---
title: Bigtincan Engagement Reviews
meta_title: 'Bigtincan Engagement Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 592 reviews by the users' company size, role or industry
  to find out how Bigtincan Engagement works for a business like yours.
aggregate_rating:
  rating_value: 4.1
  review_count: 592
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Sales Acceleration
  url: https://www.g2.com/categories/sales-acceleration
---


# Bigtincan Engagement Reviews
**Vendor:** Bigtincan  
**Category:** [Sales Engagement Software](https://www.g2.com/categories/sales-engagement)  
**Average Rating:** 4.1/5.0  
**Total Reviews:** 592
## About Bigtincan Engagement
We aspire to make every customer interaction successful. Every email, every meeting, and every presentation should provide value and lead buyers to the best decision. Bigtincan Engagement (formerly Clearslide) provides a complete Sales Engagement solution that combines content management, integrated communications, engagement analytics, conversation intelligence, AI-powered meeting automation, and guided selling to power dynamic conversations with buyers. Bigtincan Engagement is designed to enhance sales effectiveness by addressing common challenges faced by sales teams. It aims to increase active selling time, optimize sales interactions, and provide better visibility into buyer needs. Key features include: Centralized Content Management: Sellers can access a variety of content from multiple systems, ensuring they have the most up-to-date materials. Real-Time Buyer Engagement: The platform allows for immediate reactions to engaged buyers through notifications and automates email outreach to focus on active opportunities. Personalized Experiences: Engagement Hub enables the creation of personalized microsites for buyers, allowing sellers to tailor content and interactions based on buyer interests and needs. Analytics and Insights: The platform provides detailed engagement insights, helping sellers understand how buyers interact with shared content, which can uncover hidden needs. Conversation Intelligence: This feature transcribes and analyzes sales calls, providing feedback on tone and articulation, which aids in self-coaching for sales reps. These capabilities are designed to empower sales teams to create engaging, measurable buyer experiences that drive sales success. Bigtincan Engagement customers report: 10%-20% increase in closed deals 25% decrease in time to on-board new reps 50%-80% reduction in selling costs




## Bigtincan Engagement Reviews
  ### 1. Seamlessly captures sales meetings moms & next steps.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 04, 2021

**What do you like best about Bigtincan Engagement?**

Meeting MoM get Captured well. Next Steps too

**What do you dislike about Bigtincan Engagement?**

Not Explored too much. other than capturing meeting details i dont see any other utility

**Recommendations to others considering Bigtincan Engagement:**

Can be a replacement to Salesforce

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I wasnot using the aggressively so far but going forward i may

  ### 2. Simple and effective!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris G. | Midwest Director, Advertising Partnerships, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2020

**What do you like best about Bigtincan Engagement?**

-Easy uploads
-Robust search
-Edit + create new presentations within the app
-Feedback on customer integration

**What do you dislike about Bigtincan Engagement?**

Google slide documents need to be uploaded as PDFs.   I don't view this as a deal-breaker.   Excellent tool!

**Recommendations to others considering Bigtincan Engagement:**

If you want to make lives easier for your sales team, I recommend investing in Clearslide!

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I appreciate knowing when and how much customers are engaging with my links and proposal content.

**Official Response from Jean-Paul LaCount:**

> Hi Chris,

Glad to hear you are enjoying ClearSlide so much!
Have you used our Google Drive integration? This option allows you to upload Google Slides directly to ClearSlide without having to export them first.
Let us know if there is anything more we can help with, and thanks for being a valued customer!

  ### 3. Salesdirector - great time & lead management tool; Efficient way !

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

Auto capture of leads, meetings & extract information from relevant mails/chats.
Auto-scribe is a powerful feature.

**What do you dislike about Bigtincan Engagement?**

It tracks each & every mail, even internal ones.

It unnecessarily increases burden on CRM & we have to manually delete these entries.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Time saving, Automation, Auto-scribe

  ### 4. Very helpful but some things could me better

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 18, 2020

**What do you like best about Bigtincan Engagement?**

I save time because I don't have to create every single meeting completely from scratch in Salesforce. And it helps me not to forget to enter a meeting in SF.

**What do you dislike about Bigtincan Engagement?**

The system almost always assigns wrong opportunities so I have to make adjustments in Salesforce. Unfortunately, the system doesn't learn and corrects at following meetings in the same account.

**Recommendations to others considering Bigtincan Engagement:**

NA

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I save time because I don't have to create every single meeting completely from scratch in Salesforce. And it helps me not to forget to enter a meeting in SF.

  ### 5. SalesDirector.ai helps me manage my business without the painful time logging data

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

The tools helps me ensure I'm spending my time in the right places/accounts/opportunities within my territory by automatically categorizing meetings, drawing insights into who I'm meeting with, without me having to lift a finger

**What do you dislike about Bigtincan Engagement?**

At times the AI portion tags the wrong opportunity, I wish there was a way for them to learn from my re-categorization vs. pulling the same mistake from Salesforce each time

**Recommendations to others considering Bigtincan Engagement:**

Tag opportunities better/learn from my opportunity contact corrections

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Saving hours of manual input time to derive the insights I need out of the sales data

  ### 6. Great for sales pitches, especially in the remote world we live in

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 28, 2020

**What do you like best about Bigtincan Engagement?**

I like best the meeting/pitching feature that a person on the other end sees the presentation in the way the sales person wants it to see. For example you can skip slides or click on the screen/presentation to draw attention. 
Additionally, you can see the engagement (if someone is active on the screen you are sharing or not) to get them back if you notice engagement has dropped.
The Salesforce integration is great, too.

