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Clearview Clear-Review
January 27, 2023

Clearview Clear-Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Clearview

Was tasked with setting up a telesales operation - used Clearview for reporting on calling outgoings and various revenue-based comparisons, tracking all data and revenue associated with the telesales operation allowing for accurate P&L analysis.
  • Clear reporting
  • Easy user management
  • Simple to update
  • Accurate live data updates
  • Scalable with the business plans
  • Can be slow to load larger data sets
  • Invoicing templates feel a little clunky
  • API integration needs improvement - works but only on a basic degree
  • Live data updates
  • Secure data management
  • Safe data storage
  • Accurate reporting vs revenue
  • Scalable platform for growth
  • Clear data allows for clearer planning
  • Ability to use data to implement quarterly strategies
  • Reporting gives a clear review monthly for team improvements and identifying areas of excellence
  • Track team and personal KPIs
N/A - Clearview was the first I have used.

Do you think Valicom Clearview delivers good value for the price?

Yes

Are you happy with Valicom Clearview's feature set?

Yes

Did Valicom Clearview live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Valicom Clearview go as expected?

I wasn't involved with the implementation phase

Would you buy Valicom Clearview again?

Yes

For a scaling SMB, this system is great, if you can be prepared to use it aside from other systems as it builds up its network of API integrations. It's easy to implement, use, manage users & get clear and accurate live reporting from all of the sources from mobiles to servers to data storage.

Using Clearview

15 - Sales & Customer service
15 - With heavy support from our IT team, the sales team is supported on user functions, access instructions, and general training when onboarding new staff.
  • Track data
  • Revenue reporting
  • Forecasting results based on data analysis
  • Analysis for future improvements for the team
  • Forecast engineering - number of calls to lead to closed deal
  • Highly accurate P&L reporting
  • Increased productivity
  • Scale up the sales operation
  • Grow the sales team based on results
  • Keep tracking revenue and making improvements where needed
  • Ability to segment data sets to industry, USPs & ideal prospect profiles for clear views on efficiency within the segments
2 reasons - 1 the Clearview team was seamless in our buying process. 2 - we have it implemented and it would be very difficult to transfer directly when in a growth phase.