--- 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: '2026-06-22' 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. Very good tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolo F. V. | Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2024 **What do you like best about Bigtincan Engagement?** I like the tracking functionality to see usage of content **What do you dislike about Bigtincan Engagement?** I don´t have anything to complain about the tool **What problems is Bigtincan Engagement solving and how is that benefiting you?** Overview about content usage ### 2. ClearSlide: Real-time A/V/W Conferencing GOAT & BOAT of All Times **Rating:** 4.5/5.0 stars **Reviewed by:** Divya N. | Software Engineer (Cloud), Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Bigtincan Engagement?** ClearSlide enables me to seamlessly collaborate with customers via live chats, audio and video calls in one setting. **What do you dislike about Bigtincan Engagement?** The quality of audio and video calls on ClearSlide sometimes get distorted when sending or receiving large files. **What problems is Bigtincan Engagement solving and how is that benefiting you?** File sharing. Sales enablement and engagement. Screen sharing. Video conferencing. ### 3. Reduce manual data entry **Rating:** 4.5/5.0 stars **Reviewed by:** Shaun H. | Senior Revenue Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2022 **What do you like best about Bigtincan Engagement?** Prior to SalesDirector, our sales team was manually logging gmail meetings as Events in Salesforce. Huge time suck and more often than not reps only cared to log the first "discovery meeting" and none of the "post-discovery meetings" that really do matter. SalesDirector took all of this off their plate, they just need to send the Gmail invite, and now an Event is created in Salesforce and relates that Event to all the prospects on the meeting, and relates it to an Account or Opportunity. **What do you dislike about Bigtincan Engagement?** The only thing I'm not a fan of is when you want to modify the automation, you must work with their team and give them the criteria and they do the building. This is great for those that like this model. I prefer having more control around the automation I build because I can troubleshoot when problems arise. If end users let me know something isn't working correctly, we need to go back and forth. Not the worst thing to deal with! **Recommendations to others considering Bigtincan Engagement:** Try before you buy **What problems is Bigtincan Engagement solving and how is that benefiting you?** SalesDirector has saved our reps a ton of time from manual data entry. In return, they're happier and can just focus on selling instead of admin work. This has increased productivity and overall impacted the business in a positive manner. ### 4. Facilitates lots of presentations and other communications **Rating:** 3.0/5.0 stars **Reviewed by:** Scott B. | Trade Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about Bigtincan Engagement?** The assortment of decks is quite enormous. There is a slide template for almost every business purpose. The user tools for editing slides are user-friendly for me. I like the way our decks can record viewer information to analyze feedback we can use for statistics and adjustments to other decks. **What do you dislike about Bigtincan Engagement?** I think ClearSlide won't work well for all presentation situations. I think it can be a tad too much and less personal than standard emails and basic communications. I wouldn't recommend ClearSlide to everyone, but for those that are in corporate environments and need something that can be updated quickly with team members, then I think it's suitable for those people. **What problems is Bigtincan Engagement solving and how is that benefiting you?** We can get valuable analytics with ClearSlide. Before using ClearSlide, I was clueless about the effectiveness of my presentations. They would also be much more complicated to deliver and/or present. ClearSlide lets me get my complete ideas in front of people quickly and efficiently. I closed about 75% more deals one month after being able to deliver my presentations to people from outside my typical business vacinity. It was an exciting time. ### 5. Clearslide is the clear winner **Rating:** 5.0/5.0 stars **Reviewed by:** Casey B. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2020 **What do you like best about Bigtincan Engagement?** It's very easy to use. We've evaluated other screen share solutions and I always push to keep Clearslide. I've used Clearslide at previous companies also and my experience has always been thee same- super easy to use. A lot of the people I am demoing don't necessarily use screen share tech every day and to some it's completely brand new. In either case it has consistently been easy for the prospect to see my screen/demo and get a visual **What do you dislike about Bigtincan Engagement?** I don't like the drop down that asks to join using computer audio. Most times I'm sending the conference info so they are already dialed in adn it just gets in the way **Recommendations to others considering Bigtincan Engagement:** Try it out. I've never had to use their support, so I have no idea how good it is, but the fact I've never had to reach out in over 5 years of using it is a good thing **What problems is Bigtincan Engagement solving and how is that benefiting you?** 99% of my sales are over the phone so sometimes it's hard for the prospect to visualize what I'm talking about, which is the main appeal of our system. I'm able to show how easy it looks and usually other questions come up that help me sell. It has witnout a doubt led to an increase in closed/won deals.. Also, I use the create link feature when sending out decks. I can see exactly what pages are being viewed and for how long. ### 6. Take the admin work out of your sales role - excellent tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Bigtincan Engagement?** By integrating with tools like Salesforce, Sales AI takes the admin work out of the sales process. Sales reps no longer have to spend time manually updating the system, Sales AI will capture the activity logs for them. **What do you dislike about Bigtincan Engagement?** There are times when SalesAI gets disconnected. I hate it when it does not work because I have to manually log all my entries in salesforce as a sales rep. **Recommendations to others considering Bigtincan Engagement:** SalesDirector AI will automatically log all your email and calendar activities in the CRM. It can automatically create new contacts for you in the CRM that does not exist yet. It is a great tool! **What problems is Bigtincan Engagement solving and how is that benefiting you?