ClearSlide Software


 

ClearSlide is a web-based sales engagement platform intended to help increase sales teams’ efficiency and close deals. The solution offers quick access to content, insights and communication and helps in improving customer communication.

ClearSlide’s Live Pitch feature enables one click presentations comprised of high definition video that can be shared with clients or other users in real time. Other features supported by the software include drop-down lists that cater to questions and objections.

The system's Email Pitch feature allows the sharing of sales content via personalized emails. This feature also sends an alert when the email is viewed, and includes analytics to customize future conversations.

ClearSlide mobile apps allow sales professionals to address customer pain points on the go. ClearSlide Mail, meanwhile, includes features such as email, calendar and contacts for instant response and follow up. The solution also offers integration with other third party applications which include Dropbox, Box, iCloud, Salesforce, and more.

 

ClearSlide - User login page
 
  • ClearSlide - User login page
    User login page
  • ClearSlide - Mobile apps
    Mobile apps
  • ClearSlide - Access to sales content
    Access to sales content
  • ClearSlide - Email templates
    Email templates
  • ClearSlide - Real-time engagement analytics
    Real-time engagement analytics
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8

32 Reviews of ClearSlide

 

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Software Advice Reviews (21)
More Reviews (11)

Showing 1-20 of 21

Jeni from CarSoup.com
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

They do not service your account- so be warned

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

The concept of the product is great but we really have not been serviced on the product to be able to optimize the usage

Cons

They autorenew your contract and do not make sure you are utilizing it. If the main contact leaves at your place they say they reached out and never got bounce backs. Their technology is all about knowing if someone opened something.

Review Source
 
 

Ray from Gloo
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Poor Service - Negotiate payment terms for performance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We bought Clearslides for our business and on the face it looked great. The ability to aggregate sales resources, get analytics on sales assets, great tools for sales enablement, and video conferencing all in one.

Cons

Once we used it, we realized it had severe latency on video conferencing, animations on Keynote and Powerpoint do not work (fixed later) rendering assets useless unless in PDFs, among other issues. I tried to work with them on it for months and finally had to migrate to other systems. I asked for a refund on performance. They switched account managers, gave me the runaround and finally denied my request based on contractual terms which they were within their rights to do...and it is clearly terrible treatment of a customer. They acknowledged the issues we were having but refused to accommodate us. If you work with this company, and I don't recommend it, be sure to negotiate refunds for performance or don't sign the contract or pay the bill.

Review Source
 
 

Brendon from Connexity
Specialty: Advertising

October 2015

October 2015

Clearslide Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Ease of use. The ability to find presentations that may be relevant to what I'm working on.

Likes Least

Automated updates about colleagues activity. I'd prefer to search when I need it.

Recommendations

Review functionality carefully. Be sure that this product is something that will fill your needs.

 
 

Robert from Connexity
Specialty: Advertising

October 2015

October 2015

Clearslide is a good service

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

We have a central place to put presentations. It's easy to use for setting up sales calls and pitches

Likes Least

I wish I could have basic edit functionality within the slides in the interface.

Recommendations

Find what's easiest for you and your organization. If you need to store different file types, google drive might be better. This is strictly for presentations.

 
 

jamie from HOMEAWAY
Specialty: Other

October 2015

October 2015

Decent Product Most of the time

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Being able to provide live demos to my clients. Its also very easy to use

Likes Least

Sometimes, it is very slow. also, i have had problems in the past where the person trying to view my screen can't connect to it. it simply thinks and thinks and never actually shows my screen

Recommendations

Always have a back up program in case it isn't working

 
 

Caroline from HomeAway
Specialty: Software / IT

October 2015

October 2015

Clearslide is great!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I like that I can just send a Clearslide link to a customer and they can see my screenshare, as opposed to the customer having to download WebEx or need a code for a gotomeeting. I also used to store presentations on Clearslide, which was helpful when sending to customers so they didn't have to download the file AND I could track the open-rate.

Likes Least

My colleague has run into some issues with Clearslide not functioning for her, but I have not had any problems.

Recommendations

Use the open-rate tracker, it's great! I also like how you can customize the URL.

