Atoka Guide

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”.


Index

  1. The working environment of Atoka
  2. Search a company: first steps
  3. Combined search: from where to start to use the search filters
  4. The company profiles in Atoka
  5. Using the lists

The working environment of Atoka

The screen you find after logging in, presents different areas of references:

  1. a sidebar with the name "Filters" on the left of the screen, which contains all the filters to personalize the company research. The filters are divided by arguments: “About the companies”, “What they do”, “How to reach them” and “What they use”;
  2. a central area, that shows the the companies set in the actual search, which is updated according to the applied filters. At the top of this area you can see the number of companies present in the search of a determined moment: without any filter set, it would show all the Italian (6 million) or UK (almost 4 million) companies;
  3. a menu on the top left, positioned to the right of the logo of Atoka, contains these items: “Companies”, “Lists”, “Your searches” and “News”;
  4. an isolated search box, on top, on the center-right part of the screen, for simple searches;
  5. the user profile, with the type of purchased plan and information on consumed credits in that moment.

 

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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.

How to personalize the visualization of the search results

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:

  1. personalize the number of results per page, choosing between 10, 25 or 50 results per page;

     

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  2. change the order of how the results are shown, organizing by:
    • significance (in relation with the quality of available information);
    • revenues;
    • revenues growth;
    • nr. of employees.

     

    ordine-risultati-per-tipo-rilevanza

Search a company: first steps

There are two types of searches that you can do:

  1. simple search: if you know the name of the company, or one of its identifier, like VAT code;
  2. Combined search: you can search for companies, using the filters on the sidebar, on the left of the screen.

How to do a simplified search, starting from the name of the company or from the VAT code

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:

 

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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.

 

Note: in order to display the drop-down menu correctly with the suggested companies of the auto-completion, you need to type the company name, waiting for a second to see if the system proposes possible alternatives, without pressing [enter] immediately.

Combined search: from where to start to use the search filters

Before entering in details of the search and the possibilities provided by Atoka, it’s important to remember that:

  • every query can be easily recalled by using the save function of the individual searches: all the configurations of search filters will be saved;
  • every inserted search filter can be easily deactivated with a simple click;
  • if there are more search filters set, it's possible to delete all with just one click, selecting the item "delete all".

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.

 

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To save a search simply:

  1. set one or more search filters from the sidebar on the left side of the screen;
  2. click the button on the right "Save search", when you want to save the state of the search;
  3. insert the name you want to assign to that search within the text box in the drop-down menu that appears below the button "Save search";

     

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  4. click on the "Save" button, followed by the chosen name for the search that you are saving: the search will be saved and can be retrieved at any time by clicking on the icon "Your searches" in the menu at the top of the page.

     

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    To view the saved search, just click on the name of the search.

    Activated search filters: where are they, and how to deactivate them

    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.

    spuntare-filtri-ricerca

    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.

    Search filters: how to combine them

    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:

    • select the entry that starts with “Is not” to exclude companies responding to that search criterion in the “Public Administration”, “Innovative Startup” filters;
    • select one of the items and click the "exclude" button that will appear on the right in the filters “Location”, “Company type”;
    • select the desired Industry, SIC categories and click on the "exclude selected" button at the bottom of the filter;
    • select the entry “Without known blog” in the “Blog” filter.

    Using the filters “Web site content” and “Keywords”

    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.

    How to use the “Web site content” filter

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    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:

    • the singular and plural forms;
    • all combinations of upper/lower case.

    It works like the advanced search in Google, using the logical operators AND, OR, NOT and quotes. In other words:

    • AND puts the condition “all these words”;
    • OR gives the condition “at least one of these words”;
    • “” the words entered inside the quotation marks are searched exactly in that form, with the same upper and lower case letters indicated;
    • NOT gives the condition of “none of these words”.

    For example, if I enter into the text box:

    • mechatronics: all the companies that have the word “mechatronics” on their website, also in plural;
    • mechatronics OR logistics: all the companies that have the word mechatronics or the word “logistics” present on their website, or in singular or plural form;
    • mechatronics AND logistics: all the companies that have these words: mechatronics and logistics present on the website;
    • “mechatronics” AND “logistics”: all the companies that have all these words, written exactly with lower cases in this way: “mechatronics” and “logistics”;
    • mechatronics NOT bodies: all the companies that have the word mechatronics, but not the word bodies.

    Once the search is initiated, the occurrences of inserted texts will be shown within each business result pane:

    meccatronicaANDlogistica

    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.

    How to use the “Keywords” filter

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    The keywords are concepts associated with the companies, selected on the basis of extracted information from various sources:

    • company websites;
    • social media (Facebook e Twitter, etc...);
    • corporate purpose of the company;
    • Any pages in Wikipedia about the company.

    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.

     

    filtro-parole-chiave-dettaglio

     

    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:

    • proposes keyword with the same root as the partially typed word;
    • proposes keyword semantically related to the theme of the partially typed word.

    Once you have added one or more keywords, in the lower part of the filter will appear two possible ways to use the filter:

    • Whatever: the results that contain any of the keyword inserted into the filter will be selected;
    • All: the results that contain all the keywords inserted in the filter will be selected.

     

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    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.

