Helps Business Leaders Better Monitor, Coach and Forecast More Accurately

SAN FRANCISCO, Calif. – March 25, 2015

ClearSlide, the leading sales engagement platform, announced the release of ClearSlide Engagement and Follow – important new solutions to help monitor, analyze and act on sales performance data. These capabilities allow Sales and Marketing leaders and staff to follow engagement-level activities for specific salespeople, deals, accounts, and any kind of sales and marketing content. Providing real-time updates, as well as daily and weekly activity summaries, helps leaders more effectively coach sales reps, revise content, and forecast deals more accurately than ever.

According to research conducted by Forrester, 62 percent of Sales leaders want more visibility into sales activity, and only 6 percent are confident they receive accurate insights. As a result, Sales leaders lack real understanding about which reps, teams and content are effective in the sales cycle – before deals are won or lost. ClearSlide Engagement and Follow were purpose-built to address these blind spots to help sales organizations continually improve their selling approach using real-time data.

“The nature of work is evolving, and so are the tools driving sales teams to succeed,” said Jim Lundy, founder and CEO of Aragon Research. “There is a clear gap between today’s sales processes and insights into their effectiveness. ClearSlide’s Engagement and Follow features will give sales leaders the ability to monitor, analyze and push their teams to achieve greater levels of success.”

With ClearSlide Follow, Sales and Marketing leaders choose what sales rep, presentation or prospect to follow and receive updates in an ongoing feed or daily summaries on actual engagement rather than self-reported data. This valuable engagement information can also be automatically populated into opportunity records using ClearSlide integrations for Salesforce and other CRM solutions. Now, Sales leaders can accurately see how their staff engages with customers, where things can be improved, and how to optimize content to best engage customers.

ClearSlide Engagement tracking provides sales leaders insight into how well their team is engaging customers over the course of a sales cycle. They can view data at both a pitch and aggregated level to understand where prospective customers have interest, how different messages are landing, and where reps may need to improve— providing them with critical information to ask the right questions while forecasting and coaching. When forecasting, leaders can quickly benchmark deal engagement rates, comparing individual buyers and meeting statistics to feel confident about their commitment. As a manager coaching new reps or those not hitting quota, leaders can quickly scan and compare engagement rates across groups and individual salespeople to understand where members of their team struggle and excel.

Sales leaders use ClearSlide Engagement and Follow to easily keep their finger on the pulse of their business with automated information and notifications in the following critical areas:

Sales Activities.

Leaders can be notified when reps have sales meetings and when they send customer emails, with a view into what materials were covered. This can help in their coaching to managers and reps and help identify what’s working and where they are roadblocks to moving business forward.

Buyer Engagement.

Leaders can see how accounts respond to content. When they follow accounts, they receive instant notifications when content is opened and how much time customers spend engaging. For online meetings, ClearSlide calculates how engaged or distracted each attendee is at a slide-by-slide level. This data is then compiled into an overall customer engagement rating, which can be benchmarked across other opportunities salespeople are working.

Content.

Leaders can view which sales and marketing content correlates with the highest levels of engagement. They can instruct sales reps to use the best content and coordinate with marketing to optimize messaging.
“ClearSlide Engagement and Follow gives Sales leaders the insights they need to know where to focus their time to close business faster,” said Raj Gossain, VP of Product at ClearSlide. “We designed these features with busy Sales and Marketing execs in mind, giving them unprecedented visibility into seller activity and buyer behavior. ClearSlide Engagement and Follow add to our market-leading Sales Engagement Platform, enabling ClearSlide to deliver the most comprehensive set of tools to accelerate sales performance and continually improve sales strategy.”

ClearSlide Engagement and Follow was designed for Sales and Marketing leaders, but other team members benefit by staying in-the-know, identifying what works with customers, and learning from their peers. Particularly for geographically dispersed teams, ClearSlide Engagement and Follow keeps everyone up-to-date and eliminates time-draining email chains. Sales reps can even use ClearSlide Follow as a social learning tool that reveals what their most successful peers are doing. Sales and Marketing can leverage ClearSlide Engagement and Follow to better evaluate and improve overall message and go-to-market strategy.

“The visibility provided by ClearSlide’s Engagement Tracking is huge,” said Kal Sanghera, Senior Account Executive at VSP Vision Care. Understanding what is resonating helps our team know what topics to hone in on and how to prepare for the next call.”

About ClearSlide:

ClearSlide is the leading sales engagement platform that powers valuable, genuine business conversations and enables sales teams to close more business. ClearSlide improves customer communications (phone, email, face-to-face) by providing real-time visibility and analytics for both sellers and sales leaders. As a result, customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. Founded in 2009 and headquartered in San Francisco, ClearSlide serves thousands of customers, including Rackspace, Thomson Reuters, LinkedIn, Comcast Spotlight, and more.

The ClearSlide platform gives sales leaders insight into the real-time activity of their teams and provides deep analytics about the types of content that ultimately is most impactful with customers. For sales professionals, ClearSlide allows for easy communication with customers and prospects, whether online or in-person, using ClearSlide’s web-based or mobile applications. Visit https://www.clearslide.com/freetrial for more information and a free trial.