OneDrive, Google Drive, S-Drive, DropBox, desktop folders. How many different places does your marketing & training collateral live? We all know how important collateral is for your team. Your marketing team puts in time and effort to make beautiful, branded documents to assist your sales team, and most of the time, these documents live in 20 different places, both in the cloud and within binders.
No more! WelcomeHome is excited to announce its new Knowledge Center feature. This feature allows you to store all branded collateral, as well as training documents and videos, within your CRM so your team can access everything they need in one centralized location, whether in the office or on the go. Gone are the days where you have to say “let me send that to you when I get back to my computer”.
As a user, you have access to all documents and materials you may need to assist you with the sales process. As an operator, you can make sure your team is sending out the most recent and up-to-date materials. All of this can be done from any computer or mobile device.
Not only can you store documents for reference, but these documents can be quickly selected as email attachments when sending emails to prospects and referrers, making sending additional resources an easy 2-click process!