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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…

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  • No setup fee

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  • 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

(26-50 of 56)
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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.
February 18, 2016

Clearslide delivers

Patrick Murphy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Clearslide is extremely easy to access for a live pitch if you suddenly have a hot prospect on the phone. You just need to give them your URL so they can access the pitch. You have complete control over the pitch and can quickly screen share if you want to show them something outside of your pitch deck.
  • Send email market updates to clients and prospects in mass email. Can see when and how often recipient opens email as well as when they access any pitch material you include. You can also send pitch material as a link within an Outlook email.
  • Just started using videos to connect with prospects. Clearslide provides an easy to use platform for making and uploading your videos using a smart phone.
  • When typing up an email pitch within clearslide, it does not allow you to save a draft if you have to go to a different screen for some reason. Have to start email over again.
Kyle McDonald | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 7 out of 10
Vetted Review
Verified User
  • 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
Carrie Weinfeld | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Danielle Strickland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • ClearSlide solution is so seamless. Uploading a presentation deck is as simple as upload a photo to Facebook. You can upload multiple types of files from Word Docs, PowerPoint, Excel, even Openoffice and Keynote files just to name a few. You can change the deck as a moments notice.
  • Email Pitches are the best! It's a hyperlink to either the presentation or a customize proposal. I usually send them right after I have completed a webinar/presentation as a recap of our products and services. ClearSlide sends you an email notification when your email pitch it's being viewed by the receiving party.
  • Live Pitch and Screen Sharing are definitely user friendly! You email a link to the client. The client clicks on the link and it takes them directly to the webinar. It's that simple.
  • It would be awesome if ClearSlide had some type of follow-up/reminder tool that's linked to Outlook or any calendar to call the customer back. Meaning once all notes are recorded into ClearSlide you could set a reminder to pop-up on the day of the follow-up call through ClearSlide or Outlook. I would love that!
December 15, 2014

Clearslide Review

Richard Wilbert, MBA | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • Simple straightforward means to present a slide deck
  • No client needed for browser
  • Simple URL to provide to audience
  • Remote desktop functionality is sometimes unstable
  • Tracking of how long users are on is not available
  • Whiteboarding and functionality for interactiveness is not as strong as other products
Ronald Sisco II | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • User-friendly
  • Not as invasive as a tool that shows your entire desktop
  • Allows you to track when your prospects review your information
  • Try and give clear instructions for people being presented to
  • Make sure you're selling to people who truly have a need for ClearSlide
August 15, 2014

LOVE IT!

Meredith Stokes | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Allows you to send presentations through email as well as tracks the amount of time the client spent on each slide. This is especially helpful when there are quotes included in our presentations so that we are able to see which option clients are most interested in and can follow up on the presentation.
  • The conference system on ClearSlide allow us to connect with multiple parties at once to present the information we are trying to get across.
  • I do not have any recommendations on how to improve ClearSlide
August 12, 2014

Crazy about Clearslide

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • ClearSlide makes it incredibly easy to upload presentations, edit and share with our clients quickly
  • The analytics and view tracking features help with productivity
  • The Live Pitch option provides our representative to present on the fly which is key when you finally get ahold of that key decision maker
  • The CS Connect, CS Remote and CS Outside apps help our representatives stay productive when they are out in the field
  • The integration with our CRM is extremely helpful
  • It would be nice if individual users could set up folders for stored presentations.
August 03, 2014

ClearSlide

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Screen sharing
  • Jumping to different sites/screens
  • I've experienced many glitches while sharing screens
  • Allowing viewers to take over the screen doesn't have very good functionality, particularly with typing
August 01, 2014

