February 18, 2016
Score 10 out of 10
Overall Satisfaction with ClearSlide
ClearSlide is being used as a sales engagement platform for real time demos and live pitches. It is also used for mass email updates to clients and prospects.
- 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.
- Has led to some quicker closes on new business as a result of being able to deliver a full picture of what we can do for a prospective client. This includes doing a live demo of our online trading system.
Best of all worlds. Probably single biggest thing is being able to give someone your personalized URL which allows them instant access to your pitch. Other sales engagement platforms require downloads and updates....etc., which become very cumbersome in the fast paced nature of direct sales.