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. …
Overview
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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March 08, 2024
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. 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.
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.
January 09, 2020
I highly recommend ClearSlide if you'd like more insight into the sales process and which content is relevant for your target audience
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.
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.
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.
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
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.
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!
December 15, 2014
Clearslide Review
Score 6 out of 10
Vetted Review
Verified User
The product is being used by the entire sales organization. It may soon be replaced by Lync (in process).
- Simple straightforward means to present a slide deck
- No client needed for browser
- Simple URL to provide to audience
- Remote desktop functionality is sometimes unstable
- Tracking of how long users are on is not available
- Whiteboarding and functionality for interactiveness is not as strong as other products
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 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.
ClearSlide is great because it allows our account executives to deliver clear presentations on the benefits of our cloud based software here at SkySlope. Additionally, I use it multiple times per day to host webinars and in-depth multi-viewer trainings on our own software. It's been invaluable to me and my team to get our clients launched with our own software. Would totally recommend it as it also allows us to host webinars and screenshares with over 100+ participants at a time. Something other screen sharing sites aren't always able to do.
- Screensharing
- Training on Webinars
- Rollcalling/attendance tracking and follow up following a webinar.
- A better audio link in versus the way they're set up now. Make it more like GoToMeeting/GoToTraining and improve the host/admin's UI to have chats/comments handled better off screen in another window out of view of the participants.
- Lighter, faster interface that is more like GoToMeeting/GoToTraining. There is significant lag when you have more than 6-7 windows or tabs open running simultaneously. Also, it has to connect or run a Java App that seems to lag it from time to time. Add another program like Snaggit to the equation and there is significant lag to the viewers and the host.
July 29, 2014
ClearSlide is a Simple a Easy to use Sales Tool
Our Sales department uses ClearSlide to reach out to prospects and leads. The benefit of ClearSlide is the simplicity of sending collateral and being able to track what happens after it is sent. For management, it's the ability to track each salesperson's activity such as time spent on a live demonstration of our product.
- Simplicity to send pre-made decks to prospects and leads
- Tracking what the prospect or lead does; opening the email, click links in the email, etc.
- The ability to shutdown a link if you feel the prospect or lead is forwarding your documents to others that shouldn't have access
- It would be nice to set up an email template without not always having to attach a slide deck.
- It would be nice to more easily create email and signature templates for users and give them read and edit access.
- It would be nice if slide decks could keep some animation or play embedded videos.
July 29, 2014
Clearslide has been an asset
ClearSlide is being used across the entire company. I began using it when I first started at CareerBuilder in 2011. I still use ClearSlide today. I believe that when you are telling a story to a client, trying to explain a process, give some imagination to a presentation- it is much earier to have pictures and animation than to just listen over the phone. This insures that your client will stay interactive and engaged in your presentation.
- User-friendly- very easy to use and figure out/ you really dont need that much training on it. Although they do provide training when you are new to the product.
- You can upload PowerPoint presentations to share your screen with your client so it is more interactive for them- instead of only listening to you on the phone.
- My favorite part is the screen share capability of showing how to do something on my end (step by step) for my training calls- that is what I primarily use the product for.
- Usually issues when one of the Internet Explorers isn't capable
- Always gives you issues with the Java and how you have to download it- I end up having to call my HelpDesk everytime because it doesn't work when I try myself.
- When you are on a call and your "end" works but the client's doesn't, then you have to try and figure out a way to present and you're scrambling to make it better.
July 02, 2014
ClearSlide Live Pitch
Score 8 out of 10
Vetted Review
Verified User
ClearSlide Live Pitch allows me to set our brand apart from other competitors. It assures that prospects are getting the correct information and allows me to demonstrate the benefits of our school.
- Email alerts are sent in real time to help me follow up with prospects when they are at their computer
- Email alerts combined with a follow up call help address prospect concerns in real time while they are looking at the information
- Email alerts and follow up calls combined with a live pitch are extremely powerful and show that our product/brand is innovative and user friendly
- The functionality is quite simple and I would like to see more functionality especially in the live pitch. I would like a one click link with no access code for people to view the pitch
June 30, 2014
ClearSlide Summary
Score 10 out of 10
Vetted Review
Verified User
ClearSlide is used by our entire Sales team and Sales Operations. It has proven to be a success as it assists us in having a great insider's view into how our prospects are receiving our presentations and material. I very much enjoy using ClearSlide because it confirms for me if in fact my prospects are engaging with us in the right way and what they/when they see it. I highly recommend ClearSlide to any sales organization.
- Analytics such as if your prospect opens your proposal, contract, etc and if they downloaded the document
- Easy to use and manage
- Very easy launch
- The UI is a bit dated
- Custom features could be added so you do not see so much activity from other colleagues (especially if you have a global team)
May 27, 2014
ClearSlide: Review From a Seller
Score 10 out of 10
Vetted Review
Verified User
We utilize ClearSlide within our sales organization for sending materials to clients, presenting (both by phone & in person,) and for tracking purposes (both internal & external.)
- When sending materials via a ClearSlide link you can effectively see additional information post-open such as the # of slides they viewed.
- The conference call line is convenient because it dials the # owner when someone joins the line.
- The suite of apps are helpful for outside sales people who need to present on the go.
- ClearSlide could improve their platform to be more friendly to animation. In some cases it doesn't animate properly or requires additional steps for uploading.