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ClearSlide

ClearSlide

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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Learn from top reviewers

Essential tool for our sales and marketing teams

Rating: 6 out of 10
March 8, 2024
IncentivizedVetted ReviewVerified User
We use Clearslide to house all our marketing material as well as track activity against specific collateral when it is sent externally. Clearslide is being used primarily by o...
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Steve Kim
Manager - Corporate
Sr. Manager, Revenue Operations
Verifi Inc.
ClearSlide5 years of experience

Clearslide & it's use cases

Rating: 7 out of 10
June 13, 2023
IncentivizedVetted ReviewVerified User
Client meetings and presentations; sending presentations as follow-up or if we're unable to schedule a meeting
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Verified user
Account Manager
ClearSlide6 years of experience

Overall very pleased with Clearslides capabilities for a Sales/Marketing role.

Rating: 9 out of 10
June 10, 2022
IncentivizedVetted ReviewVerified User
I use ClearSlide regularly to put together presentations for clients. ClearSlide makes it easy to create presentations that can be shared with clients with a simple link creat...
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Josh Peterson
Professional - Sales
Client Partner
Reddit
ClearSlide2 years of experience

Simple platform for large scale file sharing that provides intel on customer interaction with all types of files.

Rating: 9 out of 10
March 16, 2022
IncentivizedVetted ReviewVerified User
Clearslide is our one-stop shop for all things file sharing. We often need to share multiple proposal iterations or large files with clients, both big and small, and Clearslid...
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Verified user
Director
ClearSlide3 years of experience

ClearSlide - A clear winner!

Rating: 9 out of 10
February 23, 2020
IncentivizedVetted ReviewVerified User
Clearslide has been a lifesaver for my company since we decided to purchase it. It is used by our marketing and sales planning teams to start our sales process, and then our s...
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Alex Brielmann
Director - Sales
Director Sales Operations
Ogury
ClearSlide1 year of experience

I highly recommend ClearSlide if you'd like more insight into the sales process and which content is relevant for your target audience

Rating: 7 out of 10
January 9, 2020
IncentivizedVetted ReviewVerified User
It is only being used by the sales org to help determine how long clients are spending on certain slides in presentation decks/sales decks we send out. It is helpful because y...
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Verified user
Employee
ClearSlide4 years of experience

ClearSlide's analytics offer insight to your prospect's engagement

Rating: 7 out of 10
October 5, 2019
IncentivizedVetted ReviewVerified User
We used Clearslide to present our product to customers and to train customers. We wanted something that allowed for easy screenshare to engage our prospects, and we also were ...
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Jason Carlage
Director - Sales
Director of Sales
Globalyceum
ClearSlide1 year of experience

Clearslide gives clear insight into engagement

Rating: 7 out of 10
July 5, 2019
IncentivizedVetted ReviewVerified User
Clearslide is used to communicate with prospective students via email and on live demonstrations via the web. We used the data to track engagement of students with the materia...
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Verified user
Advisor
ClearSlide2 years of experience

Lots of data for presentations

Rating: 10 out of 10
April 25, 2019
IncentivizedVetted ReviewVerified User
We use ClearSlide to publish PowerPoint/Google slides presentations for clients to review. We track who has viewed it, so we know who to follow up with. We also track where th...
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Cassidy Ebert
Project Manager - Sales
Client Services Manager
SourceMedia
ClearSlide1 year of experience

Open review of ClearSlide!

Rating: 8 out of 10
July 12, 2018
IncentivizedVetted ReviewVerified User
It was being used across the company sales teams. It helped to make sure that our clients were thoroughly reading their proposals that we sent them via email, and we could see...
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Verified user
Former Employee
ClearSlide1 year of experience

Clearslide in a Nutshell

Rating: 6 out of 10
July 4, 2018
IncentivizedVetted ReviewVerified User
It is being used in my department as an email storage and data gathering tool. It addresses the need to manually write emails over and over again and it shows us the rate of o...
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Verified user
Representative

Smaller Org? ClearSlide will get you started on your sales enablement journey

Rating: 6 out of 10
June 26, 2018
IncentivizedVetted ReviewVerified User
CS is primarily being utilized by our revenue teams as a way to quickly access content and share collateral with prospects or current clients. A select number of research team...
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Scott Isenga
Director, K-12 Education
Hanover Research
ClearSlide2 years of experience