** The automation has increased my sales productivity. I can focus on things that will really move the needle forward verses manual admin work. ### 7. Removes administrative burden and captures all our important contacts **Rating:** 5.0/5.0 stars **Reviewed by:** Mark S. | H, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about Bigtincan Engagement?** Every person our reps email or have meetings with our captured automatically in our Salesforce instance. This information is indispensable for our team, and it saves our reps time. **What do you dislike about Bigtincan Engagement?** The team has always been really quick to solve any problem I bring their way, so there is nothing I dislike because they fix it. **Recommendations to others considering Bigtincan Engagement:** It's definitely worth the cost. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Reps do a horrible job manually entering contacts and it's a waste of their time. SD.AI is able to give that time back. ### 8. Sales Content Hub **Rating:** 5.0/5.0 stars **Reviewed by:** Jason K. | Senior Sales Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2022 **What do you like best about Bigtincan Engagement?** Huge library of sales presentations, marketing collateral and email templates provide the best sales content assets **What do you dislike about Bigtincan Engagement?** Tedious process of setting access permissions for specific inside and field roles **What problems is Bigtincan Engagement solving and how is that benefiting you?** Creates and delivers interactive content that improves open rates ### 9. Very useful for email/meeting scraping; we don't use other features **Rating:** 4.0/5.0 stars **Reviewed by:** Bryan P. | Manager for Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** We do not fully utilize SD's features. We only use their ability to scrape GMail & Google Meetings to create Events & Tasks within SFDC. This ability allows us to get very robust data around our Sales & CSM Engagement without much lift on our side - everything happens automatically. We're also able to classify what type of meeting it is using a variety of criteria which has been very helpful. Within this limited usage, we do have to reach out to SalesDirector if we want to make any changes to the automation, but they are very easy to work with and have very quick turnaround times **What do you dislike about Bigtincan Engagement?** Like I mentioned, we don't use SD's interface, so there are a # of features we do not utilize, but the small part that we do utilize, I have no complaints **What problems is Bigtincan Engagement solving and how is that benefiting you?** Enriching our data regarding Sales Engagement. We can get much more data driven to understand what type of engagement leads to successful Closed Won deals - frequency of contact, type of contact, etc. It has really strengthened our sales process ### 10. Great for Meetings and Sales Intelligence **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie D. | Great Lakes Regional Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2021 **What do you like best about Bigtincan Engagement?** I like that you can see when a prospect opens your presentation. It's a nudge for me to call them since I know I'm on their mind already! I like the daily emails that show who has been using Clearslide from my team. I like being able to adjust the presentations accordingly. I like to have the 30 day expiration on the link so that I can reach out to customers that click it after the 30 days. **What do you dislike about Bigtincan Engagement?** Sometimes trying to get a video meeting started I will have trouble with the attendees' audio connection. The email search function is hard to use when searching for a created link. I don't like how the presentations are filed - it would be better if they could be put in folders, grouped together. I didn't get enough training on functions so I probably am not using to full capacity. **What problems is Bigtincan Engagement solving and how is that benefiting you?** ClearSlide helps me to be more in tune to what my customers are looking at (how long they will stay with a presentation, and what slides they linger on the most.) It's easy to have meetings via Clearslide and I love the analytics at the end of the meeting. I like that I can customize each presentation to a prospect or I can have standard presentations to use when first contacting someone. I like being able to see my team's usage of Clearslide also, as this keeps me competitive! It's also a great guage for my manager to see my work and client interactions. ### 11. Not a believer (yet) **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Bigtincan Engagement?** I like the daily updates to show where I stand against my sales goals. **What do you dislike about Bigtincan Engagement?** Inaccurate "health" of opportunities and the automatic next steps (which seem to have ceased lately) are often for the wrong opportunity. Contacts are added to accounts simply because the email address was associated with an email or meeting, and then the system adds incorrect contacts to opportunities. All of this causes more work for the salesperson to clean up. Very time-consuming, not to mention annoying. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Has not solved any problems for me. ### 12. Not the most user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** Ashley P. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Bigtincan Engagement?** Clearslide offered a lot of ways to parse up content on the user side. I also liked the insights you could see when sharing your screen as an account executive. **What do you dislike about Bigtincan Engagement?** Clearslide was not very user-friendly when navigating the library. I think it may have had to do with how my organizations set up tags, but with content in multiple languages, the search engine was not very effective. **What problems is Bigtincan Engagement solving and how is that benefiting you?** We wanted insights into engagement during sales presentations and also a tool to help us present more effectively and Clearside was able to do this. It is hard to qualify the effect this had on the business. ### 13. Easy way for us to track and categorize meetings **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Bigtincan Engagement?** The metrics from SD.AI allow us to look at our business and measure where it is most appropriate to invest our time. **What do you dislike about Bigtincan Engagement?** The SD.AI data updates can take some time to sync with our Salesforce and Dats Studio offerings, sometimes 24 hours. **Recommendations to others considering Bigtincan Engagement:** Consider the total ROI of knowing more about what your sales team is doing and the tangible results that come from their activity **What problems is Bigtincan Engagement solving and how is that benefiting you?