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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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ClearSlide is a versatile platform that offers a wide range of use cases for businesses across various departments. Users have found …
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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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Product Details

What is ClearSlide?

ClearSlide enables sales and marketing teams to find content, communicate it whether in-person, on the phone or through email, and get insights into how customers engage, with the goal of helping sales and marketing teams make every interaction count and create amazing customer experiences.

ClearSlide is a system of engagement for sales, marketing & services teams. For managers and leaders, ClearSlide provides engagement dashboards to improve deal visibility, coaching, and stronger forecasting. For content users and creators, ClearSlide makes it easy to organize and recommend content tailored by sales stage, with next-step interaction suggestions. For reps, ClearSlide delivers content, communications, and real-time analytics in a single, unified Sales Engagement Platform experience.

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

ClearSlide Video

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

ClearSlide Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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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Reviews and Ratings


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!

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.

Attribute Ratings


(1-3 of 3)
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Danielle Strickland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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!
ClearSlide is a great tool for any workforce looking for a cost effective way to reach potential clients outside of their local market. It's also an excellent tool for establishments that send out email marketing pieces on a regular basis. It's definitely a great tool for schools like The Art Institutes when they send potential students material on the school. Did I mention it's a must have for all organizations with and inside sales team?
  • ClearSlide definitely provides increased employee efficiency, by immediately prompting the employee to leave detailed notices on the complete webinar. It provides a clear return on investment by giving businesses the opportunity to reach potential clients outside of their market without having to spend additional capital on travel expenses while giving the potential clients a more clear and concise vision of how your products and/or service will provide a return on investment for their establishment.
I have used Join Me maybe twice in the past. Join Me is not as user friendly as ClearSlide. Join Me does not have as many functionalities as Clearslide.
ClearSlide doesn't just provide you with a digital platform to conduct live webinars. All of the different functionalities provide the user with the ability to identify the areas that customer might be more interested in pursuing.
Douglas Jensen | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
  • Web sharing, social notifications and third party viewing works well. The conference line provided as part of Clearslide is horrible.
  • social notifications and third party viewing reports
Don't use the phone service through Clearslide - you'll have a 3 sec lag and everyone on the line will talk over each other.
  • Easily meet online without the need to travel as much
Webex & GoToMeeting
Technology is solid yet services such as the conf line are sub par.
  • Web presentations, conference line support & team collaboration
Adobe Connect
  • Vendor implemented
Web based so easy for them to configure account.
  • Online training
They do a good job.
Cust service is outstanding
Score 10 out of 10
Vetted Review
Verified User
  • Delivery of video is significantly better than other options like GoToMeeting since it avoids upload latency.
  • Tracking of follow-ups is a powerful analytical tool letting salespeople know if the prospect is still engaged after the meeting.
  • Recording of sessions is helpful for training purposes.
  • Storage of many presentations provides a central repository for documents across a team.
  • Doesn't handle slide builds very well, so you have to create multiple slides rather than 1-slide builds.
  • Difficult to load new slides while already presenting.
  • More effective meetings leads to increased sales.
  • Analytics tracking improves forecasting through better data on prospect engagement.
Very effective tool for a sales team.
I highly recommend ClearSlide. They were not far out of Beta when we started using it and it's already a great service. I expect it will continue to improve as they grow.
Sales, Account Management, Video Production, Implementation, Marketing
  • ClearSlide enables sales people to manage meetings remotely, sharing slides, videos, PDF documents, and even live web demos. It also stores documents in the cloud with analytics tracking, so when sending follow-ups to prospects the salesperson gets reports on who's looked at the follow-ups. It also enables recording of calls for training purposes.
  • We originally chose Clearslide primarily for delivering video in our presentations, however one big benefit was the ability to track "attachments" by sending them as Clearslide URLs. By sending content through the platform we were able to track opens and how people engaged with content we normally would have just attached as PDFs for example.
GoToMeeting and SalesCrunch were the competitors we reviewed but ClearSlide was further along in developing their video solution than both. ClearSlide also appeared to have more market momentum and growth than SalesCrunch at the time.
  • Vendor implemented
  • Online training
  • Self-taught
Yes, it's very intuitive and most of our team didn't attend any training sessions.
Very responsive to our team and sought out our feedback.
It's very intuitive and simple to setup and use. The only negatives are build slides and the ability to change a presentation on the fly with a prospect.
It wasn't 100% but it was better than our experience with GoToMeeting.
  • Salesforce and Eloqua or Marketo would be helpful.
Not sure.
Very easy to work with and pleasantly persistent in following up.
Paid a monthly service fee that was slightly above GoToMeeting but not excessively so.
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