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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes in a variety of industries

Audience

Companies interested in a powerful portal for clients

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$35.00 per user per month
Free Version
Free Trial

Pricing

$120 per month
+ $300 one-time setup fee
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Integrations

Bitbucket
Chorus by ZoomInfo
ExecVision
Gong
Google Drive
Mailchimp
Microsoft Dynamics 365
Okta
PagerDuty
PayPal
Rippling
SalesDirector.ai
Salesforce
Slack
Stackreaction
Stripe
Trello
Wufoo
Zapier
Zendesk

Integrations

Bitbucket
Chorus by ZoomInfo
ExecVision
Gong
Google Drive
Mailchimp
Microsoft Dynamics 365
Okta
PagerDuty
PayPal
Rippling
SalesDirector.ai
Salesforce
Slack
Stackreaction
Stripe
Trello
Wufoo
Zapier
Zendesk
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