** We always look at where we are having meetings each quarter in our quarterly business review and have one actionable take away. For instance, I need to spend more time with true decision makers and not "coaches" ### 14. Easiest way to send large files and presentations to colleagues and clients **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Bigtincan Engagement?** It's extremely easy to upload files and send them as a link to clients. It comes across much more professionally than attaching large files and having to download them. **What do you dislike about Bigtincan Engagement?** It is sometimes hard to find library content quickly when it's needed, but using search features generally digs it up **What problems is Bigtincan Engagement solving and how is that benefiting you?** You can see when people open your files and from where, which is very valuable. This allows me to know when to reengage with a client on a piece of business ### 15. So good I don't even know I use it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Bigtincan Engagement?** The fact that it logs all my activities to salesforce. It's so seamless and non-intrusive that I don't even know it's there, which is perfect and one less thing to worry about **What do you dislike about Bigtincan Engagement?** It does everything I need it to do, so I have nothing to dislike. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Having to log every outreach or activity with customers. It definitely helps me stay organize and productive ### 16. Amazing Services **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Capital Markets | Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Bigtincan Engagement?** Sales Director has helped our organization to track the mails. We are happy with their services. Looking forward for some add on functionalities. **What do you dislike about Bigtincan Engagement?** It should have more add on functions like count of mails . **What problems is Bigtincan Engagement solving and how is that benefiting you?** We are able to track down the mails even if any employee left our organization ### 17. Deal Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about Bigtincan Engagement?** I love how SalesDirector.ai integrates with SalesForce making collaboration easy **What do you dislike about Bigtincan Engagement?** I ahve just begun using SalesDirector.ai. so far I really enjoy it and have nothign to ad at this time **What problems is Bigtincan Engagement solving and how is that benefiting you?** SalesDirector.ai helps me stay on top of my deals while navigating the health & predictability of a deal closing ### 18. SD **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about Bigtincan Engagement?** Ability to quickly edit categories and review **What do you dislike about Bigtincan Engagement?** Would be nice to categorize meetings right from the invite in GAPPS **Recommendations to others considering Bigtincan Engagement:** ensure you use it weekly to categorize.. accurate use **What problems is Bigtincan Engagement solving and how is that benefiting you?** Tracking time spent in accounts/how deals progress/realizing the single view of titles/accounts/categories is helpful in QBR ### 19. SalesDirector AI **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about Bigtincan Engagement?** Easy to use and to look at. Simple and useful. **What do you dislike about Bigtincan Engagement?** Honestly nothing, Sometimes it can be a littel slow but I also think most of time that's just my wifi. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Helps me forecast and see how healthy my pipeline is ### 20. Excellent tool for sales reps to monitor sales journey and keep a track of opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** Aastha N. | High Tech Account Executive, Acquisition, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** It captures all information related to the opportunity like contacts, email activities, calendar etc perfectly. It's super easy to set up and integrate with Salesforce. Saves a lot of time that goes in doing a repetitive task like contact creation, logging activities in the CRM etc. The Scorecard dashboard is amazing giving an insight into different metrics like Active and unengaged accounts, pipeline coverage , meetings etc. **What do you dislike about Bigtincan Engagement?** SalesDirector can work on making the UI more intuitive. Sometimes it doesn't capture the right information that can be confusing. **What problems is Bigtincan Engagement solving and how is that benefiting you?** We use it to get a bird's eye view of all our activities, opportunities , account engagement etc. This helps us to drive actionable insights to make better decisions ### 21. Very helpful sales tool used daily to drive business and measure impact **Rating:** 4.0/5.0 stars **Reviewed by:** Brent C. | Sr. Client Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** Clearslide is a strong sales & marketing content source of truth, where I can find most if not all official material, as well as be inspired by my peers uploaded materials that also live within Clearslide. Very helpful for communication/sharing with clients and it is very helpful to understand whether or not clients are engaging with content. Works well on both mobile and desktop. Most importantly, my client seem to appreciate it - the ease of having the content available for view in browser and/or downloadable. **What do you dislike about Bigtincan Engagement?** I send a lot of documents, so anything to make it even easier than it already is would be great - perhaps have the fields be more intuitive based on the content (pulling in brand name in document into the required fields). **Recommendations to others considering Bigtincan Engagement:** Worth a look for the benefits I've mentioned. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Problems solved include how to share large files with clients and understanding if/when a client has reviewed the material. The benefits are tied to these solved problems. **Official Response from Jean-Paul LaCount:** > Hi Brent, Thank you for your review and kind words, it's great to hear what our customers think about our platform! To address your request for more intuitive content fields- You must've read our mind because we are in beta with a feature you describe! If you would like to join the beta, reach out to your account manager or our support team. It will be released later this year to all users as well. ### 22. SalesDirector is needed for Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2021 **What do you like best about Bigtincan Engagement?** The UI is very intuitive and easy to navigate. **What do you dislike about Bigtincan Engagement?