---
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. Great

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 06, 2017

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

Super easy to use - I can immediately share my screen with customers 

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

Our website name is a little lengthy - takes a few minutes for my customers to get the website right & get to my screen
I use Chrome - when I click "share my screen", I have to make the pop-up box bigger every single time so that I can see the "share" button - would be nice if I didn't have to do that 

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

Allows me to immediately share my desktop with customers to share our products with them

  ### 2. Clearslide review and opinion

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexandra G. | Adaptive Learning Consultant, E-Learning, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 22, 2016

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

Immediate notification of opens or click throughs, online meeting recaps integrated with SFDC. Ease of use.

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

Lack of search capability for previous email campaigns, would like to be able to search/select by Date Sent, Title, etc

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

Micro targeted, personalized email blasts are super easy - extract list from SFDC, create personalization in the template and immediately react to recipients who open/click through.

  ### 3. Clearslide as a collaboration tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

it works.  It was built as a better collaboration tool for sharing finished products both internally and externally.  It is easy to work with clients and get them to see the materials you want to show without any extra hassle of downloads, email, etc.

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

More insights.  More alerts to make the marketing team and sales team smarter.  In a perfect world, almost some sort of recommendation engine.

**Recommendations to others considering Bigtincan Engagement:**

As always with SaaS be very specific and clear as to the problems you are trying to solve so they can help set you up for sucess

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

The ease of having a conference call and or sharing materials through a link.  It saves time and hassle when communicating with clients which leads to more time solving problems and less time worrying about technical issues.

  ### 4. Promising tool but falls short - Probably better for more traditional PPT shops

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

The analytics are a big deal and was a primary reason for moving forward with the tool. We also like the idea of being able to quickly assemble presentations. 

That said, the fact that CS can't support much of our design means that we've not used it nearly as much as we had hoped.

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

We use highly designed keynote presentations with animations, video, etc. and ClearSlide doesn't support much of it. For example, even HD videos that you upload don't play full screen. They also have limited font support which means to preserve the design of our presentations, we have to export them to a PDF which sort of defeats the purpose.

**Recommendations to others considering Bigtincan Engagement:**

Test your content first

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

None yet. Trying to figure out how to use it without compromising our brand standards.

  ### 5. Simple, easy to use

**Rating:** 4.0/5.0 stars

**Reviewed by:** Molly P. | Senior Sales Executive, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 09, 2017

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

streamlined features screen sharing & presenting & presenter tools all in one

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

i dont like if i am not using 2 monitors my viewers can see the screen share prep screen before i select a screen to share

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

we have less lag issues with clearslide than with our previous tool

  ### 6. Sales Director for software company

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joel S. | Sales Director - Midwest/Northwest, Information Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2016

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

Being able to track opens, watch what they are doing and follow up when it is appropriate.

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

Do not like that I have to create a link for each new email.

**Recommendations to others considering Bigtincan Engagement:**

Great tool and easy to use. The ability to upload presentations and start them on the go rocks!

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

tracking and monitoring the client interactions.

  ### 7. Clearslide lead conversion advantage

**Rating:** 5.0/5.0 stars

**Reviewed by:** Andrew S. | Strategic Advisor, Executive Office, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 14, 2016

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

I have two equally valuable concepts that Clearslide makes possible.

1. I can present my product to anyone anywhere in the country which enormously expands my potential customer reach.

2. I can make a live presentation to prospects quickly, easily, efficiently and with the perception that I'm cutting edge. It sets me apart from my peers/competitors.

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

1. Limitation of 100 people on a presentation at a time.
2. Difficulty of having to upload information onefile at a time rather than as a batch.

I appreciate the recent change that allows slide movement within a presentation to be much easier.

**Recommendations to others considering Bigtincan Engagement:**

I directly compete with my colleagues for business even though we're in the same company. I'm an advocate of Clearslide but not too enthusiastic because I like having  competitive advantage. Honestly, were I in management all my employees would be trained on Clearslide and utilising most of it's components. It's a business opportunity/prospect to client conversion game changer.

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

1. I can make a quick concise presentation of my services/products via email.
2. I can reach a vast number of prospective employees from each client with one presentation and monitor how effective my presentation is.
3. I am able to conduct business nationwide!


