B2B Sales
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6 Min Read

Top 11 Sales Knowledge Management Tools to Boost Team Productivity in 2024

Yash Vardhan
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December 5, 2024

The modern sales pipeline is not linear - it consists of fragmented customer journeys. This complexity means a lot of information is fragmented across different touchpoints and knowledge. More often than not, a new sales rep may get overwhelmed with this huge amount of information during their onboarding, most of which is forgotten after the initial onboarding. 

So, it’s best to continuously store and update sales process knowledge in a dedicated knowledge base. 

Luckily today, there are numerous sales management tools that can help your team maintain a well-organized process of creating, capturing, sharing, using, and managing information shared within the organization. 

This post explores the 11 best sales knowledge management tools every salesperson needs to add to their workflows. 

11 best sales knowledge management tools

Here’s our top-recommended list of sales knowledge management tools you should try:

1. Docket AI 

Docket AI is a modern sales knowledge management tool that delivers on-demand responses based on your tribal knowledge based on your tools across your channels so your team can focus on selling instead of searching.

Docket integrates with an approved Slack channel, a meeting assistant like Zoom, or a web browser. Your sales, GTM, or support agent can ping a customer/prospect query to Docket within the channel and get a verified response in 5 to 10 seconds 24/7, like so:

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The Docket AI can update its knowledge base every time new insights are shared with the company. This reduces the manual effort required to maintain an up-to-date repository.

Key Features:

  • AI-powered content categorization and tagging
  • Real-time sales playbook recommendations
  • Intelligent content discovery
  • Automated sales resource generation
  • Seamless CRM platform integrations
  • Advanced search with contextual understanding
  • Version control and collaborative editing
  • Performance analytics and content effectiveness tracking
  • Personalized learning pathways
  • Secure, role-based access management
  • Custom content templates
  • Mobile and desktop synchronization

Pricing:

Custom pricing

2. Document360

Document360 is a knowledge platform that specializes in creating and maintaining simple knowledge bases for sales and customer support teams.  

Document360 uses a markdown editor and a simple version control system to make documenting easier. Organizing complex information hierarchically is super simple, making it ideal for organizations that need to manage both internal sales documentation and customer-facing content. 

Key Features:

  • Advanced knowledge base portal and assistant
  • Intuitive category manager and cataloging system
  • Powerful markdown editor with collaboration tools
  • Comprehensive workflow management
  • Granular user permissions and access control
  • Analytics and reporting dashboard
  • Multi-language support
  • Custom domain hosting and branding

Pricing:

Free plan available; paid plans start at $199/month.

3. Crayon

Crayon is a sales knowledge management system that aims to make competitive intelligence valuable to sales teams. The platform allows for AI-based tracking of and insight into competitors, customers, and various other markets and activities. 

The system’s focus is on aiding the enhanced understanding of various market metrics into effective sales tools which include promotional battlecards, positioning documents, and measurement documents for a team to operate confidently and effectively in fast-paced environments.

Key Features:

  • Real-time competitive tracking and updates
  • Automated intelligence collection across digital channels
  • Battlecard creation and competitive positioning tools
  • Browser extension for instant insights
  • Customizable intel digests and alerts
  • Integration with sales enablement platforms
  • Comprehensive market landscape visualization
  • Comparative analytics and trend tracking
  • Multi-channel monitoring
  • Unlimited user access

Pricing:

Custom pricing

4. ClickUp

ClickUp is an all-in-one platform for productivity that integrates project management, collaboration, and knowledge management into a singular work environment. Even though it is mostly associated with project management, its extensive documentation and knowledge transfer features also make this system suitable for use by sales teams. 

This platform is unique for its extreme level of customization, where a number of views and organization of workspaces can be provided in accordance with the specific needs of the team. 

The platform allows each team to structure their information as they want ranging from basic structure consisting of documents to more sophisticated ones that are highly interrelated knowledge systems.

Key Features:

  • 20+ customizable dashboard views
  • Real-time collaboration and chat
  • Built-in document editor and wiki
  • Collaborative whiteboards
  • Powerful automation capabilities
  • Extensive integration options
  • Mobile and desktop apps
  • Team-specific customization
  • Comprehensive task management

Pricing:

Free plan available; paid plans start at $7/month.

5. NotionAI

Notion is a workspace platform that combines traditional documentation with artificial intelligence features, thus being very effective for a growing organization.

What is impressive about this platform is its outstanding versatility allowing teams to develop their workflows and knowledge management systems the way they need. Its AI will make content creation and organization easier, while the database structure will allow teams to create more complex systems to manage sales documents, customers, and teams. 

Key Features:

  • Extensive AI content creation and editing
  • Workflows and templates are undersized to the client’s needs
  • Knowledge sharing through Questions
  • Executive and overall views of Data on various dashboards
  • Knowledge base which is structured and has easy searches
  • Chat integrations with Slack and Microsoft Teams
  • SSO (Single Sign-On)
  • Private hosting upon request
  • Health range of database architectures
  • Full integration further developing applications

Pricing:

Free plan available; paid plans start at $10 per seat/month.

6. Slite

Slite is an AI-powered knowledge management tool that has a unique and modern interface that is easy and fast to use while also allowing teams to work together and accumulate documents in one place.

