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Omnichannel illustration: a woman on the phone in a store, linked to a website, an app, a chat and an in-store screen

Omnichannel CMS and tools for your strategy

CDPCMS

Delphine Morisset

An omnichannel strategy gives customers one consistent experience across every channel they use: website, mobile app, email, social media, customer service and stores. It rests on five things: structured content, a way to deliver it to each channel, integrations between your tools, shared customer data and common governance.

This article explains what omnichannel means, how it differs from multichannel, which families of omnichannel tools take part (CMS, DAM, PIM, CDP, analytics, CRM) and how to choose an omnichannel CMS.

What is an omnichannel strategy?

An omnichannel strategy takes into account all the channels a brand uses and connects them, so that a customer who moves from one channel to another keeps the same context, the same message and the same level of service. The channels are the website, mobile and tablet browsing, mobile applications, email, social networks, advertising, customer support and, where relevant, physical points of sale.

Three goals stand out:

  • Brand consistency across every channel, while adapting to the format of each.
  • Consistent, even complementary, experiences from one channel to the next.
  • A complete view of each customer, built from the data collected on every channel.

Omnichannel or multichannel: what is the difference?

Multichannel means being present on several channels. Omnichannel means connecting them.

MultichannelOmnichannel
Starting pointEach channel and its own teamThe customer journey
ContentProduced for each channelStructured once, adapted to each channel
DataOne silo per channelShared customer data
Customer experienceDifferent from one channel to the nextContinuous across channels

An omnichannel journey does not need every possible channel. A website, a mobile application and email, connected through shared data and shared content, already make a journey that follows the customer.

What an omnichannel strategy requires

Omnichannel does not depend on a single architecture: what counts is that the content reaches every channel, through pages, APIs or both. What it demands is the same in every case:

  1. Structured content: a content model that separates the message from its presentation, so the same content can be reused and adapted.
  2. Delivery to each channel: pages for the website, APIs for applications and other channels.
  3. Integrations: connections between the CMS and the tools that hold product, asset, customer and campaign data.
  4. Shared customer data: one view of each customer, usable to personalize on every channel.
  5. Governance: roles, approval workflows and consistent rules across sites, brands and languages.

Omnichannel tools at a glance

An omnichannel strategy relies on several families of tools. Each one brings a different piece and none replaces the others. AI plugs into several of these families: it can enrich the profiles of a CDP, tag the assets of a DAM or summarize analytics results.

Family of toolsWhat it bringsWhen it comes in
CMS (content management system)Creates, organizes and publishes content for each channelFrom the start, as the base of the content model
DAM (digital asset management)Stores and distributes images, videos and documentsWhen the same assets feed several channels
PIM (product information management)Centralizes product data and its variantsWhen product data appears on several channels
CDP (customer data platform)Unifies customer data from every channel into one profileWhen you want to personalize and measure across channels
AnalyticsMeasures behavior and results per channel and per journeyThroughout, to adjust the strategy
CRM (customer relationship management)Holds contact and account historyWhen sales and service teams share data with marketing

To go further on these families, read what a DAM is, CDP use cases and what a digital experience platform is.

Omnichannel content management

Omnichannel content management means producing content once and publishing it on several channels. The CMS carries it: it stores content as structured fields, applies roles and approval workflows, manages languages and sites and delivers the content to each channel. AI can help adapt the same content to the format of each channel and translate it, with review staying human.

Two delivery modes coexist. Pages are assembled by the CMS for websites. APIs serve the same content to applications and other channels. A CMS that offers both, the hybrid approach, covers editorial pages and applications from one content base. To compare the approaches, read what a hybrid CMS is and what a headless CMS is.

Suite or stack: which approach for your tools?

A software suite groups several tools from one vendor, designed to work together. The switch from one tool to another is meant to be fluid and the data to flow inside the suite. A stack assembles the tool that fits each need, often as SaaS solutions you can replace as your needs change.

The two approaches can serve an omnichannel strategy. What matters is how well the tools connect to each other and to the CMS or DXP at the center of the strategy. With a suite, check which tools connect to it. With a stack, check which connectors exist for each tool. For the composable view, read what a composable DXP is and why to stack up, not suite out.

