File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
(Based on 9 reviews)
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
(Based on 10 reviews)
Keep track of incrementally changing versions of the same file.
Multiple users can collaborate on document creation, annotation, and review.
(Based on 27 reviews)
Autogenerate documents based on templates and form submission.
Able to create and manage submittable user forms.
(Based on 22 reviews)
Portals and Sites
Able to create user portals and sites.
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Can easily find files via a simple and/or advanced search.
(Based on 29 reviews)
Ability to access documents via a web interface without a client being installed on a device.
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
(Based on 12 reviews)
The workflow engine provides relevant and customizable conditions on which to execute rules.
Any action a user can perform in the system can be specified as an automated action.
(Based on 16 reviews)
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Ability to import sales and marketing collateral built outside of the solution
(Based on 64 reviews)
Overall functionality of building unique sales and marketing collateral within the product
(Based on 58 reviews)
Pre-built templates for fast and simple content creation
Ability to search through all content to easily find necessary collateral
(Based on 69 reviews)
Overall storage and organziation capabilities
(Based on 72 reviews)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Onboarding and offboarding team members with Active Directory/SAML-based identity providers.
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Administer storage limits by user or group.
(Based on 25 reviews)
Choose at which data center your files should be stored.
Stores and transfers files in secure environment.
Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral
(Based on 61 reviews)
Notification as to when a prospects interacts with a piece of collateral
The level of engagement for a specific account based on the presented collateral
(Based on 46 reviews)
How frequently sales teams use a particular piece of content and its effectiveness
(Based on 62 reviews)
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
Enables custom integration to external systems.
Ability to present to a prospect in-person
(Based on 51 reviews)
Virtual presentation capabilities via sharing screens
(Based on 39 reviews)
The option to present live on a mobile device
(Based on 32 reviews)