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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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Recent Reviews

TrustRadius Insights

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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Pricing

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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…

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.

Attribute Ratings

Reviews

(1-25 of 56)
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Steve Kim | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Alex Brielmann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Jason Carlage | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Cassidy Ebert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Scott Isenga | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Marty Apple | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Kollin Wadsack | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
David Cortez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Stephanie Spurlock | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized

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?

Max J. Kouris | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Brian Neibaur | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
J. Carter Saunders | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
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.
Brandon Gentry | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Will Sharry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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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