ClearSlide enables sales and marketing teams to find content, communicate it whether in-person, on the phone or through email, and get insights into how customers engage, with the goal of helping sales and marketing teams make every interaction count and create amazing customer experiences. ClearSlide is a system of engagement for sales, marketing & services teams. For managers and leaders, ClearSlide provides engagement dashboards to improve deal visibility, coaching, and stronger…
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ContactMonkey
Score 6.0 out of 10
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ContactMonkey tracks internal communications via email, and is a plugin for Outlook and Gmail. ContactMonkey gives users the following capabilities: - Track who opens emails, how many times, in what locations, and what email client or mobile device was used. - Track who clicked the hyperlinks in emails (link to LinkedIn profile, company website, proposal, etc.) - See Open Activities and Activity History - Log a Call, Create a Task and Add an Event - Create, Update or…
Clearslide makes it easy to share files with anyone via a single link. It simplifies the process of document sharing in the new "work from home" age we have now and allows multiple parties to view the same document, either simultaneously or separately. It is less appropriate for sensitive information, as the link can easily be shared between parties or forwarded on, so there is no gatekeeping.
If you are a sales rep and want to know if your email has been opened without having to use receipts this is perfect. However, many people find this intrusive and inappropriate. I don't believe in this day and age there should be a moral outrage to track your emails but it happens. I particularly like it for Outlook 2016. I've tried Yesaware but found this better suited.
Analytics: for sales, especially when selling virtually, it can be difficult to know if your customers are engaged with the presentation. Clearslide will give you reports that indicate how long customers were viewing what you were presenting, if/when you lost them, and at what place in your presentation you lost them. It can also show you how long potential customers spent reviewing follow-up materials you've sent them.
Screenshare: the screenshare functionality, when using Google Chrome, is very seamless, and the customer can take over the screenshare without needing any downloads or plug-ins.
Presenting: It's quite easy to present material with Clearslide, and to move between materials that you are presenting.
Call quality with CS has always been an issue in my two (2) years of experience with the platform. CS upgraded their phone provider in winter 2018, but the call quality has only been marginally improved from my perspective. Also, with the switch to a new phone provider, users are required to use a new conference line, access number, and a leader pin. The leader pin is new and adds an extra step to setting up a conference line, which seems unnecessary.
Content curation is probably my biggest issue with CS. With previous experience in a sales enablement company, I've seen how content can be curated to map to the seller's specific stage in a deal cycle, which is what most companies want. CS does not have this functionality from my perspective, and if it does, then overall curation capabilities are weak. Rather than curating content to match a seller's current point in a sales process, CS relies on surfacing content that is most popular or recently added. There is a search feature, which works well if you know what the collateral is called, but it is not scanning the content of documents to find what is most relevant. I equate the content feature of CS to a search that you would do in your computer's "Download" folder or even in Dropbox. If your company is smaller and only needs to surface a few pieces of collateral, then CS will work fine. If your organization is larger with large amounts of specific collateral, then I would look elsewhere.
The CS plugins for Outlook, Gmail, or your web browser are great ideas but executed poorly. The integrations have caused a lot of headaches for colleagues and me since their release. They have caused our email to close unexpectedly, content to not be linked properly, or emails to not be tracked. The idea for these integrations was to reduce the amount of time a seller has to jump between windows, which is awesome, but the integrations are full of glitches. One of the biggest glitches I've seen is how CS, Grammarly, and Outlook all work together. CS is always the component of those three that causes everything to freeze or crash. In short, the integrations are a great idea but executed poorly at this time.
ClearSlide is embedded in our culture and in our organization. The sales and marketing teams use ClearSlide on a daily basis to share information and presentations as well as communicate "what is working." Our leadership uses the analytics to provide improved feedback and coaching regarding bottlenecks our representatives are experiencing.
Its easy to use from a presenter's perspective. Its web based so anyone who can navigate Facebook can open a live pitch or shared file. This makes it easy to give live demos, share files, and share screens with out downloading any software or installing java patches
I was mostly involved in the implementation process and syncing ClearSlide with Salesforce, and I would say the support was mostly average. It took a few times to get everything scheduled, and a lot of the process was left up to me. I was reading through the documents that they supplied. It wasn't complicated, but more direct support would have been appreciated.
ClearSlide stacks up to be as good as any of the aforementioned tools. We selected Clearslide because of its ease of use and implementation. It did not take our team too long to get acclimated with how ClearSlide works and how they would be using it, allowing them to generate more meetings and more revenue.
Contact Monkey was the best solution for Outlook 2016. While Yesaware is a good product with Microsoft 365 integration, I found it expensive and too feature rich for what I needed. If you are just trying to find something simple that does what you need well and cheap, this is the best solution on the market. It does have Salesforce integration but I just use the Salesforce product that is free and provides the same or more prospect info.
This product ROCKS!!!! ClearSlide shortened my sales cycle by over 50% by enabling to jump right into a LIVE demo on an initial client call so I don't have to waste time scheduling a demo at later date. People are busy and finding a time to schedule a call can take days or weeks
I've found companies that have shared my email and opened the email 20-60 times but never responded. It gave me an absolute understanding that this was a hot company
Sometimes knowing your email is being opened can be very frustrating if you cannot get a response. However, at least you know it was read and they are not interested.
My boss and fellow employee's don't like the fact that I know where they are located. It's somewhat divisive in that sense.