**What do you dislike about Bigtincan Engagement?**

It's not a common user friendly path. The person has to go to the link and dial in via phone or computer in a 2015 old-fashioned way. It should be as user friendly as joining a Google Hangout, BlueJeans or Zoom meeting.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Sales pitches, sharing content with prospects and logging the information into Salesforce. We also use it as a content library to store RFPs, QBRs or other client-facing content.

  ### 7. Useful tool for business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Bigtincan Engagement?**

Knowing when presentation is opened and areas viewed.

**What do you dislike about Bigtincan Engagement?**

Could be a bit more intuitive. Especially when quickly trying to modify info.

**Recommendations to others considering Bigtincan Engagement:**

Take the training.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Ease of creating email presentations, awareness of who is viewing and where they spend time.

**Official Response from Jean-Paul LaCount:**

> Thank you for your high praise of ClearSlide! We are always interested in learning more about how our customers are using the platform, and would love to hear more about your experience so we can improve it. Feel free to reach out to our support team anytime- we would love your feedback!

  ### 8. Understanding Engagement at a Granular Level

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason A. | Sales Intelligence Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 10, 2020

**What do you like best about Bigtincan Engagement?**

Insight into engagement in material sent via email.

Sales presentation insight by understanding where the customer is most engaged on a page by page level.

Live meeting options to share your screen with a simple link.

Great for bulk emails that still have a personal feel.

Salesforce integration.

**What do you dislike about Bigtincan Engagement?**

Nothing - ClearSlide has been a great tool for our business unit, and the several other groups we have shared our experience with internally.

**Recommendations to others considering Bigtincan Engagement:**

Integrate into your systems fully.  Have a plan for your asset structure to source assets quickly, especially if you have a complicated sales structure.  Train, train, train.  It is an easy platform to use, but adoption by sales can always be a hurdle.  We did, and still do, quarterly training with our sales teams to ensure they are using the product, and fully understand its benefits.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

With ClearSlide, salespeople can quickly and easily email their sales content to prospects and customers using a customized link, which allows them to gain insight into the engagement with their content.

Understanding which assets are being used and which are most successful.

Activities automatically logged in CRM to document full engagement efforts from sales.

Lead insights as assets are forwarded through customer groups to help identify influencers and decision makers.

  ### 9. Simple and reliable remote engagement platform with tremendous support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Arthur C. | Adjunct Professor, Enterprise (> 1000 emp.)

**Reviewed Date:** July 09, 2020

**What do you like best about Bigtincan Engagement?**

Clearslide has enabled our team to ensure they are compliantly using the most up to date and approved materials for customer interactions. It provides a one touch log-in - no plug-ins, add-ins, complex passwords - it works on all platforms and all devices. Our customers are often in locations where they can't install plug-ins on institution owned equipment - and they are all amazed at how simple it is to join a meeting. There have been instances where someone wasn't able to attend a meeting live (due to weather, childcare needs, delayed surgeries) yet they can join with Clearslide. We've had a situation where a projector wasn't working, and our presenter calmly had everyone follow along on their own devices. We've had field medical liaisons conduct meetings in their parked cars - from anywhere - to a customer sitting in their parked car. Extremely versatile, reliable, and easy to use.

**What do you dislike about Bigtincan Engagement?**

Unfortunately the webcam feature doesn't work when using an iPhone or iPad to host a meeting. When there are technologies like WebEx and Zoom that permit both presentation sharing and webcam use on a mobile device, and especially now when being able to see each others' faces is so important, this would be a nice feature to add.

**Recommendations to others considering Bigtincan Engagement:**

Run a pilot program, and have "Clearslide champions" - expert users who can help test and collect insights prior to larger scale implementation. Our champions became advocates and team-based support for the broader team.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Remote engagement has been so important during the pandemic - we were able to have a head start by having used ClearSlide for the past 2+ years, and trained our field teams how to conduct successful virtual meetings. Clearslide made it simple, and their tech support has been incredible.

  ### 10. A program for making smart slides that lets us make concept and follow-up decisions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sandra V. | Gerente de Cuenta, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2020

**What do you like best about Bigtincan Engagement?**

My best feature of clearslide is its user friendliness for the attendants. Even the least tech-savvy person, when using this device with customers, may sign in and display my keyboard without downloading and installing it. Furthermore, a consumer's real contact was the same throughout the sessions, so stakeholders I met on a regular basis would have had the answer immediately saved on each computer and then not have to travel to the invitation meeting to access the source.

**What do you dislike about Bigtincan Engagement?**

I think there are some lower-cost presentation platforms like Google Slides out there who can do most of those topics one which ClearSlide will do for even less. I assume that even being capable of making certain design adjustments was a bit difficult when I just began utilising ClearSlide. However, the professional staff was able to assist with this. With out technical support, I believe that having to find out stuff myself might be an challenge.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I address the issue of consumer complaints reliably until the complaints have come up. Simple slide allows problem solving really simple. I like the advantages of taking a breath screen sharing so that I can view web sites that can't be exchanged for CPNI and yet retain the link.

