Balto vs. ClearSlide

New agents are given Balto and are able to take calls successfully from day one. They take incoming calls and Balto listens to both sides of the conversation and when things are said it will prompt the agent to move forward in different ways. It also will prompt if agents are speaking too much or if the agent isn't listening and asking the same question it will prompt them.

Incentivized

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.

Incentivized

• Hears and prompts the agent when key points are mentioned.
• Helps us celebrate our successes.
• Helps our new hires become successful right away.
• Provides an interactive roadmap that changes based off the current call.

Incentivized

• Email Functionality - Creation of general templates to be constantly used as well as allowing the team to gain insight as to who is opening and viewing the material. That makes the follow up much easier to have.
• Presentations - Very easy to provide customers with a source link of where to view our presentation and also very easy to provide them with the ability to show their screen if needed. The fact that we can have several people on the presentation is helpful as well.
• Salesforce Integration - Very important in our organization as we like to have any and all activity pertaining to customers housed in our CRM.

Incentivized

• If we jump over a bullet point it sometimes does not go back to an unlight question when we do.
• If we get a transfer from a fellow agent it doesn't show the correct verbiage to use.
• It takes a little too long to go from OB verbiage to IB verbiage.

Incentivized

• I don't love the conference line. The recording message at the beginning is particularly annoying.
• I also wish it were easier to share multiple links quicker. It's somewhat of a cumbersome process.
• It can occasionally be challenging to find the right materials to share at the moment quick enough.

Incentivized

This has become a vital tool for our sales process and as we grow as an organization, the ability to deliver content efficiently and effectively will become a key performance indicator in measuring our business goals for the coming fiscal year.

Incentivized

Its easy to use from a presenter's perspective. Its web based so anyone who can navigate Facebook can open a live pitch or shared file. This makes it easy to give live demos, share files, and share screens with out downloading any software or installing java patches

Incentivized

It wasn't 100% but it was better than our experience with GoToMeeting.

I was mostly involved in the implementation process and syncing ClearSlide with Salesforce, and I would say the support was mostly average. It took a few times to get everything scheduled, and a lot of the process was left up to me. I was reading through the documents that they supplied. It wasn't complicated, but more direct support would have been appreciated.

Incentivized

They do a good job

Web based so easy for them to configure account

It is easier to see the full spate of files with Clearslide vs. Dropbox, and each slide shows individually in Clearslide vs. other products that just provide a file in name only. In addition, Clearslide provides direct intel on how customers view and interact with the content you send them, which other products don't provide.

Incentivized

This product ROCKS!!!! ClearSlide shortened my sales cycle by over 50% by enabling to jump right into a LIVE demo on an initial client call so I don't have to waste time scheduling a demo at later date. People are busy and finding a time to schedule a call can take days or weeks

• This question is above my pay scale.

Incentivized

• Reduced the amount of time that our sales staff have to spend searching for content or collateral. Everything is available in one area and can be surfaced as long as you know the keywords of the collateral you would like.
• CS doubles as a conference line and online presentation platform, which is incredibly helpful. Rather than having to use multiple systems or launch an application that requires a plugin, CS launches right from my browser. Prospects that are viewing our presentations have the same ease of use with CS as well.
• The integrations with Outlook, Gmail, and web browsers are a dual-edged sword sometimes. They do make it easier to link documents to emails, but they also tend to crash or cause issues with other software. I would say that overall the savings in terms of efficiency are greater than what has been caused by glitches, but not by much.
• The tracking details on collateral sent to prospects are incredibly insightful and help us improve our future communication strategy. This has made us smarter about our future engagements by providing targeted information that the client cares about.

Incentivized