Essential tool for our sales and marketing teams
We use Clearslide to house all our marketing material as well as track activity against specific collateral when it is sent externally. …
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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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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 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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ClearSlide Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
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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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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ClearSlide is a versatile platform that offers a wide range of use cases for businesses across various departments. Users have found ClearSlide particularly helpful for conducting live presentations and email pitches, enabling them to showcase their products to prospects globally without the need for travel. Inside sales teams have also benefited from ClearSlide during renewal periods and new sales, as it provides a time-efficient way to present to prospects and eliminates the logistical challenges of in-person meetings.
Account management and renewals have been made more streamlined with ClearSlide, allowing users to deliver clear presentations on the benefits of their cloud-based software and easily host webinars and multi-viewer trainings. Sales departments find value in ClearSlide's ability to reach out to prospects and leads effortlessly, simplifying the process of sending collateral and tracking engagement. This level of visibility into how prospects receive materials helps gauge engagement levels and ensure effective communication.
ClearSlide's utility extends beyond sales functions. Business development and telesales departments leverage its email templates and live demos features to share presentations seamlessly while maintaining high-quality conference lines. Corporate marketing departments appreciate the convenience of having all marketing and sales assets stored in one place, making it easy to send via email campaigns while also tracking asset engagement.
The insights provided by ClearSlide's analytics are highly valued by sales teams, enabling them to understand how prospects engage with presentations and materials. This data-driven approach helps accelerate the sales process by identifying engaged prospects promptly and allocating time and resources efficiently. Additionally, ClearSlide has proven itself useful in areas such as presenting complex regulatory issues, delivering sales training, showcasing university programs to prospective students, prospecting new clients for business-to-business sales teams, and facilitating intercommunications with clients company-wide.
Overall, ClearSlide has received positive feedback from users who appreciate its ability to simplify presentation delivery, enhance communication with clients and prospects, provide valuable analytics for leadership coaching, offer a centralized content management tool, reduce travel time, and facilitate engaging online presentations.
Convenience and efficiency: Users highly value Clearslide for its convenience and efficiency in facilitating effective communication and collaboration. Many reviewers appreciate the simplicity and user-friendly interface that Clearslide offers, making it effortless to upload content and review multiple presentations. The remote control phone app and screenshare feature are also highly valued for their ease of use and seamless experience. Reliability in connecting remote users: Clearslide is praised for its reliability in connecting remote users and minimizing IT hurdles. Several users have mentioned how the features provided by Clearslide, such as viewer engagement reporting, email tracking, mass-emails, audio and conference calling, and content management, contribute to a positive user experience. Detailed analytics for informed decision-making: Users appreciate Clearslide's ability to track customer engagement and provide detailed analytics. This feature allows them to make informed decisions and tailor their sales strategies accordingly. The integration with Salesforce for seamless archiving of valuable client data is also highly regarded by many reviewers. Overall, users find Clearslide to be a convenient tool that enhances communication and collaboration efforts. Its reliability in connecting remote users, along with the ability to track customer engagement through detailed analytics, further contributes to its positive reputation among users.
Difficulties with File Sharing: Some users have reported difficulties when sharing video and audio files, as well as compressed or odd-looking image files. This has caused frustration for a number of reviewers who rely on ClearSlide for multimedia content.
Frequent Technical Issues: Several users have experienced frequent technical issues while using ClearSlide. These issues range from glitches during screen sharing to compatibility problems with different browsers and integrations. The ongoing technical problems have impacted the overall user experience and productivity.
Unreliable Calling Capability: The calling capability of ClearSlide has been found to be unreliable by some users. They have encountered dropped calls, fuzzy calls, and ringing noises in the background during conference calls. This inconsistency in call quality has hindered effective communication and collaboration for these reviewers.
The recommendations from users regarding ClearSlide can be summarized as follows:
- Users recommend utilizing ClearSlide for 1-to-1 sales presentations, virtual interviews, and live video conferencing. They find it to be a seamless way to engage customers.
- Users suggest taking advantage of ClearSlide's email tracking feature to monitor prospect engagement and save email templates for efficient communication. They also recommend checking out what peers are doing on ClearSlide for presentation inspiration.
