How does your team surface sales content quickly?

Following this ​@Kasie This is a project of mine this year and I’m interested in how others govern tagging and metadata values. Our goal is to have a corporate wide governance (not all departments work in Seismic...yet 😜)

Interested as well!

Christine

Hi ​@Kasie,

In addition to all the standard more evergreen ways you referenced for assigning metadata to content via custom properties, I am also a proponent of action, campaign, or initiative based tagging.

What are your sellers thinking about doing, in the moment, when they are coming to look for a certain piece of content? Big fan of using Plays and Pages to organize and drive content browsing from the seller’s perspective of what they need or hope to achieve at a point in time. 

I also think additional search settings are useful for folks that prefer to search for content, rather than browse. Search Synonyms can be useful alongside search reports to  link commonly used internal acronyms or phrases with terms that content is already tagged with from a governance perspective. I am unsure if Seismic has Promoted Search Results yet, which would tie specific assets or Pages to search results and bump them up to the top. 

-JB :)

Hi ​@Jack, 

Thank you!  This gives me a lot of new ideas to think about, and I appreciate it!  May have a few more questions for you about this in the weeks ahead, as I learn more about this. Thanks again for sharing.    

Kasie 

Hi Kasie, 

Still an active work in progress from our side here at Wolters Kluwer. We have tagging including some custom ones around Persona, Partner, Buyer or SFDC stage as well. Most of these help those running the platform (small but mighty group 😊) run the reporting and get content to the right place. I’m using more of the rule based sections on pages lately as it helps content go to the right place immediately. 

We still get some feedback on “the team can’t find things” and I attribute it to a few things - our own products are going through the AI transition now, so content is coming fast and furious; there are also a lot of initiatives happening that make it a bit difficult for the teams to focus, and they are searching our main product name in the Seismic Search, which overwhelms them in place of being a bit more focused in their searching. 

We do a LOT with pages here, we call them hubs. I have about 80 or so active now across three sales teams. They are formatted with “What to Know” “What to Show” and “What to Share.” The teams have really gravitated towards these and typically run there first to see what needs to be used. 

To help with “we can’t find things” We’re looking to redesign our landing page for the largest team - moving some of the hubs into Core and Secondary to streamline access, adding a middle section of the page with four buckets - Most Used by Sellers, Go-To-Sales Content, Top Assets, And top Content this Quarter. These are going to be a short list 10 max assets and updated quarterly. This should help with the - what are others using, what’s working with customers, what should I use now and what didn’t I know existed. Still waiting to get the final approval if I’m good to go on changing things around with this, but would be happy to share once it goes live. 

One more piece that seems to help is the weekly profile email that goes out automatically from the system. Our teams now know to look out for this on Sundays, and it’s a quick list on what new/updated based on the profiles they have access to. I hear regularly “I saw it on the weekly email.”

​@AvB Thanks so much!  Excellent information.  Once your changes are approved and go live, I’d love to see what you’ve created.  

Thanks again!

We’ve found that sales rarely wants to browse for content and instead wants to quickly recognize what they need and move on. Because of that, we design our taxonomy and tagging strategy around sellers’ primary entry points in Seismic: DocCenter profile page and homepage, search (Aura, synonyms, and filters), and curated experiences like Pages.

Search plays a critical role for us, so we lean heavily on Aura and synonyms to allow sellers to use shorthand, acronyms, or common terminology and still find the right content. This reduces friction and aligns with how reps naturally search, rather than forcing strict naming conventions. Filters then help sellers quickly narrow results instead of scrolling through long lists. Aura further supports this by pulling relevant answers and content from pages and content.

From a tagging perspective, we intentionally keep things simple. The primary tags we use are selling lane, asset type, industry, and audience type, since those best match how our sellers think in the moment.

We use highlighted search selectively for truly critical or time sensitive assets, since overuse can reduce the effectiveness of search results.
Over the past year, we’ve also been developing DSR templates to proactively surface the right content for sellers to present to buyers. Sellers can choose from sales stage, industry specific, or selling lane based templates. Each template is curated with relevant content, visuals, and messaging, and can then be personalized further for the specific buyer or opportunity.

And most importantly, we rely heavily on Pages to guide sellers to the right assets without requiring them to search at all. Pages allow us to curate content in context, reinforce best practices, and reduce reliance on perfect tagging. This allows us to publish information in one place and enables Aura to surface the right answers when a seller asks a question. In our experience, the combination of Aura and Pages drives the fastest and most consistent content discovery for our sales team.

​@KyeshaMoultrie Thanks so much!  This is extremely helpful.  I appreciate it and will look into utilizing these ideas.