Great corporate enforcement and presentation tool

Rating: 9 out of 10
June 21, 2018
IncentivizedVetted ReviewVerified User
Clearslide provides a place where our corporate marketing can place marketing and approved sales assets like presentations, videos, surveys, contracts, etc and allows sales ac...
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Marty Apple
Representative - Sales
Sales Program Manager - West
generation adidas international
ClearSlide2 years of experience

ClearSide is good and close to great

Rating: 7 out of 10
June 18, 2018
IncentivizedVetted ReviewVerified User
The sales team uses ClearSlide to do screen share demo's of my companies technology.
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Verified user
Director
ClearSlide1 year of experience

Nimble, Cross-Functional Tool

Rating: 9 out of 10
June 15, 2018
IncentivizedVetted ReviewVerified User
We use ClearSlide to share presentations across our company of 6 offices in North America. I use ClearSlide almost every day to share presentations with internal stakeholders ...
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Verified user
Manager
ClearSlide1 year of experience
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Reviewer Pros & Cons

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Pricing

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ClearSlide

ClearSlide

N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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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Comparisons

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Reviews and Ratings

(100)

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.

Reviews

(1-25 of 56)
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Essential tool for our sales and marketing teams

Rating: 6 out of 10
Incentivized
March 08, 2024
SK
Steve Kim
Sr. Manager, Revenue Operations
Verifi Inc. (Financial Services, 201-500 employees)
Vetted Review
Verified User
ClearSlide
5 years of experience
View profile
Likelihood to Recommend
If there is a lot of material and content that is specific to a group of prospects, Clearslide is extremely useful. We have certain products that are tailored for specific niches in the market and Clearslide allows us to manage this content. It is extremely important our users be able to locate and share this content with their specific prospects.

Clearslide & it's use cases

Rating: 7 out of 10
Incentivized
June 13, 2023
Verified User
Vetted Review
Verified User
ClearSlide
6 years of experience
Likelihood to Recommend
Clearslide is a great tool for sending presentations/materials to clients when you wish to be able to track whether it has been viewed/how often it's viewed etc. Additionally, the ability to easily share your presentation without having to share your screen or have the presentation you're sharing take over the whole screen is nice.

Overall very pleased with Clearslides capabilities for a Sales/Marketing role.

Rating: 9 out of 10
Incentivized
June 10, 2022
JP
Josh Peterson
Client Partner
Reddit (Marketing & Advertising, 201-500 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
Likelihood to Recommend
Any scenario that uses slideshows to present or send to clients or employees. Especially in sales the capabilities make sending the same deck to different clients easy and have amazing tracking features to ensure clients are viewing and engaging with the material.

Simple platform for large scale file sharing that provides intel on customer interaction with all types of files.

Rating: 9 out of 10
Incentivized
March 16, 2022
Verified User
Vetted Review
Verified User
ClearSlide
3 years of experience
Likelihood to Recommend
Clearslide makes it easy to share files with anyone via a single link. It simplifies the process of document sharing in the new "work from home" age we have now and allows multiple parties to view the same document, either simultaneously or separately. It is less appropriate for sensitive information, as the link can easily be shared between parties or forwarded on, so there is no gatekeeping.

ClearSlide - A clear winner!

Rating: 9 out of 10
Incentivized
February 23, 2020
AB
Alex Brielmann
Director Sales Operations
Ogury (Marketing & Advertising, 201-500 employees)
Vetted Review
Verified User
ClearSlide
1 year of experience
View profile
Likelihood to Recommend
Our organization has used ClearSlide as an organization tool first and screen sharing second. We had a terrible system in place to organize all documents, both pre and post-sales. Some documents were in google docs, some were in Salesforce Chatter, and some were in emails; they were just everywhere. ClearSlide has allowed us to make finding our needed documents fast and easy, which has been a huge win. Being able to track presentations has just been a bonus.

I highly recommend ClearSlide if you'd like more insight into the sales process and which content is relevant for your target audience

Rating: 7 out of 10
Incentivized
January 09, 2020
Verified User
Vetted Review
Verified User
ClearSlide
4 years of experience
Likelihood to Recommend
It is well suited for sales organizations who are trying to determine which slides or pieces of content are relevant to their target audience, and which slides might be able to go or deleted since the clients don't find them useful.

