- Sydney C.Small-Business(50 or fewer emp.)
I like how easy it is to use for myself and for end clients. Sending the link to a client and having the ability to make adjustments to a presentation beforehand is great. My clients also like that they do not have to sign up for anything to view the content, they can just click and participate. I also like the insights section where you can see how engaged your client is throughout any given presentation. Having the option to call or video chat directly through the app is also useful, although I do not use it as much. At times the download time can be a little long. Also depending on the format that I am uploading, the slides can be distorted and not the same format that I upload them in. There are times I have to download a presentation multiple times to get the format correct. I would also prefer if clearslide did not send me emails every evening to inform me about content that my peers are uploading. This has been especially useful during the pandemic. I am able to host virtual meetings with clients when I am unable to meet them in person. I also like that I can keep clients engaged using the mouse and clicking on any part of a presentation that I want the client to focus on. Clearslide offers a unique alternative and really allows the presenter to control the narrative where clients can not see the content you are presenting before clicking on it. Hi Sydney, Thanks for your review and praise for ClearSlide! To address your concerns about presentations, there is now an easier way to edit presentations from within ClearSlide without having to download it. Also, the emails you are receiving are easily turned off through your Account settings. I hope that helps, and thanks for being a valued customer!
- Verified User in Marketing and AdvertisingMid-Market(51-1000 emp.)
It is easy to upload documents in either PDF or PPT formats and share them with clients or prospects, either via email links or screenshare. I like that I also get a daily email update about what the rest of my team is doing on the ClearSlide platform. Some rich media elements like video or audio don't always load correctly and it's difficult to express some elements to clients who don't see that rich media. Also, sometimes uploading large presentations can take a few minutes and creating links can be a little tedious at times when you're in a hurry as well. This is a great option for sharing content! Sending large presentation links that would end up being attached as Google Drive links without having to upload them to a separate site like Dropbox and they are easy to open. Hi! So happy you are enjoying ClearSlide! It is a great option for those wanting to track emailed content, and is particularly useful for those files normally too large to send as an attachment. I recommend you reach out to our support team if you have experienced any issues with rich content, your clients should have no problem viewing audio and video media elements. Also, for creating lots of links, I recommend you take a look at our Gmail and Outlook plugins- they can really speed up the process if you are working from your inbox. Thanks again for being a valued customer!
- Brent C.Sr. Client Partner
Clearslide is a strong sales & marketing content source of truth, where I can find most if not all official material, as well as be inspired by my peers uploaded materials that also live within Clearslide. Very helpful for communication/sharing with clients and it is very helpful to understand whether or not clients are engaging with content. Works well on both mobile and desktop. Most importantly, my client seem to appreciate it - the ease of having the content available for view in browser and/or downloadable. I send a lot of documents, so anything to make it even easier than it already is would be great - perhaps have the fields be more intuitive based on the content (pulling in brand name in document into the required fields). Worth a look for the benefits I've mentioned. Problems solved include how to share large files with clients and understanding if/when a client has reviewed the material. The benefits are tied to these solved problems. Hi Brent, Thank you for your review and kind words, it's great to hear what our customers think about our platform! To address your request for more intuitive content fields- You must've read our mind because we are in beta with a feature you describe! If you would like to join the beta, reach out to your account manager or our support team. It will be released later this year to all users as well.
