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What is ClearSlide?

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…

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What is ClearSlide?

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…

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Prezi’s advantage over static slides is that its interactive, zoomable canvas shows the relationship between the big picture and the fine details. The vendor’s value proposition is that this puts ideas in context, and makes them more likely to resonate, motivate, and be remembered.

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Product Details

What is ClearSlide?

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 forecasting. For content users and creators, ClearSlide makes it easy to organize and recommend content tailored by sales stage, with next-step interaction suggestions. For reps, ClearSlide delivers content, communications, and real-time analytics in a single, unified Sales Engagement Platform experience.

ClearSlide is a BigTinCan company, since the December 2020 acquisition.

ClearSlide Video

Learn how the Sacramento Kings basketball team, Lamar Advertising, Revionics, WGSN, LiveIntent, The Economist, and LinkedIn have all used ClearSlide to improve the way they sell. ClearSlide is Sales Enablement + Engagement. Content, communications, and insights at your finger...
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Cirrus Insight are common alternatives for ClearSlide.

Reviewers rate Implementation Rating highest, with a score of 9.

The most common users of ClearSlide are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


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(1-25 of 56)
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Score 7 out of 10
Vetted Review
Verified User
Client meetings and presentations; sending presentations as follow-up or if we're unable to schedule a meeting
  • Screensharing
  • Sending of presentations with ability to track views/activity
  • Sharing of meeting content/materials among team
  • Frequent tech issues
  • Ability to let others share their screen is not straight forward
Clearslide is a great tool for sending presentations/materials to clients when you wish to be able to track whether it has been viewed/how often it's viewed etc. Additionally, the ability to easily share your presentation without having to share your screen or have the presentation you're sharing take over the whole screen is nice.
Score 9 out of 10
Vetted Review
Verified User
I use ClearSlide regularly to put together presentations for clients. ClearSlide makes it easy to create presentations that can be shared with clients with a simple link creation. The ability to pull slides from other presentations and simply hide or show selected slides for a specific client saves tons of time when it comes to sending material to clients.
  • Easily share presentations
  • Track clicks and views of presentations
  • Create presentations
  • Edit features of slides. Once a ppt has been uploaded you are limited on what is able to be edited.
  • Google Slides integration
  • When copying a slide or presentation if enter key is pressed instead of the "Create" button it fails to create the copy.
  • Improvements to search functions.
Any scenario that uses slideshows to present or send to clients or employees. Especially in sales the capabilities make sending the same deck to different clients easy and have amazing tracking features to ensure clients are viewing and engaging with the material.
Score 9 out of 10
Vetted Review
Verified User
Clearslide is our one-stop shop for all things file sharing. We often need to share multiple proposal iterations or large files with clients, both big and small, and Clearslide allows a simple way to do that without tripping any email filters or firewalls. In addition, Clearslide provides solid intel about who opens each file, at what time, and from where, which allows our sales team and client services team additional intel on how we service and reach out to clients and prospects.
  • Clearslide makes it simple to upload files of all types and sizes and share them with a single unique link.
  • Clearslide enables direct screen sharing and connectivity with clients to review documents and files in real-time.
  • Clearslide maintains a full database of the files you've uploaded and used, along with intel on who has viewed them, and for how long.
  • It is difficult to share video and audio files sometimes, and individual image files often come through compressed or odd-looking.
  • Uploading large documents can take additional time.
  • Adding a shorter URL link would be helpful, as the link is very long.
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.
Alex Brielmann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clearslide has been a lifesaver for my company since we decided to purchase it. It is used by our marketing and sales planning teams to start our sales process, and then our sales team and client services team to seal the deal. We use it to house all of our sales and pre-sales materials, making it an easy one-stop-shop for any document our teams need. Everything is simple to find in easy to search locations, making our process smooth, and each team has an easy time using it.
  • Stores all crucial documents in an easy to navigate fashion
  • Allows seamless upload to Salesforce for archiving
  • Customer support could be a little more robust
  • Inability to reverse screen share
