Name: Atendare
Author: Atendare

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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Atendare is a platform designed to streamline B2B sales processes, offering features such as CRM, marketing automation, and sales automation. This solution caters to businesses of all sizes, from large enterprises to small and medium-sized businesses (SMBs) and startups. Sales and marketing professionals, business development managers, sales managers, marketing managers, and account managers across various industries use Atendare to enhance their sales and marketing efforts.

## Key Features

**360º Customer View**: According to the vendor, Atendare allows users to access customer-related information, such as emails, tasks, calls, proposals, notes, documents, qualifications, and negotiations, in one centralized location. This comprehensive view is said to enhance team productivity and enable better customer service.

**Instant Commercial Proposals**: The vendor claims that Atendare enables users to generate error-free proposals quickly, boosting salesperson productivity. Users can create customizable proposal templates aligned with their branding.

**Workflow & BPM for Accelerated Sales**: According to the vendor, Atendare streamlines and optimizes the sales process by automating repetitive tasks. The workflow and business process management (BPM) capabilities are said to improve sales efficiency and enable marketing and sales automation.

**Lead Capture and Nurturing**: Atendare allows users to create stunning landing pages to increase conversions. The vendor states that personalized email marketing campaigns using advanced segmentation can nurture leads and customers, maximizing engagement and driving sales.

**Real-time Goals and Indicators**: Users can set goals and track sales performance through real-time indicators and metrics. According to the vendor, Atendare empowers users to make informed decisions and easily measure return on investment, maximizing team performance.

**Sales Funnel Management**: Atendare enables users to prioritize, track, and monitor their sales funnel in real-time. Users can customize sales funnels according to their specific needs, ensuring efficient pipeline management and increased sales effectiveness.

**Inbound and Outbound Qualification Funnel**: According to the vendor, Atendare helps users organize the daily routine of their pre-sales team, streamline prospecting, and qualify leads to fill the sales funnel with ready-to-close opportunities. The qualification process is said to enhance sales team efficiency.

**Customer Portfolio Management**: Atendare aims to help users transform customer relationships into revenue by effectively managing post-sales activities. The vendor claims that organizing and nurturing customer interactions can foster loyalty and generate better results.

**Activity and Appointment Reminders**: Atendare provides efficient activity and appointment reminders to ensure timely follow-up and engagement. According to the vendor, this feature helps users stay on top of important sales opportunities, avoiding missed appointments and maximizing sales potential.

**Lead Data Cleansing**: Atendare allows users to organize their lead database and easily identify duplicate contacts. The vendor states that this lead data cleansing feature helps improve lead qualification rates by identifying and removing leads that do not convert.

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Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Atendare

Overview

What is Atendare?