Sales Content Management Guide

[+Free Cheat Sheet]
Published by
Haresh
on
August 3, 2024
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Last modified on  
August 4, 2024
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Summary and Key takeaways
A well-established sales content management system helps sellers locate the right content in no time, share it easily with buyers, manage user permissions, and audit and measure each content’s success in terms of ROI. With this effective system, sellers can be more productive and focus their efforts on selling rather than dealing with content chaos.
  • Sellers spend nearly 440+ hours per year searching for the right content during the sales process.
  • On the other hand, buyers go through at least 13 content assets before making a purchase decision.
  • Both statistics clearly demonstrate that having the right relevant content assets is crucial for closing deals.
Every week or month, marketing teams produce new sales assets, and the content bank keeps on growing for the sellers. Either they are unaware of these updated assets, or they find it difficult to locate them instantly during their sales calls.  
That’s where the sales content management process comes into play and helps sellers organize and access their sales content efficiently. Let’s dive into learning all about sales content management and strategies on how you can efficiently manage all your assets to delight your buyers at the right time. As a bonus at the end of this blog, grab your Sales CMS cheat sheet.

What is sales content management?  

“Sales content management involves creating various sales content and then organizing, storing, and making it ready for sellers to distribute to their buyers during their sales process. It helps to influence the buyers with the right information and move them further down in the sales funnel.”

First things first, one of the sellers' most important tasks is to find the relevant content piece and share it with the prospects when they need it.

It’s a simple statement, but not as straightforward as it looks.  

Going through multiple documents and finding the most relevant one for the buyers will take time and personalizing it will require even more time and effort.

sales content management meme 1

Simply put, the system provides a coherent environment for sellers to organize all their content assets, along with a pre-defined search mechanism that allows buyers to instantly locate any content of their choice at any moment. It includes a variety of content types for internal and external purposes, including presentations, whitepapers, case studies, brochures, and product demo videos, all of which can enhance sales.

A well-established sales content management system helps sellers locate the right content in no time, share it easily with buyers, manage user permissions, and audit and measure each content’s success in terms of ROI. With this effective system, sellers can be more productive and focus their efforts on selling rather than dealing with content chaos.

Why do you need a sales content management system?  

The modern buyer journey is a complex one. Buyers' preferences in B2B buying have undergone significant changes, making the process more challenging for them today. Modern buyers are dedicating most of their time to conducting self-research on various products.  

Even before they make their first contact with a vendor, they have thoroughly researched various products through websites, marketplaces, and reviews, among other sources. They still contact buyers for information they couldn’t find online, and that’s where buyer enablement plays a key role in serving them.  

Sellers must use this approach as their foundation to serve modern buyers. To give them the best buying experience, sellers need valuable sales assets in different forms that can fit with the dynamic needs of every buyer.  

However, the problem arises when sellers become overloaded with excessive content during this process.

Result? They can't locate or access the content at their convenience. They are experiencing a lot of friction and are unsure of how to locate their target content to share with their buyers. Marketing teams produce different types of sales collateral that are valuable for sales. But what if all these assets went unnoticed by sellers, or if proper updates were not pushed? Either way, it’s a huge waste of time and effort for both the sales and marketing teams.  

Here are the reasons why you should establish a sales content management system:

  1. Sales and marketing alignment: to keep a healthy connection and sync between sales and marketing teams in terms of managing the sales content bank in an organization.  
  1. Ease of access: to equip the sellers with the ability to provide the right content at the right time to keep their buyers engaged throughout the journey.  
  1. Improve sales velocity: By locating appropriate content timely for sellers and on the buyer side, helping them with the right resource to take decisions faster will impact the sales cycle and help to move the pipeline faster.  
  1. A single source of truth: Having a single organized library of sales collateral, categorized based on factors such as persona, use case, region, audience segment, etc., is crucial. It will assist sellers in quickly locating their prospects' needs. There is no need to deal with content chaos on emails, Slack, and ten other apps.  
  1. To avoid overwhelming lead nurtures: Do you read an email that is dumped with multiple pdf attachments of one-pagers and white papers thrown at your face? No one wishes to do that. Instead of spraying all your best assets, choose what’s most relevant for their needs and present it elegantly. This will help you achieve healthy lead nurturing and build relationships with your buyer.  
  1. Brand authority in buyers' minds: It is imperative that every organization maintain coherent brand-compliant sales assets for their prospects. Sales content management provides a common environment for marketing teams to audit every asset and helps to ensure brand compliance with each asset. This will significantly influence the buyer's perception of your brand as authoritative.
  1. Effective customer onboarding: Customer onboarding is a crucial step where your customers need the right set of information to navigate through your product features. To onboard faster and in a more efficient way, a sales content management system helps sellers provide the relevant, needed assets for them to quickly understand all about the product.  
  1. Track your content's performance: Most sellers assume their sales assets are the most informative ones, and their prospects love to read them completely. On the other hand, no prospect goes through all the collateral in their limited time. With user engagement data insights on shared content, sellers will be able to identify which assets are top performers and avoid instinctual decisions with their sales content.

Are you using traditional tools like Google Drive or Notion to store your sales collateral?

Here's what you're lagging with those tools.

How do you structure and design your sales content management strategy?  

Now you’ve already known how much significance every piece of sales content in your library holds that can directly impact your deal closures. A well-structured strategy is essential to managing this high volume of sales collateral uniformly throughout the organization.

A sales content management strategy is a framework that determines the types of content assets to create and organize, both internally and externally, to meet the objectives of the buyer or customer.

It's more like a content marketing strategy, where every asset is sales-focused, customized based on the respective buyer's demands, and mapped to the buyer's journey.

Here are the things you should consider while designing your sales content management strategy:  

1.Fix the core objectives

Ultimately, if your seller doesn't use your top-notch sales content or if your buyer doesn't derive sufficient value from it, all your efforts are in vain. Therefore, before embarking on the content creation phase, it is crucial to consider how your sellers will find and distribute the content and how it aligns with the buyer's journey to maximize benefits for the buyer.  

2.Audit your existing content

Perform a sales content audit to know the current state of your sales content library and identify the gaps. Also, interview your salespeople to find out where they are missing and what types of content they need to provide value to their buyers. This will give you a picture of what's already there and what you need to produce.

3.Content types to be created

Today, buyers are consuming different types of content formats, ranging from pdfs and micro-demos to interactive demos. With the previous auditing step, you may know what assets have already performed well and what your buyers are expecting. Based on this data, along with market trends in your industry, list the types of assets you should start creating and prioritize them for production.

 

4.Scheduled on the sales content calendar

You can't create sales content editorials in the same way you would do for a social media content calendar. It requires a proper timeline and guidelines that are in sync with product feature updates. The misalignment between product, marketing, and sales forced most sellers to use expired collateral in their sales efforts. Having a sales content calendar that is more aligned with the product, marketing, and sales team will help to keep on track with the creation of updated, appropriate assets.  

5.Track buyer activities

An effective sales content management system allows you to track every action a buyer takes on your sales content, enabling you to understand their preferences and identify the most effective strategies. Additionally, you can determine which content garnered the most shares among the stakeholders in the buying committee. With these data points, collect critical insights to double down on the best content and guide the marketing team for the future works.

6.Measure the ROI

Creating sales content takes a lot of time and effort. In the end, it’s all about dollars invested vs. earnings. By calculating the costs associated with the creation, storage, and distribution of a content asset, as well as the value it adds to successful deals, you can accurately assess the return on investment (ROI) of your sales content production. This process completes the cycle of an effective sales content management strategy. This aids in determining the effectiveness of the strategy and determining the necessary steps for corrective action.

