The Tools You Need to Close
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Explore how the Atlante Sales Tool empowers your sales team at every stage.
Detailed Features
Explore how the Atlante Sales Tool enables faster, more sustained sales growth for your team.
Pipeline Management
Pipeline mananagement is built in with virtually no set-up. Input the steps to your unique sales process and and let the Atlante Sales Tool take care of the rest.
Data and Analytics
Essential data and analytics lets you see activity levels, pipeline levels, trends, and more. You’ll have the information you need out of the box.
Fast and Intuitive
An interface that keeps business development professionals focused on what they need with seamless, instant, navigation throughout the system.
Opportunity QuickNav
Instantly move through your filtered opportunities with navigation buttons, allowing you to review and manage each opportunity quickly without returning to the primary list. Stay focused and organized as you navigate through your sales pipeline with ease.
AI Powered Email:
Leveraging the latest ChatGPT technology, AI Powered Email helps you craft personalized emails quickly and efficiently. With customizable templates, salespeople or their managers can set up prompts to generate tailored emails directly from the opportunity dashboard. This feature automatically incorporates information from opportunity notes, as well as contact and company details, ensuring each email is relevant and accurate. Save time while maintaining a personalized touch with every communication.
Smart Tags:
Efficiently organize and prioritize your opportunities with Smart Tags. This feature allows you to assign unlimited tags to each opportunity, enabling you to quickly filter and access what matters most. Whether you’re categorizing by client type, deal stage, or urgency, Smart Tags ensure you can instantly focus on the follow-ups that need your attention, making your workflow faster and more organized.
Data Integrity Engine:
High-quality data is crucial, and the Sales Tool’s Data Integrity Engine makes it effortless. This feature uses proprietary mechanisms to ensure salespeople input accurate data without added work. Key details like target dates and deal size are locked once operational thresholds are met, preventing changes. As salespeople advance through stages, the system prompts them to validate critical information, maintaining consistent and reliable data throughout the process.
Instant Navigation:
Experience unparalleled speed with Instant Navigation, a proprietary technology built into the Atlante Sales Tool. The Instant Navigation system keeps every page preloaded with data, allowing salespeople to move seamlessly through the platform without any loading delays. Unlike traditional websites, this unique technology enables instant toggling between different views while preserving your current spot, ensuring a smooth and uninterrupted workflow. As one of our most significant time-saving innovations, Instant Navigation accelerates your sales process, making it more efficient than ever.
Automated Sales Reporting:
With our Automated Sales Reporting feature, sales leaders and colleagues receive crucial sales data directly to their inboxes simply by using the system—no setup required. These reports, delivered monthly, include weighted pipelines, current sales data, and future opportunities, all presented in a clean, easy-to-read email format. This feature embodies the “Transparency = Accountability = Results” philosophy that is woven into every aspect of the Atlante Sales Tool, ensuring that your team stays informed, aligned, and focused on achieving great results without any extra effort.
List Builder:
The List Builder feature in the Account section of the Atlante Sales Tool empowers users to create and save advanced sets of filters for easy, anytime access. More than just a filtering tool, List Builder serves as the system’s data mining center, enabling users to uncover untapped sales opportunities in various innovative ways. Whether you’re looking to refine your target lists or discover hidden prospects, List Builder provides a powerful, intuitive interface to help you maximize your sales potential.