** The linkage is rarely accurate but I believe that's more of an SFDC issue. It also doesn't reflect real-time results but this might be an implementation issue on our end. **Recommendations to others considering Bigtincan Engagement:** Make sure your SFDC admins are closely aligned to make this effective for your reps. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Keeps me organized and helps me isolate opportunities to strengthen my business. ### 23. ClearSlide delivers **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about Bigtincan Engagement?** Ease of use. Being able to upload presentations to share with potential customers. **What do you dislike about Bigtincan Engagement?** Some of the functionality around navigating acreenshares can be confusing. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Being able to visibly show customers product & walk them through how to use specific platforms. ### 24. SalesDirector.ai does all of the heavy lifting for me! **Rating:** 5.0/5.0 stars **Reviewed by:** Jenny N. | Enterprise (> 1000 emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Bigtincan Engagement?** The best thing about SalesDirector.ai is the automation -- everything in my CRM is done for me. I'm able to keep track of my meetings and use SalesDirector.ai as an archive for all of the events I have done in the past. In addition to this, having the other features such as the scoreboard and leaderboard really helps me keep track of how I am doing and what I need to improve on. **What do you dislike about Bigtincan Engagement?** SalesDirector.ai can be a bit slow at times, so there are times where I wish those glitches could be fixed. However, this is nothing I can't work around! **Recommendations to others considering Bigtincan Engagement:** Definitely take advantage of all of the different functions -- like the events, the scoreboard, and the leaderboard. These tools are there to help you track your metrics and be on top of your business! Also, make sure to get all of the accounts you need connected to your SalesDirector.ai in order to maximize productivity and optimize the advantage you're able to leverage with this tool! It's a very resourceful tool once you get the hang of it and know how to fully use it. **What problems is Bigtincan Engagement solving and how is that benefiting you?** With SalesDirector.ai, I'm able to update everything in the CRM immediately, which saves me a ton of time. With this automation, I'm able to delegate my time to my many other tasks I have to work on instead of having to do everything on my own. With the scoreboard and the leaderboard, I'm also able to keep track of my metrics better and compare those to other teams as well, which boosts my motivation and encourages me to be a stronger worker. This is a great feature that I didn't realize would have such a big impact on my work ethic, but it's definitely a good reminder of where I am standing and where I need to be in order to keep up with my team and excel. ### 25. Love using ClearSlide for business purposes **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Bigtincan Engagement?** I like how easy it is to use for myself and for end clients. Sending the link to a client and having the ability to make adjustments to a presentation beforehand is great. My clients also like that they do not have to sign up for anything to view the content, they can just click and participate. I also like the insights section where you can see how engaged your client is throughout any given presentation. Having the option to call or video chat directly through the app is also useful, although I do not use it as much. **What do you dislike about Bigtincan Engagement?** At times the download time can be a little long. Also depending on the format that I am uploading, the slides can be distorted and not the same format that I upload them in. There are times I have to download a presentation multiple times to get the format correct. I would also prefer if clearslide did not send me emails every evening to inform me about content that my peers are uploading. **What problems is Bigtincan Engagement solving and how is that benefiting you?** This has been especially useful during the pandemic. I am able to host virtual meetings with clients when I am unable to meet them in person. I also like that I can keep clients engaged using the mouse and clicking on any part of a presentation that I want the client to focus on. Clearslide offers a unique alternative and really allows the presenter to control the narrative where clients can not see the content you are presenting before clicking on it. **Official Response from Jean-Paul LaCount:** > Hi Sydney, Thanks for your review and praise for ClearSlide! To address your concerns about presentations, there is now an easier way to edit presentations from within ClearSlide without having to download it. Also, the emails you are receiving are easily turned off through your Account settings. I hope that helps, and thanks for being a valued customer! ### 26. more last mile intelligence required **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Bigtincan Engagement?** all activities are picked up from Emails, Calendar and Linkedin are synced up in SFDC **What do you dislike about Bigtincan Engagement?** it is not perfect. If we have multiple opportunities on same account, activities could be set up on different accounts **What problems is Bigtincan Engagement solving and how is that benefiting you?** I can at a macro level see my touch points on my book of business ### 27. we use it for scraping CRM and updating the info. its a greta tool for that **Rating:** 3.5/5.0 stars **Reviewed by:** Henry C. | A, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** the scraping feature to keep the CRM up to date. It helps us automate a lot of CRM updating that i dont have time to do myslef, nor do I want to. **What do you dislike about Bigtincan Engagement?** nothing that I dislike honestly if it was more real-time that be better. But it works int the backround without me really having to do anything ot even know that it existed **Recommendations to others considering Bigtincan Engagement:** I don't know enough about it to make any recommendations because we only use the auto-scribe tool **What problems is Bigtincan Engagement solving and how is that benefiting you?** CRM tracking and pulling data from Gmail into salesforce ### 28. Screen Sharing Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2021 **What do you like best about Bigtincan Engagement?** Very easy to use! I was able to screen share with clients in the click of a few buttons! **What do you dislike about Bigtincan Engagement?** There was nothing to dislike. It was very user-friendly. **What problems is Bigtincan Engagement solving and how is that benefiting you?