  ### 8. It has been very easy to use and intuitive.

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** January 06, 2017

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

The best features include:

one link to share with people
easy to record meetings
uploading and sharing of presentations

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

no ability to screen swap so other people can share their screen
interface is a bit all over the place

**Recommendations to others considering Bigtincan Engagement:**

None

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

ability to showcase our solutions
closing deals faster

  ### 9. Clearslide is a great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phil M. | Virtual Sales, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** January 06, 2017

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

I like how simple ClearSlide is. It is very effective for email blasts and presentations with clients whom I am connecting to remotely

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

The software can sometimes lose screen share connection during a presentation

**Recommendations to others considering Bigtincan Engagement:**

Great product, intuitive

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

I am able to Reach many people easily, efficiently, and effectively

  ### 10. ClearSlide Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric H. | Director of Business Development- Total Health Division (contract position), Health, Wellness and Fitness, Enterprise (> 1000 emp.)

**Reviewed Date:** December 21, 2016

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

The ability to see who's opened and viewed your emails.

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

It's tough to get embedded videos to play during your presentations.

**Recommendations to others considering Bigtincan Engagement:**

It's another way to reach out to prospects and customers.  You won't be disappointed.

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

Business problem I'm solving is developing interest with new prospects.  I've realized a higher success rate with contacting cold prospects.

  ### 11. Using to screenshare calls with clients

**Rating:** 4.5/5.0 stars

**Reviewed by:** Bilyana R. | Head of Technical Services, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 26, 2016

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

Easy UI and numbers all over the world.  We have clients everywhere so this makes ClearSlide very useful.


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

Sharing is a pain when giving right to client to share his screen. Clients need to download and install additional software in the browser. 

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

Training clients to use our UI is very easy. Using it as conference call software as well.

  ### 12. Clearslide 2016

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 31, 2016

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

View alerts, details on which slides they lingered, knowing when they share with colleagues is vital. It is also easy for presenting remotely and for sending large decks efficiently. The analytics options are also great for assessing individual and team performance.

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

Custom slides could be more user-friendly.

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

Virtual meetings/presentations are run much better via ClearSlide.

  ### 13. A short review of Clearslide

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

Easy to use. Intuitive. Just Works.

Love the ability to show prospects and clients a pitch deck live and click around to have them focus on certain items. I also like how it records the presentation so you can share it out, and the fact that it shows your analytics for engagement.

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

Sometimes the client/prospect cannot get into your presentation from certain browsers.


**Recommendations to others considering Bigtincan Engagement:**

Great service.

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

Solved the problem of engaging with prospects and clients in a meaningful way over the internet. Ability to sell and close deals via live presentations

  ### 14. Great screen sharing, useful content tracking

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

The no-fuss screen sharing is great. It's been very useful in many circumstances, and has been used by other teams in our organization besides our sales team.

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

It feels a bit clunky at times. The UI needs a little attention - those pins for the screen share are oddly-shaped.  The management of content (presentations) could be improved. Folders might help.

**Recommendations to others considering Bigtincan Engagement:**

For content marketing, this can be a very useful tool

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

We've done a lot of software demos, which has worked well, and we're not fighting with getting GoToMeeting or WebEx installed, which helps. 
Tracking opens and views of presentations has been really useful. We're able to get a better sense of engagement from our contacts, and that's helped in being responsive to sales opportunities.

  ### 15. Senior Sales Executive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rob W. | Sr. Channel Account Manager, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 28, 2016

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

The product is very easy to set up and clients can access right away

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

It stalled out on me once but I have not ran into that issue since. 

**Recommendations to others considering Bigtincan Engagement:**

It is great if you are looking to pitch a product.

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

It helps deliver our product with a visual vs speaking or looking at docs.

  ### 16. Unnecessary when you have WebEx or Bluejeans

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** February 01, 2017

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

It's web-based and clients can easily use it.

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

It's another product that we have to create a log in for.

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

We are sharing deliverables with clients. No benefits here.

  ### 17. MF Review 

**Rating:** 2.0/5.0 stars

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

**Reviewed Date:** January 11, 2017

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

Ability to communicate and use power points across the internet

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

The platform is not stable. The softphone feature is very inconsistent and I often use clearslide for the power point and still use my cell phone for voice communication

**Recommendations to others considering Bigtincan Engagement:**

See if there are other competitive products that have a more stable platform. But if not, clearslide is the only option. It's better than nothing.

