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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Salesloft
Score 8.5 out of 10
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Salesloft’s Revenue Orchestration Platform uses AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal.
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.
I find it to be the best resource for scheduling calls with clients. Specifically when the call includes multiple people using Salesloft, it's so simple and easy to use to send open times to client and then to be able to send active links to the client where with one click the calendar invite shows up on my calendar? it's the best most efficient tool I have in my toolbelt at the moment. When it comes to logging, it's also simple but I wish I could add a contact to SL from the Microsoft integration.
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.
The inbound dialer. I don't particularly like having to open a second window just for inbound calls. Especially if I forget to close it during a meeting and get interrupted.
The texting interface. I can have emails templated, to fill fields pulled from the lead profile, like name, company, positions, etc. I would like the same functionality for texting, especially since I send as many texts as I do emails. Even being able to save snippets or templates would be nice.
On the note of texting, having a dedicated tab in the People view for text messages would do a lot to let me catch up on other people's conversations with the lead, instead of having to find them on the main Activity tab.
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.
SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.
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
Drift was extremely easy for both our demand gen team and SDR to jump right into. It was feature rich and purpose-built for marketers—it was remarkably easy to connect our marketing automation, CRM, and more to the platform and get everything to work together. Now the ability to create digital experiences and conversation landing pages is democratized—empowering our team to do better work and provide better prospect/customer experience.
The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.
Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as SalesForce
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.
The support team was very responsive but at the end of the day they took a long time to fix our issue. The issue did get fixed, though, so that is what matters. Very nice people who are there to help in any way they can.
We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.
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.
Salesloft Rhythm (BDR/SDR home screen) provides a landing page where all the prioritized work is queued for immediate execution. The UX is clean and the only other elements is a stream of activity indicating prospects interacting with content (e.g. clicking a link in an email). My experience with other tools was that their "home" pages had a dozen icons and it was confusion for someone new to the platform to figure out where to go to work on the next item.
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.
Seen a 200% increase in productivity from our SDR team.
We now have robust data about when the best times to call are and can focus our power hours around those.
We now have an audit history around our emails sent and can dive in and make small changes to templates and snippets to continuously increase our open and click rates.
