Knowledge Management

Today’s competitive and complex business environment demands consistent and accurate information accessible anytime, anywhere.
Knowledge Management is the process of creating, storing, sharing, and distributing the understanding of the company’s policies, processes, and products. Integrating a knowledge management system into a single CRM application helps companies gain a competitive advantage. It makes relevant and timely information available to service teams in real-time, helping them improve customer service and customer relationships.

Knowledge Management with ServitiumCRM

Create a centralized repository of process documents, technical papers, product catalogs, and other information related to service, warranty, contracts, and others required by the service teams to resolve customer issues and provide exceptional customer service. Scattered documents within the organization are now accessible from a single platform saving the company time and money and increasing team productivity.

Key Features

  • Upload documents with required categorizations like document type, product, target audience, or user. Records can be of various formats, e.g., PDF, Word, Excel, Videos, and Photos.

  • Define periodic notifications to all authorized personnel for any new document upload or updates.

  • Search and download relevant documents against categories like document type, product, target audience, or user.

  • Setup activation and the expiration of uploaded documents.