How to Build a Sales Knowledge Base

At 1up, we work with a lot of great revenue teams, and one of the questions that comes up frequently is: “What should I put in my knowledge base? What would make a great sales knowledge base?”

This varies from company to company, but typically, reps are asking questions daily about the same topics: processes, products, services, and more.

In this demo, we explore how to build an effective sales knowledge base with 1up:

Gathering Essential Documentation
Reps ask common questions like “How do I do X?” or “What should I say about Y?” These questions are often answered by existing documentation within your company. The problem is this information doesn’t live in a centralized location, making it hard for the sales team to find answers. With 1up, we can upload content that is most impactful. This includes sales playbooks, channel partner playbooks, PDFs on security and compliance, product documentation, sales and marketing assets, and RFPs.

Utilizing Web-based Materials
We pull in thousands of URLs from our website, using that material to answer sales reps’ questions so they don’t have to search for it. This ensures that they get accurate and timely information.

Integrating Third-Party Sources
We also integrate third-party sources like SharePoint, Confluence, and Google Drive. These are sources of truth used daily by sales teams, but it’s often hard to extract answers from them when needed. By connecting these sources to 1up, we ensure sales reps can access the information they need quickly.

Simulating Real-world Usage
Once the sales knowledge base is set up, we can simulate its use. For example, a sales rep might ask, “How should I open a support ticket?” With 1up, they can ask directly and get an accurate answer sourced from the channel partner playbook. This ensures they follow the correct process without needing to manually search for the information.

Supporting Multiple Platforms
What if the reps aren’t using 1up directly? They might be working in Slack, Microsoft Teams, or Google Chat. For example, a common question might be, “How do I hand off a deal to our Global AE?” 1up’s sales knowledge base provides an accurate response within seconds, directly in the communication platform they are using. This seamless integration ensures that reps get the answers they need without leaving their workflow.

Creating an Efficient Sales Knowledge Base
Creating a sales knowledge base that answers your team’s questions helps them work faster and more efficiently. This is where our customers see significant value—by preventing distractions and enabling reps to get answers in the field quickly, without even going to the 1up dashboard. The best part is that the answers are provided right where they work, be it Slack, Teams, or Google Chat.

Start a trial of 1up to build a sales knowledge base in minutes and see the impact immediately. Try 1up for Free.