** I was able to share my screen with clients very easily. If I was explaining something to a client and they wanted to see what I was talking about visually - then I could easily open ClearSlide to share my screen and show them! ### 29. ClearSlide is the easy pick for monitoring systems **Rating:** 4.5/5.0 stars **Reviewed by:** Phillip P. | Registered Nurse, Enterprise (> 1000 emp.) **Reviewed Date:** December 20, 2020 **What do you like best about Bigtincan Engagement?** ClearSlide has formats and user interfaces for efficient and easy presentations for myself and my team. I like most of the software and services that feedback from users on our conferences. And there are very good email features that let us reach those who have viewed our presentations and make communication to them. The prices are reasonable and from one account we will get a great deal of miles. **What do you dislike about Bigtincan Engagement?** I think there are some cheaper platforms such as Google Slides that will do a lot less of the stuff that ClearSlide can do. I think it was a bit difficult to make certain design modifications when I first began utilising ClearSlide. However the technical support could help. Without the support of technology, I think it would be an excursion to attempt to discover out things myself. **Recommendations to others considering Bigtincan Engagement:** I think ClearSlide can also be good for profits, but for certain people it can be complicated. You might want to try a product demo to see if it's anything like which you can work live. If people can't regulate items live, then this meeting may be difficult and to a certain extent, you may be incompetent. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Before the objections even arise I always resolve the problem of customer objections. It is easy to deal with problems by clear slide. I really like the benefit of stopping the remote session so that I can access CPNI's web sites and still maintain the connection. ### 30. Great Tool for Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Evan H. | Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Bigtincan Engagement?** I think SalesDirector.ai really gives me a great way to integrate salesforce notes and keep track of my next steps. I have used it numerous times and find the value is there. Having everything connected is the only way to do it these days and I find SalesDirector.ai to be that for me. **What do you dislike about Bigtincan Engagement?** None that I can think of. At this point, I have it set up to my preferences and it works perfectly. **Recommendations to others considering Bigtincan Engagement:** Having a tool to keep everything in a cohesive, integrated format is critical in today's fast paced software sales companies. I highly recommend this to anyone with a sales team that uses multiple sales tools. **What problems is Bigtincan Engagement solving and how is that benefiting you?** I am solving for a more efficient workflow in my sales process. Making sure everything is connected. ### 31. SalesDirector Inspects the Pipeline so Our Sales Leaders Can be Coaches Not Kindergarten Cops **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2020 **What do you like best about Bigtincan Engagement?** Ability to review the data flow from the Office graph. Emails, meetings and phone calls give great data to match against time at stage and conversion rate. The ability to calculate activity index and relationship index from this data makes it easy to prioritize coaching efforts. Looking at the performance of top performing peers and their activities is a very effective way to motivate seller behavior. All of this goodness gives me confidence that the pipeline is being continuously inspected, my sales leaders are actually helping our sellers win deals and improve thier skill. In the end, SalesDirector gives me confidence in our system and I know that the forecasts generated from the system are valid. **What do you dislike about Bigtincan Engagement?** SalesDirector is fantastic for Hunters. We are seeing great promise for Customer Success who handle renewals and expansion. We have not yet fully found a way to get the same benefit for BDRs or Channel Managers. Reducing the number of tools is important to us. **Recommendations to others considering Bigtincan Engagement:** The customer evidence and insights that arise from the intersection of CRM data and Office or Gsuite data is powerful. If you can focus first on the primary use cases around hunters who need to close deals, you will have best results. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Our business requires managing transactions that have the complexity of B2B buying processes, but our price points demand each seller handle many transactions. SalesDirector has helped us transfer pipeline inspection from Sales Manager to the machine, guide sellers to become more consistent with best practices and help us take action early enough in the quarter so that we can beat our number. ### 32. Clearslide- Remote World **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?** Clearslide gives my team the ability to conduct interviews with clients in real time using video technology. Tracking of material used and time spent with client is great coaching tool **What do you dislike about Bigtincan Engagement?** Integration with our CRM isn't the easiest, otherwise no downside **Recommendations to others considering Bigtincan Engagement:** Its a great platform to utilize for virtual interviews and live video conferencing. This is not zoom so much better for a 1 to 1 sales presentation with data tracking and utilization. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Able to conduct interviews with candidates in real time remotely utilizing video and screen share technology. Sending materials directly to prospect via platform at conclusion of interview is great. **Official Response from Jean-Paul LaCount:** > Thank you for your review and your praise of ClearSlide, and happy you are using video and tracking for coaching! ### 33. Very useful selling tool and super responsiveness from deployment team. **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?** The SalesDirector tool has been very useful in focusing our selling resources on a day to day basis. We are already seeing correlations between certain activities and customer contacts that prove to increase likelihood of a deal closing. The estimated forecast of sales by quarter is pretty darn accurate. The team at SD is very responsive and has worked very closely with us for a successful deployment. **What do you dislike about Bigtincan Engagement?** Sometimes it's not clear how the AI tool is interpreting data points leading to some distrust by sellers around the insights being shown. **What problems is Bigtincan Engagement solving and how is that benefiting you?