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.

I'm not sure if I have any cautionary tales or advice- it's been a good experience all in all it's been a positive experience.

They also make it very difficult to cancel your subscription. Continued charging me for months after cancellation multiple times.

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

They acknowledged the issues we were having but refused to accommodate us.

Occasionally they have problems with uploading new content and their customer service is not always the fastest.

Clear slide is the Perfect Remote-presentation Tool.

Simple design, straightforward, and easy to use.

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

I like the ability to have multiple sales decks loaded, ability to go to a live window, and seamlessly bounce back and forth to provide the client with the best experience.

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

Can sometimes be down without notice. Clients have trouble figuring out how to mute themselves on web platform.

We had to call them everyday for about a week before we got a hold of someone who could cancel our subscription after paying an entire extra year for no reason.

It was a PAIN to get a hold of anyone there to cancel our subscription ONE YEAR after we wanted to cancel because we missed the 90 day notice by a day.

Worse, they abuse their customers. I got locked into a yearlong deal by mistake and their reaction.

It integrates well with salesforce, the ability to track and see the time a person is key. Collaboration is super easy, mass email templates also easy to use.

Are your quotes and presentations a good fit for electronic distribution. Do you have products that will lend themselves to screen sharing demos.

Clearslide is a wonderful tool for sales people.

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

User experience is straightforward and simple. Customer feedback is very positive.

Using this online can easily login to my clear slides and share my screen.

I could go on in paragraphs to describe how terribly they've been handling our issues over the last year.

In my role I have metrics to hit using ISDC, and when i'm unable to do that because of functionality problems it is frustrating.

Good for automated intelligent telesales, allows for segmentation and predictive modeling.

The ability to communicate in many ways, change the pace, set automatic commands, and integrate with a CRM tool.

I enjoyed how quickly this organization added features to their Playbooks product. They make it easy to reach out with suggestions of how they can do better.

With the chrome plugin, there are often issues with the functionality that can be frustrating. Sometimes its a Chrome issue, sometimes its an SFDC issue, sometimes its an ISDC issue.

Very user friendly and easy to set up plays and email templates. The prerecorded voicemails is an amazing feature.

Has a good concept to automate and remind the inside sales rep on their day to day activity running outbound campaigns. Has good features (if they work) and an intuitive interface.

Great integration with Salesforce, allowing one to make numerous calls with ease and speed.

The playbooks feature is really cool and a great idea, when it works. It makes it easy to stay on task and be efficient.

I love InsideSales.com platform. I recommend it to anyone trying to rocket their sales.

We have almost 20 users and that's amazing that they handle our account this way. Will definitely be looking for other Dialer and Inside Sales tools.

I've combated this issue with support more persistently over the last few months and they've been providing terrible follow-up.

It's difficult to manage and migrate leads from team members who leave, and the enrollment options could use some more visibility.

However, this is a high bar for inside sales now because my entire team has lost faith in your product. Inside sales has failed to provide a basic level of service to us as a customer.

The ability to design plays that suite the needs of current campaigns. Setting up the auto emails and reminders to pick up the phone make it easier to turn basic conversations into real pipeline.

US Dollar

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.



LongDescription

Engagement Tracking

Content Delivery

Personalization

Meeting Management

Presentation Tools

Performance Management

Sales Pipeline Management

Strategic Planning

Communication Management

Calendar Management

Collaboration Tools

Email Tracking

Opportunity Management

Content Management

Email Marketing

Audio File Management

Performance Metrics

Training Management

Workflow Management

Video Support

Activity Dashboard

Business Process Automation

For Sales Teams/Organizations

Interaction Tracking

Sales Onboarding & Training

Reporting/Analytics

Campaign Management

Prospecting Tools

Lead Management

For Insurance Industry

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

ClearSlide

In Person

Live Online

Webinars

Documentation

Playbooks is sales engagement platform that utilizes AI to assist strategic sales teams in targeted selling. It allows users to create engagement strategies for phone, email, social, SMS, and video. These engagement strategies include alerts, templates, tracking, and sales guides. Automated sequences reduce time spent on redundant administrative tasks in order to simplify the sales process and reduce wasted time in a sales representative's day.





Playbooks produces customer scores to identify the prospects who are most likely to engage and buy. It provides representatives with data on customer behavior and helps to clean up bad CRM data. It includes robust reporting functionality in order to track a business's key metrics and identify the effectiveness of selling techniques.

Call Transfer

Forecasting

Lead Capture

Activity Tracking

Sentiment Analysis

Auto-Dialer

Lead Distribution

Call Recording

Goal Management

Call Management

Sales Trend Analysis

Demand Forecasting

Call List Management

Lead Generation

Email Templates

Contact Management

List Management

Sales Reports

FCC Compliance

Call Scheduling

Data Discovery

Benchmarking

AI/Machine Learning

Email Management

Campaign Specific Caller ID

Predictive Analytics

Modeling & Simulation

Data Blending

Dashboard

FTC Compliance

Prioritization

Lead Qualification

Call Monitoring

Sales Forecasting

Data Management

InsideSales.com software is highly customizable—a product expert will contact you to discuss a specific proposal tailored to your needs.

ClearSlide vs Playbooks

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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