  ### 11. Horrible

**Rating:** 1.0/5.0 stars

**Reviewed by:** Mark W. | SLED Enterprise Account Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

Nothing about the plug-in makes sense to me.

**What do you dislike about Bigtincan Engagement?**

I think it is clunky, bogs down Chrome with poor performance, and most of all inaccurate

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I haven't been able to see any direct insight benefits.

  ### 12. ClearSlide helps connect with customers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2018

**What do you like best about Bigtincan Engagement?**

The ability to easily share my screen with a customer and walk them through a presentation of our product. All they have to do is use my personal weblink and they can see exactly what I see!

**What do you dislike about Bigtincan Engagement?**

no complaints at this time - clearslide is very user-friendly

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

It's incredibly easy to track a meeting that you've had with a customer since it connects to the contact record in Salesforce. It's also really convenient that I am able to save email templates to blast a message to several people at once and it automatically bcc's everyone!

  ### 13. Using for 3 years skeptical at first

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

The interface is really easy to understand and use

**What do you dislike about Bigtincan Engagement?**

Being able to only send emails to 5 recipients at one time

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

being able to have great looking emails be sent out

**Official Response from Jean-Paul LaCount:**

> We are happy we have converted you into a ClearSlide believer!
ClearSlide allows sending up to 25,000 emails at a time, so you may be restricted by your admin or plan- I recommend reaching out to support to see what the issue may be. Thanks for being a valued customer!

  ### 14. SalesDirector - MarTech Solutions Specialist (SaaS Sales) review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nathan K. | Territory Sales Manager for Western North America, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

all the additional insights, reports, AI, fluidity that connects to my email, DynamicsCRM and other suite of tools.

**What do you dislike about Bigtincan Engagement?**

no dislikes, takes time to learn all the features and tools but that is expected.  probably missing some of the advanced features but everything i've used so far has been super useful and excellent

**Recommendations to others considering Bigtincan Engagement:**

great tool to keep you on track to hit your sales goals and manage your pipeline

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

which accounts haven't been touched.  predictable quota %'s, ARR %'s, peer rankings

  ### 15. Review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Bigtincan Engagement?**

I don't use the product accept when it runs in the background to log activity into Salesforce

**What do you dislike about Bigtincan Engagement?**

The activity log is not always accurate in how it categorizes meetings.

**Recommendations to others considering Bigtincan Engagement:**

No suggestion I am aware of because the product runs in the backgound but I'm not quite sure the quality of the product. It logs activity but I'm not sure the quality of my logs.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Logging activity into salesforce without spending lots of time in admin

  ### 16. Saves me time, makes Salesforce useful

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

Salesdirector.ai automatically logs my meetings (saving me time) and most valuable to me - sends me an SMS after the meeting is completed.

I can respond to the SMS and my text will log in salesforce under the "Next Steps" field. This saves, me and my manage time and helps me put notes into CRM to follow up on immediately after the call versus trying to remember hours later in the day.

**What do you dislike about Bigtincan Engagement?**

Nothing really, it automates the administrative part of my job

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Keeping Salesforce up to date, automatically logging activity.

It saves me time, allows me to efficiently take notes on next steps so I don't let something slip through the cracks.

  ### 17. ClearSlide Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

I love to use clear slide to keep my students engaged and to see what is and is not open via email.

**What do you dislike about Bigtincan Engagement?**

I dislike that I can’t send the same email to multiple emails/names in the same clearslide

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Keeping the students engaged through clear slides and staying on task. Lots of benefits here for us to use clearslide as a company.

**Official Response from Jean-Paul LaCount:**

> Thank you for your review!
Hopefully I can help with sending the same email to multiple users- there are a few ways to do this: You can use the bulk-send option where you upload a list or enter multiple email addresses into the Compose Email section, or you can use our Gmail plugin to send emails directly from your inbox.
Feel free to reach out to our support team if you have any questions, but you are absolutely able to do this!

  ### 18. Only way to ensure sales adoption to your CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 19, 2020

**What do you like best about Bigtincan Engagement?**

This is truly automated; Ronco cooker of Salesforce integration: "set it and forget it"

**What do you dislike about Bigtincan Engagement?**

I don't think there is anything about this tool that I don't like; how I utilize it, it's working in the background and helping me log activity that I would usually just forget to do.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I've never had a problem with activity, but logging that activity has always been a different story.  This tool eliminates that gap.

  ### 19. Set It & Forget It

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 30, 2020

**What do you like best about Bigtincan Engagement?**

The best part of SalesDirector.ai is that it's an invisible hand acting behind the scenes. Set it up and let it do its thing.

**What do you dislike about Bigtincan Engagement?**

The dashboard looked a bit plain. Would be nice to have a fancier and splashier UI with more colors.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

SalesDirector.ai is solving manual entry tasks that would otherwise require copy-and-paste. It's a time saver!

