want, click on the Select Contact Functions button above and to the right of the list of sites and choose from the available list.Hint: A Sr. Information Systems Mgr. Contact will be collected at every location. The others will only be collected where available.

Now you can customize your telemarketing list into a spreadsheet with any relevant information, and then export your list into Excel. Click on Add or Remove Fields and choose from the list of available options. These fields will be added as columns to your spreadsheet for a high-level look at the companies. Choose the other customizing links at the top of the site list to change the sort order of the columns and column sequence. Once your fields are added, click on the Export List button and follow the prompts. Hint: Always be sure that Site ID is one of the fields that is added to your report. If you want to go back later and call up a specific site, the Site ID is the easiest field to query on for an exact lookup.

By Clicking on Go Get 3) Summary Reports of Matching Sites, you will be able to run some basic statistical reports on your resulting sites.