Increase sales velocity and responsiveness

• Upload current sales and marketing materials
• Protect your brand and message by limiting who can edit the files
• Install the integration between KnowledgeTree and your CRM
• Email the latest company collateral stored in KnowledgeTree from within the CRM
• Store all customer history documents in KnowledgeTree
• Associate those transactional documents with customer records in your CRM

How does it work?

Create folders and subfolders for sales tools and marketing collateral, then upload all your data sheets, brochures, pricing tables, case studies and sales tools.

Protect the integrity of your brand and message with user roles and permissions that limit who can change the documents. Install the KnowledgeTree integration to your CRM, such as the Salesforce connector that comes with the Enterprise plan. This allows your sales and account professionals to access documents without leaving the CRM interface.

Have sales and account managers attach and email the latest pricing sheets and brochures from KnowledgeTree to customers and prospects from within your CRM.

Store all documents in a folder for each customer within KnowledgeTree. Then, associate those documents with the various contact, opportunity and account records in your CRM. See a complete picture of outgoing and incoming documents, such as purchase orders, agreements and RFPs – stored in KnowledgeTree, but visible in your CRM.