Score 8.9 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 Technical Details

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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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(1-25 of 55)
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Score 9 out of 10
Vetted Review
Verified User
  • Easily share presentations
  • Track clicks and views of presentations
  • Create presentations
  • Edit features of slides. Once a ppt has been uploaded you are limited on what is able to be edited.
  • Google Slides integration
  • When copying a slide or presentation if enter key is pressed instead of the "Create" button it fails to create the copy.
  • Improvements to search functions.
Score 9 out of 10
Vetted Review
Verified User
  • Clearslide makes it simple to upload files of all types and sizes and share them with a single unique link.
  • Clearslide enables direct screen sharing and connectivity with clients to review documents and files in real-time.
  • Clearslide maintains a full database of the files you've uploaded and used, along with intel on who has viewed them, and for how long.
  • It is difficult to share video and audio files sometimes, and individual image files often come through compressed or odd-looking.
  • Uploading large documents can take additional time.
  • Adding a shorter URL link would be helpful, as the link is very long.
Score 7 out of 10
Vetted Review
Verified User
  • It provides how long users spend on each slide/how engaged - shows exactly which content is relevant and which pieces they just gloss over.
  • The UX/UI is pretty easy to use.
  • The actual calling capability isn't great, I had many dropped calls or fuzzy calls when done directly through the ClearSlide tool.
  • When uploading content I wish you could edit it further within ClearSlide, because now I have to exit to go back to the original program to do so.
Jason Carlage | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Analytics: for sales, especially when selling virtually, it can be difficult to know if your customers are engaged with the presentation. Clearslide will give you reports that indicate how long customers were viewing what you were presenting, if/when you lost them, and at what place in your presentation you lost them. It can also show you how long potential customers spent reviewing follow-up materials you've sent them.
  • Screenshare: the screenshare functionality, when using Google Chrome, is very seamless, and the customer can take over the screenshare without needing any downloads or plug-ins.
  • Presenting: It's quite easy to present material with Clearslide, and to move between materials that you are presenting.
  • When a prospect is not using Google Chrome, they have to go through a few steps to allow for screenshare. Not every prospect is comfortable with downloading software for a sales pitch, and some get overwhelmed.
  • It's not very straightforward to connect to audio. It doesn't happen automatically, and to enable it you have to click on "dial in via web client".
  • There is a charge for using the conference line. It's a nominal fee of a few cents per minute, but with multiple reps using the site for many hours per month, this can add up a bit.
Score 7 out of 10
Vetted Review
Verified User
  • Insight into engagement in material sent via email.
  • Possible sales presentation help by noting where the customer is most engaged.
  • Live meeting options to share your screen with a simple link.
  • Some of the information is less valuable than you would think because it comes off as "creepy" to know the things we do.
  • Those who are not particularly tech savvy may have issues understanding how to work with Clearslide.
Score 8 out of 10
Vetted Review
Verified User
  • Letting you know how long someone views a page - this is super helpful when figuring out their concerns!
  • Letting you know if the proposal has been opened - helps because you don't have to wait and wonder if they have seen the proposal.
  • The live walkthrough is really helpful so you can point things out while reviewing the proposal with your client.
  • I wish it applied to more than just documents, like when an email is opened
  • Sometimes it can give "false positives" where you think it's been opened but it hasn't. It doesn't happen often, but it happens every now and then.
Score 6 out of 10
Vetted Review
Verified User
  • Email Storage
  • Read/open rate
  • Cadence retention
  • Data for opened email could be more expansive
  • Difficulty mass emailing
  • Many times, when I have conversations with customers, they tell me they have read my emails and are interested in the product, but ClearSlide says it was never opened.
Scott Isenga | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • CS easily loads in any web browser for client-facing meetings, which is awesome. No longer having to rely on an application of plug-in loading to present slides or do a screen share makes things simple for our teams and clients.
  • CS Outlook Plugin is very handy. Being able to share links to collateral from an existing email window pane has been incredibly helpful. This feature is a serious improvement from the earlier version of CS where you could only create links to collateral via their browser site.
  • The tracking capabilities that CS has embedded with linked collateral have been helpful in our client engagement strategy as an organization. Seeing what a client has viewed and for how long helps us know what they care about. Also, if they forward or share the information, we can also track that engagement.
