Likelihood to Recommend 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.
Read full review ZoomInfo Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. One area for improvement would be to allow other domain emails for marketing. I have my primary domain email, but when I'm reaching out to potential candidates I would rather use a different domain. This is not possible.
Read full review Pros 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. Read full review Track email opens and links clicked Auto-voicemail after calls Customizable templates Easily Integrates into Salesforce Easily add PDFs, word Docs., or URLs into templates Relevant merge fields. Read full review Cons 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. Read full review Hot Prospects - I don't find this particularly useful. A flame in varying colors doesn't tell me anything the Activity doesn't Read full review Likelihood to Renew 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.
Read full review I think the automated workflows and outstanding support are game-changers. I typically won't use a software platform that does not offer exceptional real-time support.
Read full review Usability 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
Read full review Reliability and Availability It wasn't 100% but it was better than our experience with GoToMeeting.
Read full review Support Rating 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.
Read full review Online Training They do a good job
Read full review Implementation Rating Web based so easy for them to configure account
Read full review Alternatives Considered 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.
David Cortez Sr. Manager of Operations/Salesforce Coordinator
Read full review Tellwise is a very promising communication platform for sales but still needs to mature. We chose CirrusInsight in the end.
Read full review Scalability 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 Return on Investment 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 Read full review Tellwise has freed up my time to focus on things other than sending emails individually. Organizing and editing groups within their tool is a breeze compared to attempting the same in Outlook, for example. Read full review ScreenShots ZoomInfo Engage Screenshots