 
 

Ronald from Colorado Technical University
Specialty: Education

October 2015

October 2015

Tracking client engagement

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The best part of ClearSlide is that it allows me real time information. I know when clients open view and emails and where they click and for how long. I have found that when I call them after viewing the emails they typically have questions about what they are looking at or trying to find something. The real time alerts really help me better service my clients when they are at the computer and seeking information.

Likes Least

I don't like the process for sending emails. I wish I could send them without so many clicks. Click optimization is something that I think can be improved. Clicking 3 or more times to send one email is wasting my time.

Recommendations

I recommend that other people try sending out emails to all their clients and start learning when people are actually reading the information you are sending to them.

 
 

Zulma from Target Media Partners
Specialty: Advertising

October 2015

October 2015

Reviewing Clearslide from a Power Clearslide user

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

the link is so cool, it's contemporary, it's like Timbuktu on crack. those were the days of scared users and embarrassed it guys

Likes Least

no internal notes available during presentation, i think it needs that feature like the f5 on powerpoint. where you can see internal notes the client can't see but you can read to stay on script

Recommendations

it's nearly perfect, except, i'd like to know if they just had an open window in the back or not

 
 

Matthew from TRUECar
Specialty: Software / IT

October 2015

October 2015

Showing is the key to selling.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The greatest benefit to ClearSlide is the ability to demonstrate "how" your product will directly benefit your client, allowing you to demonstrate how they can utilize it and make it their own.

Likes Least

The newer Java screen share integration can be a little confusing and because there is a delay in switching from the demonstration to a live screen share (dark screen) it creates a minor potential for disconnect between the client and presenter.

Recommendations

I would recommend using it extensively, becoming comfortable with the tool because I don't think there is anything else in the market as efficient and useful.

 
 

Matt from FullContact
Specialty: Software / IT

October 2015

October 2015

Clearslide Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I think Clearslide provides a pretty interesting mix of capabilities I haven't seen packaged together by other sales enablement vendors.

Likes Least

I think they could improve their video chat functionality, (which I believe is on their roadmap.) I also think there shouldn't be limits on the alerts sales reps get when people engage with their content.

Recommendations

Make sure they help you with the SFDC configuration during onboarding...its easy but must be done exactly right.

 
 

Marc from Captivate
Specialty: Media

October 2015

October 2015

Clearslide and Captivate

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The ease of use and ability to share with clients and prospects. Updating files once across the library.

Likes Least

The back and forth between PowerPoint and Clearslide to make changes to presentations.

Recommendations

Clearslide should be in the consideration set.

 
 

Meghan from Infor
Specialty: Software / IT

October 2015

October 2015

ClearSlide is Clearly Amazing

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Easy way to track success of the email and content that I send to customers and prospects.

Likes Least

No way to mass email and still track who opens/views the email and content.

Recommendations

My company started with the Trial then e des bought buying the subscription. Great investment.

 
 

David from Connexity
Specialty: Media

October 2015

October 2015

Helpful product but could use some updates

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like that you can see when someone opens the documents I send. I also like the fact that I can change the contents of the document after its been sent.

Likes Least

The details of the person viewing your documents can be misleading since I often send the materials to many viewers but I am only able to include one recipient's name. Also if someone downloads the product, it does not tell me. They should also give the sender an option to make the recipient have to provide their name in order to download and then provide that back to the sender as additional feedback.

Recommendations

Look for video/recording and html functionality. A product that will provide more feedback then time spent but actually help get information from the prospects and customers themselves.

 
 

Allen from Advanstar Communications
Specialty: Pharmaceuticals

October 2015

October 2015

Great campaign tool for small to mid size firms

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Importing email addresses and the ability to capture opens and ctr

Likes Least

The inability to include more data fields. I'd like to be able to enter full contact details to match the ctr and open in an email pitch.

Recommendations

Look for ways to include more data fields so that the reports can be used for lead mining

 
 

Mayela from RosettaStone
Specialty: Education

October 2015

October 2015

Great program

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

That we can track when our customers or prospects open and read the emails we sent them. Easy to use

Likes Least

I like it all. Great customer service, and so easy to use

Recommendations

It's great. It's too easy to use and helps me close my deals

 
 

mattt from HomeAway
Specialty: Other

October 2015

October 2015

I use Clearslide to augment every customer interaction

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

The clearslide product is great as a solution to interact with customers. I can use Clearslide to send presentations and view how far my customers have read through them. This allows me to tailor future conversations to cover the material the customers did not read over. This product also allows me to share my screen with mu customers so I can demo products. This also allows me to show the customers exactly what i need them to do or click on.