Basically, this platform improves documentation by making it interactive – people can contribute to the documents by editing them in real time or by commenting on them. Reasonably designed for the end user, the platform offers ease in the creation, structuring, and searching of the content. 

Besides, due to the platform’s design, sales teams can develop and update their living documents as their activities progress. 

Key Features:

  • Flexible document editor with collaborative cursors
  • Drag and drop content organization
  • Inline commenting and markdown support
  • Organized collections and folders
  • Team discussions dashboard
  • Granular sharing and privacy controls
  • Advanced search functionality
  • Document and file import capabilities
  • Comprehensive integration options
  • Mobile and desktop apps for anywhere access

Pricing:

Paid plans start at $8/month.

7. Confluence by Atlassian

Confluence is a complete enterprise solution for knowledge management and collaboration across teams. 

Most importantly, being a part of the Atlassian ecosystem, it provides an excellent user experience due to the ability to integrate seamlessly with Jira and other Atlassian products for organizations that have already adopted these tools. 

The product also benefits from a well-defined templating capability and a systematic approach to content organization allowing teams to become more efficient in developing and maintaining complex sales documentation structures. 

Features:

  • More than 75 use-case-specific templates
  • Excellent integration with Jira
  • User-friendly page editing and macros
  • Page search integrated with a tree structure
  • Collaboration is asynchronous and happens in real-time
  • Notification system that allows minimum inundation
  • Filters and a feed allow a high level of customization
  • Blog + announcements integrated within the same framework
  • A large number of third-party applications
  • Page and space with well-defined hierarchies

Pricing:

Free plan available; paid plans start at $5.16 per user/month.

8. Knowledge Owl

Knowledge Owl offers unmatched solutions to the sales team who are looking for a consolidated and easy-to-use documentation platform. This platform is unique because it centers around the creation and support of internal as well as external knowledge bases. 

Since the Knowledge Owl team emphasizes offering all the features for every price point, every sales team can create playbooks, product descriptions, and training courses in an optimized way with a well-structured hierarchy of editing rights and content administration.

Key Features:

  • Comprehensive knowledge base creation
  • Advanced security and permission controls
  • Single Sign-On (SSO) capabilities
  • Customizable branding options
  • Detailed analytics and usage tracking
  • API access for custom integrations
  • Version control and content management
  • Multiple knowledge base support
  • Robust search functionality
  • Detailed user access reporting

Pricing:

Paid plans start at $100/month.

9. Bloomfire

Bloomfire is a knowledge-sharing software for organizations that includes a media library and channels to send notifications. The platform can be particularly useful for sales teams who want to have easy access to information that is both fast and precise. 

The platform also provides advanced AI-assisted search capabilities where content is tagged, making it easier for users to find it in the future.

What sets Bloomfire apart is its focus on user engagement and content interaction, featuring robust feedback mechanisms and notification systems that keep teams connected to relevant information updates.

Key Features:

  • Comprehensive content import and management
  • Interactive feedback and commenting system
  • Smart notification and alert system
  • Topic-based subscription capabilities
  • Convenient Chrome extension for quick access
  • File syncing with major cloud services
  • Advanced security with virus scanning
  • AI-powered search functionality
  • Custom taxonomies for organization
  • Analytics and reporting tools

Pricing:

Custom pricing

10. Shelf

Shelf is an advanced AI-powered knowledge management platform designed to revolutionize how sales teams access, organize and utilize critical information. 

Developed by a Harvard knowledge management expert and data scientist, the platform stands out for its pinpoint accurate document search and intelligent automation capabilities. Used by industry giants like Google, Amazon, and Nielsen, Shelf offers a sophisticated solution for sales organizations seeking to transform their knowledge management approach.

 The platform excels at breaking down information silos, providing intelligent content discovery, and enabling teams to make data-driven decisions with unprecedented efficiency.

Key Features:

  • Advanced AI-powered document search
  • Intelligent content automation
  • Multi-channel knowledge distribution
  • Data-driven analytics and insights
  • Workforce performance management
  • Agent preference and performance tracking
  • Seamless CRM and systems integrations
  • Multi-language support
  • Role-based access controls

Pricing:

Custom pricing

11. Glean

Glean is an advanced enterprise search platform that solves the challenge of fragmented information across organization systems. Using sophisticated knowledge graph technology and Retrieval Augmented Generation, it creates intelligent connections between data points across various platforms and tools. 

The platform excels at maintaining data freshness and accuracy, making it particularly valuable for sales teams who need reliable, up-to-date information for decision-making. 

What sets Glean apart is its ability to understand context and user intent, delivering relevant results while respecting existing permission structures and security protocols. Its conversational interface makes complex information retrieval feel natural and intuitive.

Key Features:

  • AI-powered unified search across all tools
  • Dynamic knowledge graph technology
  • Real-time data synchronization
  • Natural language processing
  • Context-aware search results
  • Granular permission controls
  • Personalized relevance ranking
  • Cross-application connectivity
  • Security compliance
  • Analytics and usage insights

Pricing:

Custom pricing

Wrapping Up!

Sales and knowledge management go hand in hand. 

Businesses investing in a sales knowledge management tool can significantly reduce response times and advance deals while combating the complex B2B sales cycle.

Investing in an AI-driven knowledge management solution is your best bet for improving content searchability and saving precious selling hours.

Docket AI is your go-to enterprise-ready solution for effective sales knowledge management.

Book a demo today!

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