** We wanted to give our sellers a starting point for each day to focus their activities for the greatest benefit. We also wanted a tool that provides coaching on the steps that work to close a deal. Scoreboards and leaderboards provide an added "fun" kick to the sellers. We are able to show that increased interactions and gathering key pieces of data at each stage of selling yields more closed deals. ### 34. SalesDirector.AI Review **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth A. | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Bigtincan Engagement?** It's helpful that it tracks my emails and calls so my management can see that I've been putting the work in. The integration with our CRM is great too so I can see what other sales reps on my team have sent clients in the past (or even see their messaging and if it's anything I'd like to take and use.) It was also really easy to set-up, I just logged into the account and downloaded a plug-in for my browser. **What do you dislike about Bigtincan Engagement?** The only thing I've disliked is that about 4 months of using it, it disconnected my plug-ins and stopped tracking my activity and I wasn't able to see this for a while. It was an easy fix (re-install plugins and re-connect accounts) and more of a minor inconvenience than an actual problem. **Recommendations to others considering Bigtincan Engagement:** If you're in management, it's a really easy way to track activity. If you're a rep, it's a time-saver so you don't have to log customer information yourself (or spend time showing management activity). I'd recommend it as a way to save time on admin tasks. I haven't used the other features. **What problems is Bigtincan Engagement solving and how is that benefiting you?** If management wants to check on activity, we're able to share what we've done with little work on our end. Also, it's allowed me to see what other reps are sending (through a CRM integration) and I've taken some good messaging from other reps. It's also helped with keeping from over-prospecting into an account. Since it auto-creates contacts from email conversations, I don't need to spend time doing that in the CRM either. ### 35. Easy to use, great for tracking customer information **Rating:** 5.0/5.0 stars **Reviewed by:** Dana M. | Admissions Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** I like the email feature--great that you can see when a person has opened the information sent and send a follow up. **What do you dislike about Bigtincan Engagement?** The way the meetings have changed--new interface, which is a little more confusing. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Being able to share my screen with a customer is an amazing way to trouble shoot some of their concerns. **Official Response from Jean-Paul LaCount:** > Hi Dana, Thanks for your review, we love hearing how our customers are successfully using our platform! We would love your feedback on what you do and don't like about our meetings interface, our product team is always looking to improve things! ### 36. HELPFUL IN EDUCATING PROSPECTIVE STUDENTS. **Rating:** 4.0/5.0 stars **Reviewed by:** Cassandra W. | National Admissions Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** That I ca go over visual information since I can't do it in person. **What do you dislike about Bigtincan Engagement?** I do not have any thing I dislike at this time. **What problems is Bigtincan Engagement solving and how is that benefiting you?** It has helpful emails that I can send when I can't reach a student or want a basic follow up. ### 37. Clearslides is the ultimate tool for content sharing. **Rating:** 5.0/5.0 stars **Reviewed by:** Josh P. | Client Partner / Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Bigtincan Engagement?** Very easily create customizable content. **What do you dislike about Bigtincan Engagement?** No easy way to convert iOS to PowerPoint **Recommendations to others considering Bigtincan Engagement:** This tool makes generating content seamless and incredibly easy. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Facilita mucho la creación y el intercambio de contenido relevante para los clientes, así como la compilación de una biblioteca integral de contenido utilizable. **Official Response from Jean-Paul LaCount:** > Hi Josh, Thank you for your review and praise of ClearSlide! I'd like to better understand what problems you may be having with ios and powerpoint as we fully support iOS, Keynote, and Powerpoint. Please reach out to our support team and I'm sure we can get that fixed for you, and thanks for being a valued customer! ### 38. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** karrie e. | admin advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** being able to connect with many people using the platform **What do you dislike about Bigtincan Engagement?** there is nothing that I dislike! I love everything about it! **Recommendations to others considering Bigtincan Engagement:** great platform **What problems is Bigtincan Engagement solving and how is that benefiting you?** I am able to connect with and engage with alot more people **Official Response from Jean-Paul LaCount:** > Hi Karrie, Great to hear you love ClearSlide so much- we love to hear that from our valued customers! ### 39. it is an easy to use and stable service. Helps me greatly. **Rating:** 4.5/5.0 stars **Reviewed by:** Efe C. | business consultant, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** Document sharing, screen sharing, customizing the documents... **What do you dislike about Bigtincan Engagement?** if there are a lot of presentations it is easy to click on the wrong document. **What problems is Bigtincan Engagement solving and how is that benefiting you?** I am able to finalize sales with a lot more success. **Official Response from Jean-Paul LaCount:** > Hi Efe, Thanks for your review and kind words! We understand that it can be easy to get overwhelmed with content, so we have several ways to view and filter presentations. I would recommend 'favoriting' commonly used presentations, archiving unused content, and using the search, tagging, and filter elements to keep your view uncluttered and easy to navigate. If you have any questions, our support team would be happy to assist, and thank you for being a valued customer! ### 40. Excellent tool which made our (Admin) and Users job easy **Rating:** 5.0/5.0 stars **Reviewed by:** killada t. | Salesforce Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2020 **What do you like best about Bigtincan Engagement?** In users perspective creating a leads within Outlook made their Job easy and many more. In Admin perspective it allows us to customize the tool and it made easy for us to check the logs. **What do you dislike about Bigtincan Engagement?