---
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. Automatic sync with CRM

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** November 24, 2020

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

My calendar invites are directly logged into salesforce

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

Not finding any downsides at the moment.

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

Reducing manual effort for logging activities

  ### 2. User

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** November 17, 2020

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

Good visibility to understanding pipeline better

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

Could use more automation from email and salesforce

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

Pipeline for future growth.  Better visibility

  ### 3. ClearSlide Monitors Engagement (docs & video)

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** December 17, 2019

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

Gets past spam filters. Can schedule times to send, good measurement of activity & engagement for both emailed documents and live presentations.

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

Gets a little wonky sometimes and won't share screen but most bugs are gone. Screen share has problems with dial-in too frequently.

**Recommendations to others considering Bigtincan Engagement:**

Super easy to implement. Good view into engagement on the other end. Have a backup for video/audio

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

reliable screen sharing platform and monitoring engagement of prospects. Now mostly use for sending documents, managing access & monitoring engagement.

  ### 4. A nearly complete online presentation solution that has given me great results

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sofia T. | Senior Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 13, 2019

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

ClearSlide has templates and design tools for presentations that are intuitive and easy enough for me and my team to use. I like all of the data and analytics that gives us feedback on user interactions with our presentations. There are also very good emailing features that allow us to reach out and maintain contact with those that have viewed our presentations. The pricing is reasonable and we can get a lot of mileage out of one account.

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

I think that there are some lower cost presentation platforms out there like Google Slides that can do many of the things that ClearSlide can for much less. I think that when I first started using ClearSlide, being able to make certain design adjustments were a bit difficult. The technical support was able to help with that though. Without the tech support, I think that it would have been an adventure to try to figure out things on my own.

**Recommendations to others considering Bigtincan Engagement:**

I feel that ClearSlide can be great for sales purposes, but it might be complicated for certain individuals. You should maybe try a demo of the product to see if it's something you'll be able to work with live. If you're not able to control things live, the meeting could be awkward and you might make yourself look incompetent to a certain degree.

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

I would say that the main reason why many businesses use ClearSlide is to basically convert sales, which is something we've done many times using the software. ClearSlide is also a great way to present information remotely to internal and external parties for planning and development purposes. By allowing us to view metrics on user interactions, we are able to refine our marketing efforts and follow up with the viewers in a way that makes the most sense for closing a deal.

  ### 5. visualize forecast & pipeline health.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 18, 2020

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

Opportunity Scoring  / Health Idex mostly

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

It's awesome,.........,..................

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

accurate forecast

  ### 6. SalesDirector give me more time for the activities that really matter.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alberto M. | Sr. Enterprise Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** April 01, 2020

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

Since I work for a sales organization, SalesDirector helps me manage and track easily my sales activity in regard to all the meetings I have on a weekly base.

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

Sometimes my meeting doesn't match with the correct account or even with another sales guy.

**Recommendations to others considering Bigtincan Engagement:**

Always do a double check on 'ignore events', sometimes many meetings going there.

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

My sales organization now can track easily my weekly activity and that of course help us to be more organized.

  ### 7. Very easy to use and extremely useful tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juan S. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** August 19, 2019

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

I love the how easy it is for clients to login to my clear slide to share my screen. They can access from a link in my email signature or search in any browser. It makes it very easy to explain products and services with a visual aid.

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

Not necessarily a dislike but it would be very useful if you could reverse screen share, meaning when I have a client looking at my screen giving them a demo periodically they ask if I can look at their screen for assistance. A reverse screen share setting would be convenient so the client can give me permission to view their screen at anytime.

**Recommendations to others considering Bigtincan Engagement:**

USE IT! Great sales tool!

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

I consistently solve the problem of objections by clients prior to the objections even coming up. Clear slide makes it very easy to address issues. I also like the benefit of pausing the screen share so I can access web pages that cant be shared for CPNI and still keep the connection.

  ### 8. Hands down best tool for impromptu web demo's with a client

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan L. | Professional Tax Software Sales (Lacerte and ProSeries), Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** October 04, 2019

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

It's the only program I've seen where I can simply give my client an easy vanity link and they can immediately see my live desktop in moments. No plugins, no info required it's just there. The email integration with outlook works perfect for sending quick emails of templates. And allows you to easily track if your client views your email, clicks on your links and how much time they spend in the program.

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

The web based email interface isn't the strongest. HTML encoding is not very strong. 

**Recommendations to others considering Bigtincan Engagement:**

Go through their onboarding training to make it yours. Offer your clients impromptu demonstrations and give them your link for quick live demo's that are easy to get started.