Our organization has used ClearSlide as an organization tool first and screen sharing second. We had a terrible system in place to organize all documents, both pre and post-sales. Some documents were in google docs, some were in Salesforce Chatter, and some were in emails; they were just everywhere. ClearSlide has allowed us to make finding our needed documents fast and easy, which has been a huge win. Being able to track presentations has just been a bonus.
Score 7 out of 10
Vetted Review
Verified User
It is only being used by the sales org to help determine how long clients are spending on certain slides in presentation decks/sales decks we send out. It is helpful because you can see how engaged the client is with the material we send over.
  • It provides how long users spend on each slide/how engaged - shows exactly which content is relevant and which pieces they just gloss over.
  • The UX/UI is pretty easy to use.
  • The actual calling capability isn't great, I had many dropped calls or fuzzy calls when done directly through the ClearSlide tool.
  • When uploading content I wish you could edit it further within ClearSlide, because now I have to exit to go back to the original program to do so.
It is well suited for sales organizations who are trying to determine which slides or pieces of content are relevant to their target audience, and which slides might be able to go or deleted since the clients don't find them useful.
Jason Carlage | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We used Clearslide to present our product to customers and to train customers. We wanted something that allowed for easy screenshare to engage our prospects, and we also were interested in some of the analytics it provided that told us how engaged potential customers were.
  • 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.
  • When a prospect is not using Google Chrome, they have to go through a few steps to allow for screenshare. Not every prospect is comfortable with downloading software for a sales pitch, and some get overwhelmed.
  • It's not very straightforward to connect to audio. It doesn't happen automatically, and to enable it you have to click on "dial in via web client".
  • There is a charge for using the conference line. It's a nominal fee of a few cents per minute, but with multiple reps using the site for many hours per month, this can add up a bit.
ClearSlide is quite easy to use and effective when presenting information and sharing screen. It's also easy for the prospect to access your site; they just click on a link. If an inside sales manager was looking to find out where his/her team might be losing prospects, Clearslide would be a great choice because the analytics show exactly how engaged a prospect is and at what point they start to lose interest. There is a monthly cost/annual contract involved to Clearslide, so for a startup that is very cost-conscious it might be best to investigate free conference/screenshare options, but the case could be made that the analytics will earn back the fee.
Score 7 out of 10
Vetted Review
Verified User
Clearslide is used to communicate with prospective students via email and on live demonstrations via the web. We used the data to track engagement of students with the material we sent them and that would help us gauge interaction and buy-in for the sale. This also gave us confidence in our presentations to the student because we would be able to tell where they were focused on as far as information is concerned and mold our sales presentations around that topic or subject.
  • Insight into engagement in material sent via email.
  • Possible sales presentation help by noting where the customer is most engaged.
  • Live meeting options to share your screen with a simple link.
  • Some of the information is less valuable than you would think because it comes off as "creepy" to know the things we do.
  • Those who are not particularly tech savvy may have issues understanding how to work with Clearslide.
ClearSlide is great for inside sales where a lot of emails are being sent. It's a good way to track engagement and open-rates of those emails and make sure your messaging is hitting the mark. It is also great for on-the-fly presentations when you're on the phone with a client who may need a little more visual influence.
Cassidy Ebert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use ClearSlide to publish PowerPoint/Google slides presentations for clients to review. We track who has viewed it, so we know who to follow up with. We also track where the viewer is from, what their email address is, what their title is and we use all of that information in a follow-up email.
  • Gives client data.
  • Shows which parts of the presentation are performing well.
  • Could give us even more data.
  • Could allow us to make changes once published.
It is great for anyone who sends decks/presentations to clients. It is a much neater way of sending something, where, if you send a Google slide or PowerPoint doc, you could always just edit it, or the person viewing it could edit it, which is unprofessional. This is more of a final version and looks professional.
Score 8 out of 10
Vetted Review
Verified User
It was being used across the company sales teams. It helped to make sure that our clients were thoroughly reading their proposals that we sent them via email, and we could see which pages were most closely scrutinized. This allowed us to address their concerns right away without having to probe too deeply.
  • Letting you know how long someone views a page - this is super helpful when figuring out their concerns!
  • Letting you know if the proposal has been opened - helps because you don't have to wait and wonder if they have seen the proposal.