** Could find any till now, everything is going smooth now. **Recommendations to others considering Bigtincan Engagement:** It would be helpful for the users if we have any videos as a basic demo on the features even though the documentation is already provided :) **What problems is Bigtincan Engagement solving and how is that benefiting you?** Checking the Logs, customizing the tool. ### 41. Its integrations with different tools are quite useful **Rating:** 4.0/5.0 stars **Reviewed by:** Crianderson C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 01, 2020 **What do you like best about Bigtincan Engagement?** Its integrations with different tools are very useful when wanting to send emails or plan meetings with my clients, in addition to the fact that it also allows me to manage my digital marketing campaigns through this same tool, it also turns out to be A very useful tool since in that way I should not handle sales and digital marketing strategies separately since these are processes that work better if marketing and sales strategies are aligned. **What do you dislike about Bigtincan Engagement?** None, I have not had any inconvenience using this application. **What problems is Bigtincan Engagement solving and how is that benefiting you?** It has been serving me quite useful to align the sales strategies with the marketing strategies of my company, since from this application I can review both strategies together in such a way that I can make a much more effective planning in our day to day. day. ### 42. Best Sales Tool in our Toolkit **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Bigtincan Engagement?** The tracking and follow up you can get immediate insights from prospective clients. **What do you dislike about Bigtincan Engagement?** I wish we could do video tracking and multi-prospect tracking. **Recommendations to others considering Bigtincan Engagement:** Use it! Its a great tool! The team is also very quick to follow up and respond to questions. Their training could be a little better. **What problems is Bigtincan Engagement solving and how is that benefiting you?** Knowing when to follow up with prospective clients and it helps prioritize our work. **Official Response from Jean-Paul LaCount:** > Thanks for your review and praise! You'll be happy to hear that video engagement is tracked just as all other content in ClearSlide: https://www.clearslide.com/product/video-mail/ Also, you can easily track multiple prospects several different ways: you can add multiple prospects using our gmail and outlook plugins, or by sending out attached content or presentations instead of a single link. Feel free to reach out to our Customer Support team if you need any more information around tracking, and thanks for being a valued customer! ### 43. SalesDirector.ai review **Rating:** 3.5/5.0 stars **Reviewed by:** Rickey J. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Bigtincan Engagement?** Waterfalls are a very important part of our process. **What do you dislike about Bigtincan Engagement?** The font, the text is too light. I've switched monitors, changed settings, etc. and the font still appears too light, needs to be heavier **What problems is Bigtincan Engagement solving and how is that benefiting you?** Helps us understand what part of the sales cycle we are in with our customers, integrations that tell us where the customer is in their allotment, many other things that just simply bring much needed information into a single view. ### 44. Clear slide makes it easier to show customers see the value of what we offer **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2021 **What do you like best about Bigtincan Engagement?** I like the opportunity to share my screen **What do you dislike about Bigtincan Engagement?** customers often complain that they can't see the screen. So I have to point out that there is a plus sign to make the screen bigger. I would also like the opportunity to see their screen as well, if permitted. **What problems is Bigtincan Engagement solving and how is that benefiting you?** I am able to point out visually what we offer. **Official Response from Jean-Paul LaCount:** > Thank you for your review! To address your comments on screen sharing, you are able to allow users to share their screen with you as well! See the link below for instructions to enable this feature. ### 45. ClearSlide is the clear choice for follow up tools **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2020 **What do you like best about Bigtincan Engagement?** The trackability of the information I send out to my prospects post demo. I know when and how long they looked at the information I sent. I like the Salesforce plugin as well to tie it to my active accounts. **What do you dislike about Bigtincan Engagement?** I really can't find anything to dislike about ClearSlide. It's simple to use and effective for any sales organization. **What problems is Bigtincan Engagement solving and how is that benefiting you?** I solve the after demo follow up with the PDF's that live in ClearSlide. I can create custom materials from a library of already built slides with the convivence of knowing exactly when my prospect is engaging with what I sent. I have been able to output great looking material in a matter of minutes. **Official Response from Jean-Paul LaCount:** > Great to hear how you are using ClearSlide to engage and re-engage your prospects throughout the sales process, that is how it is done! ### 46. Super awesome toll for Sales Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** its automation engine, which helps sales reps in logging their activities without worrying about any additional admin work. **What do you dislike about Bigtincan Engagement?** Its hierarchy structure is still bit messy. it definitely needs an improvement. **Recommendations to others considering Bigtincan Engagement:** Best tool to automate several admin tasks for your sales teams. **What problems is Bigtincan Engagement solving and how is that benefiting you?** It helps in improving sales rep's productivity by saving lot of admin work on behalf of them. ### 47. Easy way to share content, regardless of size **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2020 **What do you like best about Bigtincan Engagement?** It is easy to upload documents in either PDF or PPT formats and share them with clients or prospects, either via email links or screenshare. I like that I also get a daily email update about what the rest of my team is doing on the ClearSlide platform. **What do you dislike about Bigtincan Engagement?