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

The impromptu web demo capability is unparalleled. 

  ### 9. A smart slide creation software that helps us make design and follow-up decisions

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mark E. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 01, 2019

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

I like that we can view interactions regarding our presentations to help us understand how our content is being viewed. The creation tools with in ClearSlide are flexible enough to be able to make edits according to very detailed specifications. ClearSlide also has an extensive range of slide templates that can get our designs going on the right path whether we're just in a hurry or want to format a presentation to meet particular industry or topical needs.

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

I think that sometimes the data that we receive through ClearSlide regarding feedback from users can be misleading. The level of interest some users may have in certain content isn't always related to the metrics provided. We often still have to make direct contact with the viewers to truly understand the nature of how our slides are being viewed and understood.

**Recommendations to others considering Bigtincan Engagement:**

If sales or presentations or a significant part of your business, I would take a closer look at ClearSlide to be able to leverage interactive features that could give you greater insight into viewer activity without having to do much direct outreach. Though calls can be important, they can also be a bother to some leads and clients.

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

ClearSlide has been useful since it can be used for many types of presentations, particularly sales presentations where we have a means to receive metrics on actions such as link and button clicks. We can also view the duration certain slides are viewed. We can follow up right within the platform, which is very convenient and decreases our need to make what can be annoying sales calls and emails that don't give us feedback intuitively.

  ### 10. Easy to use email marketing tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 17, 2020

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

It is very easy to use and integrate with SF.
Activity is logged in SF
Content rich
Screenshare functionality is a plus.

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

The tool is costly and can't measure KPIs.

**Recommendations to others considering Bigtincan Engagement:**

Dialsource

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

Sales driven email marketing and analytics.

  ### 11. Makes My Job Easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim P. | Enterprise Account Director, Computer Software, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 13, 2019

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

I like the way it analyzes and assesses the reality of our pipeline of opportunities.  It saves me lots of time in analyzing.  I also love that it intelligently synchronizes with my email and calendars and updates my CRM and adds contacts automatically based on the emails and meetings I have.  Reminders and updates via SMS is also very slick.

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

I really do not have any areas of the product that I dislike.

**Recommendations to others considering Bigtincan Engagement:**

Take advantage of the sales best practice guidance the SalesDirector.ai team offers.

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

I can now easily identify the opportunities that are most imminent, and also the ones that most need our attention.  It also gives me great insight into our sales people's activities, and helps me in coaching them up to better performance.

  ### 12. Sales Director Review

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** March 05, 2020

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

I enjoy how SalesDirector.ai connects me with appropriate people and activity as it makes it easier to make informaiton being sent to them more relevant.

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

Nothing really. I just have lots of tools that I currently use.

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

I currently use it to provide me with real-time data and buying signals with customers I'm prospecting into.

  ### 13. ClearSlide: the best tool to know the receptivity of customers.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Krishna P. | Strategic Marketing Leader, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** August 21, 2019

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

The tool is quite useful and essential because it provides you with a quantity of data that allows you to keep track of the commitment that customers have with the information you send them. It allows you to send your presentations to all customers interested in your material and letting them know when they have access to it. It is a very easy to use tool that motivates a great staff to use it, since it speeds up and simplifies your work processes.

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

ClearSlide is a tool that has been very useful in the management of my projects, therefore I have no complaints about this software, it has responded to all my needs in an effective and productive way.

**Recommendations to others considering Bigtincan Engagement:**

With closed eyes, I would recommend this tool because it guarantees us a great variety of functions that allow the management of projects of the companies to be pleasant, easy and productive. It allows you to be aware of the receptivity that the client has about your presentations, to know how committed the client is to your products. It also allows you to track emails from more potential customers and store them so you can contact them quickly when you get a material about your products and campaigns.

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

We started using this tool in our organization because it allows us to send our PowerPoint presentations to all our clients, and in turn guarantees us every detail about when the client reviewed the material, at what time he used it, where the client You are viewing our email and what is your email address. Thanks to this series of data that the system throws at us, we can keep track of our clients and let us know what the rate of receptivity they have on the material sent. Through this tool we can expedite the process of accessing the content and track the commitment of our customers with the material that they want to send about our projects and sales.

  ### 14. The text is not well organized.

**Rating:** 3.0/5.0 stars

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

**Reviewed Date:** July 15, 2020

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

The capability to modify decks within the platform.

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

It is difficult to search and navigate.

**Recommendations to others considering Bigtincan Engagement:**

Your staff.

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

Sharing large files.

  ### 15. Working out the kinks but getting better

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joseph K. | Account Executive, Enterprise (> 1000 emp.)

