ClearSlide - A clear winner!
February 22, 2020

ClearSlide - A clear winner!

Alex Brielmann | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with ClearSlide

Clearslide has been a lifesaver for my company since we decided to purchase it. It is used by our marketing and sales planning teams to start our sales process, and then our sales team and client services team to seal the deal. We use it to house all of our sales and pre-sales materials, making it an easy one-stop-shop for any document our teams need. Everything is simple to find in easy to search locations, making our process smooth, and each team has an easy time using it.
  • Stores all crucial documents in an easy to navigate fashion
  • Allows seamless upload to Salesforce for archiving
  • Customer support could be a little more robust
  • Inability to reverse screen share
  • Time saved searching for documents and scrolling through
  • Easier to train new hires
ClearSlide was far and away, the best choice for our organization. Since we were using Google Docs and emails before signing up for ClearSlide, it was an easy choice. We reviewed a few competitors but were sold pretty quickly. Our head of Sales Planning had also used ClearSlide at a previous job to great success, so we moved very quickly.
I was mostly involved in the implementation process and syncing ClearSlide with Salesforce, and I would say the support was mostly average. It took a few times to get everything scheduled, and a lot of the process was left up to me. I was reading through the documents that they supplied. It wasn't complicated, but more direct support would have been appreciated.

Do you think ClearSlide delivers good value for the price?

Yes

Are you happy with ClearSlide's feature set?

Yes

Did ClearSlide live up to sales and marketing promises?

Yes

Did implementation of ClearSlide go as expected?

No

Would you buy ClearSlide again?

Yes

Our organization has used ClearSlide as an organization tool first and screen sharing second. We had a terrible system in place to organize all documents, both pre and post-sales. Some documents were in google docs, some were in Salesforce Chatter, and some were in emails; they were just everywhere. ClearSlide has allowed us to make finding our needed documents fast and easy, which has been a huge win. Being able to track presentations has just been a bonus.