Tips, Tricks & Resources

New: All your collateral. Now accessible from Salesforce.com.

One File. Multiple Locations

Organization is one of the great things about Worksource. If a file is located in multiple places and it changes. Just make one update and it will update everywhere in the system.

Everything They Need

Make sure reps have everything they need to succeed in the field. Collateral, training materials, forms, etc.

We live in a world of ‘right-now’

We live in a world of "right-now" where instant gratification is the expected standard and mobile devices are the platform of choice for receiving, accessing and sharing information.

Reworking Work.

With Covid19, work is certainly not the same. How are you working now that work is not working?

How can we help?

Let us know if there is a feature or function that would help your team and we’ll get it into the platform.

What's the Dif? WS vs Box and Dropbox

What’s the difference between what Worksource offers and what Box.net or Dropbox can do? We've got answers.

Sometimes, Looks Do Matter

We’ve given our desktop and laptop Guide View a makeover and aligned mobile to web and desktop views, for a bigger, bolder, better looking interface.

Add Webinars to your Guides

In response to the pandemic, many clients are hosting webinars and online learning forums for customers and sales reps. Add these recorded webinars to your guide so reps can easily re-visit and share with customers.

Worksource From Home

With your Sales Team working from home, accessing Worksource from home is a great way for them to stay engaged with customers.

Why is Sales Enablement Critical to Modern Marketers?

Read our eBook on Why Sales Enablement is Critical to Modern Marketers

Let's Get Up and Running. It's Free!

We’re offering a free 30 day trial of the Worksource Platform. No risk. Give it a try!

What's The Dif?

What's the difference between Worksource.io and Salesforce.com? We've got answers.

Discussion Form Question:

Would you be interested in participating in a free discussion group platform for Reps, Distributors,Marketing & Sales across companies, as a general forum to share knowledge and learn?

The Single Source of Truth

Worksource serves as the Single Source of Truth for your organization. Everything is up to date and managed by a designated admin(s) ready for reps to access at any time. any where.

Multi Language Support

Worksource works well in any and all languages. Read more to understand how easy this is to set up.

Stop the Insanity

If you’re in marketing or sales admin, you probably get tired having to respond to the same request over and over again. Well, we've got you covered. Problem solved. Watch this video to see how we solve this pain point.

Lively Up Your Guides

Add cover images to Guide Pages to visually distinguish each page. A picture is worth a thousand words!

User Tags for Admins

Admins can now add tags to users in order to group them in meaningful ways. Read more to see how to use this feature.

Share & Track eMail Shares

We've upgraded sharing to allow reps to see if those email shares have been viewed and/or clicked on. Because you don't know what you don't know. (Now you do!)

Users, Groups & Guides

We’ve improved the “Permissions Architecture” for determining who can see what. We organize all the content in Guides and then allow those guides to be accessed and seen via users and groups.