** Some rich media elements like video or audio don't always load correctly and it's difficult to express some elements to clients who don't see that rich media. Also, sometimes uploading large presentations can take a few minutes and creating links can be a little tedious at times when you're in a hurry as well. **Recommendations to others considering Bigtincan Engagement:** This is a great option for sharing content! **What problems is Bigtincan Engagement solving and how is that benefiting you?** Sending large presentation links that would end up being attached as Google Drive links without having to upload them to a separate site like Dropbox and they are easy to open. **Official Response from Jean-Paul LaCount:** > Hi! So happy you are enjoying ClearSlide! It is a great option for those wanting to track emailed content, and is particularly useful for those files normally too large to send as an attachment. I recommend you reach out to our support team if you have experienced any issues with rich content, your clients should have no problem viewing audio and video media elements. Also, for creating lots of links, I recommend you take a look at our Gmail and Outlook plugins- they can really speed up the process if you are working from your inbox. Thanks again for being a valued customer! ### 48. Awesome Automation! **Rating:** 4.5/5.0 stars **Reviewed by:** Ben P. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2020 **What do you like best about Bigtincan Engagement?** It works seamlessly in the background! Most of the time I don't even realize it's working when it's working. **What do you dislike about Bigtincan Engagement?** There are times when I have to do a bit of manual entry and because SD.ai usually lulls me to relaxation and laziness - it comes as a surprise! **Recommendations to others considering Bigtincan Engagement:** It's great! **What problems is Bigtincan Engagement solving and how is that benefiting you?** We use SD.ai to track our meetings and assure that we're on track to crush our numbers. ### 49. Great tool for sales collaboration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Bigtincan Engagement?** It's great to share materials internally within the organization. With ClearSlide, you can search for your colleague's great work and build upon it - creating lots of leverage within the organization. Also **What do you dislike about Bigtincan Engagement?** The share a link feature isn't my favorite - if you're sending an email to multiple members of a team, you won't know which member of the team opened the link. It'll just tell you it's the name you input, but that isn't always accurate. **What problems is Bigtincan Engagement solving and how is that benefiting you?** It's great for internal collaboration and sharing links with clients. **Official Response from Jean-Paul LaCount:** > We do love sales collaboration, thanks for the kind words! Have you tried our Gmail or Outlook plugins? These allow you to send the same link to multiple members and track them each independently. You could also attach content to an email with multiple recipients (instead of creating a single link), which would also allow individualized tracking for each recipient. If you have any questions about these, feel free to reach out to our support team and we'll get you set up! ### 50. Great insights for sales leaders **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?** Single view of all data needed for both leadership meetings and 1:1's. **What do you dislike about Bigtincan Engagement?** Would like to have a recommended forecast feature that ingests historical performance and suggests what each rep should commit **What problems is Bigtincan Engagement solving and how is that benefiting you?** Consistency across 1:1 CRM reviews is the biggest thing. Prior to SalesDirector I would just go to areas/red flags in the reporting where my drawn. SalesDirector gives me a single view that allows me to go through a consistent review process with each rep. Additionally most of the details I speak to in my leadership forecast calls are all drawn from my dashboard. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-06-27+06%3A08%3A03+-0500&secure%5Bsession_id%5D=d46df235-2187-409c-80b2-b0c0dc0c5b40&secure%5Btoken%5D=86ce832d9a12d9539dbb5a8e59cf27e28cfc84dc1fa174780122fa3272bd65f6&format=llm_user) ## Bigtincan Engagement Features **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 **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Integrated Workflows** - Email Tracking/Automation - CRM Integration - Calendar - Shared Records **Presenter Tools** - Live Preview - Notifications Blocker - Remote Control - Switch Presenter **Collaboration Tools** - Screen Sharing - Presentations - Whiteboarding - Live Chat - Hand Raising **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 **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 Storage **Analytics** - Open Rates - Link Activity - Attachment Activity **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs **Repeatability and Reportability** - Content Management - Workflow Management - Workflow Performance - Sales Coaching and Insights - Gamification **Conferencing Options** - Group Live Chat - Audio Conferencing - Video Conferencing **Meeting Coordination** - Scheduling - Recording - Participant Permissions - One-Click Join **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 **Logistics** - Internal Communication - Distribution Features - Integrations & APIs - User, Role, and Access Management **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Analytics** - Reporting - Alerts - Account-Based Engagement - Content Utilization **Customizations** - Email Platform Integration - Email Scheduling - Notifications - Email Categorization - Templates **Performance Analysis** - Coaching - Peformance Tracking **Application Tools** - Password Protection - Recording - In-Browser Application **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 **Administration** - Moderation - User, Role, and Access Management - Performance and Reliability **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Generation **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Video Conferencing** - Autonomous Task Execution - Proactive Assistance - Decision Making **Agentic AI - Screen Sharing** - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Sales Engagement** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Learning Management - Sales Enablement** - Sales Training - Sales Coaching - Sales Onboarding **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Revenue Enablement - Sales Enablement** - Cross-Functional Alignment - AI and Automation - End-to-End Customer Journey Insights ## Top Bigtincan Engagement Alternatives - [Salesloft](https://www.g2.com/products/salesloft/reviews) - 4.5/5.0 (4,152 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - 4.3/5.0 (3,497 reviews) - [Seismic Enablement Cloud](https://www.g2.com/products/seismic-enablement-cloud/reviews) - 4.6/5.0 (1,752 reviews)