Creating Knowledge for your team

We organize the knowledge in the form of boards. You can create boards based on a multitude of topics e.g. Sales FAQs and share the same with your teams. Check out the top right corner. ( Here, we are at: ) You can add these Knowledge Cards/FAQs manually or from various CRM sources and share theseContinue reading “Creating Knowledge for your team”

Gmail Knowledge Management Add-On – Installation and Configuration

According to a McKinsey Analysis “The average professional spends 28% of the workday reading and answering email. For the average full-time worker in America, that amounts to a staggering 2.6 hours spent and 120 messages received per day.” One of the reasons why it takes so much time is fishing out the correct information to sendContinue reading “Gmail Knowledge Management Add-On – Installation and Configuration”

Navigating Knowledge Boards from Gmail Add-on

Feature Overview Besides the ability to search for Knowledge Cards now you can explore from within Gmail. This would be quite helpful when you are not aware of what to search and need to view Cards shared by the team.  This will help your Sales, Support or Marketing team to explore Knowledge Cards with ease.  Pre-requisites TheContinue reading “Navigating Knowledge Boards from Gmail Add-on”

[30-Jan-2019] Explore Knowledge with Ease from Gmail Add-on

Now you can view your Knowledge Boards and Cards from Gmail with ease. So, once the Knowledge boards are shared with the team, they can explore and view and use cards for a reply with ease.  You can perform the following: 1. Explore email/marketing templates and create a reply with ease 2. Knowledge Card Attachments wouldContinue reading “[30-Jan-2019] Explore Knowledge with Ease from Gmail Add-on”