Making the Most of Your Knowledge Hub

Thinking in Three Dimensions

The Knowledge Hub organizes customer intelligence across three dimensions: what customers have created (Assets), who they are (People), and where they work (Companies). This isn't just an organizational scheme - it reflects the three questions you'll ask most often when leveraging customer voice.

"What proof do I have?" leads you to Assets. "Who can speak to this?" leads you to People. "What companies represent our success?" leads you to Companies. Understanding which dimension to start from accelerates every search.

Strategic Asset Management

Curate for Use Cases, Not Just Storage

Assets shouldn't just accumulate - they should be organized for deployment. Think about the use cases your teams face: sales needs industry-specific proof for active deals; marketing needs quotable content for campaigns; customer success needs reference stories for adoption conversations. Build tagging and filtering habits that serve these recurring needs, and save them as a personalized view.

The teams that get the most value from their Knowledge Hub have established clear taxonomies: content tagged by industry, use case, buyer persona, and competitive context. This upfront investment pays dividends in retrieval speed.

Surface Fresh Content

Recent content carries more weight than archived testimonials from three years ago. Make recency a regular filter in your workflow. When preparing for a pitch or campaign, start with content from the last 6-12 months. Older content isn't useless - it demonstrates longevity - but fresh voices resonate more strongly with prospects evaluating current solutions.

People as a Strategic Resource

Know Your Advocates Before You Need Them

The worst time to find a reference is when a deal is on the line. Build familiarity with your People tab before urgent requests arrive. Know which executives have participated in video testimonials. Know which practitioners can speak to technical implementation. Know which industries are well-covered and which have gaps.

Protect Your Best Advocates

Your most willing advocates are also the most at risk of burnout. Track participation frequency and establish guidelines. The People tab's engagement history helps you spot overuse before it damages relationships.

Diversification matters too. If the same five people handle every reference request, you're building a fragile program. Use the People tab to consciously expand your active roster.

Company-Level Intelligence

Identify Coverage Gaps

The Companies tab reveals what your proof portfolio looks like from a market coverage perspective. If you're selling heavily into financial services but only have two banking references, that's a gap worth addressing. If your enterprise pipeline is growing but your hub base skews mid-market, you have a credibility problem in the making.

Regular gap analysis - quarterly at minimum - should inform campaign targeting. Of course you want to capture the customers who volunteer; but,strategically, you want to pursue the segments where you need proof.

Leverage Logo Power

Some company names carry outsized credibility in certain markets. A Fortune 500 logo in your pool shifts perception for enterprise buyers. A respected startup signals innovation to growth-stage prospects. Know which logos matter to your target segments and ensure those companies are represented with usable content.

Getting More from Deeto AI

Query with Intent, Not Just Keywords

The AI Assistant understands context, not just keywords. "Show me testimonials mentioning ROI" is useful. "Show me testimonials where finance leaders describe measurable outcomes from the first year" is better. The more context you provide - role, timeframe, specific outcomes - the more precisely the AI can match your actual need.

Think about how you'd brief a research assistant, then query that way. The AI can synthesize across your entire knowledge base, but it needs to understand what you're really looking for.

Use Content Generation for First Drafts

The AI Assistant's ability to generate case studies, battle cards, and social content from your customer data is a force multiplier.The AI synthesizes what customers have said; human judgment shapes it for specific audiences and contexts.

The teams that use content generation most effectively treat AI as acceleration, not replacement. Generate a case study draft, then refine for the specific deal context. Generate a battle card framework, then add competitive nuance the AI can't know.

Saved Views as Operational Tools

Build Views Around Recurring Needs

Saved Views shouldn't just capture one-time queries - they should codify your recurring operational needs. Think about the questions you answer repeatedly:

• What competitive intelligence have we gathered this quarter?
• Which advocates in healthcare are available for reference calls?
• What content is pending review and publication?

Each of these becomes a Saved View that's always current, always one click away. The compound time savings are substantial - what once required rebuilding a query each time now requires none.

Share Views Across Teams

Sales needs different views than marketing. Customer success needs different views than product. Build role-specific Saved Views and ensure each team knows which views serve their workflows. A "Healthcare References for Sales" view saves the entire sales team from learning the filtering system - they just need to know where to click.

Cultivating an Intelligence Mindset

The Knowledge Hub isn't just a content repository - it's an intelligence system. The organizations that extract the most value approach it with curiosity, not just utility. They ask: What patterns emerge across win/loss interviews? What language do customers consistently use to describe value? What objections appear repeatedly in competitive situations?

This intelligence informs not just marketing and sales, but product roadmaps, competitive strategy, and customer success approaches. The Knowledge Hub becomes a strategic asset when treated as a window into how customers actually experience your product—not just a place to find quotes for slide decks.

The Appreciating Asset

Unlike most business tools that depreciate with time, a well-maintained Knowledge Hub appreciates. Every new campaign adds to the intelligence. Every captured story expands the proof portfolio. Every saved view makes the next retrieval faster. The investment you make in organizing, curating, and querying your customer intelligence compounds into an asset that grows more valuable with every use.

The teams that win treat their Knowledge Hub not as a filing cabinet, but as a competitive advantage - one that deepens with every customer conversation captured.

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