- Users appreciate the plethora of features offered by ClearSlide at a generally budget-friendly price point. They believe it is an ideal tool for sales enablement and centralized content management. However, they advise negotiating refunds for nonperformance if necessary.
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Reviews
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June 13, 2023
Clearslide & it's use cases
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
February 23, 2020
ClearSlide - A clear winner!
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
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.
April 25, 2019
Lots of data for presentations
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.
July 12, 2018
Open review of ClearSlide!
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.
July 04, 2018
Clearslide in a Nutshell
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.
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 18, 2018
ClearSide is good and close to great
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.
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
June 15, 2018
Easy to Use! Your Sales Team Will Love It!
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 a clear choice.
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.
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.
June 13, 2018
My Experience with ClearSlide
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.
September 29, 2017
Clearslide is excellent for quick, easy online demonstrations.
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 08, 2017
Powerful Sales Engagement Technology
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.
February 18, 2016
Clearslide delivers
Score 10 out of 10
Vetted Review
Verified User
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.
July 08, 2015
Helpful With Closing Percentage
Score 7 out of 10
Vetted Review
Verified User
ClearSlide is used across our organization for intercommunications as well as with customers. It allows us to engage our clients and prospects in active online communications and enables better tracking of employee activity.
- Customer Service has been helpful and they are eager to please.
- Interface with email is helpful
- Training and support is terrific
- Reports on gmail links are coming back as analytics and not a list of what was looked at.
- ClearSlide tends to log out of gmail randomly and without warning and it's difficult to get icon to show up again
- Template implementation could be a bit smoother
Score 10 out of 10
Vetted Review
Verified User
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.
April 29, 2015
Capture the Customer with ClearSlide!
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!
February 25, 2015
ClearSlide - Worth a look for sales professionals
Score 9 out of 10
Vetted Review
Verified User
Our sales department uses ClearSlide for marketing and sales interactions with potential and current customers. We use ClearSlides' live pitch (screen share) function for reliable client meetings when face-to-face meetings aren't possible. We utilize the analytics provided from marketing emails to target motivated buyers and help eliminate cold prospects. The analytics provided from the marketing emails help save our sales reps time and raise out close rates.
- Customer service
- Marketing/sales analytics
- Screenshare tools
- ClearSlide is still somewhat new. Bugs pop up regularly; however, their development team is quick to solve these issues in my experience.
August 15, 2014
Good Product for the Right Company
During my time at the AroundCampus Group (Formerly University Directories) our inside sales department used ClearSlide during our renewal period and we also used it for some new sales. I found that ClearSlide was generally easy for me as the presenter to use but often times it was confusing for our customers to get a gauge. My general observation was that they just didn't quite understand the concept of what ClearSlide was trying to do so it took a little bit of explaining. In terms of using ClearSlide in a sales capacity I think it has a market and that is for "new sales". Since most of what I was doing was account management and renewals, going through presentations on ClearSlide really didn't provide much value and often just made the renewal process even longer. It almost forced us to re-pitch our product when we didn't make enough changes to warrant a full presentation. In terms of the new sales we did virtually however, ClearSlide was extremely useful. It allowed us to present to prospects in a time efficient way and allowed us the opportunity to not travel out to the customers.
- User-friendly
- Not as invasive as a tool that shows your entire desktop
- Allows you to track when your prospects review your information
- Try and give clear instructions for people being presented to
- Make sure you're selling to people who truly have a need for ClearSlide
August 15, 2014
LOVE IT!
We used ClearSlide to connect and present to potential partner companies and their employees. ClearSlide is invaluable when thinking about convenience and daily limitations of clients. ClearSlide takes out the commute to the meeting place and allows a person to present in a professional, clean and easy way. You are able to present live, send a presentation and track the viewing.
- Live presentations - you can send a link and present live! They can even pull up the presentation and send to others who might be interested.
- Sending a presentation - they can view at their convenience and you can be alerted they are viewing.
- Time is money! Save your gas money and present via ClearSlide!