  ### 20. CAE on SalesDirector

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lucas V. | Corporate Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Bigtincan Engagement?**

I like how sales director helps me maintain an accurate reading of my forecast

**What do you dislike about Bigtincan Engagement?**

I'm not a fan of the UI and would propose modernizing it up

**Recommendations to others considering Bigtincan Engagement:**

Make sure to contact your SalesDirector Admin or support team for the knowledge curve

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I was able to identify problems or gaps in my forecast which made me a more succesful seller

  ### 21. Salesdirector.ai

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 26, 2021

**What do you like best about Bigtincan Engagement?**

I like how it continually updates SFDC with info

**What do you dislike about Bigtincan Engagement?**

Sometimes it's hard to read what came first or before other emails. Like what was does the structure look like.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

To be able to read previous messages with prospects from other reps

  ### 22. Very useful digital presentation tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Clint G. | Account Executive & Director of Plus One, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 10, 2020

**What do you like best about Bigtincan Engagement?**

I like having the ability to quickly switch back and forth from Powerpoint presentations to sharing my screen during demos.

**What do you dislike about Bigtincan Engagement?**

The camera feature could be improved. Would like to see larger images of others in the meeting when screen is not actively in presentation mode.

**Recommendations to others considering Bigtincan Engagement:**

Great presentation tool with adaptability features

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I am able to host both internal and external meetings. The ability for others to share their screen while I am the host has proved to be beneficial.

  ### 23. SalesDirector.ai

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

That I don't have to think about all of my app integrations.

**What do you dislike about Bigtincan Engagement?**

Outreach once got disconnected and I had hundreds of emails that didn't get sent out.

I had to manually turn them back on.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Time saving.

  ### 24. Great for meeting categorization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

Salesdirector.ai allows me to categorize all of my meetings quickly and efficiently. It is great to be able to categorize events in bulk. Love the integration with salesforce

**What do you dislike about Bigtincan Engagement?**

This is infrequent but as meeting times change or rescheduled, the event isn't correctly updated

**Recommendations to others considering Bigtincan Engagement:**

Do weekly reviews of your activity and stats to gage where you need to be from a deal progression perspective

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Allows me to accurately reflect my activities within an account quickly so that those activities are reflected in our weekly dashboards.

  ### 25. Best activity monitor in the market

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 05, 2020

**What do you like best about Bigtincan Engagement?**

I like the way it tracks communication between reps and prospects.

**What do you dislike about Bigtincan Engagement?**

It should have a feature to sync everyone's mail through admin portal once they log in.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I can see, what kind of activities are being done in an account using this software!

  ### 26. Good stuff

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Bigtincan Engagement?**

it really does its job and helps to tag meetings much faster than anything else

**What do you dislike about Bigtincan Engagement?**

when changing a meeting category in sales force it does not change the meeting category in sales. So I need to change it twice in sales force and than in salesdircotr

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I need to categorize my meetings, only in sales force thats a pain, you guys help me to see all meetings which need to be categorized and help me doing that

  ### 27. Love Networking

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Networking | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

I love the screen share feature, as well as the responsive viewer feature!

**What do you dislike about Bigtincan Engagement?**

I disliked the fact that it doesn't nudge them to pay attention on its own.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

N/a

**Official Response from Jean-Paul LaCount:**

> Happy to hear that you love our screen share and responsive viewer features!

  ### 28. Great for keeping track of your activity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 25, 2020

**What do you like best about Bigtincan Engagement?**

I like how it allows me to organize my customer communication.

**What do you dislike about Bigtincan Engagement?**

Nothing to complain, great solution overall.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Keeping track of customer communication, in a gamified way.

  ### 29. Account Executive

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

That it pushes quick responses to Salesforce

**What do you dislike about Bigtincan Engagement?**

That it uses weird response like Roger That and 10-4

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Updating of salesforce consistiently with next steps. It's great for updating.

  ### 30. Insight simplified

**Rating:** 4.5/5.0 stars

**Reviewed by:** Russell S. | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

What I like most is how easy it is to report up to my directors.

**What do you dislike about Bigtincan Engagement?**

I don't like having to manually adjust things, rather than having to pull from Salesforce.

**Recommendations to others considering Bigtincan Engagement:**

n/a

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Helps us have better visibility for forecasting.

  ### 31. templates are great and it is very easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Bigtincan Engagement?**

user friendly, clear outline on templates

**What do you dislike about Bigtincan Engagement?**

none at this time; everything is great right now

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

communication and helping others; sharing screen is incredible in visual representations

**Official Response from Jean-Paul LaCount:**

> Love to hear that you love our templates, thanks again for the review!

  ### 32. Helpful Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

Being able to see email communications threaded together

**What do you dislike about Bigtincan Engagement?**

Definitely more of a sales software, than customer success, which is what we transitioned off of but seems to exceed the other product

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Transparency and efficiency across multiple departments

  ### 33. I don't use this that much

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

I want to use it more for automatically creating New Contacts to my  CRM that do not exist yet.

**What do you dislike about Bigtincan Engagement?**

I dislike that I wasn't trained on this because I usually take a long time to create my contacts on SF.

**Recommendations to others considering Bigtincan Engagement:**

Do some research!

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

I think this will help me stay accountable and organized with my account, seem like it will keep track of my current accounts activity. So i can turn to this.

  ### 34. Amazing tool!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ruben M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

Great tool to seamlessly track all of your meetings while juggling different CRM's.