ClearSlide's analytics offer insight to your prospect's engagement

Rating: 7 out of 10
Incentivized
October 05, 2019
JC
Jason Carlage
Director of Sales
Globalyceum (E-Learning, 1-10 employees)
Vetted Review
Verified User
ClearSlide
1 year of experience
View profile
Likelihood to Recommend
ClearSlide is quite easy to use and effective when presenting information and sharing screen. It's also easy for the prospect to access your site; they just click on a link. If an inside sales manager was looking to find out where his/her team might be losing prospects, Clearslide would be a great choice because the analytics show exactly how engaged a prospect is and at what point they start to lose interest. There is a monthly cost/annual contract involved to Clearslide, so for a startup that is very cost-conscious it might be best to investigate free conference/screenshare options, but the case could be made that the analytics will earn back the fee.

Clearslide gives clear insight into engagement

Rating: 7 out of 10
Incentivized
July 05, 2019
Verified User
Vetted Review
Verified User
ClearSlide
2 years of experience
Likelihood to Recommend
ClearSlide is great for inside sales where a lot of emails are being sent. It's a good way to track engagement and open-rates of those emails and make sure your messaging is hitting the mark. It is also great for on-the-fly presentations when you're on the phone with a client who may need a little more visual influence.

Lots of data for presentations

Rating: 10 out of 10
Incentivized
April 25, 2019
CE
Cassidy Ebert
Client Services Manager
SourceMedia (Publishing, 501-1000 employees)
Vetted Review
Verified User
ClearSlide
1 year of experience
View profile
Likelihood to Recommend
It is great for anyone who sends decks/presentations to clients. It is a much neater way of sending something, where, if you send a Google slide or PowerPoint doc, you could always just edit it, or the person viewing it could edit it, which is unprofessional. This is more of a final version and looks professional.

Open review of ClearSlide!

Rating: 8 out of 10
Incentivized
July 12, 2018
Verified User
Vetted Review
Verified User
ClearSlide
1 year of experience
Likelihood to Recommend
ClearSlide is the most helpful when giving presentations to clients who are not there in person. It makes it so much easier to walk them through the presentation and you can see if they are skipping ahead or not pay attention (have opened other tabs, etc). Giving distance presentations is hard, but ClearSlide offers an easy helpful hand.

Clearslide in a Nutshell

Rating: 6 out of 10
Incentivized
July 04, 2018
Verified User
Vetted Review
Verified User
Likelihood to Recommend
It does help expedite emails by storing templates and old emails in your account. It is also nice for data collected on emails sent when it does it correctly.

Smaller Org? ClearSlide will get you started on your sales enablement journey

Rating: 6 out of 10
Incentivized
June 26, 2018
SI
Scott Isenga
Director, K-12 Education
Hanover Research (Market Research, 201-500 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
Our revenue organization is the primary user of CS, but we do have members of our research team also accessing some functions based on need. Overall, CS is a tool best suited for utilization by revenue teams, including both internal and external sales and account management/client success. As a whole, our organization uses CS primarily for conference line and online presentation sharing capabilities. Our secondary usage is for the content storage, sharing, and tracking features.

Great corporate enforcement and presentation tool

Rating: 9 out of 10
Incentivized
June 21, 2018
MA
Marty Apple
Sales Program Manager - West
generation adidas international (Sports, 501-1000 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
If sales have lots of freedom to customize presentations this may not be the best fit. Yesware/Cirrus Insight or other email extensions may be worth reviewing, in that case. If a lot of presenting the same or similar types of materials is common, this tool will let you replace WebEx and your sales team and prospects will be happier.

Nimble, Cross-Functional Tool

Rating: 9 out of 10
Incentivized
June 15, 2018
Verified User
Vetted Review
Verified User
ClearSlide
1 year of experience
Likelihood to Recommend
Good for client presentations, screen sharing, and internal meetings.
Less appropriate for high-pressure meetings where you will have a bunch of people joining remotely (since sometimes there are issues with feedback).

ClearSlide is great for email content management, but lacks in other areas

Rating: 5 out of 10
Incentivized
June 15, 2018
KW
Kollin Wadsack
Renewal Account Manager
Puppet (Information Technology and Services, 501-1000 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
ClearSlide is great for email content management! If you need a solution to store and share email templates internally, this is perfect, but beyond that, ClearSlide isn't suited for most scenarios in our day-to-day. We found that, even though ClearSlide tracks email open rates, many times that data wasn't available or just wrong. ClearSlide's ability to do effective email campaigns, blasts, and automated responses were lacking.

Easy to Use! Your Sales Team Will Love It!

Rating: 10 out of 10
Incentivized
June 15, 2018
DC
David Cortez
Sr. Manager of Operations/Salesforce Coordinator
Professional Diversity Network (Internet, 201-500 employees)
Vetted Review
Verified User
ClearSlide
4 years of experience
View profile
Likelihood to Recommend
ClearSlide is well suited for on the fly conference calls that also calls for the ability to view the screen of the members in the meeting. I can recall several situations where I needed to hop on a call AND provide customers with information that was directly on my screen on the fly.

ClearSlide is a clear choice.

Rating: 10 out of 10
Incentivized
June 15, 2018
SS
Stephanie Spurlock
Account Executive
iHeartMedia, Inc. (Broadcast Media, 10,001+ employees)
Vetted Review
Verified User
ClearSlide
3 years of experience
View profile
Likelihood to Recommend

Well suited:

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

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

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

Experience with ClearSlide, nothing but great things!

Rating: 8 out of 10
Incentivized
June 15, 2018
MJ
Max J. Kouris
Territory Account Manager - Team Lead
Vertafore (Computer Software, 1001-5000 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
With ClearSlide, salespeople can quickly and easily email their sales content to prospects and customers using a customized link, which allows them to:
  • Gain insight into the engagement with their content
ClearSlide provides the ability to present content remotely through Live Pitch.ClearSlide’s analytics can help sales leaders be more effective by providing them with actionable data to have meaningful conversations with their team.

Simple remote connectivity with none of the IT/Firewall drama

Rating: 9 out of 10
Incentivized
June 15, 2018
BN
Brian Neibaur
Enterprise Sales
Clearwater Analytics (Computer Software, 501-1000 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
The most compelling feature for me was the lack of software the viewer has to install on their side to join a presentation. Alternative systems like Go To Meeting and Webex seem to be hit and miss if the firewalls and IT policies on the viewer's side would allow them to connect. Clearslide also makes recording and cataloging meetings for after the fact review easy.

My Experience with ClearSlide

Rating: 6 out of 10
Incentivized
June 13, 2018
JC
J. Carter Saunders
Director, Corporate
Hanover Research (Market Research, 201-500 employees)
Vetted Review
Verified User
ClearSlide
5 years of experience
View profile
Likelihood to Recommend
ClearSlide is great in a situation where you want to present a slide deck to a person outside of your organization. It is also great to track the opens of the materials you send (although I'm unsure if including these links potentially makes my emails go to spam). It can occasionally be challenging to use the screen sharing mechanism and I become hesitant to use that with people who are unfamiliar with the platform. Clearslide is sometimes inappropriate for people who are a little more "old school" and are hesitant to open links from parties they aren't overly comfortable with yet.

ClearSlide is worth it for sales teams

Rating: 7 out of 10
Incentivized
June 13, 2018
BG
Brandon Gentry
Market Manager - Greater Boston
ChowNow (Internet, 51-200 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
ClearSlide is the standard for web-based demos and slide presentations. At our organization, we use ClearSlide to email content during the prospecting phase and to present live content and screen shares. We love the viewer engagement ratings for this purpose. It's not as useful for the account management team because their needs are not as robust.

Clearslide is excellent for quick, easy online demonstrations.

Rating: 9 out of 10
Incentivized
September 29, 2017
WS
Will Sharry
Mid-Market Account Executive
Grovo (E-Learning, 51-200 employees)
Vetted Review
Verified User
ClearSlide
2 years of experience
View profile
Likelihood to Recommend
Clearslide is excellent for online presentations and online demonstrations. Clearslide is excellent for sending trackable links to marketing collateral. Clearslide is also great for keeping track of what demonstrations were given to what prospects. It is also easy to record your demonstrations and send around internally or to other prospects/customers.
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