    Using the filters to find the market segment you need

    Let’s examine shortly the functionality of the singular filters that haven’t been described yet:

    • “About the companies” section
      • Company name it is a direct way to search a lead that you already know, starting from the company name, from the VAT number or the fiscal number of the activity. It’s the simplified version of the inserted filter on top-right of the screen, that suggests the name of the company according to the inserted text.
      • Location you can combine more regions and provinces, going till the level of municipality, to select the companies with registered office, or with any secondary locations, inside that geographical area. The text box allows you to select the administrative level that you want, using also the Zip code, or limiting the search only to the registered offices;
        • How to exclude one or more locations from the results: select one of the items and click the "exclude" button that will appear on the right to remove the companies matching the selected item from the search results;
      • Company type you can select the companies by the type of legal form (partnership, corporation, S.A.S, Ltd., etc.);
        • How to exclude: Select one of the items and click the “exclude” button that will appear on the right to remove the companies matching the selected item from the search results;
      • Age (on the market since) you can select the companies present on the market according to the time interval included in the blue bar. For example, you can select the companies present on the market in the past 2 years;
      • Revenues you can filter by volume of revenues and trend, if there is a historical data about it. The item “Revenues” corresponds to the budget item “A1 - Revenues of sales and performances”, and refers to the last filed financial statements. The data about revenue is not available for all the Italian companies (this filter is available for more than 1 million companies at the moment);
      • Employees you can select companies based on the number of employees included within the range chosen. For example, you can select companies with a number of employees ranging from 1 to 50 people. Data on the number of employees are updated quarterly (source Cerved - INPS);
      • Innovative Startup you can select a set startup set, those identified as "Innovative Startup" (they are when they meet certain requirements).
        • How to exclude: select the entry “Is not an innovative startup” to exclude companies responding to this search criterion;
      • Public administration you can select public companies, central and local public administrations, (according to the ISTAT definition).
        • How to exclude: Select èNot Public Administration" to exclude public administrations from the search;
    • “What they do” section
      • Nature of Business (SIC) you can select the companies that have a determined SIC code, as well using the advanced auto complete, or the selection of the entire branch of SIC categories;
      • Contracts with Public Administration: you can select companies that have participated at least in one public tender: in case you select the item “won tenders”, placed in the bottom of the filter, you will select the companies that have won at least one public tender and then signed a public contract.
    • “How to reach them” section
      • Email you can choose the companies that have at least one email account in Atoka: usually these accounts correspond to company roles (general, commercial area, marketing, customer support area, purchasing department, etc…). By selecting the item “Personal” you can choose the companies that have at least one account related to a single person in Atoka;
      • Social Network you can select the companies that have at least one social media account (Facebook, Twitter, YouTube, Google+, etc...);
      • Telephone you can select the companies with at least one phone contact.
    • “What they use” section
      • Website you can select the companies that have at least one website;
      • ECommerce select the companies that have at least one website with technology to sell online (ECommerce);
      • CMS select the companies based on what type of CMS do they use, on at least one company website;
      • Blog selecting the companies with a blog is a very useful element, if you are searching for companies that are investing in digital marketing, or if you want to monitor the content generated by a particular market segment.
        • How to exclude companies with a known blog: select the "No known blog" entry to exclude those companies from search.

    The company profiles in Atoka

    Inside the results page, every company is visualized with a panel, which summarizes some basic elements, that is useful to explore:

     

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    • the Nature of Business (SIC): it's the one present in the Chamber of Commerce, or one of its reclassification made by Cerved;
    • address of the registered office
    • the last revenues and trends (if there is historical data);
    • number of employees;
    • the principal website;
    • the icons and links to the principal Social Network used by the company.

    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:

     

    poste-italiane- riquadro-anteprima-completo

     

    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.

    Using the lists

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    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:

    1. the text box on the bottom of the page, to create a new list;
    2. the existing lists, with the number of leads, on the left side of the screen;
    3. the exported lists, to access to the exported lists in a precise date, without consuming new credits.

     

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    Remember: the type of information and number of leads that can be exported depends on the activated subscription plan.

    How to create or add companies to a list

    To create a new list, you need to decide on a name to identify the list (special characters, like "/" is better avoided), and:

    • from the “Your lists” page, simply write the name of the list in the text box on the top left side of the page;
    • click on the “Create” button.

    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:

     

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    • click on the “Add x companies to” button, where x is the number of search results and insert the name of the list you want. At this point, by clicking on the “Create” button, the list will be created, and populated with the number of companies present in that search;
    • at this point, the name of the list, in which the companies were inserted will be present.

    How to display a list

    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.

     

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    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.

    How to export a list

    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.

     

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    A window with some useful information will appear:

     

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    • the cost of exportation of this list in credits;
    • the total number of credits of the filter;
    • the export format of the file in .xlsx (Microsoft Excel)

    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.

    How to exclude one or more lists from the search results

    You can select one or more lists to exclude from the current search results. Simply select the desired list and click on the “exclude” item, which will appear on the right of the list name.

    Already exported lists: why are they important

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    The area containing the exportations is important because:

    • every exportation is a static copy of the selected list, extracted at a given time, registered in the “Date of export” column;
    • the access to a new download on the “Download” item doesn’t use any new credit;
    • the data in Atoka is updated constantly: these exportations are the non updated copies of those data, referred exactly to the date of export.

    Companies on more lists: what happens

    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:

    1. if you add the same company to the same list, also in different moments, the company will be added only one time. In the exportation phase of the list there won't be duplicated credit consumptions
    2. if you add the same company to different lists, credits will be consumed for every updated exportation of those lists in which it has been inserted. For each data export extracted on the company is the updated version at that particular moment. If you download an already exported list from the “Your exports” area (on the right side of the screen), there won't be added credit consumptions. It is in fact downloading the exported data and already included in the counted credits in that exportation.
    How to exclude lists from results: if you want to avoid exporting one or more companies already on other lists, simply select the list you want to export by adding it to be excluded in the "Your Lists" filter by setting it to "Exclude". To do this, select the list to exclude and click the "exclude" item, which will appear on the right of the list name immediately after it is selected.

    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.