  • Call quality with CS has always been an issue in my two (2) years of experience with the platform. CS upgraded their phone provider in winter 2018, but the call quality has only been marginally improved from my perspective. Also, with the switch to a new phone provider, users are required to use a new conference line, access number, and a leader pin. The leader pin is new and adds an extra step to setting up a conference line, which seems unnecessary.
  • Content curation is probably my biggest issue with CS. With previous experience in a sales enablement company, I've seen how content can be curated to map to the seller's specific stage in a deal cycle, which is what most companies want. CS does not have this functionality from my perspective, and if it does, then overall curation capabilities are weak. Rather than curating content to match a seller's current point in a sales process, CS relies on surfacing content that is most popular or recently added. There is a search feature, which works well if you know what the collateral is called, but it is not scanning the content of documents to find what is most relevant. I equate the content feature of CS to a search that you would do in your computer's "Download" folder or even in Dropbox. If your company is smaller and only needs to surface a few pieces of collateral, then CS will work fine. If your organization is larger with large amounts of specific collateral, then I would look elsewhere.
  • The CS plugins for Outlook, Gmail, or your web browser are great ideas but executed poorly. The integrations have caused a lot of headaches for colleagues and me since their release. They have caused our email to close unexpectedly, content to not be linked properly, or emails to not be tracked. The idea for these integrations was to reduce the amount of time a seller has to jump between windows, which is awesome, but the integrations are full of glitches. One of the biggest glitches I've seen is how CS, Grammarly, and Outlook all work together. CS is always the component of those three that causes everything to freeze or crash. In short, the integrations are a great idea but executed poorly at this time.
Marty Apple | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Sent materials to initial contact. He needed to include others. He forwarded and I could see how much time each participant spent reviewing, so understood their interest level.
  • Used to present to a group of 45 people in another state. Went well and received good feedback and no one had any issues viewing.
  • The interface is a bit clunky. Takes a little time to learn to navigate especially if you are maintaining the library of assets. Use a standard naming methodology before placing on Clearslide, it will make everything easier for sales, so they are not calling looking for things.
Score 7 out of 10
Vetted Review
Verified User
  • External prospects don't have to download anything to see my screen
  • I can house presentations in ClearSlide
  • I can track emails using ClearSlide
  • I don't know if this was a ClearSlide issue or something else, but my specific dial-in meeting number was used by another sales rep in a completely different company. We would dial-into each others meeting accidentally.
  • Gmail plugin - Remind me if someone hasn't opened an email I sent to them.
  • Gmail plugin allowing users to send out links to their calendar embedded in the body of the email.
Score 9 out of 10
Vetted Review
Verified User
  • It is really great for presentation sharing - I like that you can see how many people have joined the presentation.
  • It is also good for screen sharing. I work with someone in India and it is helpful.
  • I like being able to share presentation links with co-workers and clients, and I love that I get notified when they click on the link! It is also helpful to be able to reference which slides they looked at.
  • With the dial-ins, we've had some issues with ringing noises in the background when multiple people join the call. Something about needing to re-set the conference link, which is tedious.
Kollin Wadsack | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
  • Storing email templates for easy use
  • Tracking click and open rates of emails
  • Storage of email templates, allowing for seamless sharing across teams
  • Can be buggy. Plenty of days where the ClearSlide plugin just wouldn't work
  • Poor email scheduling features. It was tough to set up mass email blasts or 1-off emails to be sent at specified times and dates
  • We found a few examples where the data about click rates and open rates wasn't working, or was inaccurate
David Cortez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Email Functionality - Creation of general templates to be constantly used as well as allowing the team to gain insight as to who is opening and viewing the material. That makes the follow up much easier to have.
  • Presentations - Very easy to provide customers with a source link of where to view our presentation and also very easy to provide them with the ability to show their screen if needed. The fact that we can have several people on the presentation is helpful as well.
  • Salesforce Integration - Very important in our organization as we like to have any and all activity pertaining to customers housed in our CRM.
  • None
  • None
  • None
Stephanie Spurlock | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • User-friendly. It's one of the easiest assets we have to be trained on.
  • Transparency. ClearSlide is super helpful in knowing when my client or prospect is engaged with the proposal and what content they seem to be focused on the most.
