Technical sales & project planning
Projects are successful when companies systematically apply their own expert knowledge. Centralized access and reuse increases process efficiency - also in sales.
Projects are successful when companies systematically apply their own expert knowledge. Centralized access and reuse increases process efficiency - also in sales.
When new customer requirements arise, sales teams need information on similar cases from previous projects - thanks to Empolis, they can access this information in a structured, fast and contextualized way . This speeds up the quotation process and reduces sales risks.
Make the experience of long-serving employees available to everyone in order to achieve better sales results as a team and distribute the workload more effectively. Shorten induction periods and enable personal development.
Use context-related knowledge from complaints, service cases and technical borderline areas to secure offers in a more informed manner. By accessing known risks and typical problems, you can avoid misinterpretations and reduce subsequent correction loops. This ensures successful projects right from the start and reduces costs over the course of the project in the long term.
Context-related knowledge from product benefits, benefit arguments or technical solution concepts can be structured centrally and transferred to reusable templates in different versions . This means that this content can be reused quickly and consistently in different documents - for example in offers or presentations. This ensures the quality and informative value of even complex sales documents.
Benefit from quick access to project-relevant knowledge from previous customer inquiries, special solutions and proven configurations. Through the targeted reuse of successful components and documented empirical values, quotation and planning processes can be significantly shortened, while the quality and precision of your project proposals increases.
You can achieve these results with your technical sales team using AI-based knowledge management
Good knowledge management solves key challenges in technical sales: an effective search for information in the existing knowledge base. Particularly in the case of special configurations or individualized offers, the question arises as to whether there have been similar cases in the past. Due to the lack of a search function, sales employees often spend a lot of time searching for current product data, prices or offers in various systems - or doing it all over again. This is time-consuming and increases costs in the sales process.
A central knowledge system provides an important point of contact because the relevant information is available quickly and in a structured manner - regardless of which system it comes from. This makes many processes traceable and transparent, while content modules can be reused. This is a real game changer, especially when it comes to document types that cannot otherwise be searched for full text.
This results in further advantages for technical sales:
It goes without saying that a clear allocation of roles and regular reviews are crucial to ensure that the knowledge management system functions reliably and creates trust among users. Typically, there are "knowledge managers" in the company who are responsible for sales-critical templates and who ensure that information remains up-to-date, correct and complete.
The Empolis software offers various options for growing the knowledge database. For example, each employee can independently create new knowledge articles to enrich the knowledge base once they have been approved.Similarly, specialist articles can be extracted from problem-based chats - the integrated AI provides suitable text suggestions. In addition, the intelligent search function can ensure easy access to distributed documents
Yes, the modern knowledge management system from Empolis places the highest value on data security - as evidenced by our numerous certifications.
All information is protected by the latest encryption technologies - both during transmission and storage. Access rights ensure that only authorized persons can access certain content.
In addition, our system enables role-based assignment of rights so that sensitive customer or product data is only visible to selected employees. Regular backups, updates and security checks ensure that your data is protected at all times and that compliance requirements are met.
Access to information can be clearly and finely controlled at Empolis.
Employees only have access to the content that is relevant to their tasks and roles . Individual access rights can be defined via a role-based authorization system - for example by department, function or project affiliation.
This ensures that sensitive data remains protected and that each user only sees the information they really need. At the same time, the system remains flexible: rights can be adjusted at any time if tasks or responsibilities change.