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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 Saleswah CRM?

Saleswah CRM transcends the role of a mere contact management solution. This platform is ideal for businesses that engage in B2B sales, aim to set specific goals, manage sales territories, deal with multiple stakeholders, or have numerous customer-facing positions within their organization. The system is fundamentally designed around accounts, which are the businesses you target, and contacts, who are the employees within those companies. It simplifies processes such as uploading information, eliminating duplicates, merging any redundant entries, and tracking as well as grouping activity history related to each account and contact. Additionally, Saleswah accommodates both "Line functions" and "Staff functions," allowing for the organization of sales personnel in a clear linear hierarchy. This setup can also include marketing team members, call center representatives, and commercial staff who might not have direct sales targets. The hierarchical structure plays a dual role: it not only organizes the sales functions but also establishes necessary reporting relationships, approval processes, and other organizational requirements. Ultimately, Saleswah CRM is designed to enhance efficiency and streamline operations across various departments.

Media

Media

Integrations Supported

Google Workspace
Microsoft 365
QuickBooks Online

Integrations Supported

Google Workspace
Microsoft 365
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15/user/month
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

Anwesha CRM

Date Founded

2009

Company Location

India

Company Website

anwesha.in

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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