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

Selling memberships. Big benefit is the ability to communicate using the PowerPoint

  ### 18. Awesome

**Rating:** 5.0/5.0 stars

**Reviewed by:** Imari B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 28, 2016

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

Definitely screen share. Screen share allows the customer to see exactly what you are saying instead of you trying to explain it.  

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

Sometimes it has trouble loading. When you use google chrome or Firefox it does not work properly. 

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

IT helps build reputation with the customer. 

  ### 19. Clearslide has been instrumental in my sales process!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

It is very easy to use and gives you the power to screen share with potential customers.  

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

The audio recording could use some work.  

**Recommendations to others considering Bigtincan Engagement:**

I recommend it

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

Having the ability to sell remotely has changed the scope of our sales process and has increased sales while decreasing overall cost.  

  ### 20. Clear slide does exactly what it is supposed to do without fail.  Extremely reliable and well built!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark D. R. | Principal, Staffing and Recruiting, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2016

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

Live presentations, Email presentations with notices when they have been opened.  The ability to screen share works flawlessly.  At the end of the day, when you pay for a high level of service, you want it to work... always and Clearslide does exactly that.

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

There really isn't too much that I dislike, its reliable, dependable, and filled with useful features.   I just wish there was more time in the day to use them. 

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

Marketing and Sales consulting, making presentations and screen sharing.

  ### 21. Clearslide's Fantastic

**Rating:** 4.5/5.0 stars

**Reviewed by:** Peter C. | Sales, Construction, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 31, 2016

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

The screen sharing feature is great!  Very few bugs.  Very clear.  Many other system I have used get hung up in the middle of the presentation.  Not Clearslide.  Perfect presentation every time!

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

Sometimes it's annoying to have to click twice to email someone but that feature has also saved me a few times from sending out an email with a typo or the wrong name.

**Recommendations to others considering Bigtincan Engagement:**

Make sure you Java is up to date.  Our IT team is not very good about updating the Java on our servers so that creates technical issues from time to time.

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

I need to show prospective clients what our software looks like and how it works.  The screen share feature allows me to do that quickly and easily.  I can reach right through the phone and get a one on one meeting with my prospects.

  ### 22. Presentation software for all of our teams.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

The ability to jump around between slides while you're in a presentation, recording calls, conference line features are awesome. 

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

Not being able to select a slide before going into a presentation. 

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

Being able to connect with our partners all across the globe effectively. 

  ### 23. I love Clearslide

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 09, 2017

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

The ability to track presentations.  I also love the sharing functionality and being able to present.  It is great to see what attendees are really paying attention too.

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

The webinar function is not ideal.  You can't track who is registered or who is on the call.  You can't mute everyone at the same time.

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

Being able to share information easily and effectively.  It simplifies my process and helps agents understand better.

  ### 24. Clearslide

**Rating:** 5.0/5.0 stars

**Reviewed by:** Perry A. | New Business Development , Broadcast Media, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2016

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

Immediate.  Easily Customizable.  Quick feedback on activity by addressee.  Simple onsite presentation app.

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

Search is sometimes wonky.  Search does not always return results with key words

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

Immediate contact for video presentation.  Show and tell.  Realized greater connection with client and prospects.  $$

  ### 25. ClearSlide Review

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 26, 2016

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

It makes communication much easier because the programs are synced together. I do not have to go digging for information it is all steadily available right at my fingertips. 

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

There is nothing I do not like about clearslide, it is a very effective product that I enjoy using on a daily basis

**Recommendations to others considering Bigtincan Engagement:**

I would definitely recommend ClearSlide, it will make sure daily operations much easier

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

ClearSlide allows all of the different platforms to work together so the information is collecting gathered into one location. 

  ### 26. Director, Enterprise Sales

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

My company had purchased Clearslide to help with logging activity in to SalesForce. We had some issues initially with setting it up at our end and at Clearslide's end . . . but the support from the Clearslide team was great.  Very hands on and attentive to our needs .. I can't say enough about the support from our account manager Perri Kylow.   What I liked best about the product was the ability to see through LivePitch who on the presentation was engaged/paying attention and who was not.  This provided good insight not only when presenting to customers but also internal meetings.  

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

It was challenging to get our sales reps to adopt the Clearslide tool.  We had Webex as the standard across the company and SalesForce and there were similar capabilities as far a logging activity with SFDC.  I think the mechanics of launching the LivePitch application was not as easy as WebEx and the sales reps didn't want to bother with the set up.  It was and is challenging for adoption.

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

Our sales reps were not logging in Salesforce so we thought we would provide them with a tool to help with it.  I use Clearslide to log my emails in to SFDC and some reps do.  What is challenging is that logging email communications into SFDC is only piece of activity that the reps need to log. .  .. tasks and meetings are not logged via Clearslide so this still had to be done manually or from SFDC.   

  ### 27. It has been positive, most important metric for me is knowing if a client opened the proposal. 

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

Ability to track opens and present live. 

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

Nothing really. If i had to chose something it would be the links to send a presentation. 

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

User experience when presenting to clients. I can control the pace and attention of the client. 

  ### 28. Easy to use but not 100% reliable

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** September 26, 2016

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

It's simple to use when you only have your computer and no landline. It's also easy to record calls and presentations. 

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

The connection is not always good. In fact sometimes it's very buggy and can cause issues for planned calls with important clients. 

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

It serves well to organize various calls with clients, and internally also. The screenshare option is particularly user friendly and it's great that one can have their own personalized screenshare URL. Always makes it look more professional. 

  ### 29. ClearSlide has become a valuable part of our sales and marketing departments

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael B. | Director, Marketing, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 19, 2015

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

ClearSlide allows Captivate to easily share sales material both internally and externally without having to clog our inboxes with large attachments.

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

I would love to be able to present using ClearSlide without having an internet connection. 

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

ClearSlide has helped us solve the problem of creating a library of marketing material for our sales team that they can easily access and use wherever they are, in the office or on the road.

  ### 30. ClearSlide Review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 23, 2017

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

It's great that you can see who has actually accessed the document, and if they had any comments.

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

It's difficult to get people to actually use it, when they're so used to other software systems already.

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

Making sure people actually read through a document that is sent, such as a Sales Deck.  It holds people accountable.

  ### 31. Clearside review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 28, 2016

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

I like it, because it was very useful to share information with other people. I found it very helpful, and easy to share information, links, and more with people.

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

Something I disliked is the way that the platform was at time.

**Recommendations to others considering Bigtincan Engagement:**

If you want to use this, you should, because it is extremely helpful.

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

It helps me whenever I need to share any type of information with others.

  ### 32. Slow to use at first but after getting started, I am loving the technology.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

Real time analytics on the content we are sending out, views  and time spent on certain items.

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

If I am using a template to compose an email, and i make a change in the e-mail... there should be an option to update the template on that screen to the current version i am sending, instead of going back to "email templates".

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

Automating a very manual process for the real estate industry.

  ### 33. Useful for screenshare and dial in numbers.

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** September 26, 2016

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

Easy to navigate to what I want in the UI. Never had a problem sharing screen. 

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

I wish there was a notification or an email perhaps you could set up to be notified when you are still sharing your screen - I often forget to exit it out.

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

Customer success and technical troubleshooting of our software platform. Easy of use for doing a guide/walkthrough of the platform and hands on over the phone experience with client.

  ### 34. Good but could be better

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

Storage of decks and ability to hide slides. I really like the ability to see what decks I email out get opened and to see what colleagues are using to pitch. It's easy to use and there's no need to download an app. I've never had a problem. 

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

The copy my link and con call info is not in the best order so I always re-write it which can be a pain.  One feature that annoys me is that there is no presenter view with the ability to use slide notes. It would be an ideal solution for me if I didn't have to hold paper notes on the side. 

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

Remote presentations are easy with the tool. Sometimes attachments get blocked so sending a link to a deck is helpful. I like that I know when it's read. 

  ### 35. It's easy to use and easy to navigate.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Belinda C. | Sales Executive, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2016

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

That I can send a link to my presentations and documents without having to send the files. I also like to see when it has been opened and viewed.

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

The verbiage "pitch." That is archaic/cheesy sales lingo. Hate it.