Likes Least

Sometimes the java part of this product makes it difficult for some customers to install.

Recommendations

Will your customers be able to access the screen share? Are your quotes and presentations a good fit for electronic distribution? Do you have products that will lend themselves to screen sharing demos?

 
 

Morgan from The Active Network
Specialty: Public Sector

October 2015

October 2015

User-friendly, easy functionality -- worth it!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I have my own URL that my clients can pull up on their computer or on their phone. It's also vital for me to see their screens at certain points in the conversation, so it's very beneficial to allow them not only to share their screen, but to have control over the mouse in the "meeting" and run a portion on their end. I love being able to end a pitch because it links to my client's SalesForce account, as well as shows how involved my viewers are during the presentation. It's wonderful both internally and externally, and overall improves my presentations and how I run my meetings. Tracking client engagement is huge. I consider myself spoiled now and will not want my company to switch to any other software.

Likes Least

I have experienced a couple of issues with the meeting timing out. I also have clients struggle to find the "Share Screen" button when I ask them to switch to their screen. They just have difficulty finding where it is -- which could just be oversight. This is still something that takes a bit of time to get them to notice it in the top right corner.

Recommendations

I love the integration to SalesForce, the easy tracking, and the online URL that can be accessed at home, work, or on the go. This makes it worth it for quick and effective communication with our clients.

 
 

Seth from IZEA, Inc.
Specialty: Media

October 2015

October 2015

Great Insight and Presentation Tool

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

I really enjoy the functionality of Clearslide and the versatility it allows within. Easy to switch between presentations and, with the most recent update, search through the masses of presentations available.

Likes Least

Would love to have additional functionality in adding select slides from a presentation not presentably on Clearslide. As in - If I have a deck on my hard drive that is 100 slides, and I want to incorporate just 2 of those slides into an existing Clearslide presentation without uploading the entire file.

Recommendations

Having the ability to have one on one interactions with my clients from across the country. I'm able to clearly direct them to the content I'm presenting or reviewing and have direct feedback on decks and company assets.

 
 

Greg from Market Strategies International
Specialty: Other

October 2015

October 2015

I have been using ClearSlide for the better part of a year.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

ClearSlide has been very responsive to making product updates to better meet our needs. Additionally, I love how I am able to track precisely when someone views my emails (and then watch them real-time as they go through each slide).

Likes Least

I wish that the product was better integrated into Outlook and SalesForce. Additionally, I wish that I were able to selectively remove the header in my live pitches... the header makes it difficult to present the pitch on a projector.

Recommendations

Get a trial and use it for a month... if you are serious about managing your business development efforts, you will be likely to sign up for the full license.

 
 

Tony from StormWind
Specialty: Education

October 2015

October 2015

My experience with ClearSlide was great. I like the product.

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like that it enables one to show the prospect videos and data sheets or slides seamlessly. Once they log on to my "room" I have their undivided attention in that window and can keep their interest up. I also like that it made it very easy to email links to a series of videos.

Likes Least

In the email section where you can send the client/prospect a deck, there was only room for 4 items. I could have done with more.

Recommendations

Try it out, it's very difficult to dislike and much easier to set up & use than say Adobe Connect.

 
 
 
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Showing 1-11 of 11

Victor from specright inc
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Clearslide is very useful within our sales team. Benefits outweight the negatives.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software is intuitive and easy to use. The ability to store all the decks that we use and customer specific presentation is key. The integration into our CRM is also nice to have and bring everything into a closed loop environment

Cons

The formatting for presentation sometimes does not work and time outs are also an occasional issue. The access for international customers/prospects could be a bit more seamless.

Review Source: Capterra
 

Jonah from Hanover Research
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2017

October 2017

I use Clearslide to share presentations with clients and as a conference line.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Mainly a screen sharing tool that has not let me down and a conference line.

Pros

Quickly pull up my presentation/search for others. Uploading is fairly easy as well. Minimal issues with people getting into the presentation.

Cons

Creating links to send is not great. The process itself is tedious. I feel like I should be able to choose 5 presentations I want to send to one company/contact and they should provide me 5 links. Instead I have to do them independently or group them all in one big link.

