ClearSlide is by far the BEST tool, in a league of it's own!
May 29, 2014

ClearSlide is by far the BEST tool, in a league of it's own!

Melissa Nolan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • Live Pitch, Email Pitch, Presentations, Live Demo (Screen Share), Leads and Webforms, Email Templates, Outlook Plug-in

Overall Satisfaction with ClearSlide

We use ClearSlide across Dun & Bradstreet / Hoover's, across the New Customer Acquisitions and Account Management channels mainly. It allows us to easily share our databases and jump right into the solution being discussed for a new customer or an account renewal. We are also able to send out email campaigns from nurturing leads to proposals and renewals to white pages for customer learning. It addresses many typical business problems, allowing for transparency when discussing the databases through a quick screen share process (no required downloading of software on the other end or trouble connecting), it also allows for quickly sharing data or documents through live demo or email template, tracking open rates and views or sharing, and even having a personal conference lien for group calls. It is much more than just a screen share program, the more you use it then more success you will have.
  • 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.
  • Much easier ability to jump right into the product I am discussing and share in a live environment often translates to positive feedback regarding ease of conversation and flow of calls.
  • Quickly access the potential for a lead, whether they are truly interested, by visibility into proposal detail views and also know which options they are most interested in for planning to more efficiently close business.
  • Increased sales by using emails to send multiple opportunities updates to reengage and also gage interest levels.
I have used WebEx and Live Meeting, and both require downloads on the other side, with stops the flow and often there are trust issues or people who are not technically savvy have trouble. ClearSlide allows for smooth flow throughout the call and easy access to screen share and proposal links.
We have been using ClearSlide here at Hoover's, Dun & Bradstreet for over 3 years - since my first day. I truly hope that we will continue to use this tool as it is easily my favorite sales tool ever - helping make my day more efficient and greatly attributing to my success.
It's great for anyone who needs to easily share information or often has conference calls and online presentations - wonderful tool.