Purpose and objectives of maintaining sales knowledge outside of CRM
Imagine you're collecting baseball cards. You keep your cards in a special binder (that's like our CRM), but what about all the cool stories about the players, the game strategies, and the special moments you want to remember?
You need another place to keep all that awesome information – that's exactly why we need a special place for sales knowledge!
Think of CRM like a big address book. It's great for keeping track of:
- Who our customers are
- When we talked to them last
- What they bought from us
- How much money they spent
But there's so much more to know! Just like how knowing a friend's phone number doesn't tell you what games they like to play or what makes them laugh.
Imagine you're teaching your friend how to ride a bike. You wouldn't just give them a bicycle manual - you'd share all your tips and tricks about:
- How to balance better
- What to do when you're scared
- The best places to practice
- How to avoid falling
That's exactly what we do with sales knowledge! We need a special place to keep all our:
- Success stories (like how we helped a customer solve a big problem)
- Smart tricks we learned
- Helpful tips for talking to customers
- Lessons from when things didn't work out
Having this special knowledge place is like having a treasure chest full of golden ideas. Here's what we get:
Let's talk about why spending money on this is useful:
- If a helpful salesperson leaves, their knowledge stays with us (like keeping the recipe even if the chef moves away)
- New salespeople can do great work faster (like having a map instead of getting lost)
- We can help more customers better and faster (like having superpowers!)
Think about it: if we help just one extra customer per month because we had the right knowledge at the right time, or if we save just one hour per person per week, that adds up to a lot of extra success!
The key to making this work is keeping it:
- Simple to use The system should be as intuitive as navigating a video game interface, with clear pathways to access and store sales information without extensive training
- Fun to share Encourages knowledge exchange through an engaging format that makes team members want to contribute their experiences and insights
- Easy to find Clear organization and robust search functionality that helps users quickly locate specific information, like following a well-marked map
- Always up to date Regular updates and maintenance ensure content stays current and relevant, similar to how content creators keep their channels fresh
When we keep our knowledge in a centralised place (like Confluence or Archbee), it's like having a superpower that helps everyone do better! We:
- Win more deals
- Make customers happier
- Help new team members become superheroes faster
- Save time and money
- Keep getting better and better
🧠 Remember
Just like how the best sports teams share their plays and strategies, the best sales teams share their knowledge. That's how everyone wins together!