**Reviewed Date:** October 04, 2019

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

The screenshare and ability to share content amongst teammates is great, including the recorded meetings.

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

Emails are not consistently sending out of the platform, and sometimes sending out incorrectly, which can be very frustrating because I'd like to be confident that if I spend time crafting a visually appealing email that it will send out as I crafted it

**Recommendations to others considering Bigtincan Engagement:**

Don't rely on it for your emails, and you'll be golden.

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

Building trust and transparency with clients as they see what I see....This has led to bigger and better deals. 

  ### 16. ClearSlide: the fundamental tool for your company.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nabeel C. | Executive Assistant, Marketing and Advertising, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 16, 2019

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

It allows you to track relevant customer information, to keep track of the monitoring of those who review your material and which customers are aware of your promotions. It allows communication with the client through videos which makes the contact more direct. It lets you know that potential customers are committed to your sales proposals. It is one of the user-friendly software that makes new users feel motivated to train in the incorporation with the tool.

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

In a few moments it does not give me the information I need from clients, for example, I am presented with clients telling me that if they reviewed the material and are interested and ClearSlide did not give me the notification to know the response of the client.

**Recommendations to others considering Bigtincan Engagement:**

It is a productive and efficient tool, for all those organizations that must keep their clients aware of all the information and promotions they handle. It guarantees you extremely important data so that you can keep track of what percentage of receptivity customers have with the material sent. It is efficient to have online meetings with your most potential clients.

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

ClearSlide is a tool that was implemented in some departments of the organization, because through it we can send our presentations of our products so that customers can view it, it also allows us to know when the client checked our email. In turn, the tool provides us with a variety of customer data, for example, knowing where the customer is from, his email and that information we send to an email to keep track of. It allows us to be in constant communication with our most potential clients in an easy and efficient way.

  ### 17. It is a friendly tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 13, 2019

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

The system is easy to setup, improves customer interaction, boosting sales and the growth of our business.
The tool helps us  create and customize sales presentations in a simple and fast way, since the features are intuitive and easy to use.
One advantage of this software is the visibility of information. The reports are complete with information that can be interpreted easily. They help us understand the level of commitment to our customers.

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

I have no comments about it, the platform has many productive options.

**Recommendations to others considering Bigtincan Engagement:**

Clearslide is an innovative and easy to configure tool. It is a great option to maintain a close communication with your customers.

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

The analysis of the interaction of the client with the presentations are valuable to measure the impact and the level of commitment with our products and services.

  ### 18. ClearSlide: excellent tool.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Jessica H. | Support Center Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** August 07, 2019

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

It is easy to send releases by email and one of the highlights is the live presentation feature. I can also send mass emails to thousands of customers simultaneously and it is super fantastic. Provides information about participation in the material sent by email.

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

The live presentation function does not seem to work properly. You have to try several times and sometimes it stops. Due to this problem, I could not finish a presentation for a client. To be fair, the problem could be in my network and not in ClearSlide. Those who are not particularly technology experts may have trouble understanding how to work with Clearslide.

**Recommendations to others considering Bigtincan Engagement:**

ClearSlide is ideal for internal sales where many emails are sent. It's a good way to track the commitment and opening rates of those emails and make sure your message is reaching the target. It is also ideal for presentations on the go when you are talking on the phone with a client who may need a little more visual influence. With this software, you have the potential to offer an internal view of when and where the customer is viewing the content of your email. If you are trying to acquire customers with an email explosion, it shows you how many customers see the content and exactly how long it took to see the information sent.

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

We use this tool throughout the company for live demonstrations and email marketing campaigns to sell a time and assistance system. Email launches generate most of the business profits. ClearSlide has helped to do an effective job and increases sales.

  ### 19. It's a simple tool

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 31, 2019

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

It is a friendly service for our sales team. It provides key features to improve the performances of our products. Its interface is practical and easy to use, it provides templates to create well-designed presentations. It provides monitoring features to visualize the results of the interaction, helping us understand the impact on the viewer. The analysis functions are essential to collect this data.
It allows screen sharing, improving the experience. It also works on various devices.

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

Sometimes the screen sharing does not work well. It is an expensive service.

**Recommendations to others considering Bigtincan Engagement:**

It is an option that I recommend using, since it unifies communication tools and data analysis. It is suitable for sales teams.

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

Optimizes customer experience and provides detailed information about your interaction with content. It is a simple tool that drives communication with recurring and potential customers.

