This post was most recently updated on July 26th, 2013
Last Updated on 7 years by RichBohn
This CRM Review examines KnowledgeTree.
In-Depth CRM Review
510 Glenwood Avenue
Raleigh, NC 27603-1262
CRM Category: Marketing Support – Cloud
Sub-Category: Collateral Management
Seats: Small Enterprise
About the Company:
KnowledgeTree helps companies discover and use the best collateral for any sales situation. Sales people get relevant content that resonates with prospects and customers. At the right time, right from Salesforce.com and on mobile devices.
Learn how to help your sales teams sell smarter. Visit our resource page for helpful videos, case studies, and best practices. Or, contact a member of our sales team for a demonstration.
Find out why Network World called KnowledgeTree one of the 10 SaaS companies to watch. And learn why Software AG, Alcatel, Genesys, Fuji Chemical, and 500 other global companies use KnowledgeTree to unlock the value of their collateral.
About the Product:
Uncover Collateral that Drives Sales
Sales people manage dozens of opportunities and hundreds of leads. How do they know which case study will advance a deal? Or which presentation will stop a competitor cold? If they’re busy hunting for content, they’re not selling to prospects.
Stop searching for great collateral. KnowledgeTree surfaces the best presentations, datasheets, and other collateral for any sales situation. Sales people discover the exact content that address prospects’ needs – without leaving Salesforce.com or their mobile device.
Find Collateral that Prospects Want
Effective sales materials speak to a customer’s industry, stage, product interest, and more. But you waste time searching for the right collateral on your desktop or content management system. KnowledgeTree knows what you need. It recommends the most effective content for your sales situation – right in Salesforce.com or your iPad and iPhone.
Matched to Prospect’s Needs
Get related, relevant content by product, geography, sales stage, or other business concept – automatically. KnowledgeTree targets the very best collateral – no more dizzying volume of search results.
Get Collateral in Salesforce.com
Save time by discovering recommended, relevant content directly in your Salesforce.com interface. KnowledgeTree matches collateral with your Salesforce.com Leads and Opportunities – no more looking for great content.
Use Collateral that Works
Sales teams want proven collateral that’s been vetted by their peers. They need approved presentations and datasheets that translate into closed deals. KnowledgeTree surfaces content that wins business – directly in Salesforce.com and your mobile tools. As sales people browse for content, KnowledgeTree automatically suggests collateral that their colleagues use and win with.
Know Which Content Wins
Different content is effective with different prospects, and at different times. KnowledgeTree gives sales people insight into when to use specific content and details about its ROI. So users choose the best content for any sales engagement.
See What Colleagues Use
Sales people can provide feedback directly to marketing on whether content resonates with prospects. Plus, they can view tips and hints from colleagues about when to use specific content in a sales pursuit.
Use the Best Collateral
Once you’ve found the right presentation, it’s time to present it. But you can’t use your document if it’s locked behind a firewall or back at your office. KnowledgeTree makes it easy to share content with colleagues, partners, and prospects. Share content instantly with prospects, right from Salesforce.com.
Share Content with Prospects
Share collateral with authorized prospects and partners without leaving Salesforce.com or your mobile device. That means you get great content into prospects’ hands – fast.
See Who’s Viewing It
Understand which prospects are interacting with your content. Sales knows who is downloading, viewing, and sharing their content. So, they can target the right people at the right time.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of KnowledgeTree:
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This review is undergoing a major update and should be available real soon now!
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I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!
Sorry, I have yet to find an independent review of this solution.
If you are considering this program, you should also look at these other CRM solutions:
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