**What do you dislike about Bigtincan Engagement?**

Not many things - perhaps how quickly it reflects any changes in real-time.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Solving issues on time spent in the wrong places.

  ### 35. ClearSlide Review - EH Professional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2020

**What do you like best about Bigtincan Engagement?**

I love how accessible our ClearSlide rep is. Brandon Adames has been extremely helpful in allowing us to utilize ClearSlide to the best of our ability.

**What do you dislike about Bigtincan Engagement?**

I do wish there were certain capabilities that are not readily available yet. I would love to be able to assemble different slide from decks via ClearSlide, download them as a PPT file and then re-upload them to ClearSlide. I have tried troubleshooting this issue with Brandon and we came to the conclusion that ClearSlide cannot support this capability. It would be amazing if it could!

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Our organization uses ClearSlide as a Sales Materials database, where our team can access any type of Sales Materials they need - from User Journeys to Capabilities Decks for prospective clients. It is a great way to store all of these files and easily accessible.

  ### 36. Excellent UI. Favorite resource for pitching to clients.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 02, 2020

**What do you like best about Bigtincan Engagement?**

It's very easy to copy, swap, add, and rearrange slides. Also quite useful to see when a client has opened a link, as this gives me insight into how warm they are to a conversation.

**What do you dislike about Bigtincan Engagement?**

If there were a way to edit a specific slide on Clearslide, that would be pretty cool.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

My clients need to make informed decisions, and where I have lots of numbers, graphs, stats, and testimonials to share, ClearSlide makes it easy to communicate it in a clean, organized, and digestible manner. I love using ClearSlides in almost every meeting.

  ### 37. Best sales tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

The easy access to waterfalls and the brilliant overview that it gives on pipeline

**What do you dislike about Bigtincan Engagement?**

Some of the insights are not relevant , notifications are not always helpful

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Better management of the pipeline

  ### 38. Sales Director AI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 30, 2020

**What do you like best about Bigtincan Engagement?**

Meeting Tracking is great to avoid manual logging

**What do you dislike about Bigtincan Engagement?**

Manually categorizing meetings can be a pain at times

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Tracking metrics for success

  ### 39. Great presentation tool that any sales team will want to have.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Glory B. | Inside Sales Representative, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2019

**What do you like best about Bigtincan Engagement?**

The ability to know how the user interacts with your email is extremely helpful to create a more accurate approach in email campaigns. Clearslide offers you a variety of analytical metrics to obtain an insight of how your emails are manipulated, this process is done transparently without the user at the other end knowing, allowing a continuous feedback of information without affecting the person who reads the email.

**What do you dislike about Bigtincan Engagement?**

Although it allows the option to share your screen with your customers it does not implement sharing it in reverse, so you can not access their screens to perform any action that is necessary at that time to provide you with help. Customer support is really bad, their answers were not at all friendly and even gave the impression that they didn't care about solving the customer's problem, just giving a suggestion and closing the channel.

**Recommendations to others considering Bigtincan Engagement:**

Obtaining real time information is one of Clearslide's strengths, the ability to have metrics from when the customer opens emails or where they click it causes your process of understanding your customers to open up suggestions and improvements, making any company owners or sales teams that want to implement a solution to their businesses seek a software like this, which will ensure that they give a complete insight of how to improve engagement with their customers.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Since joining our sales team has helped close sales in a way that we have not seen all this before thanks to the excellent data that it extracts from the documents sent to our customers giving us a complete insight that helps us improve communication between us and increase our efficiency in delivering more accurate and focused presentations to that specific customer. The integrations it offers allowed us to scale our capabilities and features within our sales team making us more productive.

  ### 40. Sorry, I can't assist with that request.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Trevor D. | Business Development Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** December 20, 2019

  ### 41. Easy to use tool for both users and admins

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Bigtincan Engagement?**

Logs all activity including calls and emails seamlessly in the background with minimal effort.

**What do you dislike about Bigtincan Engagement?**

Occasionally tags the wrong opportunity, but can be switched back manually.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

The problem SalesDirector.AI solves is that it saves time from logging activity manually. Quite a lot of additional and innovative features I've yet to try out.

  ### 42. Excellent Product for Sales

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 24, 2020

**What do you like best about Bigtincan Engagement?**

It automatically logs all my activities and hence extremely useful to save time for myself and the team

**What do you dislike about Bigtincan Engagement?**

Emails become too long and gibberish at times. It will be good if it shows only the latest emails and the limit the number of items in the thread.

**Recommendations to others considering Bigtincan Engagement:**

Highly Recommended

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Information and Activity Logging

  ### 43. Great tool to accelerate the SFDC Process and Add Insights

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

Automating the hour entries and meeting pulls, which were all manual and time consuming before

**What do you dislike about Bigtincan Engagement?**

There are a few gaps in meetings as it's all dependent on existing data - if an invite has a strange formatting, it may not be captured

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Gaining insight into hours spent with activities and opportunities in an automated fashion

  ### 44. Seamless and trackable client interaction

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2020

**What do you like best about Bigtincan Engagement?**

Clearslide allows you to switch between multiple presentations without any glitches or pauses to the client viewing.  Also tracks the minutes a client views each slide to show importance of content.

