It’s not just businesses that build up significant quantities of marketing and business collateral and files over the years. Non-profits, government agencies, libraries, museums, industry institutes, consulting firms, think tanks and virtually any other type of organization can generate a diverse array of administrative and marketing documents and resources.
Keeping these documents organized isn’t necessarily easy, especially for:
- Businesses that run a lot of marketing campaigns of varying types
- Older organizations that might have collateral dating back decades
- Institutions that have not maintained consistent organizational practices over the years
- Businesses that rely on a mix of physical and digital records
- Any business or organization that must keep and organize invoices, contracts or maintain other paper trails for tax purposes, general record keeping, performance tracking or bookkeeping
The organization of these databases can be a nightmare, especially if employees or members aren’t on the same page about the naming convention, metadata creation, file storage or other key organizational variables.
File formats may also complicate your business’s organizational methods. Storing and safeguarding photos and videos separate from documents and PDFs or using an entirely different filing structure can result in lost resources or needlessly duplicated work because some collateral can’t be easily found or is overlooked.
Why Is Soutron the Better Option?
Centralization, collaboration and consistency. Soutron offers collaborative features that enable people with different roles or those located in different offices to easily collaborate on organizational efforts.
Consensus can be reached over metadata or hierarchical organization. Then it’s just a matter of ensuring current and future employees are familiar with the proper categorizations for various collateral and file types. A team can use standardized naming conventions and metadata formatting to make the organization of all kinds of records easy and virtually foolproof.
If questions arise about an invoice generated by a past employee five years ago, current employees can locate it using Soutron search in a matter of seconds as long as consistent labeling and metadata were used when the invoice was initially indexed.
Does a sales manager want to use some slides from a deck they vaguely remember compiling in 2019? Video, photos and design files organized in a Soutron database using a rationally designed hierarchical structure can be quickly found and downloaded from within the platform or from third-party hosting or storage.
These types of organizational solutions can be applied to a virtually limitless number of potential business use cases or scenarios.
Establishing Internal Marketing or Sales Collateral Organizational Best Practices
Standardized Naming Convention
Businesses can find success with significantly varied approaches to organization, especially with a platform as flexible and customizable as Soutron’s Integrated Library and Archive Management solutions.
One of the few constants that every organizational effort must enforce is standardization. All your files and assets should maintain a standardized naming convention.
Both sales and marketing collateral can be further organized based on target audiences or buyer personas. You can add metadata tags regarding targeted ages, income levels, interests or however else your organization designs or builds out various sales or marketing collateral.
Messaging of sales and marketing collateral is frequently tailored to consumers at specific stages of the buyer’s journey. The differentiators you highlight or talking points you use will likely be different for someone who:
- Is trying to decide whether they even need your product or service
- Is actively researching the products or services you offer
- Is going to acquire the product or service you offer and are now simply determining the provider from whom they will be making their purchase
Businesses can establish a hierarchical relationship between collateral based on where targeted consumers are in their purchasing decision-making process.
Age and Version Number
Not every organization holds onto design and copy drafts, old marketing collateral or sales material, but if you do, there should be clear and easily understood naming conventions and organization to enforce version discipline. The last thing any business wants is to spend money to produce packaging that uses an outdated logo or present an outdated sales deck with inaccurate product specifications to potential buyers.
Finding the Right Marketing Materials Management Tool for Your Organization
Soutron’s database solutions offer unparalleled functionality and organizational power combined with an eminently customizable, lightning-fast search. Soutron Library Management Systems and Archives can equip your organization with all the tools needed to solve your file and asset organization needs today and far into the future. The Soutron Review feature can also provide a fully automated peer review tool, with version control for documents and articles submitted from teams, globally.
You’ll also receive assistance from experts in database organization who have built hundreds of similar databases in the past. We’ve rebuilt databases that didn’t work and crafted new databases to replace antiquated organizational systems that were ready to move to a 21st Century solution.
Learn More About Soutron’s LMS
Enter your name and email below to get our latest Soutron articles delivered straight to your Inbox.
Note: We always respect your privacy. You may unsubscribe at any time.