An introductory guide to using Atoka: from the user interface, through the individual search filtering features of companies, to managing lead lists, to leverage the capabilities of Sales Intelligence.
With Atoka you can check out a database with all the information collected on companies, such as names of key people, useful contacts, company size, and a whole world of related information, such as updated trends of companies on social network like Facebook or Twitter.
The potential of Atoka is being a real search engine on the Italian and the British corporate world: you can make very precise searches, thanks to the available search filters. It’s like a personal “Corporate Google”.
The screen you find after logging in, presents different areas of references:
Suggestion: by clicking on a small icon (an i for more information on the right of the filter) you can visualize some suggestions, that explain how to use better the search filters.
The central area gathers the results of the search, showing a series of synthetic panels for each company present as result, in a similar way like Google gathers the search results for the websites.
On the top of the central area dedicated to the visualization of the search results, there are two menu items, that let you:
There are two types of searches that you can do:
If you are looking for a particular company, it is better to start with the simplified search, using the search filter on the top right of the screen:
Auto-completion of the company name: by typing the name in the search box, even in a partial way, Atoka will suggest some possible alternatives. By selecting the desired company, you can enter in the company details section.
If you cannot find the company among the ones Atoka suggests to you, you can simply press enter, or select “Show all results for…”, to start searching on that inserted piece of text, and visualize the results in the center of the page.
As an alternative, it’s possible to insert the VAT code and press [enter], or click on the magnifying glass, to restart the search on that parameter, and visualize the results in the center of the page.
Before entering in details of the search and the possibilities provided by Atoka, it’s important to remember that:
From the second, you set one or more search filters, you can save the status of the single filters and the search settings. This way, you can save and recall that particular search at any time, fruit of several minutes of work, with exactly those filters applied.
In the middle of the page, there is an area, that displays the single search filters, set up at that moment, with a button on the right side of the page that allows you to save the state of the search in that instant.
To save a search simply:
To view the saved search, just click on the name of the search.
It is fundamental to know which are the active filters at an exact moment, especially considering the refining path necessary to improve the search results.
Inside the center of the page, containing the results of the search, there are all the activated filters through the bar on the left of the screen.
How to deactivate a filter: you can deactivate a filter clicking on the “X” on the right side of the filter. The results will be updated in a few seconds.
How to deactivate all the filters: you can delete all the filters, by clicking on “delete all”. With just one click all of them will be cancelled.
All the items that can be found inside the “Filters” area, help to find the desired companies.
The number of companies obtained with the current search, is the one visible on the top-central of the page, "x companies found", where x varies according to the search settings.
It’s important to remember, that some filters are combined with each other in a way to get results that meet the conditions.
For example, if I use the “Company name” filter together with the “Location” filter, I am searching for leads that correspond to that determined company name and, at the same time to that geographic position.
How to exclude from the results the selections of some filters: the filters “Location”, “Company type”, “Public Administration”, “Innovative Startup” and “Blog” can be used both to filter by including those results in a research, or to exclude the corresponding selections from the current search. In particular, to exclude the selections, you only have to:
The filters “Web site content” and “Keywords” represent a distinctive element of Atoka, thanks to the platform’s ability to manage structured and unstructured data from multiple sources.
If you wish to understand which data is in Atoka, you can find further information on the website about Big Data behind Atoka.
This filter lets you to search in the content of the company websites present in Atoka. You can search the occurrence of a single word, or a combination of words, or exclude those companies that have determined words on their website.
For each inserted word without quotation marks, are inserted:
It works like the advanced search in Google, using the logical operators AND, OR, NOT and quotes. In other words:
For example, if I enter into the text box:
Once the search is initiated, the occurrences of inserted texts will be shown within each business result pane:
In this case after performing the search for all companies with a website that contains exactly both words:
"mechatronics" AND "logistics" (written exactly like this)
We get 378 leads, each of them featured in the preview pane that matches this search, under the item “Website”.
It’s advisable to always check the number of results, to understand if the research you are doing is correct or not.
The keywords are concepts associated with the companies, selected on the basis of extracted information from various sources:
The keyword is a way to go beyond the taxonomy of SIC codes, that often describe only briefly the multitude of areas in which a company operates.
Note: it is however advisable to use this filter alongside the SIC code.
The filter has the suggested general items, which can be simply added by clicking on the individual item, such as on the image under, where the keyword “Commerce” was selected.
In the text box, as the base of the filter you can enter any keyword: if you wait a few seconds during writing the text, it will be supported from autocompletion, that:
Once you have added one or more keywords, in the lower part of the filter will appear two possible ways to use the filter:
How to delete a selected keyword: to delete a keyword, you only have to click on the “x” on the left side of the selected keyword, viewable at the top of the filter.
Let’s examine shortly the functionality of the singular filters that haven’t been described yet:
Inside the results page, every company is visualized with a panel, which summarizes some basic elements, that is useful to explore:
To view a more complete info box, simply click on the company name located at the top of the pane. Like this you can view a more complete info box:
To view a detailed company page, simply click on the item “All the details” and that company’s detail box will open with more data, such as contact information, related people, official social media channels of that company.
This document highlights the substantial differences between the previous and updated versions of the company's detail page.
