Resource Library (CMS) Setup Guide

Everything you need to know to build a winning, rep-friendly content management system in Accord.

In order to build an impactful Resource Library: 

1. Start With a Plan
2. Create an Organizational Structure
3. Customize Your Homepage Hub
4. Leverage Playbook Integration for Execution Excellence
5. Stay in Sync with Google Drive and Sharepoint

Start with a Plan 

Every successful Resource Library begins with thoughtful planning. Before diving into setup, map out your strategy by answering these critical questions:

• Which individual or team will own the Resource Library as the curator and decision-maker for organizational structure, nomenclature, etc.?
• What approval process will you use for new content additions?
• How will you handle version control and content retirement?

Create an Organizational Structure

Using folders, tags and hubs together will make sure your Resource Library is always neat and easy to navigate.

Folders 

Create a folder for each content category, creating logical and predictable locations. Examples:

• Customer Proof Points, a folder for case studies, testimonials and  reference contacts
• Product Resources, a folder for demo videos, feature one-pagers and integration guides

Use sub-folders for more precision. Examples:

• Create sub-folders for each industry, company size or use case within the Customer Proof Points folder
• Create sub-folders for each product line or user persona within the Product Resources folder

Tags

Tags can be applied to each resource and folder. When searching for content, tags can be used as a filter to find relevant resources quickly. We recommend starting with a pre-defined structure and nomenclature for tags. Examples:

• Persona: #C-level, #Champion, #End-User
• Segment: #Enterprise, #MidMarket, #SMB
• Industry: #Healthcare, #Financial Services, #Manufacturing

Hubs

Hubs are an additional layer of organization that is not associated with your Folder structure. Hubs allow you to curate content and add context on when/how to use it. Examples:

• Sales hub: everything needed for prospecting through close
• Customer Success hub: onboarding, expansion, and retention materials
• Partner Hub: co-selling resources, partner training, joint marketing assets

Customize Your Homepage Hub

Your Resource Library has a main Hub (it’s called “Home”—and you will see it in the navigation bar on the left hand side of your screen). This is where every user will land when they click “Library” to access your CMS.

We recommend keeping this page simple and clean. A best practice is to include instructions on how to request changes or additions.

Leverage Playbook Integration for Execution Excellence

Your Resource Library becomes exponentially more powerful when integrated with your playbooks. 

Embedding resources into playbook steps ensures your team has instant access to the right content in each of their accords at precisely the right moment in their sales process. 

To do so, navigate to a playbook step and click the + beside “Resources”, click on the Library tab and search for the resource you would like to embed. 

Stay in Sync with Google Drive and Sharepoint

SharePoint and Google Drive integrations enable you to sync content from your organization's existing repositories to Accord’s Resource Library. 

When changes are made in either SharePoint and Google Drive, new versions will be automatically updated in Accord.