Review Source: Capterra
 

Adam from Specright
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

I have used Clearslide for 5+ years for sales presentations and screen sharing. Very easy to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
Value for Money
Value
Support

Increased sales, sped up sales cycle, reduced reliance on old software. Very minimal training or downloads required.

Pros

It's such a simple link to share and it works right away 99% of the time. Much easier to use than GoToMeeting, WebEx, and Zoom. No downloads required (typically). User experience is straightforward and simple. Customer feedback is very positive.

Cons

Animated powerpoint slides don't display great. Could use an admin bar on the side during screen sharing.

Review Source: Capterra
 

Simon from Typenex Medical
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

When this program works, it is great. When it does not, well....you're out of luck.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

With this software, it has the potential to offer an inside look on when/where the customer is viewing the content of your email. If you are on the side of trying to acquire customers with an email blast, it shows you how many customers view the content and precisely how long they took (seconds) viewing the information sent.

Pros

This software allows you the ability to see when the recipient on the other end of the email opens or views the content. As a vendor, this is extremely helpful when you know this information for a variety of different reasons. When you're able to know ahead of time the % that your consumer base opens or views content, it can create a more targeted approach when emailing.

Cons

If you open the content that you sent to your consumer. It will show that the customer opened the content, which is not true. It leads to a lot of misinterpretation when reviewing data. This creates headaches. Currently we are discussing options with other companies to get away from ClearSlide.

Review Source: Capterra
 

Kurt from Releventure LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Could not use Clearslide & they auto-renew without notice

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
Value for Money
Value
Support

I only received minimal benefits from Clearslide as we spent a lot of time uploading presentations and creative assets, only to find we could not access them in corporate presentations where internet access was restricted or slowed.

Pros

Clearslide used to work fairly well for sales presentations in-person, online, or via email, but their inability to work well in corporate environments that restrict or throttle internet access for security reasons (like most big companies do), makes it hard to use.

Cons

Other than the fact that my sales team could not use Clearslide for what it was intended, their draconian billing practices are literally the worst. A sales rep offered a 1 year trial subscription. We found out very quickly we could not use the software (and they could confirm by our login and usage statistics), but we lived up to the term of our inital contract. Buyer beware. But then they attempted auto-renewed us for another complete year in advance, and after making several pleas with "customer success" personnel and even the CEO, they sent our account to a collection agency. I reccomend using anything else as there are many better sales presentation options out there, and avoid yourself the hassle of having to remember 90 days in advance of their auto-renew cycel that you need to cancel.

Review Source: Capterra
 

Jessica from brand connections
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

Works well for sharing information

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This product works well when implemented into training or into necessary conference calls, or to share presentations and information with others and to see that they're actually receiving it!

Pros

works well to share information and presentations to team members

Cons

so far we have no fully utilized it to maximum potential

Advice to Others

great product! Definite possible replacement for conference call training/mass training with much less effort!

Review Source: Capterra
 

Courtney from Health eCareers

November 2016

November 2016

Easy software to share content with coworkers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Support

I've used Clearslide for over a year in order to share our marketing collateral with our sales team and its been great.

Pros

Ease of use.

Review Source: Capterra
 

Michael from Beamium
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

Interesting alternative to conferencing solutions.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

ClearSlide is a practical alternative to common conferencing solutions, especially popular in the US. The tool is relatively simple to use, however some of its features are not necessarily relevant and make the whole UX a bit more complicated.

Pros

Its more practical than many conferencing solutions out there.

Cons

Not as simple as I would wish. A bit overloaded with features. A bi pricey.

Advice to Others

It depends on what you are looking for, since the tool offers simplicity, but not at its fullest.

Review Source: Capterra
 

Steve from Verifi
Number of employees: 201-500 employees Employees number: 201-500 employees

November 2016

November 2016

Great platform for sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Clearslide is one of the most widely used tools in our sales team. The platform is easy to use and integrates seamlessly into salesforce.

Pros

Ease of use, integration with Salesforce.com

Review Source: Capterra
 

Ben from Clearwater Analytics

October 2016

October 2016

Clearslide Good concept

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

The tool is a good concept but at times falls short at times on delivery of true functionality. Customer service is responsive but issues resolution has been slow over all.

Review Source: Capterra
 

Jeremy from SalesPredict
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2016

June 2016

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp