AtmosAI Command Center
Command Center An Overview
A command center (sometimes also referred to as a control center) is an essential concept for organizations employing setups of any scale, but it is especially important for organizations requiring unified control over multiple setups, for example (Sales, Marketing and Finance). While the form of these hubs varies from organization to organization and setup to setup, their purpose remains consistent: they serve as a nerve center to monitor the organization’s activities.
With a command center, your team managers can easily monitor departmental activities, share integrated resources, and provide the necessary command for the team to carry out their duties effectively. Whether it’s for a large consignment, inventory management, or any other organizational need, having a centralized place to monitor activities and teams is crucial. Following is a brief overview of what a command center is and why it’s important for every organization.
What is a Command Center?
A Command Center enables you to automate the entire organizational system, reducing the number of manual interventions at each stage. Once the actions have been distinctly outlined, the subsequent steps will take place automatically.
For instance, if a prospect has items in their shopping cart, an automated email can be sent every three days to remind them to purchase the items.
Automating business processes allows organizations to:
Increase productivity and enhance the efficiency of their employees as a whole. Obtain a bird’s-eye view of the entire process in order to identify bottlenecks, rectify errors, and pinpoint the precise moment in the process where attrition risk is highest.
In the following sections, we will describe the core elements of the CommandCenter and how they can benefit various businesses.
How to Get Started with AtmosAI Command Center:
To Get started with Command Center, hover your mouse to the right end of the first column, as shown below. Drag and adjust the Command Center window from the center to get a perfect view. Check mark the deal status as the deal progress.
Note: To open CommandCenter, click on the right corner of every Feature’s first column. For Example (Leads, Opportunities, Accounts, and more.) Each feature offers something different according to their functionalities.
Add Team Members:
Start Adding Team members simply by clicking on the top right to add team subscribers button.
To remove a team member click on the “Golden Crown” or press the “x” on the right side of the team member’s name.
Core elements of the CommandCenter:
Overview:
Command Center provides a wide range of options to start communication with your clients, starting with Email, Calls, SMS, Notes, and finally, Touchpoints. Let’s take a detailed look at each of them below.
Email:
With AtmosAI Email, send Email Sequesces and Broadcast to your contact list and start converting. AtmosAI email provides users with two readymade Templates forms to choose from.
- Text
- Visuals
With the help of these templates, users can run multiple email marketing campaigns with multiple products on display. Click on the “Choose type,” select one of the two options, then select “Template.”
Add Photos/Images directly from the computer; click on the center of the email and choose the photos icon.
You can also add “Table” within the email, simply click on the center of the email, and choose table builder.
Email Settings:
To access and configure email settings, click on the top right corner of your Command center window and press settings.
Call:
Make calls directly from the Command Center. AtmosAI provides two calling options. First, you can connect your cell phone to the system and start calling. Secondly, make calls through Twilio.
To Connect your phone, press on the right-side option. A small window will pop up in your browser asking permission to connect your phone to our system.
Secondly, signup for a Twilio account and start calling from there.
Call Settings:
To access and configure phone settings, click on the top right corner of your Command center window and press settings.
Notes:
Take important notes right on the go – Keep track of your customers requests and never miss an important note.
When you are finished taking notes, save them by pressing done. You can still “Edit” or “Delete” your notes afterward.
SMS:
Send Bulk & Sequeces SMS directly from the command center in just one click.
Start by typing the recipient’s phone number, then type your message and press send.
TouchPoints:
A Touchpoint is any moment a consumer or prospective customer interacts with your brand, whether before, during, or after a purchase. Keep track of all of your communications with all of your customers.
To add a Touchpoint, press the blue “+ Touchpoint“, then type the Name of the touchpoint, enable permissions, and press “Save.”
After pressing “Save,” the following window will appear. Press the blue “Add Field” button to add fields. Start by tying Name, then select Type, enter a Description, click the “Share Field” to share this field with your team, and finally press “Save“.
On the right side of the New, you’ll find “Share.” From here you can add team members to the field.
Edit or Delete fields by pressing the edit or delete sign at the right corner of the created fields.
Team Updates:
Keep your team informed with team updates. Take lead by posting updates, mentioning coworkers, and transferring files to the team.
To send an update to your team, click on Team Updates, type your message, and press send.
On Updaes, add Files from your computer, Gifs, Emoji, keep your team members informed or give directions directly by mentioning them with “@name.” Press Like or Reply to any update.
Timeline:
AtmosAI Command Center allows you to track your team’s work from start to completion and ensure that everything is completed on time.
The Timeline of a record displays the modifications made to that record and its associated records. This allows you to view the activity history of a client and changes made by your team (contacts, companies, etc.).
The Timeline of the client’s record will display in chronological order the changes made to the client’s record and its Related records.
Filters in Timeline:
AtmosAI Timelines allows you to filter data in two ways:
- Filter Log
- Person Filter
Filter Log:
With a Filter log filter your timeline/activities data easily with multiple filter options. Click on the Time filters to filter data time-wise.
Person Filter:
Filter your data person-wise with Person Filter. Click on the Person icon, then select a team member’s name to filter the activity data of that specific member.
Touchpoints:
Touchpoints refer to the points of interaction between a business and its customers throughout the customer journey. Customer experience and brand perception are greatly impacted by these moments. With AtmosAI, businesses can optimize their customer journey by identifying key touch points on a map and taking advantage of timely opportunities. Customer touchpoints are points of interaction between a customer and a business. Some examples of customer touchpoints include:
- A retail store is visited by a customer (store control).
- The retail store’s commercial is broadcasted on television to reach the customer (brand control).
- When customers complain on social media, both the brand and the customer are exposed to each other without either party having control over the situation.
As mentioned above the touch points jot down all the communication points between your sales team and clients. Take a look at the below example of what more can be achieved with AtmosAI Touchpoints.
Press “+” Add more Items:
Press “+” button on the right corner of the Touchpoints to access “Item Views Center”. The Item views center will give you access to more applications to add-on to your Command Center.
Choosing an application is simple. Simply click on our “Add” button at the bottom of the app. Scroll through the apps till you find the desired app for you. Some of the apps are free to use!
Tasks:
The AtmosAI Command Center tasks feature enables you to create calendar-synced customer account reminders. You can create assignments for yourself or designate them for team members, as well as send email reminders. You can schedule recurring duties, such as an expiration reminder or a weekly courtesy call.
To create a Task, look at the right side of the Command Center, Enter the Task title, Status, and select task start and end dates. Add Guest, Location, and video call options.
Furthermore, add descriptions, notes, and press save.
Opportunities:
With Opportunities tap in Command Center, you can quickly convert a Lead into a sales opportunity. Introduce your product and get your prospect to make a purchase. The sales team likely puts a substantial amount of effort into interacting with the right people. When they do that, they need a system that can support their efforts and help them get the job done!
The following are some of the key features of Opportunities Tap.
- Estimated close date
- Confidence %
- Pipeline
- Stage
- Deal Value ($)
- Frequency and more.
With the above information, you can easily convert a potential lead into a sales opportunity.
Take a look below to learn how you can add values to the Opportunities tab.
Contacts:
With the Contacts tab in the command center, Add contact details on the go. The contact tab contains the following:
- Name
- Title
- Phone
- Company
- Status and
- Contact Details
To learn how you can input data into the Contacts tab in the Command Center take a look at the below Gif.
Close/Exit CommandCenter:
To close or exit the command center, press the “X” button on the top right corner of the CommandCenter window.
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon in the top left of your page, then select Help Center on the right side of the Home Page. Click Knowledge Center to visit our Help Pages. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.