This CRM Review examines ClearSlide.

In-Depth CRM Review

ClearSlide

ClearSlide Inc.
625 2nd Street, 2nd Floor
San Francisco, CA 94107-2050

Telephone:
Toll Free: (877) 360-3366
Fax:
Email: [email protected]
Web: https://www.clearslide.com/

CRM Category: Field Sales Support – Cloud
Sub-Category: Sales Presentations
Seats: Small Enterprise

About the Company:

ClearSlide is the leading sales engagement platform that empowers sales teams with the confidence to engage customers and close more business. Headquartered in San Francisco, California, ClearSlide serves thousands of customers, including Rackspace, The Wall Street Journal, LinkedIn and CA Technologies.

About the Product:

ClearSlide innovates with the latest technology to deliver an all-in-one product that turns sales people into superstars.

Email

Gain visibility into how clients and prospects engage with your sales materials. Understand who’s involved, what they’re looking at, and when they’re interacting with materials to deliver tailored follow-up at the right time.

Phone

Drive productive meetings by delivering all presentations via one branded link. No waiting. No software downloads for your prospects. High-impact, immediate presentations, demos, videos and more.

In-Person

Deliver high-fidelity presentations anytime, anywhere with mobile apps for your iPad or mobile phone.

Content & Analytics

Gain insight into how your team is selling in person, over the phone, and via email. Access high-level activity statistics, as well as detailed deal reports to make sure the sales team is selling smart. Have this data seamlessly passed back to your CRM.

Live Pitch

Allows you to instantly connect with your prospects over the phone or in-person with no downloads — 100% web-based. Simply have your prospect join your custom URL and start pitching your collateral. Seamlessly jump between scripted slides, interactive web pages, and screen sharing.

Live Demo

Share your desktop and walk your prospect through live documents, web pages, and more. Drawing tools are available to highlight key points and areas of the screen.

Customer needs to show you something? Pass control to your client and they can show you exactly what they need help with.

Content

Give your sales team access to the most up-to-date collateral and easily re-mix into custom presentations. Upload a variety of file types including Microsoft Office, PDF, OpenOffice, Keynote, video, audio, and Flash files.

Email Pitch

The easiest way to follow up with prospects with no file size constraints. Send your collateral and know the exact moment when they opened it. Also, gain insight into what they looked at in your presentation and how much time they spent on each piece of content.

Mobile Apps

ClearSlide’s mobile apps bring the power of the perfect pitch to your sales reps. Present to prospects from the airplane, the golf course, or even the hotel lobby with access to all of the company’s sales and marketing content at their fingertips.

Analytics

Gain key insight into how your proposals are consumed through detailed reporting by sales rep, sales group, or company. View dynamic trends and graphs for your team’s performance and integrate with your CRM for further reporting.

Price:

For complete pricing details, please contact the company directly.

For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly.

Rich’s View of ClearSlide:

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