  ### 20. AWESOME EXPERIENCE WITH SALES STAFF AND THE TECHNOLOGY CLEARSLIDE OFFERS

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vince L. | Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2019

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

Ease of use was key in terms of having sales staff use a technology that integrated with our team and clients. Clearslide makes it simple. It's easy for my sales representatives to use when doing a demo and being able to play video and the client hearing sound was crucial. CVlearslide continues to exceed our expectations!

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

I honestly can say nothing bad about Clearslide. It may be hard to imagine but it's true. The technology is great, customer service is great and so far...I have had NO downtime with Clearslide. This is an honest opinion. I do not work for Clearslide nor do I personally know anyone that does. 

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

The big problem that we had before finding Clearslide was being able to play a video during a presentation and having the client hear it. Clearslide makes that happen!

  ### 21. An engaging sales platform with helpful insight features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Samuel N. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 23, 2019

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

I like being able to create sales presentations quickly and easily with ClearSlide's simple design tools. Rather than just sending out our presentations and waiting for a call back or feedback, we can immediately view presentation interaction data to help us understand how our viewers are receiving the information. With this data, we can follow up in a way that makes more sense to each viewer.

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

The cost is rather extensive, especially when we don't always convert sales through the platform. Also, ClearSlide is used by many organizations that are competitors, from what I understand, so using the platform can seem boring or not unique enough to some of our leads.

**Recommendations to others considering Bigtincan Engagement:**

ClearSlide is a leading sales presentation platform and I can see why. The pricing might be considered expensive for some, but it can surely be worth it under the right circumstances. The best way to find out is to try it.

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

ClearSlide gives us a way to create neat and professional interactive sales presentations. It provides us with insightful viewer interaction data that we can use to trigger follow-up emails or phone calls. Working with the slide and email design tools is not overly complicated, so it's something most of my colleagues can work on with ease. We can also connect many users to maintain the account both for presentation creation and data analysis purposes.

  ### 22. Software with more intuitive sales commitment platform.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Timothy S. | Timothy Snell, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2019

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

Many years ago my company used separate software for web conferencing, email analysis and face-to-face presentations in a fragmented way. 6 months ago, I contracted the ClearSlide software services. What I like the most is that it is my solution to eliminate this fragmentary approach, by combining all aspects of sales communications in a single unified platform. This allows ClearSlide software to track, connect and present analysis throughout my company's sales workflow.

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

The meeting function sometimes does not work or gets slow. This may be due to a  problem or the user's location. Customer Service is quick and helps me solve my problems.

**Recommendations to others considering Bigtincan Engagement:**

Easy-to-use software, excellent functionality, it's worth buying the software, it works wonders for businesses.


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

The software allows me to schedule and hold more meetings with the ClearSlide web conference, for online meetings. It avoids the typical problems of meetings that frustrate customers, either because of technical issues that delay meetings. I can create a personal URL that acts as my personal online meeting room. so the viewers "jump on my URL link" to instantly start the meetings online, share the screen and present the richest content to strengthen my company.

  ### 23. ClearSlide is the best & easiest to use tool for screen sharing & presentation meetings.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 11, 2019

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

I like everything about the ClearSlide platform. It's ease of use is the best. You can literally share your screen and your presentation with anyone you want by sending them the link or having them dial into the presentation.  

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

There is nothing that I dislike about the ClearSlide.

**Recommendations to others considering Bigtincan Engagement:**

Use it, you won't regret it.

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

It makes my workflow much more faster than it was when I had to use two different tools to do the same thing that this one tool can do.

  ### 24. ClearSlide for Salespeople

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nick K. | Account Executive, Marketing and Advertising, Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2019

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

The cloud-based system makes it easy to access and edit presentations from anywhere. This comes in handy when you are on the road, away from your initial source file. 

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

Presentations heavy in video can take a while to process. 

**Recommendations to others considering Bigtincan Engagement:**

Leverage all of the bells and whistles. It is a valuable resource for team-sharing as well. 

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

All of my virtual client presentations are done through ClearSlide, and it's great to receive notifications when someone has viewed your presentation afterwards. Shows client interest without you needing to follow up. 

**Official Response from Sergey Medved:**

> Nick -- thank you for your review. We recently made changes to our video converter and would love to see if it made your conversions faster. Please reach out to ClearSlide support or your account manager.

  ### 25. The analytics and time spent in certain areas is great manageable data

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** March 05, 2020

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

The breakdown of each person and where their time is being focused to move the sales process the the funnel and pipelines.

