Clients & Case Studies

Fortune 100 Manufacturing Company

Creating Efficiency and Support for Sales Enablement

Challenge

Sales content was managed in multiple locations which contributed to challenges in finding materials and the need to manage cumbersome, “one-off” sales processes. The inefficient content management approach led to duplicate, unnecessary, and out of date sales enablement content.

Solution

Working with the sales and implementation teams, Factor designed an approach o make the content easier to find within the context of a new Sales Enablement platform, while maintaining the functionality teams expected.

OUTCOMES

  • Unified experience for Sales Enablement content/li>
  • Improved ability to find product and sales related content
  • Easier personalization of content for customers and leads
  • Reduction of “microsites” and other one-off experiences

Discover

  • Provided user research with sales team members to determine content needs
  • Assessed existing content and metadata to determine best migration path

Model

  • Utilized existing enterprise taxonomies and metadata to design content tagging
  • Incorporated user needs into the content and metadata approach

Design

  • Determined best approach for implementing metadata and content types within platform
  • Created a process for tagging new and existing content

Implement

  • Provided tagging services for content
  • Aligned sales taxonomy requirements with existing enterprise models
  • Directly supported the implementation team to achieve a successful launch