Just a few clicks.
Nothing is more frustrating to salespeople when they do not know where to find important information or when it is too cumbersome to get to it.
We specialize in creating, curating, and organizing important content and sales related resources that your sales team can easily access with just a few clicks —to help your agents focus on closing more sales, not hunting down information!
We take advantage of your existing technology infrastructure (including Microsoft SharePoint™ or Atlassian Confluence™) to implement a knowledge base for you.
Examples information that can go into the Sales Knowledge Base:
In the highly regulated and complex industry of health insurance, agencies rely on being able to access critical information in the most efficient way.
We have built out knowledge bases for several national insurance agencies using their respective tools. The examples below showcase how a customized knowledge base landing page may look using either SharePoint or Confluence:
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