Selecting a CMS

How to choose the right CMS

Take the guesswork out of your CMS search.

5 minute read

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Choosing the right CMS for your website is low-key like choosing the perfect business partner. You’ll need to ensure the CMS aligns with your goals. The ability to flex and adapt to changing demands is essential, while integration capabilities should also be considered a priority. Above all, the solution should be easy to work with.

Critical factors to consider when choosing a CMS

To stay competitive, businesses today need to be digital-first and user-friendly. Key to achieving this goal is getting your content management and optimization right. CMS software enables you to adapt to changing technology, stay agile, and deliver amazing customer experiences — both today and tomorrow.

Here are five critical factors to consider when choosing a content management system (CMS):
  1. Customers are demanding personalized experiences
  2. With digital technology, people have grown accustomed to convenience, choice, and immediate, personalized service. Consumers are now demanding more than a product. They want a user experience that shows you know who they are, what their history is with you, and what they might need.

    Your CMS needs to be able to consolidate all their interactions with you — whether through your website, mobile apps, contact center, or in person — so you can anticipate their needs and offer them a direct path to getting what they want.

  3. Globalization means you need content for multiple languages and countries
  4. Globalization has made the world a smaller place for consumers, who can now easily get anything from virtually anywhere on the planet. But for businesses, marketing to international audiences brings its own set of challenges, like managing localized content in multiple languages.

    A robust CMS will make a drastic difference in your ability to streamline workflows with translators and easily offer multilingual content in a tone that speaks to your customers.

  5. Technology is constantly changing and becoming more complex
  6. Advances in automation, personalization, artificial intelligence, and machine learning are fundamentally reshaping the marketing ecosystem. At the same time, people are incorporating more technology into their everyday lives, with voice assistants, wearables, and the Internet of Things (IoT).

    With technology developing at a dizzying pace, you’ll want to look for a CMS that’s flexible enough to adapt right along with it. This way, you’ll be able to capture, analyze, and gain insights from the nearly boundless amount of data they produce, and use that information to improve your content creation frameworks as well as optimize content delivery on webpages and in your omnichannel strategy.

  7. Understanding data is key to connecting with customers
  8. Every marketer today finds themselves with a huge amount of data at hand. Deciphering what that data is telling you and using it to refine your digital content and marketing strategy, are key factors to successful campaigns.

    A CMS with powerful analytics features will help you not only manage your data, but also make sense of it. You’ll be able to easily understand how your audience engages with your content, what’s motivating them, what their customer journey looks like, and most importantly, how to deliver the right message to them at the right time.

  9. Matching content with context is now essential for ecommerce
  10. Gone are the days of static websites and impersonal online purchase experiences. Great content experiences have become inextricably linked with the various ways companies sell and consumers buy products and services.

    Your CMS needs to be able to account for how people are consuming content at each step of their customer journey throughout your whole ecommerce platform, so you can deliver the right offers to them in the right context, right up to and through the transaction.

Step-by-step guide to choosing a CMS platform

As a marketer, you know your organization needs a great CMS. But with myriad providers, niche offerings, a growing number of internal stakeholders, and a rapidly changing digital environment, the process of choosing a CMS can seem like a daunting task.

That’s why it’s important to approach your decision-making in a deliberate and structured way. We’ve put together a sample approach to help guide your thinking as you evaluate popular CMS platforms.

Get internal support and input

Any new CMS is a major investment that affects multiple parts of your organization, so you’ll need to make sure to get input and buy-in from key stakeholders. Assemble a diverse CMS selection committee and be prepared to hear different and often contrasting perspectives. Marketing will be eager to kick-start content production, while IT will want to conduct methodical risk mitigation.

Get the backing of as many senior leaders possible to push the project through. Make sure they understand why a new CMS is crucial to the company's long-term success.

Choosing a CMS that aligns with your website’s goals and business needs is a learning curve. To help you make an informed decision, read ‘The ultimate CMS buyer’s guide.’

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Evaluate your current and future business needs

As a group, establish how you will use your new CMS. Think about the specific needs of your business, including what security features you’ll need and how web content currently flows through your organization. Some useful questions:

  • Will you be trying to drive significant growth in website traffic?
  • Will your existing technology dependencies persist, or will they evolve with a new CMS?
  • How many channels will you want your content on, and in how many languages?
  • Will the CMS work with your company’s existing tech stack?
  • What features might you need in the future?
  • Will the CMS still be relevant for at least the next five years?

Your answers to these questions will help you draw up a list of requirements and establish what functionalities you'll need, which you can then use to compare specific solutions.