Improved Experience

Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Ease of use...there are no downloads that you have to worry about.
  • Flexibility...You have the ability to upload material and screen share
  • Analytics...data management to review overall effectiveness of material send via email
  • Updates with browsers....We have found it to work best with Google Chrome
  • Java...Oracle consistently updates so your teams will need to stay on top of the newest version
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Live Pitch can be done in both a java or java less format (newer update). Some orgs with potential limits on java usage will appreciate the easy setup and use with browsers like Google Chrome or Firefox.
  • Can be synced with Salesforce.com CRM to auto create tasks as follow up from sales rep presentations. This allows for the ability to track activity within accounts and for reporting needs for the sales rep account progression.
  • Support staff is very focused in training and getting new users up to speed with ClearSlide walkthrough to understand the product and the capabilities within their system. Provides on call support to address any technical system issues as a part of our business plan.
  • Would like to see more functionality around mobile devices and tablets for use. Currently, the ClearSlide remote is the main feature that our Sales Teams use when presenting, may need to look into how we can sync/share information via a table to do live presentations when on site.
  • Ability to generate feedback within a pitch so that client can address that information from you pitch which can come directly back into CRM as a follow up task for the sales rep.
  • Integration through other connected apps, such as Work.com, Data.com, etc native to Salesforce.com to blend in potential other business key wins, research and pull emails, etc.
Andrew D. Ariansen | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Screensharing
  • Training on Webinars
  • Rollcalling/attendance tracking and follow up following a webinar.
  • A better audio link in versus the way they're set up now. Make it more like GoToMeeting/GoToTraining and improve the host/admin's UI to have chats/comments handled better off screen in another window out of view of the participants.
  • Lighter, faster interface that is more like GoToMeeting/GoToTraining. There is significant lag when you have more than 6-7 windows or tabs open running simultaneously. Also, it has to connect or run a Java App that seems to lag it from time to time. Add another program like Snaggit to the equation and there is significant lag to the viewers and the host.
Billy Barker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Simplicity to send pre-made decks to prospects and leads
  • Tracking what the prospect or lead does; opening the email, click links in the email, etc.
  • The ability to shutdown a link if you feel the prospect or lead is forwarding your documents to others that shouldn't have access
  • It would be nice to set up an email template without not always having to attach a slide deck.
  • It would be nice to more easily create email and signature templates for users and give them read and edit access.
  • It would be nice if slide decks could keep some animation or play embedded videos.
matt judice | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • User-friendly- very easy to use and figure out/ you really dont need that much training on it. Although they do provide training when you are new to the product.
  • You can upload PowerPoint presentations to share your screen with your client so it is more interactive for them- instead of only listening to you on the phone.
  • My favorite part is the screen share capability of showing how to do something on my end (step by step) for my training calls- that is what I primarily use the product for.
  • Usually issues when one of the Internet Explorers isn't capable
  • Always gives you issues with the Java and how you have to download it- I end up having to call my HelpDesk everytime because it doesn't work when I try myself.
  • When you are on a call and your "end" works but the client's doesn't, then you have to try and figure out a way to present and you're scrambling to make it better.
Ronald Wellman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • Email alerts are sent in real time to help me follow up with prospects when they are at their computer
  • Email alerts combined with a follow up call help address prospect concerns in real time while they are looking at the information
  • Email alerts and follow up calls combined with a live pitch are extremely powerful and show that our product/brand is innovative and user friendly
  • The functionality is quite simple and I would like to see more functionality especially in the live pitch. I would like a one click link with no access code for people to view the pitch
June 30, 2014

ClearSlide Summary

Francisco Carrasco | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Analytics such as if your prospect opens your proposal, contract, etc and if they downloaded the document
  • Easy to use and manage
  • Very easy launch
  • The UI is a bit dated
  • Custom features could be added so you do not see so much activity from other colleagues (especially if you have a global team)
Meghan Foley | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
  • Great way to track when prospects view your email brochures
  • Live demos are an easy way to keep your prospect engaged
  • Clearslide is a great way to see success with what collateral works best with prospects
  • Recording demos, the lag time on recording is extremely slow.
  • Better way to track email templates that have been viewed; rather than just stating the last portion on the email address and having to go into the list view to see which contact from that company viewed the ClearSlide template.
  • Ability to hyperlink an actual webpage, so when a prospect clicks on the hyperlink to access the webpage I'll be able to see that.
Melissa Nolan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Best screen share tool I have ever used, very easy and efficient, for both sides, smooth flow and no downloading required for other end (a big bonus)!
  • Quickly upload proposals or other vital information to share with prospects or clients and use templates or email links to track open and read rates, visibility into areas or programs most viewed, and ability to see if content is shared.
  • Mobile applications allow for quickly accessing presentations and sent emails/proposals, you can see what they are looking at on the go and even start a presentation anywhere through your phone or tablet!
  • Outlook integration is a great tool, although there is room for added functionality and sometimes there are small quirks that make it a bit cumbersome to use.
  • Mobile ability to upload new presentations or create email links from presentations would be a great improvement.
  • Use of email template and lead forms from Clearslide are great tools, although room to improve functionality and presentation of finished email so it looks more like it was sent through your own email account.
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