- David K.Associate Insight Analyst
That is allowed our sales reps & customers to share a screen We had been using Clearslide for a few years. We started using the tool as a way to share screens with our customers and prospects. It worked okay. There were bugs and over time it became an obsolete solution as our customers and prospects became better accustomed to Zoom, Bluejeans, Gotomeeting, etc. They haven't really innovated that part of the solution in years. We moved to Zoom as it was a cheaper better solution for those purposes. Additionally the content storage feature really just a chronological storage for sales people. We did not have a Product Marketing Manager to determine what was being used most and build content specifically for the sales team. I can imagine if you had a devoted PMM this would be more beneficial but other solutions like Showpad seem way better. Also, if you have Sales Navigator, the PointDrive feature covers most of the bases that my reps liked about Clearslide. Ending our relationship with Clearslide was a nightmare. I reached months before our renewal date to cancel our service. I reached out to two different account managers we had worked with over the year and received bounceback emails to both. When I finally got in touch with our account manager (that we were never introduced to) I was told it was too late to cancel our contract. Clearslide has a 90 day early termination rule and we just missed the cut. Really poor customer experience at that point. Being handed off from Account Manager to Account Manager, VP of Sales, and legal. At the end, Clearslide made no concessions and felt no empathy. My advice to anyone trying to do business with them is don't. But if you do, make sure to ensure that your contract does not have that clause in there. You probably won't be able to get it removed as they purposely hid this clause in section 10.1 of their contract - https://www.clearslide.com/legal/terms/ Clearslide became a redundancy in our business and no longer was solving a problem for us.
- Tuan A. H.Founder and CEO
This allowed me to track email opens on PDF slide decks. "Our CFO bases our budget on our committed contracts, so we have a strict 90 day policy for all of our contracts." - Account Manager Product didn't keep up with alternative solutions. At this point, I now find solutions like DocSend and even sharing Google Slides and using standard email tracking in Salesforce to be more than sufficient. For screensharing, BlueJeans, Zoom and Google Hangouts are way better. Compared to how much you get from those solutions, which are far more robust and less expensive, Clearslide at $35/mo or $420 a year is a ripoff. I stopped using this service well over a year ago. I decided to cancel the service shortly after I saw the charge hit our credit card, and decided to ask for a refund. To cancel my service, CS bounced me around until sending to LEGAL to cancel the service. At that point, they informed me there was a 90-day cancellation policy. I run a SaaS business and understand the need to maintain predictable recurring revenue, but we regularly give people grace to get refunds if they cancel shortly before or after a re-billing. Many of my friends who run SaaS businesses do the same and most successful SaaS companies I've worked like Zoom, Shopify, Salesforce, etc. do the same in the interest of customer satisfaction. When I asked for a refund, their account manager told me, "Our CFO bases our budget on our committed contracts, so we have a strict 90 day policy for all of our contracts." That's a terrible response to give a customer. I also have a CFO and a budget where we deal with customer refunds to manage. To tell a customer that my cancellation is not convenient to our CFO is probably one of the worst responses they could have given me for denying a refund. Check out DocSend for sharing documents and decks, along with BlueJeans/Zoom for screen-sharing. We used this to keep track of who was opening our investor decks.
- Scott I.Associate Director, K-12 Education
The email plugin is by far my favorite piece of Clearslide, but it is still very buggy and makes my outlook crash. Even so, the amount of time required to search for presentations and attach them has been reduced. The platform consistently seems half-baked. The content search is not prescriptive as promised, but instead, pulls content that is most commonly used. The call/web conference functionalities have some of the worst quality (sound, video) that I have ever seen. The new UI is only slightly better than the last, which is nothing special. The best part about CS, in my opinion, is the email plugin, which is helpful, but makes my outlook crash most of the time. When CS is coupled with other Outlook plugins, my email freezes consistently. Our company also has ExecVision, which syncs with CS, but never properly pulls the call details. The new plugin for SFDC is also incredibly lackluster, especially the notes portion, which strips all formatting. Like I've said, the idea of CS is great, but the execution is half-baked. I'm sure that CS has a good price point for the functionality, but the product is half-baked with full of functionality issues. I would recommend looking at other platforms with improved functionalities and a content platform that truly enables sellers, rather than simply pushing the most "popular" collateral to the top. Being able to track client engagement for collateral and minor improvements in efficiency thanks to the outlook plugin.
- Jeremy K.Internet
- Anonymous ReviewerInformation Technology and Services
- George G.Management Consulting
Let me know when this great tool has a total change of management!
- Crystle W.Online Media
- Jeni C.Computer Software
- Kurt L.Marketing and Advertising
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.
- Verified User
I've used Adobe Connect and ClearSlide and while both are excellent for presenting, I feel there's better connectivity for our group using the Salesforce.com CRM with ClearSlide. ClearSlide's features and available resources are better aligned and easier to process then Adobe, and the learning curve and UI is much easier for our sales team to pick up vs. Adobe.
Make sure to discuss integration points with any connected CRM that you use. We have a custom integration for some of the ClearSlide pieces to our organization and they were very helpful in helping to identify a tailored solution to fit our needs. Also, determine if they provide support for updating users vs. if your org has someone that will manage ClearSlide internally. We have a fairly large user base using ClearSlide, and have a dedicated person in setting up new users and information when new hires come on board. If you're concerned about how you can tailor a custom solution, prepare the large scale 'wins' you would need to make it successful ahead of a meeting.
Live Pitch can be done in both a java or java less format (newer update). Some orgs with potential limits on java usage will appreciate the easy setup and use with browsers like Google Chrome or Firefox. Can be synced with Salesforce.com CRM to auto create tasks as follow up from sales rep presentations. This allows for the ability to track activity within accounts and for reporting needs for the sales rep account progression. Support staff is very focused in training and getting new users up to speed with ClearSlide walkthrough to understand the product and the capabilities within their system. Provides on call support to address any technical system issues as a part of our business plan.
Would like to see more functionality around mobile devices and tablets for use. Currently, the ClearSlide remote is the main feature that our Sales Teams use when presenting, may need to look into how we can sync/share information via a table to do live presentations when on site. Ability to generate feedback within a pitch so that client can address that information from you pitch which can come directly back into CRM as a follow up task for the sales rep. Integration through other connected apps, such as Work.com, Data.com, etc native to Salesforce.com to blend in potential other business key wins, research and pull emails, etc.
- Danielle StricklandInteractive Account Executive
I have used Join Me maybe twice in the past. Join Me is not as user friendly as ClearSlide. Join Me does not have as many functionalities as Clearslide.
ClearSlide is a great tool for any workforce looking for a cost effective way to reach potential clients outside of their local market. It's also an excellent tool for establishments that send out email marketing pieces on a regular basis. It's definitely a great tool for schools like The Art Institutes when they send potential students material on the school. Did I mention it's a must have for all organizations with and inside sales team?
ClearSlide solution is so seamless. Uploading a presentation deck is as simple as upload a photo to Facebook. You can upload multiple types of files from Word Docs, PowerPoint, Excel, even Openoffice and Keynote files just to name a few. You can change the deck as a moments notice. Email Pitches are the best! It's a hyperlink to either the presentation or a customize proposal. I usually send them right after I have completed a webinar/presentation as a recap of our products and services. ClearSlide sends you an email notification when your email pitch it's being viewed by the receiving party. Live Pitch and Screen Sharing are definitely user friendly! You email a link to the client. The client clicks on the link and it takes them directly to the webinar. It's that simple.
It would be awesome if ClearSlide had some type of follow-up/reminder tool that's linked to Outlook or any calendar to call the customer back. Meaning once all notes are recorded into ClearSlide you could set a reminder to pop-up on the day of the follow-up call through ClearSlide or Outlook. I would love that!
- Melissa NolanBusiness Information Consultant
I have used WebEx and Live Meeting, and both require downloads on the other side, with stops the flow and often there are trust issues or people who are not technically savvy have trouble. ClearSlide allows for smooth flow throughout the call and easy access to screen share and proposal links.
It's great for anyone who needs to easily share information or often has conference calls and online presentations - wonderful tool.
Best screen share tool I have ever used, very easy and efficient, for both sides, smooth flow and no downloading required for other end (a big bonus)! Quickly upload proposals or other vital information to share with prospects or clients and use templates or email links to track open and read rates, visibility into areas or programs most viewed, and ability to see if content is shared. Mobile applications allow for quickly accessing presentations and sent emails/proposals, you can see what they are looking at on the go and even start a presentation anywhere through your phone or tablet!
Outlook integration is a great tool, although there is room for added functionality and sometimes there are small quirks that make it a bit cumbersome to use. Mobile ability to upload new presentations or create email links from presentations would be a great improvement. Use of email template and lead forms from Clearslide are great tools, although room to improve functionality and presentation of finished email so it looks more like it was sent through your own email account.
- Scott IsengaDirector, K-12 Education
If you are looking for a true sales enablement platform that improves the efficiency and effectiveness of your sales staff, curates content based on a seller's deal stage, and provides actionable analytics and intelligence, then I would go with Seismic/SAVO. That is the only comprehensive platform that solves the sales enablement challenge and can scale to meet the needs of both small and large organizations. CS is perfect for smaller organizations that need conference/video presentation capabilities and want to place sales content/collateral in a system with a decent search capability. If the organization cares about tracking client engagement data for future use, then CS will do a fine job. I think the CS platform is great for smaller organizations that want to scale quickly and need an affordable point solution. The rest of the applications that I have mentioned are great for storing content and letting users search for it. They are really on repositories.
Our revenue organization is the primary user of CS, but we do have members of our research team also accessing some functions based on need. Overall, CS is a tool best suited for utilization by revenue teams, including both internal and external sales and account management/client success. As a whole, our organization uses CS primarily for conference line and online presentation sharing capabilities. Our secondary usage is for the content storage, sharing, and tracking features.
CS easily loads in any web browser for client-facing meetings, which is awesome. No longer having to rely on an application of plug-in loading to present slides or do a screen share makes things simple for our teams and clients. CS Outlook Plugin is very handy. Being able to share links to collateral from an existing email window pane has been incredibly helpful. This feature is a serious improvement from the earlier version of CS where you could only create links to collateral via their browser site. The tracking capabilities that CS has embedded with linked collateral have been helpful in our client engagement strategy as an organization. Seeing what a client has viewed and for how long helps us know what they care about. Also, if they forward or share the information, we can also track that engagement.
Call quality with CS has always been an issue in my two (2) years of experience with the platform. CS upgraded their phone provider in winter 2018, but the call quality has only been marginally improved from my perspective. Also, with the switch to a new phone provider, users are required to use a new conference line, access number, and a leader pin. The leader pin is new and adds an extra step to setting up a conference line, which seems unnecessary. Content curation is probably my biggest issue with CS. With previous experience in a sales enablement company, I've seen how content can be curated to map to the seller's specific stage in a deal cycle, which is what most companies want. CS does not have this functionality from my perspective, and if it does, then overall curation capabilities are weak. Rather than curating content to match a seller's current point in a sales process, CS relies on surfacing content that is most popular or recently added. There is a search feature, which works well if you know what the collateral is called, but it is not scanning the content of documents to find what is most relevant. I equate the content feature of CS to a search that you would do in your computer's "Download" folder or even in Dropbox. If your company is smaller and only needs to surface a few pieces of collateral, then CS will work fine. If your organization is larger with large amounts of specific collateral, then I would look elsewhere. The CS plugins for Outlook, Gmail, or your web browser are great ideas but executed poorly. The integrations have caused a lot of headaches for colleagues and me since their release. They have caused our email to close unexpectedly, content to not be linked properly, or emails to not be tracked. The idea for these integrations was to reduce the amount of time a seller has to jump between windows, which is awesome, but the integrations are full of glitches. One of the biggest glitches I've seen is how CS, Grammarly, and Outlook all work together. CS is always the component of those three that causes everything to freeze or crash. In short, the integrations are a great idea but executed poorly at this time.
- Jason CarlageDirector of Sales
ClearSlide was far and away the best in terms of analytics that it provided. We really wanted to see where we were losing prospects. It is also easy to use, and easy to share screen. The issue with us became that we could not allow prospects to use browsers other than Google Chrome, because it would require downloads in order for them to share screen. UberConference, Webex and Zoom require similar downloads, but UberConference offers a free option.
ClearSlide is quite easy to use and effective when presenting information and sharing screen. It's also easy for the prospect to access your site; they just click on a link. If an inside sales manager was looking to find out where his/her team might be losing prospects, Clearslide would be a great choice because the analytics show exactly how engaged a prospect is and at what point they start to lose interest. There is a monthly cost/annual contract involved to Clearslide, so for a startup that is very cost-conscious it might be best to investigate free conference/screenshare options, but the case could be made that the analytics will earn back the fee.