  • The live walkthrough is really helpful so you can point things out while reviewing the proposal with your client.
  • I wish it applied to more than just documents, like when an email is opened
  • Sometimes it can give "false positives" where you think it's been opened but it hasn't. It doesn't happen often, but it happens every now and then.
ClearSlide is the most helpful when giving presentations to clients who are not there in person. It makes it so much easier to walk them through the presentation and you can see if they are skipping ahead or not pay attention (have opened other tabs, etc). Giving distance presentations is hard, but ClearSlide offers an easy helpful hand.
Score 6 out of 10
Vetted Review
Verified User
It is being used in my department as an email storage and data gathering tool. It addresses the need to manually write emails over and over again and it shows us the rate of our emails being read.
  • Email Storage
  • Read/open rate
  • Cadence retention
  • Data for opened email could be more expansive
  • Difficulty mass emailing
  • Many times, when I have conversations with customers, they tell me they have read my emails and are interested in the product, but ClearSlide says it was never opened.
It does help expedite emails by storing templates and old emails in your account. It is also nice for data collected on emails sent when it does it correctly.
Scott Isenga | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
CS is primarily being utilized by our revenue teams as a way to quickly access content and share collateral with prospects or current clients. A select number of research team members also utilize the platform to quickly send collateral to prospects or clients. CS is intended to streamline access of content across multiple revenue verticals and to track client engagement with collateral sent to them as part of the sales process. Our revenue teams also use CS as a conference line and presentation platform for client-facing meetings.
  • CS easily loads in any web browser for client-facing meetings, which is awesome. No longer having to rely on an application of plug-in loading to present slides or do a screen share makes things simple for our teams and clients.
  • CS Outlook Plugin is very handy. Being able to share links to collateral from an existing email window pane has been incredibly helpful. This feature is a serious improvement from the earlier version of CS where you could only create links to collateral via their browser site.
  • The tracking capabilities that CS has embedded with linked collateral have been helpful in our client engagement strategy as an organization. Seeing what a client has viewed and for how long helps us know what they care about. Also, if they forward or share the information, we can also track that engagement.
  • 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.
Our revenue organization is the primary user of CS, but we do have members of our research team also accessing some functions based on need. Overall, CS is a tool best suited for utilization by revenue teams, including both internal and external sales and account management/client success. As a whole, our organization uses CS primarily for conference line and online presentation sharing capabilities. Our secondary usage is for the content storage, sharing, and tracking features.
Marty Apple | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clearslide provides a place where our corporate marketing can place marketing and approved sales assets like presentations, videos, surveys, contracts, etc and allows sales access in a variety of ways. One can send in an email or campaign of multiple emails and track the use of each asset. Probably the most compelling use for Clearslide is presenting the assets. Clearslide can allow you to present to an audience of people without having to deal with WebEx/GoToMeeting download necessary for your attendees. They simply click on your URL and they are at the conference. As someone who has spent years around WebEx and other Web conferencing programs this is a huge advantage. The business problem we face is we need to gauge the trustworthiness of our prospects to view and share our information with their teams. Prior to Clearslide, we had no way to verify they were viewing or sharing our materials in the way we would ask. Clearslide measures the view time and tracks the view time of each page of the materials even when forwarded from original recipients. All in all, if your business needs to control the marketing materials for a large group, to ensure consistency in branding and messaging this is a perfect solution and salespeople will love how easy it is to present to prospects.
  • Sent materials to initial contact. He needed to include others. He forwarded and I could see how much time each participant spent reviewing, so understood their interest level.
  • Used to present to a group of 45 people in another state. Went well and received good feedback and no one had any issues viewing.
  • The interface is a bit clunky. Takes a little time to learn to navigate especially if you are maintaining the library of assets. Use a standard naming methodology before placing on Clearslide, it will make everything easier for sales, so they are not calling looking for things.
If sales have lots of freedom to customize presentations this may not be the best fit. Yesware/Cirrus Insight or other email extensions may be worth reviewing, in that case. If a lot of presenting the same or similar types of materials is common, this tool will let you replace WebEx and your sales team and prospects will be happier.
Score 7 out of 10
