TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ClearSlide

    Score8 out of 10
    N/AClearSlide 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…N/A

    Fin

    Score8.8 out of 10
    N/AFin is an AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale.

    $0.99

    one-time fee per outcome

    Pricing
    ClearSlideFin
    Editions & Modules
    No answers on this topic
    Fin with your current helpdesk
    $0.99
    one-time fee per outcome
    Fin with the Intercom helpdesk
    from $19 + $0.99 per Fin outcome
    per month per seat
    Pro add-on
    from $99
    per month
    Offerings
    Pricing Offerings
    ClearSlideFin
    Free Trial
    NoYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—90-Day Money-Back Guarantee Fin includes a 90-day money-back guarantee. Customers must use Fin in at least 250 conversations during the first 90 days of their subscription following the trial period. Customers who are not satisfied may request a refund within 90 days of starting their subscription. Eligibility: Available to high-volume customers handling more than 250,000 conversations per month in North America and Europe.
    More Pricing Information
    Community Pulse
    ClearSlideFin
    Considered Both Products
    Bigtincan
    No answer on this topic
    Fin
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    7 Answers
    99%
    Would buy again
    424 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    7 Answers
    97%
    Delivers good value for the price
    341 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    7 Answers
    98%
    Happy with the feature set
    417 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    94%
    Lived up to sales and marketing promises
    230 Answers
    Implementation went as expected
    No answers on this topic
    93%
    Implementation went as expected
    286 Answers
    Best Alternatives
    ClearSlideFin
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    Mediafly
    Score7.7 out of 10
    No answers on this topic
    Medium-sized Companies
    Mediafly
    Score7.7 out of 10
    No answers on this topic
    Enterprises
    No answers on this topic
    Sprinklr Service
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ClearSlideFin
    Likelihood to Recommend
    6.1
    (56 ratings)
    8.9
    (490 ratings)
    Likelihood to Renew
    7.7
    (29 ratings)
    10.0
    (21 ratings)
    Usability
    6.3
    (5 ratings)
    8.3
    (398 ratings)
    Availability
    7.9
    (4 ratings)
    9.1
    (1 ratings)
    Performance
    10.0
    (1 ratings)
    9.1
    (1 ratings)
    Support Rating
    6.8
    (7 ratings)
    6.4
    (11 ratings)
    Online Training
    8.0
    (2 ratings)
    7.4
    (2 ratings)
    Implementation Rating
    9.0
    (3 ratings)
    6.6
    (5 ratings)
    Product Scalability
    9.1
    (1 ratings)
    9.1
    (1 ratings)
    User Testimonials
    ClearSlideFin
    Likelihood to Recommend
    Bigtincan
    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.
    Incentivized
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    Fin
    I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.
    Incentivized
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    Pros
    Bigtincan
    • 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.
    Incentivized
    Read full review
    Fin
    • The AI agent can answer our users' questions accurately based on the information available in our Help Center.
    • Ability to set up workflows and procedures helps our team automate repetitive tasks.
    • The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.
    Incentivized
    Read full review
    Cons
    Bigtincan
    • 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.
    Incentivized
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    Fin
    • I wish I could pull reports on the conversations that have been closed.
    • I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.
    Incentivized
    Read full review
    Likelihood to Renew
    Bigtincan
    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.
    Incentivized
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    Fin
    We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.
    Incentivized
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    Usability
    Bigtincan
    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
    Incentivized
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    Fin
    Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.
    Read full review
    Reliability and Availability
    Bigtincan
    It wasn't 100% but it was better than our experience with GoToMeeting.
    Read full review
    Fin
    always there
    Incentivized
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    Performance
    Bigtincan
    No answers on this topic
    Fin
    Fin is super quick and top notch.
    Incentivized
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    Support Rating
    Bigtincan
    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.
    Incentivized
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    Fin
    I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.
    Incentivized
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    Online Training
    Bigtincan
    They do a good job
    Read full review
    Fin
    It was great. We were able to walk through step by step and get our questions answered along the way.
    Incentivized
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    Implementation Rating
    Bigtincan
    Web based so easy for them to configure account
    Read full review
    Fin
    The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.
    Incentivized
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    Alternatives Considered
    Bigtincan
    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.
    Incentivized
    Read full review
    Fin
    Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.
    Read full review
    Scalability
    Bigtincan
    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
    Read full review
    Fin
    The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin
    Incentivized
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    Return on Investment
    Bigtincan
    • Has helped us close more deals because of the easy "on the fly" screen share
    • Also, you get a notification when people view your information so having that, I have followed up shortly after and closed the deal
    • Helps my team with all external presentations
    Incentivized
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    Fin
    • New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
    • Enabling Fin has also reduced our response time and allowed us to meet SLA's.
    Incentivized
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    ScreenShots

    Fin Screenshots

    Screenshot of Fin handling a complex query. Fin can securely retrieve data and take action in external systems like Shopify, Stripe, and Salesforce.Screenshot of Fin works across phone, email, chat, Slack, and more so every customer receives accurate, personalized responses, wherever they reach out.Screenshot of Procedures to train Fin to handle queries with multiple steps, business logic and third-party systems from start to finish. Natural language instructions can be combined with deterministic controls to create powerful Procedures that follow exact rules when needed.Screenshot of AI powered Insights and QA products, proactively showing you dominant and emergent trends and topics in your customer experience, as well as one-click recommendations to set live and immediately improve Fin's performance.Screenshot of Fin Operator. It spots problems, finds opportunities to improve, and acts on them, for example tuning Fin, keeping knowledge current, and scaling automation as business needs changes.Screenshot of the interface to customize Fin's tone of voice, teach it support knowledge and policies, and configure how it handles complex tasks in over 45 languages.