How can you integrate CMS content governance and workflows with marketing and sales tools?

1 Choose a CMS that supports integration

The first step is to choose a CMS that supports integration with your marketing and sales tools. A CMS is a content management system that allows you to create, store, and manage your content. Some CMSs are more flexible and adaptable than others, and some offer built-in or easy-to-use integrations with tools like CRM, email marketing, analytics, and social media. You want to choose a CMS that meets your content needs and also connects seamlessly with your marketing and sales tools, so you can streamline your workflows and optimize your results.

2 Define your content governance model

The second step is to define your content governance model. Content governance is the set of rules and roles that determine how you create, approve, publish, and update your content. It includes aspects like content standards, style guides, workflows, permissions, roles, and responsibilities. You want to define your content governance model in a way that aligns with your marketing and sales objectives, and that ensures quality, consistency, and compliance across your content. You also want to document your content governance model and communicate it clearly to your content team and stakeholders.

3 Configure your CMS workflows and permissions

The third step is to configure your CMS workflows and permissions according to your content governance model. Workflows are the steps and stages that your content goes through from creation to publication. Permissions are the access rights and actions that different users can perform on your content. You want to configure your CMS workflows and permissions in a way that reflects your content governance model, and that automates and simplifies your content processes. You also want to integrate your CMS workflows and permissions with your marketing and sales tools, so you can trigger actions and notifications based on your content status and performance.

4 Monitor and measure your content impact

The fourth step is to monitor and measure your content impact on your marketing and sales goals. You want to use your CMS analytics and reporting features, as well as your integrated marketing and sales tools, to track and evaluate your content metrics and KPIs. You want to measure how your content affects your audience engagement, lead generation, conversion, retention, and loyalty. You also want to use your data and insights to optimize your content strategy, governance, and workflows, and to improve your content ROI.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?