Vetted Review
Verified User
The sales team uses ClearSlide to do screen share demo's of my companies technology.
  • External prospects don't have to download anything to see my screen
  • I can house presentations in ClearSlide
  • I can track emails using ClearSlide
  • I don't know if this was a ClearSlide issue or something else, but my specific dial-in meeting number was used by another sales rep in a completely different company. We would dial-into each others meeting accidentally.
  • Gmail plugin - Remind me if someone hasn't opened an email I sent to them.
  • Gmail plugin allowing users to send out links to their calendar embedded in the body of the email.
If you are a slide deck heavy sales pitch this is the solution for you.
Score 9 out of 10
Vetted Review
Verified User
We use ClearSlide to share presentations across our company of 6 offices in North America. I use ClearSlide almost every day to share presentations with internal stakeholders as well as my clients.
  • It is really great for presentation sharing - I like that you can see how many people have joined the presentation.
  • It is also good for screen sharing. I work with someone in India and it is helpful.
  • I like being able to share presentation links with co-workers and clients, and I love that I get notified when they click on the link! It is also helpful to be able to reference which slides they looked at.
  • With the dial-ins, we've had some issues with ringing noises in the background when multiple people join the call. Something about needing to re-set the conference link, which is tedious.
Good for client presentations, screen sharing, and internal meetings.
Less appropriate for high-pressure meetings where you will have a bunch of people joining remotely (since sometimes there are issues with feedback).
Kollin Wadsack | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
ClearSlide is being used by the Sales department as a content management tool. The sales team uses it to store email templates, track clicks/opens on emails sent, and to share content among peers. This addresses the issue of having to generate a new email every time you need to send an email or respond to one. This tool also helped us share successful email templates easily
  • Storing email templates for easy use
  • Tracking click and open rates of emails
  • Storage of email templates, allowing for seamless sharing across teams
  • Can be buggy. Plenty of days where the ClearSlide plugin just wouldn't work
  • Poor email scheduling features. It was tough to set up mass email blasts or 1-off emails to be sent at specified times and dates
  • We found a few examples where the data about click rates and open rates wasn't working, or was inaccurate
ClearSlide is great for email content management! If you need a solution to store and share email templates internally, this is perfect, but beyond that, ClearSlide isn't suited for most scenarios in our day-to-day. We found that, even though ClearSlide tracks email open rates, many times that data wasn't available or just wrong. ClearSlide's ability to do effective email campaigns, blasts, and automated responses were lacking.
David Cortez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The Professional Diversity Network uses ClearSlide specifically for our Business Development Team. It allows the team to easily and efficiently hold business meetings with current and prospective customers and outline how they would be able to utilize our services. The email functionality is also something that is widely used as it allows the team to see gain insight as to who and when customers are viewing our sales materials.
  • Email Functionality - Creation of general templates to be constantly used as well as allowing the team to gain insight as to who is opening and viewing the material. That makes the follow up much easier to have.
  • Presentations - Very easy to provide customers with a source link of where to view our presentation and also very easy to provide them with the ability to show their screen if needed. The fact that we can have several people on the presentation is helpful as well.
  • Salesforce Integration - Very important in our organization as we like to have any and all activity pertaining to customers housed in our CRM.
  • None
  • None
  • None
ClearSlide is well suited for on the fly conference calls that also calls for the ability to view the screen of the members in the meeting. I can recall several situations where I needed to hop on a call AND provide customers with information that was directly on my screen on the fly.
Stephanie Spurlock | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
ClearSlide is being used in our sales department and I believe several markets across our enterprise (not just Raleigh) have access to ClearSlide as well. Account executives, managers, and even our regional leaders are encouraged to use it as much as possible. The idea is to use ClearSlide for sending larger presentations to clients that are not in-market. Another benefit is to have real-time knowledge of when your proposal is being looked at, by who and what slides are a focus. That gives us, as salespeople, an edge up.
  • User-friendly. It's one of the easiest assets we have to be trained on.
  • Transparency. ClearSlide is super helpful in knowing when my client or prospect is engaged with the proposal and what content they seem to be focused on the most.
  • Data saver. I cannot tell you how many times I get bounce back emails for a file being too large. This is a great way to store and send information without clogging up your inbox or the receivers.
  • I don't have any.