Analytics: for sales, especially when selling virtually, it can be difficult to know if your customers are engaged with the presentation. Clearslide will give you reports that indicate how long customers were viewing what you were presenting, if/when you lost them, and at what place in your presentation you lost them. It can also show you how long potential customers spent reviewing follow-up materials you've sent them. Screenshare: the screenshare functionality, when using Google Chrome, is very seamless, and the customer can take over the screenshare without needing any downloads or plug-ins. Presenting: It's quite easy to present material with Clearslide, and to move between materials that you are presenting.
When a prospect is not using Google Chrome, they have to go through a few steps to allow for screenshare. Not every prospect is comfortable with downloading software for a sales pitch, and some get overwhelmed. It's not very straightforward to connect to audio. It doesn't happen automatically, and to enable it you have to click on "dial in via web client". There is a charge for using the conference line. It's a nominal fee of a few cents per minute, but with multiple reps using the site for many hours per month, this can add up a bit.
- Kurt LohseFounder & CEO
I have tried their online call conferencing but found that service too was inferior to other call conferencing software and services out there.
Clearslide is well-suited for pitching to small businesses or giving simple online versions of PowerPoint presentations. Clearslide doesn't perform well if your sales team needs to present proposals to large corporations with restricted internet access, or for those sales teams who want to present multi-format creative solutions like video. And quite frankly, their draconian stealthy auto-renew billing policies that charge credit accounts without notice and their refusal to reverse charges for companies who have not used or cannot use their service makes their solution, even more, cost prohibitive.
Clearslide helps sales execs and managers track presentation opens sent through email prospecting pretty well. Clearslide helps you manage presentations with multimedia creative assets, but struggles a bit with video streaming and managing video assets. Clearslide converts PowerPoint presentations to online viewing formats with some limited formatting issues.
Clearslide's auto-renew billing practices are brutal, and they do not inform customers before they charge your credit card. They should give customers alert in time so that they can reasonably cancel before the auto-renew period, especially if you cannot use their service. Clearslide doesn't always work well when you need it. If you are giving a presentation in a corporate environment with restricted internet access, you could be at a complete loss to deliver your presentation. Syncing issues abound, so it doesn't always make for a professional presentation option. Clearslide's customer success/customer support is non-existant in that they won't help you with issues - especially with billing and technical problems.
- Kurt L.CEO
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.
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.
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.
- Morgan P.Account Manager
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.
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.
- Simon V.Director of Business Development
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.
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.
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.
- George G.Business Development and Growth
Let me know when this great tool has a total change of management!
The basic idea of sending decks to customers which report back on not just on opening of the attachment, but how much they read, which pages they lingered on, to whom they forwarded it, etc. is really useful in a sales role. Critical, even. And Clearslide does it better than any other product I've tested to date (and i've really been trying).
It's not as easy to repurpose your original materials as you'd think. You don't start over, but you spend a lot more time. It's not as easy as, say, attaching a tracking pixel to a page. Worse, they abuse their customers! I got locked into a yearlong deal by mistake and their reaction? Too bad. And then they automatically re-upped me the next year without permission and handed me the too-bad story again! They require 3-months' notice to terminate your year-long deal. Really? No product is good enough to warrant this 'thank-you-may-have-another' treatment.
- Jon S.Business Development
I use ClearSlide everyday. It is very stable software. It's easy to use and has lot of useful tools and abilities to help any sales team.
This product integrates easily. Currently have it connected to Pipedrive and Gmail. It makes giving presentations easy, and had a lot of very useful analytics. Also, you can make email templates, and they plug right into the Gmail interface. ClearSlide does not use a lot of data, so for prospects that have slower internet connections, or limited data, presenting to them is less of an issue.
I wish we could design moving transitions and have other effects similar to Power Point and Keynote. I wish it worked better on mobile phones as a lot of meetings require getting the prospect to their computer.
- Ronald W.Masters Admissions Advisor
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.
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.