ClearSlide

ClearSlide

Bigtincan
+
+

Related Products

  • ActiveCampaign
    17,400 Ratings
    Visit Website
  • Visual Visitor
    251 Ratings
    Visit Website
  • Intermedia Unite
    1,634 Ratings
    Visit Website
  • Google Workspace
    69,271 Ratings
    Visit Website
  • 3CX
    1,237 Ratings
    Visit Website
  • Zoom Phone
    2,944 Ratings
    Visit Website
  • Adobe Experience Manager
    1,901 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Air
    849 Ratings
    Visit Website
  • Fathom
    7,880 Ratings
    Visit Website

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

VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.

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 Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes in a variety of industries

Audience

Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.

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

$49 user/month
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Version Not Supported
Free Trial 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 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.8 / 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

  • Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field!
  • Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool.
  • it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning.
  • As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin
  • As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin

Cons

  • The navigation of the app could be a bit better but other than that, I have no complaints.
  • Due to corporate It requirements, Outlook add-on might need to re-install
  • they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features.
  • Just need to them quick their customer support but on the other hand overall is very good.
  • I have no word for veloxy to dislike this product.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Bigtincan
Founded: 2010
United States
www.clearslide.com

Company Information

Veloxy
Founded: 2015
United States
veloxy.io

Alternatives

Alternatives

Crescendo

Crescendo

Sependa, Inc
Proton.ai

Proton.ai

Proton
Freshsales

Freshsales

Freshworks

Categories

Categories

AI Sales Tools Supported
Email Marketing Supported
Email Tracking Supported
Field Sales Supported
Inside Sales Supported
Lead Capture Supported
Lead Management Supported
Sales Analytics Supported
Sales Enablement Supported
Sales Engagement Supported
Sales Intelligence Supported
Social Selling 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 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

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

Email Tracking Features

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

Sales Enablement Features

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

Sales Engagement Features

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

Sales Force Automation Features

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

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Supported
Event Triggered Email Not Supported
Image Library Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Not Supported
Template Management Supported
WYSIWYG Email Editor Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Not Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Not Supported

Marketing Analytics Features

A/B Testing Not Supported
Campaign Management Not Supported
Channel Attribution Not Supported
Customer Journey Mapping Not Supported
Dashboard Supported
Performance Metrics Supported
Predictive Analytics Not Supported
ROI Tracking Not Supported
Social Media Metrics Not Supported
Website Analytics Not Supported

Sales Analytics Features

Collaboration Tools Not Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Not Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Supported
Lead Scoring Not Supported
List Building Supported
Performance Management Not Supported
Pipeline Management Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting Not Supported

Social Selling Features

Automated Publishing Not Supported
Compliance Management Not Supported
Content Discovery Not Supported
Content Management Not Supported
Employee Advocacy Not Supported
Gamification Not Supported
Lead Engagement Supported
Performance Metrics Not Supported
Pre-Approved Content Library Not Supported
Single Sign On Not Supported
Social Media Monitoring Not Supported

Integrations

Salesforce Supported
Chorus by ZoomInfo Supported
ExecVision Supported
Gmail Not Supported
Gong Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Supported
Microsoft Outlook Not Supported
Rippling Supported
SalesDirector.ai Supported
Slack Supported

Integrations

Salesforce Supported
Chorus by ZoomInfo Not Supported
ExecVision Not Supported
Gmail Supported
Gong Not Supported
Google Calendar Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Not Supported
Microsoft Outlook Supported
Rippling Not Supported
SalesDirector.ai Not Supported
Slack Not Supported
Claim ClearSlide and update features and information
Claim ClearSlide and update features and information
Claim Veloxy and update features and information
Claim Veloxy and update features and information