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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


(1-4 of 4)
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Kyle McDonald | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Primarily for Sales but we also use ClearSlide and for presenting complex regulatory issues and for sales training.
  • Before ClearSlide, I had to schedule WebEx or GoToMeetings AND WAIT until I could present our services more clearly. Now that I have ClearSlide, I am able to jump right into my presentations when I first have my clients on the phone, which essentially skips the step of scheduling a demo or meeting. This has dramatically shortened my sales cycle.
  • Most of the time when I’m doing sales, I am presenting to someone who needs to capture all my key points and present them to the decision maker (or the Board of Trustees). ClearSlide has essentially turned me into a Sales trainer where I walk my prospects through our processes and then they are prepared to sell my companies services to the decision maker for me. This has boosted my revenue for the two primary business services my company offers.
  • I love the features where you can drop a "pin" on the various slides I'm presenting, guiding the clients eyes as I navigate the slides. This helps keep the client engaged on our call instead of "zoning out". This helps me present my services faster which saves time. Time is Money!
  • If they could have a better way to schedule meetings/webinars.
  • Allow the ability to drop "pins" on the Live screen share demo. You can only do this on the slides you have loaded on the application.
  • None
Its features help me close business faster! I answered these on previous questions.
Sales, Client Education, and Sales Training
Not required but I am the expert for ClearSlide at my office.
  • Sales, Sales, and Sales!
  • Educating clients on complex regulatory topics
  • Sales Training
  • Sales Training
Already covered
WebEx and GoTo Meeting
  • Price
  • Product Features
  • Product Usability
  • Positive Sales Experience with the Vendor
The product features are unparalleled.
  • Implemented in-house
  • The Live demo feature is quick and easy
  • The ability to edit slides quickly and easily
  • Scheduling a live demo through outlook (this was recently fixed)
Yes, but I don't use it
Starting a ClearSlide demo is quick and easy and your prospect does not even know that have just engaged in a demo until you have already started.
This product ROCKS!!!! ClearSlide shortened my sales cycle by over 50% by enabling to jump right into a LIVE demo on an initial client call so I don't have to waste time scheduling a demo at later date. People are busy and finding a time to schedule a call can take days or weeks.
Score 7 out of 10
Vetted Review
Verified User
ClearSlide is used across our organization for intercommunications as well as with customers. It allows us to engage our clients and prospects in active online communications and enables better tracking of employee activity.
  • Customer Service has been helpful and they are eager to please.
  • Interface with email is helpful
  • Training and support is terrific
  • Reports on gmail links are coming back as analytics and not a list of what was looked at.
  • ClearSlide tends to log out of gmail randomly and without warning and it's difficult to get icon to show up again
  • Template implementation could be a bit smoother
ClearSlide is well suited for web presentations and analytics.
  • The more ClearSlide presentations I have the more it affects my closing numbers.
  • Opened ClearSlide pitches tend to close faster.
  • The templates have doubled my open rate over simple links.
I wasn't involved in that decision. I've seen people use LiveOffice, but haven't heard many direct comparisons.
They represent anywhere from sales reps to management to training
A bit cumbersome to use. Could definitely benefit from some streamlining. Using the "" link verbally to customers has been burdensome and confusing for them. Perhaps another pseudonym that is easier to hear and understand would be beneficial. Sometimes, without a link, it's taken customers over 5 minutes to get to the right link due to not understanding.
  • Don't know
Still haven't heard back from my last interaction a couple of weeks ago.
not so far
At the beginning the training was very good as well as the follow up.
Carrie Weinfeld | TrustRadius Reviewer
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.
No, I use it always to deliver a document.
  • I cannot answer this as we have been using ClearSlide for less than a year. As a regional manager, it is the best tool I have had available by far in my industry.
I did not select the product but am very glad my boss did.
If it was up to me, I will but not everyone on my team uses it as much as I do.
  • Implemented in-house
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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