Clearslide makes customer communication a breeze.
July 29, 2014

Clearslide makes customer communication a breeze.

matt judice | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Online Full Version

Modules Used

  • Live Pitch
  • E-mail Pitch
  • Presentations
  • Screenshare

Overall Satisfaction with ClearSlide

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.
  • 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.
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.

ClearSlide Support

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.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None

Using ClearSlide

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.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Screen share
  • Presentation Share
  • Live Pitches
  • Salesforce intgration
  • Getting customers to open and fully read the presentations sent by e-mail can be difficult.