Score 9.1 out of 10


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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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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(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
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.
August 15, 2014


Meredith Stokes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We used ClearSlide to connect and present to potential partner companies and their employees. ClearSlide is invaluable when thinking about convenience and daily limitations of clients. ClearSlide takes out the commute to the meeting place and allows a person to present in a professional, clean and easy way. You are able to present live, send a presentation and track the viewing.
  • Live presentations - you can send a link and present live! They can even pull up the presentation and send to others who might be interested.
  • Sending a presentation - they can view at their convenience and you can be alerted they are viewing.
  • Time is money! Save your gas money and present via ClearSlide!
  • Not so many emails
Where are your clients located in relation to you?
Do you have clients in remote areas?
Do your clients have computer access?
Are you familiar with powerpoint?
How much time is spent commuting between appointments?
What does travel cost your company on average per month?
How many appointments/presentations do you do on a weekly basis?
What computer capabilities do you have?
  • Better customer service
  • More accurate tracking of viewed presentations and emails
  • Less money spent on travel
Great experience overall!
  • Presentations
  • Emails
great on an iPad
Great support team - easy to learn
matt judice | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is used across the entire company by the sales department, Sales Ops department and customer service department. We used it for communication with our customers to share screens, teach tools on our platforms and engage customers during presentations. We also use ClearSlide to communicate within our organization for team meetings and knowledge sharing.
  • Presentation sharing is great. On top of sending the file you can see how long a client spent reading the documents and how far into the document they went.
  • Screenshare is one of the best features, especially allowing the client to take over your screen and show you what they have questions about.
  • Live pitches are great training tool, it allows you to and the client to look at and go over the same material at one time. It makes sure everyone is on the same page and its also interactive so no one is left out.
  • In order for the client to share their screen they have to install Java, this can be hard to get them to do especially if they are on a company computer with install restrictions.
Its great for meetings with multiple parties where we are all looking at the same tool or presentation. It is also great for compliance documents and other items where you need to monitor how far the client read the presentation. This way you can cover what they skipped over and rushed through on a follow up call.
  • Better Customer Service
  • Better communication with customers as you are able to show an example instead of "did you read my presentation"
  • Better real time training
Because ClearSlide is web based it is easy for anyone to access, just send them the link and you are ready to go. This is in comparison to WebEx which requires you to download and install a software package in order to join the meeting. This can be especially difficult for people with company computers and software install restrictions.
Without ClearSlide I would not be able to complete my work at the level I do right now. I would not have the understanding of what my customers know before I enter the meeting and I would not be able to fully understand what my customers have questions about. Its a must have for anyone who is customer facing.
The ClearSlide implementation team took the time to make sure I got my log in info. They took the time to make sure I understood how to use all the functions of the platform and they took me through a mock presentation and gave me ample time to ask any and all questions before disconnecting.
  • Screen share
  • Presentation Share
  • Live Pitches
  • Salesforce intgration
  • Getting customers to open and fully read the presentations sent by e-mail can be difficult.
Yes, but I don't use it
Its easy to use from a presenter's perspective. Its web based so anyone who can navigate Facebook can open a live pitch or shared file. This makes it easy to give live demos, share files, and share screens with out downloading any software or installing java patches.
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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