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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Demandbase Sales Intelligence
Score 8.3 out of 10
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Demandbase Sales Intelligence Cloud injects Account Intelligence into every step of sale, to help the user sell smarter and leave flat-footed competitors wondering what happened. It is available a la carte, or as part of the Demandbase One solution.
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.
While InsideView seems more comprehensive than LinkedIn SalesNavigator, when you're looking to identify and save contacts with a particular area of responsibility (IT, for instance), Navigator provides results and means to track them more quickly and easily. Having to "unselect" every other job area category when initially landing on a company overview page in InsideView is tedious and time-consuming.
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 Prep' - a list of industry-related questions to ask my prospects during the phone call to enhance trust and credibility as a business partner.
Regularly scrubbed email and phone numbers of prospects. The verified direct-dial mobile number is GOLD. You may be able to get some of these elsewhere by paying extra with a separate standalone service. Having this integrated has improved my workflow, saving time from switching in and out of different apps.
The family tree of organizations is particularly useful for targeting enterprise accounts that often come with convoluted company shareholding structures.
'Challenges' and 'Trends' - information to engage prospects during conversations.
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.
As a system administrator, I wish I had access to real time reports regarding usage. Often times, senior leadership wants to know how their teams are using the information and who is using the software to its fullest. It's a pain to have to email InsideView and ask for a report.
We are a global organization and there is not a lot of information regarding companies outside the US. I know they are working on this, but my global field reps are anxiously waiting to use the software too.
I wish InsideView put out more "tips and tricks" documents. There does not seem to be a large repository of training documents. I am always looking to learn more, as are my reps.
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.
Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.
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
InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.
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.
We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.
We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.
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.
In my previous company, I was using both Linkedin and ZoomInfo, both of them were good, but there was a lot of restrictions with the basic versions, and when we shifted to the LinkedIn Sales Navigator, and ZoomInfo the quality improved but there was not much to get like InsideView. In my current company, at first we were using LinkedIn, but now I appreciate the decision made by our seniors to shift to InsideView. It is my personal opinion that I feel InsideView is better than LinkedIn and ZoomInfo.
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
