ClearSlide - Short Review

Design Tools

ClearSlide is a comprehensive sales engagement platform designed to enhance and streamline the process of delivering online presentations, managing sales content, and tracking buyer engagement. Here’s a detailed overview of what the product does and its key features:

Purpose and Integration

ClearSlide is a fully integrated web conferencing solution that is part of a broader sales enablement platform. It is designed to help sellers deliver professional and productive online presentations, combining content management, web conferencing, and detailed analytics to support the entire sales process.

Key Features



Seamless Online Presentations

ClearSlide allows for smooth and professional online presentations through its virtual meeting space. Presenters can initiate meetings with a personalized link, ensuring that only the presentation content is displayed, without cluttered desktops. The platform supports high-definition video and real-time sharing, enabling one-click presentations.

Engagement and Feedback

The platform provides instant feedback when attendees are not paying attention, allowing reps to take immediate action to re-engage them. It also includes an integrated content library that can be quickly searched to address unexpected questions during the presentation. Additionally, ClearSlide offers viewer-to-viewer chat features, enhancing collaboration among meeting participants.

Audience Insights

ClearSlide helps sellers understand their buying audience better by collecting attendee details through customized lead forms. This includes titles and contact information, which can be used to engage with the audience more effectively.

Content Management

The platform offers a robust content management system where sellers can quickly locate and assemble personalized content. Users can access and present content from a single-point content management source, even when offline. The content library supports various file types, including rich media files, and allows for tagging and searching of content.

Web Conferencing and Screen Sharing

ClearSlide includes integrated web conferencing capabilities with features such as audio conferencing, screen sharing, and remote-like controls for one-handed presenting. Meetings can be initiated easily, and the platform supports recording and playback of presentations.

Analytics and CRM Integration

The platform tracks detailed engagement metrics, including participant time engaged at each moment and slide, as well as audio and video recordings of the entire presentation. This data is auto-logged into the CRM, saving time on manual data entry and improving data quality. Sellers and managers can review engagement graphs and key details to take intelligent next steps.

Real-Time Engagement Tracking

ClearSlide provides real-time insights into buyer interest through detailed slide-level engagement metrics. This includes tracking email metrics such as opens, forwards, and content viewed, enabling faster and more tailored follow-up.

Outlook Integration

The ClearSlide add-in for Outlook allows users to access recommended sales content directly from their inbox. It surfaces approved content based on rules associated with contact, account, opportunity, and lead records, and auto-logs activities, content used, and engagement directly to the CRM.

Additional Capabilities

  • HD Rendering and Auto-Conversion: ClearSlide ensures that content, including PowerPoint slides, appears in high definition. It also automatically converts rich content such as presentations with animations, embedded videos, and hyperlinks to ensure maximum impact.
  • Meeting Recaps and Engagement Data: The platform captures robust engagement data, including meeting recaps, attendance, and engagement rates, which are synced and auto-logged into the CRM.
In summary, ClearSlide is a powerful tool that combines advanced presentation capabilities, comprehensive content management, real-time engagement tracking, and seamless CRM integration to support sales teams in delivering impactful and productive online presentations.

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