Infotech Services - Company Knowledge Base (Example)

Company Overview: Mid-sized B2B SaaS company | 85 employees | Cloud infrastructure management software for enterprise clients

Last Updated: November 11, 2025

About This Knowledge Base

This document provides a comprehensive overview of all departmental processes at Infotech Services. Each process includes frequency, time requirements, people involved, detailed descriptions, and current operational pain points. This information is intended for process optimization, automation ROI analysis, and cross-functional alignment.

🎯 Sales Department (15 people)

Inbound Lead Qualification

Frequency: Daily, continuous Time Required: 2-3 hours per day per SDR People Involved: 2 SDRs, 1 Sales Operations Manager

Description:

SDRs review and qualify leads from website demo requests and free trial signups. Process includes initial contact within 4 hours, needs assessment call, BANT qualification (Budget, Authority, Need, Timeline), and routing qualified leads to Account Executives. Average 35-50 inbound leads per week.

Current Pain Points:

Trial users activate accounts but SDRs don't receive notifications for 24-48 hours due to Zapier sync delays between product database and Salesforce
40% of demo form submissions are incomplete (missing company size or current infrastructure details), requiring additional back-and-forth emails before qualification
SDRs spend 45 minutes daily manually logging call notes and updating lead status across Salesforce, Outreach, and internal spreadsheet tracker
No automated lead scoring system—SDRs must manually research each company's employee count, tech stack, and funding status on LinkedIn and Crunchbase

Outbound Prospecting

Frequency: Daily Time Required: 4 hours per day per SDR People Involved: 3 SDRs, 1 Sales Manager

Description:

Targeted outbound campaigns to enterprise IT directors, VPs of Infrastructure, and CTOs at companies with 500+ employees. Process includes LinkedIn research, personalized connection requests, email sequences (5-touch cadence), and booking discovery calls. Target: 100 outreach attempts per SDR per day.