Connecting on Atlas
To get started on Atlas, let’s first look at how you can add one-on-one connecting with other users inside the Atlas app.
Atlas was designed to share contact information seamlessly, but also make sure that you protect your privacy. This isn’t like other social media or networking platforms - you need to actually know the person on the other end of the connection.
When you connect on Atlas, you’ll need to share your ID, which is assigned to you when you join the app. Your personal ID code, matched with your last name, ensures that when you send a connection request, it’s going to who you really want it to go to. Don’t accept requests from people you don’t know. You’re sharing your real contact information, so please be diligent about adding people you really know.
Check out the video (on the right) to see a detailed walk through of the process.
Connecting to a Directory
Atlas makes joining and managing a directory on your phone simple. Just like when you add a contact through Atlas, connecting to a directory is fast.
When you sign up for an Atlas subscription account, you’re creating your Atlas directory. While you could (if you were so inclined) connect to every person in your organization one-on-one, the directory function allows each person to connect to a single account. It’s fast and easy.
The privacy settings for what is shown in the directory is based on the settings you selected when setting up your directory. Should you want to change any of these settings, please contact us.
See the video (right) for going through the process of connecting to an Atlas directory.
Business Facing Directories
While most organizations use Atlas for directories, businesses have an additional option for connecting with their customers. Similar to the “follow” functions on social media, the Customer Database subscription is the Atlas version of this.
In this case, when a customer connects to a business on Atlas, the customer is sharing his or her contact information with the business. In exchange, the user sees the business’s contact information in his or her phone book tab. This is different than a normal directory.
With this option, the business now has a means for engaging customers in the way that makes the most sense. Since customer information is shared, the business can use that to create email campaigns, direct mailers, or even text messages. Additionally, Atlas allows for built in Notifications that the business can send to anyone “following” (or connected to) their business.
Seeing how it works is always helpful. This video (right) will walk you through how it works.
Using Atlas for Customer Relationship Management
Atlas is not specifically designed for Customer Relationship Management (CRM), but does have some overlapping features built-in that are free to use. True CRM platforms (e.g., Salesforce, Pipedrive, etc.) provide a range of features that are designed for tracking sales leads and driving sales conversions.
What Atlas provides is a simplified opportunity tracking tab that will help you structure, record, and manage your business opportunities similarly to how other CRM platforms do. You can edit, manage, and export all opportunities as you see fit. In fact, we specifically designed Atlas to allow a full export of all of your contacts and opportunities (CSV output) as your discretion. No questions asked. This can be helpful in allowing you to export your needed data and then allowing you to import it into your true CRM platform later.
Curious to see how it works? Check out the video (right).