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What is bSource?

This innovative sales enablement solution allows your home office to maintain comprehensive oversight of all files and folders, guaranteeing uninterrupted access management at all times. With just a click, any file or folder can be quickly replaced or updated, facilitating a smooth workflow transition from the back office to the field without imposing extra demands on sales representatives. This efficiency ensures that relevant files are always readily accessible in the right folders when required. The bSource Enterprise Content Management application also offers the ability to password-protect sensitive files and folders, safeguarding your representatives from accidentally disclosing confidential information to clients. In addition, you can set up various levels of permission hierarchies, allowing for the appropriate distribution of materials to specific individuals. Moreover, the Enterprise Content Management app for iPad enables your representatives to import, create, and manage their own content seamlessly, equipping them with the necessary tools to effectively organize all non-confidential files and folders. This capability significantly aids in their preparation for daily sales calls and presentations. Overall, this well-rounded approach not only boosts productivity but also ensures that your sales team has immediate access to the essential resources they need to succeed in their roles and drive results.

What is Attach2Dynamics?

Attach2Dynamics is a document management solution that facilitates the effortless management of attachments across various cloud storage platforms, including SharePoint, Dropbox, and Azure Blob Storage, while seamlessly integrating with Dynamics 365 CRM. Users can easily drag and drop files, or select multiple files or a single folder for upload to their preferred cloud storage. The interface is designed for convenience, enabling users to view all files and folders linked to the current record in the configured cloud storage. In addition to these features, you have the ability to rename, email, delete, and preview files or folders, as well as generate shareable hyperlinks for easy distribution to others directly from Dynamics 365 CRM. This comprehensive functionality streamlines workflow and enhances collaboration among team members.

Media

Media

No images available

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

Integrations Supported

Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ai2

Date Founded

1986

Company Location

United States

Company Website

www.ai2.com

Company Facts

Organization Name

Inogic

Date Founded

2006

Company Location

India

Company Website

www.inogic.com

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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