Sales Collaboration

Why can't sales keep up
with the leads marketing generates?

Knight Sales Collaboration bridges the gap between marketing and sales through lead scoring, customer radar, sales business cards, and collaborative marketing — so sales knows which leads to prioritize, when to act, and no high-intent opportunity ever gets missed.

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What does Sales Collaboration solve? Marketing generates a high volume of leads, but sales lacks the data to prioritize them. Customer activity happens in real time, but sales finds out too late. Data sits in separate marketing and sales systems with no shared context. Knight Sales Collaboration unifies this chain so every opportunity is captured on time.

Company Size 200~500 Industry Retail Job Title Manager Decision Maker Yes High-Value Lead Viewed Pricing Page +5 Viewed Case Studies +5 Chatted with Support +10 Filled Out Form +10 Searched Company Name +10 Searched Product Name +5 Activity Fit

Lead Scoring

Lead Scoring

Configure custom scoring rules and Knight automatically scores leads across two dimensions: customer attribute fit (industry, role, company size) and behavioral engagement weight (page views, downloads, clicks). A customer value matrix then segments leads to guide sales prioritization.

  • Attribute scoring: industry, role, company size fit
  • Behavior scoring: weighted engagement signals
  • Customer value matrix: high-intent × high-fit = priority
  • Multiple scoring rule sets for different product lines
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Consulting Henry Contact Me Henry@knight " I'm Henry from Knight " 13:16 Henry Great to connect with you~ Here is our course introduction. If we have any early education events we'll invite you too~ Product & Solution Intro Product & Solution Intro K night OK, thanks!

Sales Business Card

Sales Business Card

Build a seamless communication bridge between sales and customers via WeChat Work. All interactions and data recorded by sales are automatically synced to the customer data platform. Embed sales cards in marketing content so high-intent prospects can reach the right salesperson directly.

  • Sales / staff QR card: identity + contact + WeChat follow
  • Enterprise-managed card display for consistent brand credibility
  • All sales interactions auto-synced to customer profiles
  • Departing sales rep's customer base automatically reassigned
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13:16 My Tasks Send WeChat Birthday Care Call Re-engage 13:16 Bulk Send Send to All Customers Product Catalog Mini Program Send Task Stats Status Done Unique Opens 128 Open Rate 83% Form Fills 59

Collaborative Marketing

Collaborative Marketing

Marketing provides a library of articles, event posters, and content assets; sales shares with WeChat contacts in one click to support day-to-day customer engagement. Task-based assignments let marketing direct sales distribution and track effectiveness.

  • Marketing-curated content library for one-click sales sharing
  • Task-based distribution: marketing assigns content to sales
  • Distribution performance and engagement analytics
  • Shared data loop: sales outcomes feed back into marketing strategy
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13:16 Customer Activity Zhang Juan Contact Read article "When Is the Best Time to Buy Property?" Xiao Long Contact Filled form "Website Sign-up Form" Wang Fang Contact Visited company website 13:16 Customer Details Zhang Juan Asked for Quote × Requested Sample × Key Decision Maker × Tag Activity Read Article Title: When Is the Best Time to Buy Property? Clicked Email Link Subject: Early Ed Live Course Series Launch! Filled Form Name: Zhang Juan Phone: 139****1588 Gender: Female

Customer Radar

Customer Radar

Automatically push real-time customer behavior alerts to sales — page visits, form submissions, email clicks — so sales can identify high-intent customers instantly and act at the critical marketing moment without missing a single opportunity.

  • Real-time behavior push: visits, form fills, clicks
  • Critical moment alerts: identify purchase signals
  • High-intent leads flagged and prioritized
  • Mobile app and WeChat Work dual-channel delivery
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Which teams benefit most?

B2B Sales Teams

With a high volume of MQLs needing prioritization, lead scoring + Customer Radar focuses sales energy on the highest-value opportunities, visibly shortening the sales cycle.

Marketing & Sales Alignment

Marketing produces content assets; sales delivers them to customers in one click. Marketing sees which content drives sales conversion, creating a positive data feedback loop.

Sales Managers

Real-time visibility into each rep's customer follow-up status, content delivery effectiveness, and performance metrics — decision-making backed by data.

Route the right leads to the right sales rep at the right time

Start your free trial — experience the full loop of lead scoring, radar alerts, and collaborative marketing.

Frequently Asked Questions

How do I configure lead scoring rules?

In the Knight admin panel, you can customize scoring dimensions and weights independently: attribute dimensions (industry, role, company size) and behavioral dimensions (page visits, email clicks, form submissions) each have configurable point values. Multiple scoring rule sets can be created for different product lines or customer types.

How does Customer Radar deliver behavior notifications to sales?

Sales reps receive real-time push notifications in the Knight app or WeChat Work. Notifications cover key customer behaviors — page visits, email opens/clicks, form submissions — as well as "critical marketing moment" alerts identified by behavioral models, prompting timely follow-up.

Can Knight Sales Collaboration integrate with CRM systems like Salesforce?

Knight provides comprehensive customer management and sales collaboration natively, and also offers an Open API for bidirectional data sync with leading CRM platforms. Contact our technical team to evaluate your specific integration requirements.

What happens to customer data when a salesperson leaves?

All customer assets belonging to a departing sales rep — contacts, interaction history, behavioral data — remain the company's digital property. Administrators can bulk reassign these customers to active reps, ensuring no customer relationships are lost due to staff turnover.