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ClearSlide for Salesforce®

By ClearSlide
ClearSlide for Salesforce®
ClearSlide Two Minute Overview Video
Use content through multi-communication channels. Track engagement analytics in Salesforce.
ClearSlide is the only vendor with a complete sales engagement platform
ROI validation based on TechValidate survey of ClearSlide for Salesforce customers
Top use cases and functionality supported by ClearSlide for Salesforce
Content Hub provides single source of truth for content sales should use mapped to your sales proces
Marketing can set rules for content recommended with sales users based on CRM parameters
Sales reps get recommendations what content to use in Salesforce based on their deal parameters
Interact with prospects through email or online meetings with Salesforce data auto-loaded
Wow your buyers with friction-less presentation of content, screen-sharing with audio conferencing
Capture in Salesforce meeting attendees, content presented, and attendee engagement
ClearSlide works where sales works - Salesforce, Email Inboxes, and Mobile devices
Assess forecast risk and rep coaching moments comparing total engagement time for opportunities
Compare engagement time and activities as KPIs to judge team effectiveness

Starting at $35 USD per user per month ClearSlide for Salesforce® requires a ClearSlide subscription with the lowest edition pricing at $35 USD per user per month. The higher priced editions and features are available at: https://www.clearslide.com/pricing

Rating

(240)

Listed On

10/10/2014

Latest Release

12/1/2017

CATEGORIES

Productivity
Content, Communications, and Insights to Make Every Interaction Successful

ClearSlide is the Sales Engagement Platform leader. We make it easy for sales and marketing teams to organize, assemble and recommend approved content, effectively communicate it across communication channels, and get insights into how customers engage.
  • Content Hub & Team Collections - A powerful way to map content to the way organizations sell. Presentations, PDFs, videos, email templates and other rich media assets can be organized by selling stages, playbooks, product lines, industries, and more.
  • Guided Selling - Recommended ClearSlide content surfaced in Salesforce based on opportunity and lead records. Instantly engage buyers via email or online meetings from Salesforce with the right content - and autolog engagement analytics to Salesforce.
  • Content Engagement Dashboards - Provide slide-by-slide analytics how content is used in-person, in online meetings, and in email. Drill into direct customer comments and feedback, and listen to recordings of full meetings or specific slides.
ClearSlide for Salesforce puts content, communications, and insights at your fingertips. Buyer engagement data provides actionable insights for forecasting and coaching. ClearSlide activity data are auto-logged in Salesforce — improving data quality, rep productivity, and Sales Cloud adoption. ####Connected Content Engine##Ensures recommended content is the single-source of truth, and sellers have the most up-to-date collateral, videos, and internal training materials – even if content is used in multiple presentations. Permissions give control to restrict usage and maintain message consistency.####Target and Instantly Engage##Send email blasts using approved email templates and content. Email engagement surfaces the most interested leads for follow-up through online meetings.####Capture Field Team Activities##Autolog activity data when holding meetings via ClearSlide Mobile Apps. Improve data quality by capturing content, and engagement – even for on-the-go field teams. ####Insights Dashboards##The Engagement Quadrant helps assess deal quality and improve forecasting. Team Performance dashboards support benchmarks and coaching by measuring team and rep engagement levels.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 3
  • Custom Applications: 1
  • Custom Tabs: 2

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Salesforce Edition
Professional, Enterprise, Unlimited, Force.com, Developer, Performance
Other System Requirements
No additional system requirements

Support Fanatical service is our mission and a key differentiator. Our team of product specialists is here to help you become a power user on your way to unlocking the full potential of the ClearSlide platform.

1.877.360.3366

Additional Information

Package Name
ClearSlide
Version
2017.11.22 / 3.4.0
First Release
10/10/2014
Latest Release
12/1/2017
Languages
English
ClearSlide
San Francisco, CA, USA
Founded
2009
Phone
877.360.3366

Powered by the Orion Release, ClearSlide is the system of engagement for sales, marketing and services teams that makes every customer interaction more successful. For managers and leaders, ClearSlide provides engagement dashboards to improve deal visibility, coaching, and stronger forecasting. For content users and creators, ClearSlide makes it easy to organize and recommend content tailored by sales stage, with next-step interaction suggestions. For reps, ClearSlide intuitively delivers content, communications, and real-time analytics in a single, unified Sales Engagement Platform experience. Users can access ClearSlide via web app, CRM, email, or mobile apps.####ClearSlide is the system of engagement for sales, marketing and services teams. Founded in 2009 and headquartered in San Francisco, ClearSlide serves over 2,000 companies with nearly 1 billion minutes of engagement from customers like Autodesk, Comcast, Expedia, Medtronic, Novartis, The Economist, Paychex, Thomson Reuters, Verizon, and more. ClearSlide customers achieve higher seller productivity, increased sales management effectiveness, and stronger content ROI.

Starting at $35 USD per user per month ClearSlide for Salesforce® requires a ClearSlide subscription with the lowest edition pricing at $35 USD per user per month. The higher priced editions and features are available at: https://www.clearslide.com/pricing