The top 5 existing challenges in sales content management  

1.Overwhelming, unorganized content

Every company is making their utmost effort to produce a substantial amount of sales content. But the winner is the one who rightly organized it. Because multiple tools and platforms are used inefficiently instead of a single source to store and handle sales content, sellers often feel overwhelmed, and they lack the ability to engage buyers with relevant, concise information. This also heavily impacts having outdated, irrelevant assets in the library.  

sales content management meme 2

2.Misalignment between sales and marketing

In terms of sales content, marketing teams must work for the assets that buyers and sellers need. Period. If it’s not aligned, then everything would be a mess. However, the primary cause of this misalignment is the absence of a single source of information. Marketers should get exactly what sales teams are craving, and sellers should know whether the content production is in sync with the buyer’s preferences or not. This is why many sales teams frequently encounter difficulties with marketing, and this issue persists.

3.Efforts in customizing and personalizing

Personalized content is no longer a luxury. It became a new normal in sales. Today’s buyers are disappointed if the content is not customized to their needs. This simply leads them to gravitate towards sellers who cater to their needs. But personalization is not an effortless task, and it requires a lot of time and effort from the sellers' side.

 

4.Scattered throughout the buyer journey

‘Can you share that deck with me once again, please?’ is the common message that every seller could get if they don’t have a single content repository to showcase to their buyers. In the jungle of email threads, every attachment is getting lost, and both sellers and buyers find it very hard to locate and find the asset instantly at their needed times.  

5.No clues on content performance

The disorganized content across various traditional platforms leaves sellers unsure of whether the buyer has opened their content or not. They simply attach their best assets and hope buyers open them. This further exacerbates the use of irrelevant, outdated assets in sales, leading to poor buyer engagement.

Top 5 benefits of a sales content management platform

1.Instant access in no time

With sophisticated categorization and filtering options, sellers don’t need to spend more time on manual searches and sharing with their prospects. They just need to enter the tag or relevant phrase to instantly locate the right piece that the buyer demands.  

2.Organized source of information

Every company has prospects spanning across different industries and use cases, and they need different content at various stages of the sales cycle. A sales content management system provides a strong centralized system where you can tailor and organize all that content into easily accessible buckets that you want.  

3.User access management

It’s quite normal for sellers to make errors, like sharing an internal confidential document instead of the deck that the prospect asked for. Organization-wide access management between teams is very crucial, and sales CMS offers extensive capabilities and workflow for individual content pieces to assign owners, share permissions, and meet other approval criteria.  

4.Delightful buyer experience

The buyer experience is all about delivering the things that matter most to the buyer at the right time. No one wants to wait for hours and days to receive your deck and take decisions in the deal cycle. Sales CMS plays a key role in delivering a memorable buyer experience through instant, relevant content sharing at the right time.

 

5.In-depth content insights

Sales CMS provides deep insights on buyer interactions with each individual content piece, which helps uncover what content resonates a lot with buyers and impacts the deal. With these insights, both marketing and sales teams can craft data-driven sales content strategies to create assets with a high probability of success.  

Key features to evaluate a sales content management software  

Whether you are an emerging sales team or an established team seeking new sales content management system, it is crucial to confirm that the tool you are evaluating has the following features. There is no one size fits all, but these are all the rudimentary things that an effective sales content management software should possess.  

1.Diverse content support and distribution

As today's buyers' preferences and ways of consumption are so dynamic among different segments, it is very important to have a system that supports all content types, such as pdfs, excel, word documents, PowerPoints, images, videos, interactive demos, etc. At different stages of the deal, sellers need different combinations to move forward with the deal. Through email attachments alone, it is impossible to share large-sized assets. A digital sales room facilitates hosting large-sized assets without any buffers and helps to generate easily shareable links for all types and content sizes that buyers can access without any hiccups.

 

2.One-click import and sync

Every sales team has their own sales content bank to assist their buyers. But some could’ve handled the content bank through traditional tools like Drive, Sharepoint, or Dropbox. So, while you are switching to a new sales content management system, it should provide an effortless import option and be able to sync with the tool you have already been using. This will help you have a seamless transition.  

