Sales content management
How this is scored
Getting the right, current, approved material in front of the seller: a central library, search and recommendations in deal context, versioning and expiry so outdated decks disappear, approval workflows, templates that keep the brand, and content in several languages.
0 — A shared folder of files with no versioning, no search beyond file names and no statement on approvals or expiry.
3 — A central library with folders and full-text search, but old versions stay in circulation, there is no approval step, and personalised copies cannot be traced back to the master.
5 — A library with versioning and expiry dates, approval before publishing, permissions by team or region, content recommended by deal stage or CRM field, and German as a supported content and interface language.
8 — Superseded versions replaced everywhere they were shared, brand-locked templates sellers can personalise within limits, content tagged by language and market, compliance review workflows with an audit trail, and usage per asset reported back to the content owner.
10 — Content governance a regulated industry can rely on: every shared copy traceable to its approved master, automatic retirement of expired claims, a documented review log per asset, and export of the full library with its metadata and version history.
The Head of Sales
This is what I care most about and most of it is evidenced: version controls push updated content to every user on every device, search runs with advanced filters across content aggregated from the repositories we already use, and recommendations are driven by opportunity stage, industry and custom CRM fields — the current deck finds the seller from the deal. Sellers can personalise microsites, proposals and decks within editable text and image fields, and content performance is reported back per asset by seller, buyer and pipeline stage. What keeps it below the governance-heavy top end: we found no public information on approval workflows before publishing, expiry of dated claims, or a compliance review log per asset. 4 5 10 12