Top left: company name and logo (if it exists, otherwise the Atoka logo is displayed, as in the case of the image above). There is also some additional information: the year when the company started the business and three keywords that briefly describe the activity carried out. Other keywords associated with the company are at the bottom, on the right of the screen (they are highlighted with a dark background). If it is a public administration body or a startup registered in the register of innovative startups, this information will be visible on the right of the start year;
Top right: the entry "Add to +" - you can add the company to a list, or see the lists in which it was added (they will be displayed in this area);
NOTE: when scrolling down the page, the two components at the top are reduced in size to facilitate the reading of the information that is present in the rest of the page, as seen from the image below:
the section menu (with the items "Overview, Locations, Contacts, People and Social") is on the left of the central area. The voices are arranged vertically (and no longer horizontally as in the previous version of the page). The number in brackets that is present in some items is the number of objects within that section: in the case of the company "Acme S.p.A." there are 10 contact information, for example;
the central area of the page contains many of the company's key information, often included in some panels. Some panels contain small interactive graphics, especially where there are data that have a history (revenue trend, trend in the number of employees, etc ...). By positioning the mouse over one of the components of the graph, the displayed value is displayed, as shown in the image below;
the side area to the right of the screen shows some of the information in the rest of the internal sections (the trend of social channels, contact information, company representatives, keywords associated with the company. "Discover more", which refers to the internal section.
This is a new section: in the previous version the address of the registered office and any addresses of the secondary offices (local units) were listed in the "Contact" section. This section displays an interactive map with the location and some data that is associated with that location (such as phone numbers).
At the top right, just above the map, you can search for a specific territorial reference (a municipality, a province or a region). Useful in case there are many secondary offices.
In the section there are three columns, each contains well-defined elements:
the leftmost column contains the email addresses, divided by type (general info boxes, functional areas - purchases, marketing, etc ... -);
the central column contains telephone numbers and fax numbers. If a number is associated with a company location, the associated address is displayed below the number;
the right column contains the websites associated with the company.
Compared to the previous version, you can see much more contact information, aggregated by type.
NOTE: the checkmark to the right of one of the information on the page indicates that this information is present in at least two of the sources used by Atoka. By positioning the mouse on the check mark, you can view the tooltip as shown in the picture.
The data on people have been organized to facilitate reading: it is now easier to understand the associated offices. As in the "Locations" section, the search functionality at the top right of the page has been added.
NOTE: the checkmark to the right of one of the information on the page indicates that the information is present in at least two of the sources used by Atoka, as indicated for contact information.
In the "Social" section an overview has been added that provides an overview of the use of Social Media by the company.
At the top of the dashboard there are two elements:
"Score social" is a score that evaluates the activity / visibility on the company's social networks in the last 3 months;
"Overall Score" is a score that evaluates the activity / visibility on the company's social networks in the last year;
"Number of social accounts":
At the bottom of the page there are some meters that help to understand the degree of involvement and interest that the company is able to adopt in the Social media.
In addition to the overview, you can access detailed information depending on the social media channel associated with the company (Facebook, Twitter, blogs and other accounts such as YouTube, Instagram, etc ...). This is the information that was visible in the previous version of the page.
Once you find those leads you want through the search page, you can save and export them adding to existing lists, or creating new ones.
Simply click on the menu “Lists” on the top of the screen, and you can access to the page “Your lists”, where there are three different areas:
Remember: the type of information and number of leads that can be exported depends on the activated subscription plan.
To create a new list, you need to decide on a name to identify the list (special characters, like "/" is better avoided), and:
The new list will be visible in the list selection on the left side of the screen.
As an alternative, you can create a list directly on the search page, in the phase of adding companies to the list. Simply:
You can view a list also from the search page, or directly from inside the “Your lists” page.
If you are inside the search page, simply select the desired list in the “Lists” filter, which can be found in the lower part of the sidebar.
If you are inside the “Your lists” page, simply click on the name of the list: you will be redirected to the search page, and the companies present on that list will be shown.
On the “Your lists” page, simply identify the list you want to export, click on the icon that represents the drop-down menu and select the “Export” item from the menu.
A window with some useful information will appear:
Once you clicked on the “Export list” button, wait some seconds, and the download of the list will start, if the list contains a few elements. If the list contains a large number of companies, you will receive an email as soon as the list is ready to be downloaded.
The exportation of this list is inside the area on the right side of the “Your exports” page.
On the “Lists” page you can find the "Your imports" tab on the bottom right. In this tab click on the item "Download the input file template" (which at that point appears underlined) to download a template in Excel to be used to import a list of companies.
Once the Excel file has been downloaded, the Fiscal code or VAT number of the companies that make up the customer list of interest must be entered in the appropriate cells.
Once the Excel file has been compiled, you have to name it, save it and upload it to the "Your Imports" tab by clicking on "Select a file".
Once the file has been selected, click on "Import" to proceed (note: the list can contain a maximum of 15,000 VAT numbers).
In a period of time proportional to the length of the list, the Excel file is loaded into Atoka (the system reports that the upload has been done by displaying, in the row of the file of interest, a check in the "Status" column).
At that point the user can start to work. Attention: if there is a wrong or incomplete data in the list (for example a VAT number with a missing number) you can view the error by clicking on the "(report)" in the "Status" column and downloading the Excel file reprocessed by the system (next to the incorrect VAT number the "not-matched" note appears).
You will find your companies in the form of a list enriched with data from Atoka under “Your lists” on the left side of the page.
You can select one or more lists to exclude from the current search results. After selecting a list from the menu "Your lists", you can exclude its companies from the results by clicking the EXCLUDE button that appears by moving the mouse over the number of companies in the selected list. The selected list(s) will be then excluded from the search results.
The area containing the exportations is important because:
Every list created in Atoka is independent from the other: if you insert a company in one list, obviously it is possible that the same company will be inserted in one or more different lists, depending on how the search filters are set.
There are two main scenery:
It's useful to remember, that every week we register more than 200.000 variations of company data in Atoka: the company exported months ago can have immediately different important updates in that period.