ClearSlide

ClearSlide

Bigtincan
+
+

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About

Sales Enablement that Closes Deals. The most complete sales engagement platform for content, communications, and sales intelligence to make every buyer interaction count. Organize recommended content and team collections to ensure discoverability – making it easy to assemble and personalize content that is always up to date. Make every customer interaction matter — online, email, mobile, screen share and in-person communications made easy. Unprecedented visibility into every customer interaction – giving reps, sales leaders and marketers the engagement insights they need to make better business decisions. Guide sellers to the right content, at the right CRM stage – unique rules-based recommendations drive an awesome sales process and increase productivity. On-board faster and scale best practices – ClearSlide Replay recordings and performance dashboards support coaching and visibility into meetings, presentations, and slides.

About

Moxtra’s Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability. Moxtra enables the seamless extension of business processes. For enhanced security, the solution can be deployed as a private cloud, shared multi-tenant cloud, or on-premise service. All interactions on Moxtra are self-documented and recorded. Capture the location, device, and time for every interaction within Moxtra, and maintain visibility on all communications. Moxtra is engineered to meet the stringent security requirements of regulated industries, with encryption, and the ability to support the unique best practices of each business.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes in a variety of industries

Audience

Companies interested in a powerful portal for clients

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35.00 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$120 per month
+ $300 one-time setup fee
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.3 / 5
design 4.7 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 3.0 / 5

Pros & Cons from Real Users

Pros

  • I can make sales proposals for my clients with a lot of determination. It's fantastic to be able to be on the lookout for when a customer has seen the informational material. I have it integrated with Gmail, and the interface looks excellent.
  • It is a great tool that drives sales in such a way that allows us to differentiate our brand from those of the competition, thus establishing the strengths and weaknesses that we have as a company, in this way, will enable us to ensure that the correct and accurate information is shared to capture customers immediately and maintain a concrete communication through email, online conferences and even allows us to visualize that our customers are reading all the proposals that are sent to them. nIn short, it streamlines the follow-up of each sale made or made since it allows us to plan before, during, and maintain contact with the public after the sale has been made.
  • ClearSlide integrates communication. Robust customer engagement. Easily integrates with Salesforce, Gmail, Outlook and Slack. Increases productivity. Our marketing and sales team both are happy using this software, very easy to use. No training is required. Video tutorials are also available. Efficient tool.

Cons

  • I wish it had a free version so I could preview the features. Luckily it was what I was looking for, and I quickly adapted to your tools.
  • The sales team is aware that the price is a little high compared to other programs with similar features to ClearSlide, but it could be said that this tool complements other relevant aspects of management to justify its price.
  • Free trial version is available. Good customer service. No cons.

Pros & Cons from Real Users

Pros

  • -Web and mobile version available -Originally designed for mobile -Easy to use -Base functionality (free) is sufficient for most non-business use

Cons

  • -No longer actively developed (for non-business) -No further integrations (for non-business) -Does not keep up with competitors like Teams

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Bigtincan
Founded: 2010
United States
www.clearslide.com

Company Information

Moxtra
Founded: 2012
United States
moxtra.com

Alternatives

Alternatives

Crescendo

Crescendo

Sependa, Inc
TeamSupport

TeamSupport

TeamSupport LLC

Categories

Categories

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Supported

Email Tracking Features

A/B Testing Not Supported
Audience Segmentation Not Supported
Campaign Management Supported
Event-Based Notifications Not Supported
Location Tracking Not Supported
Team Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Not Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Supported
Field Sales Management Not Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Collaboration Features

Brainstorming Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Supported

Customer Experience Features

Action Management Not Supported
Analytics Not Supported
Customer Segmentation Not Supported
Dashboard Not Supported
Feedback Management Not Supported
Knowledge Management Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Not Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Integrations

Bitbucket Not Supported
Chorus by ZoomInfo Supported
Desktop.com Not Supported
ExecVision Supported
Gong Supported
Google Drive Not Supported
Mailchimp Not Supported
Microsoft Dynamics 365 Supported
Okta Not Supported
PagerDuty Not Supported
PayPal Not Supported
Rippling Supported
Salesforce Supported
Slack Supported
Stackreaction Not Supported
Stripe Not Supported
Trello Not Supported
Wufoo Not Supported
Zapier Not Supported
Zendesk Not Supported

Integrations

Bitbucket Supported
Chorus by ZoomInfo Not Supported
Desktop.com Supported
ExecVision Not Supported
Gong Not Supported
Google Drive Supported
Mailchimp Supported
Microsoft Dynamics 365 Not Supported
Okta Supported
PagerDuty Supported
PayPal Supported
Rippling Not Supported
Salesforce Not Supported
Slack Not Supported
Stackreaction Supported
Stripe Supported
Trello Supported
Wufoo Supported
Zapier Supported
Zendesk Supported
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