**What do you dislike about Bigtincan Engagement?**

Formatting changes when uploading a powerpoint but you don't know that until you start the meeting

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Client presentations without sharing your screen. Specific dial in number so there is not crossover on conference lines. Metrics to track how many presentations have been sent and what slides are used most.

  ### 45. A must for every sales leader

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aditya N. | Regional Manager, Corporate Sales, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** December 05, 2019

**What do you like best about Bigtincan Engagement?**

Gives a clear picture of the pipeline , opportunities and deals in play. As a sales leader helps in clearly forecasting the deal and get a visibility of how things are fairing in my team.

I can track emails from my prospects and get a visibility of the lead time they take to respond to emails. And this is the same is with meetings wherein for each and every deal when was the last meeting scheduled and when is the next meeting going to happen. This clearly shows me how fast a deal is progressing, and to top all of this the AI engine tells me a likelihood of a deal closing in a give time frame.

Also it gives the individual an opportunity to figure out the personas of the stakeholders that we should be reaching out in an organization.

Overall , a great tool to multiply your speed of work and cut out on the noise.

**What do you dislike about Bigtincan Engagement?**

Nothing really. waiting for the new features to come soon.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Providing a more realistic forecast of deals and a likelihood % .



  ### 46. Fantastic tool for tracking activity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 18, 2020

**What do you like best about Bigtincan Engagement?**

SalesDirector.ai is a great tool for providing a steer on where activity needs to be placed and to share activity with management with ease.

**What do you dislike about Bigtincan Engagement?**

It shows too much information at the same time

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Making it clear what accounts have slipped through the net and who likely needs attention

  ### 47. Clearslide - simple and efficient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 13, 2020

**What do you like best about Bigtincan Engagement?**

The ease of use for attendees is my favorite aspect of clearslide. When using this tool with clients, even the least tech-savvy user was able to log in and see my screen without having to download. Also, a person's individual link remains the same across meetings, so clients I met with regularly would just have the link saved on their computer and wouldn't need to go into the meeting invite to access the link.

**What do you dislike about Bigtincan Engagement?**

Clearslide's biggest flaw arises from it's biggest strength - it's arguably too simple. It doesn't have many of the nicer tools found in WebEx, Skype, etc. Additionally, my company opted not to use the associated phone number with Clearslide and instead use a different, less expensive conference line.

**Recommendations to others considering Bigtincan Engagement:**

Take advantage of its simple interface particularly when working with clients who aren't computer-savvy.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

Problems - recording could be easier, phone number use is apparently expensive based on my company's decision not to use.
Benefits - simple interface

  ### 48. Great, simple software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2020

**What do you like best about Bigtincan Engagement?**

Clearslide was really easy to use, and very responsive. I liked how I didn't experience lag when

**What do you dislike about Bigtincan Engagement?**

Not much. It does screen-sharing very well and does what is advertised.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

We used it to show the software during sales calls. It worked very well for us to ensure we are communicating effectively and efficiently in our sales process.

  ### 49. Clearslide is Very simple to operate and extremely great tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** BHUMIKA K. | Media Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2019

**What do you like best about Bigtincan Engagement?**


I really like the how simple it's for clients to login to my clear slide to share my own screen. They can access from the hyperlink in my email signature or even search in virtually any web browser. It makes it super easy to explain products and services having a graphic help.

ClearSlide has layouts and design applications with regard to presentations that are intuitive and simple ample for me and for my own team to make use of. I prefer all the data and analytics that gives us opinions on individual connections with our presentations.


**What do you dislike about Bigtincan Engagement?**


Certainly not any dislike however it would be very beneficial in the event you can reverse screen share.


**Recommendations to others considering Bigtincan Engagement:**

It is very recomended application for share the screen with your clients.

**What problems is Bigtincan Engagement solving and how is that benefiting you?**


I regularly resolve the problem associated with questions by clients before the questions sometimes coming up. Clear slide makes it very easy to deal with issues. I additionally much like the benefit for pausing the screen share so I could access webpages that cant be shared.



  ### 50. Good service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** November 17, 2020

**What do you like best about Bigtincan Engagement?**

I like the accessibility, and the user experience

**What do you dislike about Bigtincan Engagement?**

I wish it was easier to use on mobile, so I can use on the go

**What problems is Bigtincan Engagement solving and how is that benefiting you?**

A various set of problems, I’ve seen it makes me more efficient


## Bigtincan Engagement Discussions
  - [How do i filter out unwanted emails, that SD.ai picks automatically?](https://www.g2.com/discussions/41016-how-do-i-filter-out-unwanted-emails-that-sd-ai-picks-automatically) - 1 comment, 1 upvote
  - [What new integrations are you coming out with?](https://www.g2.com/discussions/34041-what-new-integrations-are-you-coming-out-with) - 1 comment, 1 upvote
  - [Where Can I See Pricing?](https://www.g2.com/discussions/pricing-1c76fcb9-c432-46bc-982f-aa4cc17b63f0) - 1 comment, 1 upvote
  - [Is There a Trial Version?](https://www.g2.com/discussions/trial-version-d484e27f-4609-4935-9602-10f71bb85a1c) - 1 comment, 1 upvote