  • Data saver. I cannot tell you how many times I get bounce back emails for a file being too large. This is a great way to store and send information without clogging up your inbox or the receivers.
  • I don't have any.
Max J. Kouris | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Being able to screen share for easy demo access without the client needing to download anything. It's a simple link to send out.
  • Being a library of data for templates and content to send out to the clients. It's a good place to store information and easily send to your teammates to use.
  • Allowing us to send the email out, who has opened it and what they have viewed and how long they have viewed that document or email for - It helps us to follow up and talk about certain products. It's kind of mind reading.
  • The data that comes with it - the "Insights" - shows us a dashboard for our team to see who is using the software the most and how they are using it.
  • The Content tab can be more organizing
  • Animated powerpoint slides don't display great. Could use an admin bar on the side during screen sharing.
  • I wish I could have basic edit functionality within the slides in the interface.
June 15, 2018

Clearslide Review

Casey Shepler | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • reaching out to many clients simultaneously
  • It provides a better idea of client engagement
  • Also like using the conference line for demonstrations with multiple clients
  • We utilize this to show presentations to our clients virtually
  • System outages in the past have come at very bad times.
  • if you drag your mouse across the screen the website things you are trying to drop a file in which is annoying at times.
  • when sharing the screen. the movements of my mouse and what I am doing sometimes appears choppy to the client or is delayed.
Brian Neibaur | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • I find Clearslide very easy to connect remote users. Very little firewall/ other IT hurdles to overcome
  • Uploading content and reviewing multiple presentations is very easy
  • The remote control phone app makes moving between slides mid presentation very easy
  • Screen share is also very easy to utilize which I did not find to be the case with competing systems
  • The conference call lines, especially international are not as reliable as I would like
  • Converting powerpoint animations could be easier so they present in the same way on Clearslide
  • The engagement metrics for viewers of a presentation is confusing in terms of what and how it measures the engagement of the viewers
J. Carter Saunders | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • ClearSlide is a good tool to track the engagement of people you are sharing materials with.
  • ClearSlide is pretty intuitive and easy to navigate.
  • ClearSlide also allows me to share materials pretty easily.
  • I don't love the conference line. The recording message at the beginning is particularly annoying.
  • I also wish it were easier to share multiple links quicker. It's somewhat of a cumbersome process.
  • It can occasionally be challenging to find the right materials to share at the moment quick enough.
Brandon Gentry | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Viewer engagement reporting
  • Email tracking
  • Mass-emails
  • Audio and conference calling
  • Content management
  • Could improve mobile UX for the viewer
  • Include SSL on the branded domains so that viewers don't get the secure site prompt
  • Create scheduling tools that allow for mass emails to schedule webinar sessions
Will Sharry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Super quick and easy for demonstrating our product and giving online presentations.
  • Super easy to upload marketing collateral and send to prospects and clients in a trackable way.
  • Clearslide can sometimes run into issues with prospects who have strict firewalls and does not work.
  • Clearslide has a slight lag when playing videos through the screen share.
Steve Kim | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Clearslide provides an easy way for us to manage content and track activity against that content.
  • Clearslide provides a web sharing feature that allows our users to quickly find and present relevant content.
  • Clearslide provides detailed analytics to provides insight into the most relevant material.
  • The live pitch and presentation features could use work. The options are limited.
  • The content layout could use an upgrade. Sometimes our users find it difficult to find specific content.
Kurt Lohse | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
  • Clearslide helps sales execs and managers track presentation opens sent through email prospecting pretty well.
  • Clearslide helps you manage presentations with multimedia creative assets, but struggles a bit with video streaming and managing video assets.
  • Clearslide converts PowerPoint presentations to online viewing formats with some limited formatting issues.
  • Clearslide's auto-renew billing practices are brutal, and they do not inform customers before they charge your credit card. They should give customers alert in time so that they can reasonably cancel before the auto-renew period, especially if you cannot use their service.
  • Clearslide doesn't always work well when you need it. If you are giving a presentation in a corporate environment with restricted internet access, you could be at a complete loss to deliver your presentation. Syncing issues abound, so it doesn't always make for a professional presentation option.
  • Clearslide's customer success/customer support is non-existant in that they won't help you with issues - especially with billing and technical problems.
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