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February 22, 2020
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
January 09, 2020
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.
October 05, 2019
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.
July 04, 2019
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.
April 25, 2019
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.
June 26, 2018
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.
June 15, 2018
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
June 15, 2018
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.
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.
June 21, 2018
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.
June 15, 2018
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 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.
June 15, 2018
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
June 13, 2018
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
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.
September 29, 2017
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.
September 18, 2017
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.
September 08, 2017
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.
We were using Clearslide primarily for sales and marketing initiatives to present custom presentation for new prospective clients for in-person and online presentations.
- Clearslide helps sales execs and managers track presentation opens sent through email prospecting pretty well.
- Clearslide helps you manage presentations with multimedia creative assets, but struggles a bit with video streaming and managing video assets.
- Clearslide converts PowerPoint presentations to online viewing formats with some limited formatting issues.
- Clearslide's auto-renew billing practices are brutal, and they do not inform customers before they charge your credit card. They should give customers alert in time so that they can reasonably cancel before the auto-renew period, especially if you cannot use their service.
- Clearslide doesn't always work well when you need it. If you are giving a presentation in a corporate environment with restricted internet access, you could be at a complete loss to deliver your presentation. Syncing issues abound, so it doesn't always make for a professional presentation option.
- Clearslide's customer success/customer support is non-existant in that they won't help you with issues - especially with billing and technical problems.
ClearSlide is being used as a sales engagement platform for real time demos and live pitches. It is also used for mass email updates to clients and prospects.
- Clearslide is extremely easy to access for a live pitch if you suddenly have a hot prospect on the phone. You just need to give them your URL so they can access the pitch. You have complete control over the pitch and can quickly screen share if you want to show them something outside of your pitch deck.
- Send email market updates to clients and prospects in mass email. Can see when and how often recipient opens email as well as when they access any pitch material you include. You can also send pitch material as a link within an Outlook email.
- Just started using videos to connect with prospects. Clearslide provides an easy to use platform for making and uploading your videos using a smart phone.
- When typing up an email pitch within clearslide, it does not allow you to save a draft if you have to go to a different screen for some reason. Have to start email over again.
June 03, 2015
ClearSlide is used by the regional sales team to deliver proposals and presentations to clients. It is also used by some of the sales staff at our resorts.
- Extremely user friendly, the interface with gmail is fabulous as quick as attaching a document.
- The notification system tells me when my client has previewed the material, how much time was spent viewing and offers a perfect invitation to call and speak to the client to move the sales process to the next step.
- The responsiveness and enthusiasm of the ClearSlide support team is terrific.
- The detailed analysis and data available any time helps me to see what presentations are the most effective and how I need to direct my sales efforts to increase sales.
- I would like to have a tutorial to create my own presentations more efficiently. I don't take the time to do it and would love to learn. It is sometimes difficult for me to upload items if they are not in a format it will accept. video, etc.
- It is pretty easy to use right now, the only improvement I could see would be to drag and drop a document or presentation in or out of the data base, like apple products.
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.
April 29, 2015
I am a part of The National Inside Sales teams at Target Media Partners, meaning we call businesses nationwide. ClearSlide gives my team the ability to conduct live presentation with or without a webcam. The webcam is a great way be there without having to physically be there. It also gives you the opportunity to combine a voice recording with a presentation deck and email it to a prospective client. ClearSlide then notifies you when the prospective client is viewing the document and how long they spend on each slide. I actually closed a couple of deals with this feature! It's definitely user friendly on all fronts, but if you need help with any features, ClearSlide has representative to walk you through the process.
- ClearSlide solution is so seamless. Uploading a presentation deck is as simple as upload a photo to Facebook. You can upload multiple types of files from Word Docs, PowerPoint, Excel, even Openoffice and Keynote files just to name a few. You can change the deck as a moments notice.
- Email Pitches are the best! It's a hyperlink to either the presentation or a customize proposal. I usually send them right after I have completed a webinar/presentation as a recap of our products and services. ClearSlide sends you an email notification when your email pitch it's being viewed by the receiving party.
- Live Pitch and Screen Sharing are definitely user friendly! You email a link to the client. The client clicks on the link and it takes them directly to the webinar. It's that simple.
- It would be awesome if ClearSlide had some type of follow-up/reminder tool that's linked to Outlook or any calendar to call the customer back. Meaning once all notes are recorded into ClearSlide you could set a reminder to pop-up on the day of the follow-up call through ClearSlide or Outlook. I would love that!
August 19, 2015
Primarily for Sales but we also use ClearSlide and for presenting complex regulatory issues and for sales training.
- Before ClearSlide, I had to schedule WebEx or GoToMeetings AND WAIT until I could present our services more clearly. Now that I have ClearSlide, I am able to jump right into my presentations when I first have my clients on the phone, which essentially skips the step of scheduling a demo or meeting. This has dramatically shortened my sales cycle.
- Most of the time when I’m doing sales, I am presenting to someone who needs to capture all my key points and present them to the decision maker (or the Board of Trustees). ClearSlide has essentially turned me into a Sales trainer where I walk my prospects through our processes and then they are prepared to sell my companies services to the decision maker for me. This has boosted my revenue for the two primary business services my company offers.
- I love the features where you can drop a "pin" on the various slides I'm presenting, guiding the clients eyes as I navigate the slides. This helps keep the client engaged on our call instead of "zoning out". This helps me present my services faster which saves time. Time is Money!
- If they could have a better way to schedule meetings/webinars.
- Allow the ability to drop "pins" on the Live screen share demo. You can only do this on the slides you have loaded on the application.
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.
ClearSlide Scorecard Summary
What is ClearSlide?
ClearSlide Video
Introduction to Clearslide
ClearSlide Competitors
ClearSlide Pricing
- Does not have featureFree Trial Available?No
- Has featureFree or Freemium Version Available?Yes
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
ClearSlide Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |
Frequently Asked Questions
What are ClearSlide's top competitors?
What is ClearSlide's best feature?
Reviewers rate Implementation Rating highest, with a score of 9.
Who uses ClearSlide?
The most common users of ClearSlide are from Mid-size Companies and the Computer Software industry.