3.Integrations

Integration is a crucial part of achieving productivity. No one enjoys using ten different apps and switching between them for each task. Today, every sales team has their own sales tech stack, which spans email providers, CRMs, automation tools, storage systems, and miscellaneous AI tools. Your sales content management system is going to be part of this tech stack, so you should ensure that it provides integration support with most of the tools that you are already using in your stack. This will help you achieve maximum sales  efficiency with a seamless workflow for your sellers.  

4.Search, tags, and categorizing content

The discoverability of content is the core objective of an effective sales content management system. To achieve that instant discoverability, your system should provide effective tagging and consolidation options to bucketize all your content pieces. You should be able to consolidate your assets based on a variety of factors, such as content type, audience segment, persona, buyer journey stage, region, campaign, industries, account type, themes, and so on. It may look overwhelming, but once you’ve adapted to this level of depth in consolidating your content, you can manage your sales content like a charm at any scale your sales teams are operating at in the future.  

5.User access and permissions

All sales collaterals are not equal in terms of confidentiality. Any of your sales reps can access certain sets of collateral, while dedicated AEs can only use others due to ticket size and other confidential factors. Your sales content management system should be flexible and protected to allow for dynamic user access and permissions between the leaders, team members, and your buyers.  

6.Evaluate ROI through analytics

This is an essential part that completes the loop. Make sure your content management system provides analytics and reporting features that present the success and performance of every asset you’ve created. You should measure the performance based on sales engagement, interactions, and their impact on the deal's success. This way, you will have robust data on which assets are working well with buyers, which helps measure the return on investment made for all your sales content efforts.  

7.Mobile accessibility

Last but not least, your buyers are evaluating multiple vendors round the clock, and if you are not providing support to present your content while they are searching on their mobile, it's a huge opportunity loss in the deal cycle. Ensure your content management system provides mobile support to offer a flexible buyer experience when accessing the content.  

Sales content management cheatsheet

Sales content management cheat sheet

Sales content management best practices  

Ensure relevant, up-to-date content at anytime  

Most issues with sales content among sellers, stem from the sharing of outdated and irrelevant content, which can lead to deal slippage. Having a single central repository with proper workflow and approvals in the system can minimize this. By implementing this measure, your sellers are aware at any time and get exposure to the latest updated assets in the portal.  

Maintain a single, centralized system

With so many free tools available, it's easy to get caught up in a mix of tools for your sales process. However, in the long run, this approach can lead to decreased productivity. Establish a centralized content management system that serves as a shared environment for the product, marketing, sales, and customer success teams, ensuring everyone aligns with a single process and stays on course.

Well-structured categorization and tagging  

Establish a process of categorizing measures for each asset that you produce and move to your pipeline. Starting this measure in your early stages will help you build a strong foundation that can withstand scalability in the future, both in terms of content and sales team members. At the end, this process will only help to minimize your seller's time spent searching for the asset.  

Train teams and support collaboration

Sales content production is not about a single person's or a separate team’s decision. Every team should align themselves towards a common goal, as it directly impacts on the company's revenue. To achieve this, ensure regular training for every team member and foster cross-functional collaboration across the teams to transfer knowledge from the buyer's end to content production.

Consistent audits and iterations regularly  

Sales content management is not a process that can be done once in a blue moon and forgotten away. Buyer journeys and preferences are evolving, and new products emerge every quarter. Your successful pitch deck from the previous year may no longer be relevant today. It’s all about doing consistent sales content audits every quarter and regularly iterating based on the content performance metrics and insights that you’ve collected from your system. This will only help you stay relevant with your buyers.

Orchestrate your sales content with Buyerstage

Are your sellers struggling to manage your sales content library? With Buyerstage's content management system, your sellers can easily create, store, organize, and share the right content with buyers, all with one magic link. This could potentially reduce the time your sellers spend on selling and improve their interactions with buyers, leading to more successful deal closures. If you want to experience it live, book a demo with us, we are happy to guide and help your sales.

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