ClearSlide enables sales and marketing teams to find content, communicate it whether in-person, on the phone or through email, and get insights into how customers engage, with the goal of helping sales and marketing teams make every interaction count and create amazing customer experiences. ClearSlide is a system of engagement for sales, marketing & services teams. For managers and leaders, ClearSlide provides engagement dashboards to improve deal visibility, coaching, and stronger…
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Saleo
Score 10.0 out of 10
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Saleo helps users create demos at scale for the revenue team, that tell the right story across any vertical, pain point, or user case. The solution helps to prevent bad demo data, product bugs, and new environments from ruining a demo. Control areas of the software presentation with control over graphs, text, images, and icons. Saleo is designed to work with any SaaS platform, and so that it can be setup in seconds.
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.
Saleo is well suited for SaaS businesses who want their SolCon and Sales teams to demo out of a real production account, not a fake one. With Saleo our commercial sales team can easily select an Industry template and go...literally no prep to show the product with industry data. Our SolCon team can build out a custom demo with the customer's data in a few minutes. There is also a sharing feature, so if someone built something cool they can share it with everyone. Also, our product marketing team has started using it for screenshots and videos.
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.
When we first rolled out, it was hard to changing a data point in multiple places quickly. This was just fixed by the roll out of personalization strings.
We have very complex tables. At first the table editor needed some help handling the nesting. The newest release of Saleo fixed the issue we had.
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.
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
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.
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.
Our CRO did not like using video recordings. He felt that would backfire on us. Our CTO would not allow us to make a copy of our application or it's data, so most of these solutions were eliminated. Saleo is the only solution that lets you demo out of a production account with no videos or copies of your data
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
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.
