How to manage your knowledge base in Salesforce?

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Contents

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Contents

In this way, you can download the ViiBE video assistant solution directly from the Salesforce CRM solution. You will have access to Salesforce knowledge management. Information and knowledge can move faster and more efficiently between devices. This has a different training system, more vertical communication of teams, and more transparent information, such as better error avoidance.

1. ViiBE knowledge management in Salesforce for your training processes

While using Salesforce remote support is great for optimizing many processes, it could be enhanced with a solution that improves employee training. The number of resources he or she needs to be assimilated in a short period, as well as other variables of team members, can be very limited to new employees. This information is easy to share following the arrival of new employees. Integrating a knowledge management solution is an easy way for the manager and staff team to automate the training process. This is not easy to implement, but the size and problem have a variety of solutions. These ideas provide more problems than to solve by adding another software to the mountains of the existence of your company.  

That’s why Salesforce integrated ViiBE’s knowledge management system directly into its CRM system. The ViiBE archives allow team members to share tickets with all parties. These tickets emphasize the various calls, recorded videos, comments, chat logs, etc. This is a new resource that can be used during the employee training phase. Videos provide more specific information than text blocks. This is a practical tool for any position, task, or industry.

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2. Salesforce knowledge management for vertical and multilateral communication between teams

For example, if the sales team needs details about customers’ problems, the sales team is really useful for sharing documents, videos, explanations, and devices comments. The same goes for the accounting team that may need to access this information when you need to resolve the invoice. 

 

In addition, it administrators are not always easy to collect data from the device. Salesforce’s knowledge management system in ViiBE allows you to access different reports at that time, depending on your needs. For example, managers can examine graphic representations of calls, resolved problems, issued diagnostics, diagnoses, scores, or first calls.  

3. Conclusion

As we all know, knowledge management practices have many advantages. By providing everyone’s interests, each team helps share company consistency. It is also helpful to know if you are the ideal contact person when specific information is needed. That is why it is very important to integrate knowledge management strategies in Salesforce CRM to have all the information in one place.

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