Find an implementation partner

If your company doesn't have a large in-house development team, you'll want to hire an implementation partner or digital experience agency. They will help you choose a CMS and make sure it fits within a larger digital strategy; they can also help you evaluate cloud-based options vs on-prem and navigate customization options. An implementation partner will have a wealth of knowledge about what integrations, add-ons, and plug-ins you might need to help you get the most out of your new product. Many partners continue to provide support after the initial implementation.

Put together a shortlist and do your homework

With your requirements list in hand, research potential solutions and ask your implementation partner for guidance. Analyst reports like Gartner's Magic Quadrant or the Forrester Wave™ are a great place to start evaluating the strengths and weaknesses of leading CMS solutions. Consider things like pricing, scalability, ease of use for both front-end and backend users, and the technical expertise it will take to get the tool up and running. Consider the compatibility that each CMS option has with your existing technology stack, whether the tool has social media integration, search engine optimization (SEO) support, and whether it features direct or WYSIWYG editing permissions. Consider what the learning curve for new features might be within your content marketing teams and other non-technical users.

Write a request for proposal

It’s not always easy to understand all the features of a CMS or how it will work in the context of your company. That’s where a request for proposal (RFP) comes in. An RFP is an opportunity for prospective vendors to demonstrate they understand your needs and objectives, and that they have the experience to deliver.

Frame your requirements in a way that encourages the vendor to explain why they’re right for you, and how they’ll help you meet your objectives. For instance, group a few related requirements into a use-case narrative that describes a particular challenge you need to address, and ask the vendor how they’d respond.

Evaluate vendor responses

Before you make your final decision, take a critical look at your top vendors and rate how they meet all the technical, functional, and business requirements for your CMS. Consider how much support and training each vendor offers for beginners, whether there's a user-friendly interface, and whether there's a vibrant web developer community to ensure the solution will be practical and flexible for your needs.

Get demos from the vendors on your shortlist and be prepared to ask them tough questions to prove what each solution is capable of. Find out how the CMS integrates with other tools and systems and whether it's scalable. Make sure the solution will grow with your organization and remain relevant.

Signs that you’re ready for a CMS

Whether you’re thinking about investing in your first content management system (CMS) or your current solution is giving ‘slow’ and ‘outdated’, when you need ‘lightning-fast’ and ‘future-ready’, here are some signs that it might be time to start searching for a CMS that’s right for your brand’s specific needs.

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You need to update content frequently

If you need to regularly update your website content, for example with new blog posts, news articles, or product information, a CMS with a WYSIWYG interface can make this process much easier and more efficient for marketing teams and non-technical users.

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You have non-technical content creators on your team

If you have team members who need to manage content but lack technical skills, a CMS provides a user-friendly interface that allows them to create, edit, and publish content without needing to know HTML or other coding languages.

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You need to organize your content

The best CMS solutions help you organize and manage large amounts of content, making it easier to categorize, tag, and search for specific items.

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You plan to scale

If your website is expected to grow in terms of content and traffic, the right content management system will help you scale efficiently without compromising performance.

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You need to publish on multiple channels

If your content strategy includes multiple channels (e.g., website, mobile app, social media), a CMS can streamline this process by centralizing content management.

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You need to collaborate on content

A CMS allows multiple users to collaborate on content creation and management, with features like version control and user permissions to ensure a smooth user experience across teams.

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You need flexibility on design

If you want to change the design or layout of your website without affecting the content, a CMS can separate content from presentation, making it easier to update the look and feel of your site.

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You need SEO and analytics

Many CMS platforms come with built-in SEO tools and analytics integrations, enabling you to track performance and make your content SEO-friendly for search engines.

What are the different types of CMS available today?

Coupled (traditional) CMS: In a coupled CMS, the front-end (presentation layer) and back-end (content management) are tightly integrated. This architecture is straightforward and easy to implement, making it suitable for simple websites, small businesses and startups.

Decoupled CMS: A decoupled CMS separates the front-end and back-end, allowing content to be managed independently of its presentation. This provides more flexibility in how content is delivered across different channels.

Headless CMS: A headless CMS has no front-end, focusing solely on content management. Content is delivered via APIs to any front-end or device, offering maximum flexibility for developers.

Hybrid CMS: A hybrid CMS combines features of both coupled and headless architectures, offering the flexibility of headless CMS with the ease of use of a traditional CMS.

SaaS CMS: A Software as a Service (SaaS) CMS is hosted in the cloud and managed by a third-party provider. This type of CMS is easy to set up and maintain, with regular updates and support and is suited to mid-sized and enterprise companies.

The process of choosing the right CMS is going to take time. Think months, not weeks as it is worth taking a considered and careful approach. Whether you choose a headless CMS, traditional CMS, or hybrid CMS, the right CMS will pay off immensely when it comes to ROI.

Find out more about the benefits of a new content management system and how to lower TCO with your next CMS.