Well suited:

1) When you have a larger presentation to send to an out-of-market client.

2) When you want to know when your presentation is being viewed and by who

3) Insight into what your client or prospect is focusing on in the presentation. Concept? Investment?

Max J. Kouris | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Clearslide is used by the inside sales team. It helped us with a few things:
  • Mass emailing to our clients
  • Screen sharing for our demos
  • A hub for documents across the floor
  • A hub of email templates across the floor
  • Being able to see who has opened our emails and what they viewed
  • Being able to screen share for easy demo access without the client needing to download anything. It's a simple link to send out.
  • Being a library of data for templates and content to send out to the clients. It's a good place to store information and easily send to your teammates to use.
  • Allowing us to send the email out, who has opened it and what they have viewed and how long they have viewed that document or email for - It helps us to follow up and talk about certain products. It's kind of mind reading.
  • The data that comes with it - the "Insights" - shows us a dashboard for our team to see who is using the software the most and how they are using it.
  • The Content tab can be more organizing
  • Animated powerpoint slides don't display great. Could use an admin bar on the side during screen sharing.
  • I wish I could have basic edit functionality within the slides in the interface.
With ClearSlide, salespeople can quickly and easily email their sales content to prospects and customers using a customized link, which allows them to:
  • Gain insight into the engagement with their content
ClearSlide provides the ability to present content remotely through Live Pitch.ClearSlide’s analytics can help sales leaders be more effective by providing them with actionable data to have meaningful conversations with their team.
June 15, 2018

