System
Confluence Cloud
Short description
Marketing and Sales teams navigate a shared go-to-market Confluence space via a structured, role-aware menu that surfaces campaign documentation, messaging frameworks, sales playbooks, competitive intelligence, and enablement materials, reducing content fragmentation and giving commercial teams immediate access during fast sales cycles.
Challenge
Marketing and Sales teams share a Confluence space that rapidly grows with campaign briefs, brand guidelines, sales deck references, pricing documents, competitive battlecards, and partner enablement materials.
Sales representatives in customer-facing situations cannot search for positioning documents or competitive comparisons; they need immediate access.
Marketing teams spend time answering "where is the latest messaging?" questions from Sales.
Without structured navigation, the space becomes an untrustworthy dumping ground that both teams avoid relying on.
Actors
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📣 Clara – Marketing Director
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💼 James – Senior Account Executive
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🤝 Nina – Sales Enablement Manager
Actors Goals
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Clara, the marketing director, wants to ensure that all campaign assets, brand guidelines, and messaging frameworks are consistently accessible to the Sales team — and that outdated materials do not surface alongside current ones.
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James needs instant access to competitive battlecards, pricing guidelines, and product positioning documents when preparing for or during customer conversations.
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Nina wants to structure the space so new Sales reps can onboard quickly into the go-to-market knowledge base, and so the broader team can self-serve enablement content without relying on her for every request.
Use Case Scenario (step-by-step)
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The Marketing & Sales Confluence space contains campaign documentation, brand asset references, sales playbooks, competitor analysis, pricing pages, and partner materials, created by both teams over multiple quarters with inconsistent naming and page organization.
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Clara, as a Confluence Administrator for the Marketing & Sales space, opens the SubSpace Navigation configuration panel within the space.
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Clara and Nina co-design a new In-Space Menu with top-level navigation items reflecting how both teams actually use the space: Active Campaigns, Messaging & Positioning, Sales Playbooks, Competitive Intelligence, Pricing & Packaging, and Enablement Resources.
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Under "Active Campaigns," Clara adds a CQL query returning pages labeled "campaign" sorted by creation date descending, ensuring only current and recent campaigns surface, with older archived campaigns naturally falling off.
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An "Enablement Resources" section is created with a dedicated "New to Sales?" folder containing onboarding links for the sales methodology, ICP documentation, and demo guidelines, giving new reps a clear starting path.
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Icons and brand-aligned color choices are applied to the menu using SubSpace Navigation's Menu Style configuration, making the space feel owned and intentional rather than a generic wiki.
Outcome
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New Sales reps are onboarded into the go-to-market knowledge base faster through the curated "New to Sales?" path.
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Marketing and Sales work from the same structured knowledge base, reducing misalignment on messaging and positioning.
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The space becomes a trusted hub that both teams maintain and rely on across the full deal lifecycle.
Implementation Details
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Install SubSpace Navigation for Confluence Cloud from the Atlassian Marketplace.
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Open the Marketing & Sales Confluence space and access the SubSpace Navigation configuration icon.
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Define top-level folders co-designed with Marketing and Sales stakeholders to reflect actual usage patterns, not page hierarchy.
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Create a "New to Sales?" onboarding folder under Enablement Resources with curated links for new hires.
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Use Menu Style configuration to apply brand-aligned colors and icons that resonate with the go-to-market team identity.