How to choose an omnichannel CMS

Seven criteria help you choose an omnichannel CMS:

  1. Content model: structured fields, reuse of content across channels.
  2. Delivery: page assembly and API for applications.
  3. Integrations: connectors to your DAM, PIM, CRM, analytics and marketing tools.
  4. Customer data: a built-in or connected CDP to personalize across channels.
  5. Multisite and multilingual: several sites, brands and languages managed from one tool.
  6. Governance: roles, approval and traceability.
  7. Total cost: license, hosting, integrations and operations.

For a broader grid, read how to choose a digital experience platform and 9 questions to ask yourself when choosing a multisite CMS.

AI in an omnichannel strategy

AI can speed up the production and adaptation of content for each channel, as well as the analysis of customer data, while decisions and review stay with people. The table shows, in general terms, where it comes in and what to check.

Omnichannel needHow AI helpsWhat to check
ContentDraft variants of the same content adapted to the format of each channelHuman review before publication and consistency with the brand message
LanguagesTranslate content into the languages of each marketReview by a native speaker and the brand glossary
Content classificationTag content automatically so it can be found and reused from one channel to anotherThat the tags follow the vocabulary shared across channels
Customer dataEnrich profiles and suggest segments from a unified customer viewThe legal basis and the retention rules
PersonalizationAdapt the content offered based on the profile and journey of the visitorThat personalization rules stay understandable and under the control of the teams
Customer serviceChat assistants on the site and the appThe source of the answers given to customers and the handover to a person
MeasurementSummarize results by channel and flag gapsThat the indicators stay the ones set in the strategy

Omnichannel with Jahia

Jahia is an enterprise CMS and DXP for multisite, multibrand and multilingual projects. It brings together content management and customer data:

  • Content: a CMS with hybrid publishing, which combines visual editing and API delivery, for websites and for applications served by API.
  • Customer data: a customer data platform built into the CMS, based on Apache Unomi, an open source project, to build one profile per customer and personalize the experience.
  • Integrations: more than 1,000 connectors to link the tools of your stack to the platform.

On the AI side, the rich text editor in Jahia includes an AI assistant. Modules offer AI-assisted translation and automatic content tagging. Jahia's MCP server (Model Context Protocol) lets a language model perform content actions. The personalization engine adapts content based on the profile.

To see how the pieces fit in your context, contact us.

FAQ

What is an omnichannel strategy?

An omnichannel strategy connects all the channels a brand uses, so that customers keep the same context and the same experience from one channel to the next. It rests on structured content, delivery to each channel, integrations between tools, shared customer data and common governance.

What is an omnichannel CMS?

An omnichannel CMS is a content management system that lets you create content once and deliver it to several channels: websites, mobile applications and other touchpoints. It stores structured content, offers APIs and connects to the tools that hold customer, product and asset data.

How do companies use a CMS for an effective omnichannel strategy?

Companies use the CMS as the content base of the strategy. They model their content in structured fields, publish it on their sites, serve it to applications through APIs and connect the CMS to a DAM, a PIM, a CRM and a customer data platform so that every channel uses the same content and the same customer view.

Which CMS has the best DXP for omnichannel marketing?

The answer depends on your needs. Check seven points: the content model, delivery to each channel, integrations, customer data, multisite and multilingual management, governance and total cost. Jahia is a CMS and DXP that combines hybrid publishing, a built-in customer data platform and more than 1,000 connectors.

What is the difference between omnichannel and multichannel?

Multichannel means being present on several channels, each with its own content and data. Omnichannel connects those channels around the customer journey, with shared content and shared customer data, so the experience stays continuous from one channel to the next.

Which tools support an omnichannel strategy?

Six families of tools take part: the CMS for content, the DAM for images and videos, the PIM for product data, the CDP for customer data, analytics for measurement and the CRM for customer history. What matters is how well they connect to each other and to the CMS or DXP.

Portrait of Delphine Morisset

Delphine Morisset

Product Marketing Manager 

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