- Not so many emails
August 13, 2014
ClearSlide Review From a Sales Perspective
ClearSlide is used by members of our sales team to present materials to clients and prospective clients. This allows our team to provide a visual walk through proposals and capabilities presentations. Our team also utilizes ClearSlide's conferencing system to connect with multiple clients at once to present this information. ClearSlide makes it easy to send presentations through email as well as track who is viewing the presentation so that we know when to follow up.
- Allows you to send presentations through email as well as tracks the amount of time the client spent on each slide. This is especially helpful when there are quotes included in our presentations so that we are able to see which option clients are most interested in and can follow up on the presentation.
- The conference system on ClearSlide allow us to connect with multiple parties at once to present the information we are trying to get across.
- I do not have any recommendations on how to improve ClearSlide
August 12, 2014
Crazy about Clearslide
We use ClearSlide in Workforce Solutions-our business to business sales team. ClearSlide is used for prospecting new clients and engaging our current customers. In addition, we use ClearSlide for product or service campaigns with our clients and students.
From the field representative perspective, ClearSlide provides visibility into whether or not our message is being received and which part of our messages are more appealing to the audience. The feedback I receive from our representatives is that ClearSlide takes the guessing out of when and how to follow up on messages sent. In addition, they appreciate the tracking feature, it helps them understand where their messages are going within their clients.
From a leadership perspective, ClearSlide provides us valuable analytics into the activity and productivity of our team. We are able to coach through productivity gaps with solid data and share key topics that resonate with our clients to the entire team. My management team also utilizes the Live Pitch to share screens with their representatives regarding specific coaching topics or bottlenecks. We are a virtual workforce so the ability to share data in real time is important to our coaching.
From the field representative perspective, ClearSlide provides visibility into whether or not our message is being received and which part of our messages are more appealing to the audience. The feedback I receive from our representatives is that ClearSlide takes the guessing out of when and how to follow up on messages sent. In addition, they appreciate the tracking feature, it helps them understand where their messages are going within their clients.
From a leadership perspective, ClearSlide provides us valuable analytics into the activity and productivity of our team. We are able to coach through productivity gaps with solid data and share key topics that resonate with our clients to the entire team. My management team also utilizes the Live Pitch to share screens with their representatives regarding specific coaching topics or bottlenecks. We are a virtual workforce so the ability to share data in real time is important to our coaching.
- ClearSlide makes it incredibly easy to upload presentations, edit and share with our clients quickly
- The analytics and view tracking features help with productivity
- The Live Pitch option provides our representative to present on the fly which is key when you finally get ahold of that key decision maker
- The CS Connect, CS Remote and CS Outside apps help our representatives stay productive when they are out in the field
- The integration with our CRM is extremely helpful
- It would be nice if individual users could set up folders for stored presentations.
August 01, 2014
ClearSlide Review and Reccomendation
ClearSlide is used as a way to connect our customers with live pitches of potential service offerings and products that allow our teams to use targeted strategies from their discovery to provide products and services which may benefit our clients. The ability to mark specific points of a presentation, or email a pitch to a client to view on their own time is very beneficial. We can also track open rates, how long a contact has viewed their pitch, as well as the number of time spent on specific slides within a presentation. This allows us to target our business and provide a clear, focused approach with our methodology.
- Live Pitch can be done in both a java or java less format (newer update). Some orgs with potential limits on java usage will appreciate the easy setup and use with browsers like Google Chrome or Firefox.
- Can be synced with Salesforce.com CRM to auto create tasks as follow up from sales rep presentations. This allows for the ability to track activity within accounts and for reporting needs for the sales rep account progression.
- Support staff is very focused in training and getting new users up to speed with ClearSlide walkthrough to understand the product and the capabilities within their system. Provides on call support to address any technical system issues as a part of our business plan.
- Would like to see more functionality around mobile devices and tablets for use. Currently, the ClearSlide remote is the main feature that our Sales Teams use when presenting, may need to look into how we can sync/share information via a table to do live presentations when on site.
- Ability to generate feedback within a pitch so that client can address that information from you pitch which can come directly back into CRM as a follow up task for the sales rep.
- Integration through other connected apps, such as Work.com, Data.com, etc native to Salesforce.com to blend in potential other business key wins, research and pull emails, etc.