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

While it's easier to use than WebEx, I don't see any major problems. I have never been able to get screen share to work (and, yes, I know how to do it - it just doesn't work). This could be because of my ISP so not blaming it on ClearSlide but I never had trouble using screen share with WebEx.

  ### 36. Satisfied Clear Slide User 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daryl M. | Admissions Specialist, E-Learning, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2016

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

Using the graphics to point, circle, and underline parts of the slide show I am presenting.

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

The updated version not seeing FaceTime minutes.
The presentation not being compatable with some desktops.
 My Slide show not keeping up with the viewers slides, but this may be a result of their internet service and or desktop. 

**Recommendations to others considering Bigtincan Engagement:**

Even if you do a live pitch with someone email it to them as well, so they have something to reference.

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

Helping consumers understand our services, and clarifying promotions that we offer, so they can take full advantage; whichs saves them money, encourages higher down payments, and program completion. Benefits- helping consumers make better decisions when enrolling by letting them view the differences between programs.

  ### 37. Helpful with information and explanations 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kiera S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2016

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

I like the fact that you can see when people open their emails and do a quick follow up if they don't respond. I also enjoy the presentations because if give the viewer a visual and a listening experience. That way they can see it and ask questions if they don't understand. 

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

I don't like how you HAVE TO attach a presentation to every email. Sometime I just want to send someone a follow up and i don't want to attach a power-point to it.  

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

No problems, but the benefits have been great. People who get to hear about a program and see the information being presented to them tend to be more interested in enrolling in that program. 

  ### 38. Nice product, very expensive

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jim M. | Salesforce Administrator, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 26, 2016

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

the tracking tools and reporting features

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

Cost & very limited Salesforce reporting capabilities

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

We needed an on the fly screen share tool.  This offers so much and more.

  ### 39. I like it

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 29, 2016

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

I like the fact that I can find out if an email was opened and passed on. I also like the way it incorporates a graphical presentations in an email. I have used Live Pitch a couple of times and think it may be a good way to screen share.

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

I have to use Chrome for Live Pitch. A couple of users couldn't seem to get it to work and I didn't really know how to troubleshoot. 

**Recommendations to others considering Bigtincan Engagement:**

Use it to send emails if you want to know if the recipient opened it. 

Use it for screen sharing. A professional looking link with your name and company can be sent to others instead of having them go to a website and having codes and everything to see your presentation. 

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

Screen share, Email acknowledgment. 

  ### 40. Great when it works

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** February 14, 2017

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

Easy and intuitive way to use in general.  

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

I prefer the ability to screen share with Skype for Business. 

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

It gets the job done and is easy enough to use. 

  ### 41. ClearSlide is an asset

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

To be able to easily share content when developing new business opportunities.  No clunky GoTo needed.

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

They payment options.  There need to be better ways individual users can do this.

**Recommendations to others considering Bigtincan Engagement:**

Try it out.  You'll be really surprised at the capabilities.

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

I've been able to load up presentations on the fly, and switch between them live in a business meeting scenario.  This solves a lot of time-related problems, and instead of telling someone "I'll get back to you on that", I'm able to get back to them right away.

  ### 42. Inside Sales Tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 23, 2016

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

I like the ClearSlide Live Pitch feature and the ability to create my own custom 'decks' to use during live demos. ClearSlide allows you to house all of your presentations in the cloud and records reps activity in turn to provide sales managers insight into how to clone their best sales rep by looking at their activity/day to day. 

During a demo, you can switch from presentation to presentation/deck to deck on the fly. This means you have the option to answer any prospect's questions on the fly with appropriate visuals WITHOUT needing to schedule another follow-up or minimize your window and expose your whole desktop and all your other tabs/windows.

The Email Pitch is nice too. You can create links to presentations to share with prospects in a follow-up email. All the "Email Pitches" are tracked so you can see when people open them and see what they view (how long they spend on each slide or how long they spent reading what you shared). I personally don't really ever look at the slide by slide tracking.

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

The gmail plugin is very bug-y. I get 'logged out' one a week or so and get these small pop-ups (4+ at a time) asking me to login... but if you log in, the window disappears and repairs to ask you the same thing. I've asked friends that work at ClearSlide whats wrong and none of their options have worked. 