- [View Bigtincan Engagement pricing details and edition comparison](https://www.g2.com/products/bigtincan-engagement/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-10+10%3A06%3A46+-0500&secure%5Bsession_id%5D=b6aba8d4-f405-4399-880f-93943dea8bcf&secure%5Btoken%5D=3ee879c2cb01057667fd891ad481e04b2923c1ee4eff666a295e7e4f6e8216c1&format=llm_user)

## Bigtincan Engagement Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Communication**
- Status Updates
- Instant Messaging
- Activity Feed
- Notifications
- Comments and Voting
- Discussions
- User Directory
- Online Status of Coworkers

**Content Creation**
- Content Creation Tools
- Content Curation
- Buyer Personas
- Content Management
- Campaign Management
- SEO Management
- Workflow Management
- Template Management

**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up
- Meeting Scheduling 

**Integrated Workflows**
- Email Tracking/Automation
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Presenter Tools**
- Live Preview
- Notifications Blocker
- Remote Control
- Switch Presenter

**Collaboration Tools**
- Screen Sharing
- Presentations
- Whiteboarding
- Real-Time Chat
- Hand Raising
- File Sharing
- Private Chat
- Real-Time Chat

**Content Creation**
- Content Management

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Email Tracking**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Analytics**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Third-Party Integrations
- CRM Integration

**Agentic AI - Sales Enablement**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Content Experience Platforms**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Content Management**
- File Sharing
- Document Collaboration
- Version Control
- Tagging
- Knowledge Base
- Surveys

**Optimization**
- SEO
- A/B Testing
- Dashboards & Reporting
- Audience Targeting
- ROI Reporting

**Data Sourcing**
- Data Sourcing
- Exporting & Sharing Data
- Multi-Device Data Visualization
- Interactive Dashboards
- Data Segmentation

**Content Management**
- Content Import
- Content Creation
- Templates
- Advanced Search
- Content Library
- Email Management
- Customizable Templates

**Analytics**
- Open Rates
- Link Activity
- Attachment Activity

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Conferencing Options**
- Group Live Chat
- Audio Conferencing
- Video Conferencing
- Video Streaming
- Two-Way Audio & Video
- Conferencing

**Meeting Coordination**
- Scheduling
- Video Call Recording
- Participant Permissions
- One-Click Join
- Video Streaming
- On-Demand Recording
- Call Recording
- Event Scheduling

**Optimization**
- ROI Reporting

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Productivity Tools**
- Task Management
- Calendar
- Search
- Mobile
- Multi-Language Support
- Calendar Management
- Document Management
- Project Management
- Content Management
- Workflow Management
- Email Management
- Contact Management
- File Management
- Meeting Management

**Logistics**
- Internal Communication
- Distribution Features
- Social Media Integration
- User, Role, and Access Management
- Approval Process Control

**Predictive Analytics**
- Lead Scoring
- Opportunity Scoring
- Risk Analysis
- Live Forecasting
- Budgeting/Forecasting
- Correlation Analysis
- Competitive Analysis
- Sales Trend Analysis
- Statistical Analysis

**Analytics**
- Reporting
- Alerts
- Account-Based Engagement
- Content Utilization
- Prioritization

**Customizations**
- Email Platform Integration
- Email Scheduling
- Real-Time Notifications
- Email Categorization
- Templates
- Third-Party Integrations

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Application Tools**
- Password Protection
- Video Call Recording
- In-Browser Application
- Screen Recording
- On-Demand Recording

**Software Type**
- Mobile
- Browser Application
- Desktop Application

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Generative AI**
- AI Text Generation
- Generative AI

**Additional Functionality**
- Contact Management
- Email Marketing
- Drag & Drop
- Drip Campaigns
- Workflow Management
- Customizable Fields
- Monitoring
- CRM
- Team Management
- Click Tracking
- Subscription Management
- Activity Dashboard
- API
- Location Tracking
- Customer Segmentation
- Geolocation
- Customizable Branding
- Activity Tracking
- Data Import/Export
- Mailing List Management
- Campaign Management
- Email Management
- Audience Targeting
- Reporting/Analytics
- AI Copilot
- Email Distribution
- Email Reminders
- Autoresponders
- Engagement Tracking
- Event Triggered Actions

**Administration**
- Moderation
- User, Role, and Access Management
- Performance and Reliability

**Sales Management**
- Live Pipeline Management
- Sales Gamification
- Account-Based Analytics
- Activity Tracking
- Predictive Analytics
- Visual Analytics
- Task Management
- Contact Management
- Lead Management
- Opportunity Management
- Workflow Management

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Generation
- Generative AI
- Lead Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Social Media Integration
- Website Integration

**Agentic AI - Video Conferencing**
- Autonomous Task Execution
- Proactive Assistance
- Decision Making

**Agentic AI - Screen Sharing**
- Decision Making

**Additional Functionality**
- Video Support
- AI/Machine Learning
- Attendance Management
- Collaboration Tools
- Single Sign On
- Registration Management
- Email Management
- Calendar Management
- Transcripts/Chat History
- Activity Dashboard
- Data Security
- Document Storage
- Document Management
- Alerts/Notifications
- Customizable Branding
- Two-Way Audio & Video
- Drag & Drop
- Conferencing
- Breakout Rooms
- Third-Party Integrations
- API
- Generative AI
- Chat/Messaging
- Whiteboard
- Reminders
- Reporting & Statistics
- Meeting Management
- Brainstorming
- Presentation Streaming
- Surveys & Feedback
- Mobile Access
- Video Conferencing
- User Management
- AI Copilot
- SSL Security
- File Transfer
- Email Reminders
- Remote Access/Control
- Content Management
- Microsoft Outlook Integration
- CRM
- Auto Framing
- On-Demand Webcasting
- Automatic Transcription
- Two Way Audio & Video
- User Profiles
- Video Management
- Polls/Voting
- Event Management
- Brand Management
- HD Audio/Video
- Presentation Tools
- Communication Management
- Host Controls