Clearslide Review

Casey Shepler | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Most of our inside sales representatives are using Clearslide to get into a large client base. It allows us to reach out to many clients at the same time and get a better idea of their engagement with our emails.
  • reaching out to many clients simultaneously
  • It provides a better idea of client engagement
  • Also like using the conference line for demonstrations with multiple clients
  • We utilize this to show presentations to our clients virtually
  • System outages in the past have come at very bad times.
  • if you drag your mouse across the screen the website things you are trying to drop a file in which is annoying at times.
  • when sharing the screen. the movements of my mouse and what I am doing sometimes appears choppy to the client or is delayed.
If you do virtual demonstrations of products for clients this is a great solution.
Brian Neibaur | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I use Clearslide to facilitate both in person and remote slide deck presentations and demonstrations of our product. We also use Clearslide for conference calls and other presentations. I spend an equal amount of time in the office as well as selling in the field and use the Clearslide remote control app on my phone to run through slide decks in person with prospective clients.
  • I find Clearslide very easy to connect remote users. Very little firewall/ other IT hurdles to overcome
  • Uploading content and reviewing multiple presentations is very easy
  • The remote control phone app makes moving between slides mid presentation very easy
  • Screen share is also very easy to utilize which I did not find to be the case with competing systems
  • The conference call lines, especially international are not as reliable as I would like
  • Converting powerpoint animations could be easier so they present in the same way on Clearslide
  • The engagement metrics for viewers of a presentation is confusing in terms of what and how it measures the engagement of the viewers
The most compelling feature for me was the lack of software the viewer has to install on their side to join a presentation. Alternative systems like Go To Meeting and Webex seem to be hit and miss if the firewalls and IT policies on the viewer's side would allow them to connect. Clearslide also makes recording and cataloging meetings for after the fact review easy.
J. Carter Saunders | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
ClearSlide is a tool we utilize across our organization. Sales are probably the heaviest user of this tool. ClearSlide is the platform we use when presenting to prospecting clients, sharing materials internally within meetings, and to create links that track the views of pieces of collateral we are sharing with prospective clients. The main business problem it solves is related to sharing/presenting materials.
  • ClearSlide is a good tool to track the engagement of people you are sharing materials with.
  • ClearSlide is pretty intuitive and easy to navigate.
  • ClearSlide also allows me to share materials pretty easily.
  • I don't love the conference line. The recording message at the beginning is particularly annoying.
  • I also wish it were easier to share multiple links quicker. It's somewhat of a cumbersome process.
  • It can occasionally be challenging to find the right materials to share at the moment quick enough.
ClearSlide is great in a situation where you want to present a slide deck to a person outside of your organization. It is also great to track the opens of the materials you send (although I'm unsure if including these links potentially makes my emails go to spam). It can occasionally be challenging to use the screen sharing mechanism and I become hesitant to use that with people who are unfamiliar with the platform. Clearslide is sometimes inappropriate for people who are a little more "old school" and are hesitant to open links from parties they aren't overly comfortable with yet.
Brandon Gentry | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Our organization uses ClearSlide in sales and account management roles. The inside sales team are the primary users. While our outside sales team also use it when managing larger territories outside of major metro areas. I've personally used it in the Greater Boston region for 2+ years to reduce the amount of time spent driving to visit clients.
  • Viewer engagement reporting
  • Email tracking
  • Mass-emails
  • Audio and conference calling
  • Content management
  • Could improve mobile UX for the viewer
  • Include SSL on the branded domains so that viewers don't get the secure site prompt
  • Create scheduling tools that allow for mass emails to schedule webinar sessions
ClearSlide is the standard for web-based demos and slide presentations. At our organization, we use ClearSlide to email content during the prospecting phase and to present live content and screen shares. We love the viewer engagement ratings for this purpose. It's not as useful for the account management team because their needs are not as robust.
Will Sharry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Clearslide primarily to give online presentations, screenshare demonstrations, and to send trackable links to marketing collateral. Clearslide is used by the sales team, both Account Executives and Sales Development Reps, at every stage of the sales cycle. The trackable links allow SDRs to gauge interest in content sent. They easy to use presentation links allow AEs to quickly give demos and presentations at a moments notice without the prospect or client having to download any software or log into anything. It's a super easy and quick way to show off our products.
  • Super quick and easy for demonstrating our product and giving online presentations.
  • Super easy to upload marketing collateral and send to prospects and clients in a trackable way.
  • Clearslide can sometimes run into issues with prospects who have strict firewalls and does not work.
  • Clearslide has a slight lag when playing videos through the screen share.
Clearslide is excellent for online presentations and online demonstrations. Clearslide is excellent for sending trackable links to marketing collateral. Clearslide is also great for keeping track of what demonstrations were given to what prospects. It is also easy to record your demonstrations and send around internally or to other prospects/customers.
Steve Kim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Clearslide to house all our marketing material as well as track activity against specific collateral when it is sent externally. Clearslide is being used primarily by our sales and marketing teams. The platform allows us to control the material that are sales team uses in their pitches and ensure they are only using the most current and relevant collateral.
  • Clearslide provides an easy way for us to manage content and track activity against that content.
  • Clearslide provides a web sharing feature that allows our users to quickly find and present relevant content.
  • Clearslide provides detailed analytics to provides insight into the most relevant material.
  • The live pitch and presentation features could use work. The options are limited.
  • The content layout could use an upgrade. Sometimes our users find it difficult to find specific content.
If there is a lot of material and content that is specific to a group of prospects, Clearslide is extremely useful. We have certain products that are tailored for specific niches in the market and Clearslide allows us to manage this content. It is extremely important our users be able to locate and share this content with their specific prospects.
Trevor Derrett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
ClearSlide is being used by our entire sales department. It helps accelerate the sales process by identifying which prospects are engaged and which are not. It allows me to allocate my time more efficiently and dedicate further resources knowing which leads need more attention.
  • Live Pitch and screen share technology are very user-friendly
  • Tracking information is timely and accurate
  • Support team is fantastic
  • Interface is very user-friendly
  • Conference line sometimes lags.
Perfect in a sales environment, also very helpful on the customer service side as you're able to share your screen easily.
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