**Recommendations to others considering Bigtincan Engagement:**

If you want to arm your reps with the ability to collaborate, learn from top reps, demo on the fly, and sometimes be able to track when people open their emails-then ClearSlide is perfect. It's also perfect for inside sales teams (both development reps and account executives can easily use this)

Marketing would buy ClearSlide to see how effective the content/collateral is or if their Sales team is actually using the content they made/using the most up to date information.

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

The live pitch helps with sales demos, it always works instantly for my end and my prospect's. So no more technology problems (I've had nightmares with Go to Meeting, WebEx, Join.me in the past). You can also see what other slides/presentations your team members have created and copy ideas/slides you like.

  ### 43. ClearSlide is a very effective tool for presenting and tracking progress with prospective customers.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lorene (Lori) K. | Regional Managing Director, Business Supplies and Equipment, Enterprise (> 1000 emp.)

**Reviewed Date:** August 01, 2016

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

The ability to access presentations on any browser.  

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

The timing of the automatic email updates.  Too late at night!

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

Difficulty in managing procurement by committees of decision makers.  Through ClearSlide we are now able to see whom our communications are forwarded to and what is important to them.  

  ### 44. I am incredibly happy with Clearslide, a very reliable and easy to use product.

**Rating:** 3.0/5.0 stars

**Reviewed by:** Conor M. | Sales Director, East Coast, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 29, 2016

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

Being able to see who viewed my presentation, along with all of the corresponding details of their viewing.

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

There is nothing that really stands out as something I don't like.

**Recommendations to others considering Bigtincan Engagement:**

Give it a try. Very easy to use.

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

I am evangelizing my company's product to potential clients.

  ### 45. Good but not great

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

It is pretty easy to use, not much direction required for the presenter and you have the same experience each time.

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

Those that are viewing the presentation often think that by pulling up the URL they will have sound, despite me sending them instructions prior to the presentation. Also, since the change to the new numbers, I don't like that I have an additional number to punch in to be a presenter, the phone line has beeps and clicks that I don't know why they are there (a distraction to me) and it is only something I can hear so the others on the call don't hear it. 

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

Long distance presentations to clients that live and work in a different state.

  ### 46. A great tool to enhance productivity.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 29, 2016

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

The ease of setting up presentations and email campaigns. Also the fact that you don't have to download software to run or view the presentations.

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

That you can't schedule more than 500 emails at a time. 

**Recommendations to others considering Bigtincan Engagement:**

If you want a system that is easy to set up and use ClearSlide is a great solution!

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

We are using ClearSlide to monitor presentations and engagement and also to track open rates and engagement on email campaigns. We are also using it to benchmark our preference.

  ### 47. Clearslide Review

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 06, 2017

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

Always reliable and easily accessible for my clients

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

Nothing - it works as it should for what my company uses and needs.

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

Easily communicating digital solutions to problems for my clients. It provides the ability be on the same page seamlessly. 

  ### 48. Clearslide Review 

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 06, 2017

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

-Ease of use
-Reporting/Analytics
-Mobile


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

-Not much to dislike about the platform, perhaps more local international dial-in numbers

**Recommendations to others considering Bigtincan Engagement:**

More international dial-ins

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

Sales
The reporting tools for sales is very helpful and can help increase conversions as a sales rep.

  ### 49. ClearSlide Review

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** January 06, 2017

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

I enjoy the screen-share function, as well as the ability to drop a pin

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

Every once in a while it can be a bit slow

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

I am connecting with potential clients in a more meaningful way visually.

  ### 50. Clearslide make life easier

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** December 21, 2016

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

The ease of usability and ease of access both mobile and computer. The ability to follow the presentation after sent

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

Some clients cannot access Clearslide due to company blocking some sites.

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

The ability to easily share large presentation eliminating the worry of file size


## 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=9&section=pricing&secure%5Bexpires_at%5D=2026-08-15+20%3A24%3A50+-0500&secure%5Bsession_id%5D=be05a351-48b6-4ec7-b59e-6278960cce9f&secure%5Btoken%5D=9b2bd802e5cc0bbddca6f553ebb01264e8b2faf045a52b11846dedf5c59d950d&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
- 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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