**Additional Functionality**
- Dynamic Modeling
- Lead Qualification
- Lead Capture
- Real-Time Reporting
- Contact Database
- API
- Reporting & Statistics
- Role-Based Permissions
- Collaboration Tools
- Dashboard Creation
- Modeling & Simulation
- Exception Reporting
- Generative AI
- Sales Reports
- Performance Metrics
- "What If" Scenarios
- Customizable Reports
- Data Import/Export
- AI Copilot
- Graphical Data Presentation
- Drag & Drop
- Access Controls/Permissions
- Alerts/Notifications
- Business Process Control
- Multi-Currency
- Pipeline Reports

**Additional Functionality**
- Document Storage
- Chat/Messaging
- File Transfer
- Third-Party Integrations
- Presentation Streaming
- On-Demand Webcasting
- Screen Capture
- Calendar Management
- Multi-Participant Screen Sharing
- Mobile Access
- Brainstorming
- Role-Based Permissions
- API
- Calendar Sync
- Surveys & Feedback
- Customizable Branding
- Email Reminders
- Desktop/Browser Sharing
- Email Management
- Meeting Management
- Collaboration Tools
- Screen Mirroring
- Annotations
- Generative AI
- Whiteboard
- Targeted/Locked Screen Sharing
- Activity Dashboard
- AI Copilot
- Reporting & Statistics
- File Management
- Mobile Screen Sharing
- Video Management
- User Management
- Real Time Screen Sharing
- CRM
- Presenter Control Management
- Drag & Drop
- Microsoft Outlook Integration
- SSL Security
- Video Support
- Scheduling
- Access Controls/Permissions
- Availability Indicator
- @mentions
- Commenting/Notes
- Reminders
- Progress Tracking
- Single Sign On
- Discussions/Forums
- Data Import/Export
- Audio Calls
- Search/Filter

**Additional Functionality**
- API
- @mentions
- Commenting/Notes
- Reminders
- Customizable Branding
- Collaboration Tools
- Surveys & Feedback
- Progress Tracking
- Single Sign On
- Discussions/Forums
- Activity Dashboard
- AI Copilot
- Data Import/Export
- Third-Party Integrations
- Reporting & Statistics
- Audio Calls
- Search/Filter
- Calendar Sync
- Drag & Drop
- Generative AI

**Additional Functionality**
- Alerts/Notifications
- Publish Scheduling
- Email Marketing
- Content Library
- Conversion Tracking
- Generative AI
- AI Copilot
- Social Promotion
- Data Visualization
- Editorial Calendar
- Drag & Drop
- Campaign Analytics
- Campaign Planning
- Multi-Channel Campaigns
- Engagement Tracking
- Customizable Templates
- Reporting & Statistics
- Customizable Branding
- Categorization/Grouping
- Data Import/Export
- Filtering
- Activity Tracking
- Social Media Monitoring

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Learning Management - Sales Enablement**
- Sales Training 
- Sales Coaching
- Sales Onboarding

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Revenue Enablement - Sales Enablement**
- Cross-Functional Alignment
- AI and Automation
- End-to-End Customer Journey Insights
- Generative AI

**Additional Functionality**
- Email Response Control
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Reminders
- Email Templates
- SMS Messaging
- Personalization
- Reporting/Analytics
- Conversation Intelligence
- Lead Engagement
- Customer Database
- AI Copilot
- Omnichannel Outreach
- Workflow Automation

**Additional Functionality**
- Chat/Messaging
- Prospecting Tools
- Content Delivery
- Personalization
- Reporting/Analytics
- Task Management
- Alerts/Notifications
- Activity Tracking
- Third-Party Integrations
- API
- CRM
- Campaign Management
- Audio/Video Recording
- Collaboration Tools
- Appointment Scheduling
- Real-Time Notifications
- Contact Database
- For Sales Teams/Organizations
- Lead Management
- Activity Dashboard
- Scheduling
- Reporting & Statistics
- Email Tracking
- User Management
- Interaction Tracking
- Workflow Management
- Calendar Management
- Lead Capture
- Call Recording
- Template Management
- Customizable Branding
- Social Media Integration
- Content Management
- Performance Management
- Lead Nurturing
- Document Management
- Sales Trend Analysis
- Meeting Management
- Lead Qualification
- AI Copilot
- Video Support
- Microsoft Outlook Integration
- Audio File Management
- Engagement Tracking
- Contact Management
- Goal Management
- Sales Planning
- Mobile Access
- CRM Integration
- Pipeline Management
- Conversation Intelligence
- Access Controls/Permissions
- Gamification
- Lead Scoring
- Opportunity Management
- Microlearning
- Content Sharing
- Real-Time Data
- Workflow Automation

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