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

Nothing really to dislike other than the follow up appointment text

**Recommendations to others considering Bigtincan Engagement:**

This AI can enhance your sales team and accountability

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

We are solving the teams spending time where they shouldn’t to close deals-

  ### 26. Engaging presentation software with valuable data tools

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anthony M. | Support Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 23, 2019

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

Putting slides together isn't all that complicated when I use a template. There are many good quality templates that allow me to get started on the right track. For the most part, I can just switch out content like text and photos and be just about done. There are great interactive and analytics features that let us know how engaged our viewers are and prepares us on how to follow up with them.

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

I don't really like the pricing structure where they charge per user. Also, the screen sharing feature doesn't quite perform as well as I would like. There isn't always a smooth connection and responsiveness with the other screen. I feel like there is a 25% lag in remote performance.

**Recommendations to others considering Bigtincan Engagement:**

I feel that ClearSlide is a solid and versatile presentation platform that can be used for many types of presentations. For those that don't have design skills or the time to neatly format presentations from scratch, I think ClearSlide can indeed be a solid solution.

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

ClearSlide makes it easy for me and my team to put together professional presentations that can be viewed lived or at our viewers' convenience. We can great valuable feedback about viewer interactions that give us insight into viewer interests and the effectiveness of certain slides. I sometimes use the screen share feature to walk people through demonstrations, which really helps them to understand how certain products we offer and business processes we run work.

  ### 27. Clearslide is very innovative and helpful!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicolra G. | Senior Admissions Advisor, Enterprise (> 1000 emp.)

**Reviewed Date:** August 24, 2019

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

The virtual connection between my students and I. I also like the live meetings and screen sharing aspects as well.

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

I honestly can't think of anything. Clearslide is a really good product we use here at the university.

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

Some of the problems I've noticed is my students feeling more confident with the information that is sent to them via Clearslide. It also let me know when the students check their emails. I love that!

  ### 28. An effective tool for business presentations and feedback automation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael T. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 19, 2019

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

ClearSlide is a tool with many utilities. We can save numerous presentations in a single account very quickly, which makes it very flexible and easy to use. A great advantage is that you do not have to download anything to use it and you can always access it whenever you want. I also like the possibility of screen sharing, since it improves the experience. It is optimized to be used in different devices so you can access and perform various actions from any mobile or tablet.

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

The ClearSlide interface could improve visually, although it is not bad at all. It would be nice to be able to more easily create email templates and signatures for users. Being able to send many emails at the same time would also be positive. On occasion I had some errors for example sharing screens but they are easily solved by restarting.

**Recommendations to others considering Bigtincan Engagement:**

ClearSlide is a pretty good platform overall. You can try it before buying it. I think it is worth it to buy with the work that it saves you.

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

ClearSlide is a pretty good platform overall. You can try it before buying it. I think it is worth it to buy with the work that it saves you. I can use email templates to create and send out well-designed and properly formatted emails that work best for particular needs. ClearSlide gives us automated data on user activity so we get more insight into the effectiveness of our presentations and emails.

  ### 29. Great tool for sales operations and sales leaders

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 28, 2019

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

I really enjoy the reports.  I was able view a large number of metrics and historical trends instantly.  Specifically, the "win rate by opportunity type" report provided us with an impetus to refine our sales process.  It helped to debunk some of the myths that our sales team had been believing about the effectiveness of certain steps in the sales process; I was able to provide data to back up my reasons for suggesting change.  

I also really like the dashboard view for running forecast reviews.  The smart selling meter is a great indicator of which deals we need to review in further detail.  

The support team is great too.  I've sent them requests for configuration changes and even "issues" caused by user error; they respond promptly and thoroughly without fail.  

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

All of the reports are helpful, but you have to be clear on the question that each report is asking in order to get the most out of them. Any frustration that I have experienced has been because I was using trying to get the wrong information out of a report.  

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

The tool gives a great snapshot of the holes in the sales process as defined by the sales leader, so it helps to hold everyone accountable.  

As stated above, the reports have already helped us to refine our sales process. I also reference the "change in pipeline" report before any forecast call so that I can be aware of the changes before the call even starts.  

We are just getting the tool off the ground, so I look forward to leveraging the AI sales assistant feature more fully in the next few weeks.  

  ### 30. Easy to use platform with various beneficial features

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 25, 2019

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

Our sales team loves clear slide for demos because it’s ease of use both on the presenter and guest’s side. As a marketer I like the ability to store and catalog sales materials and assets easily.

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

Customer service is good but not as proactive at making sure customers know and utilize all of the many features and benefits. 

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

Demos for potential clients, sales enablement is more effective as well. 

  ### 31. Overpriced for an average product. Beware 90 day cancellation policy.

**Rating:** 0.0/5.0 stars

**Reviewed by:** Tuan A. H. | Founder and CEO, Broadcast Media, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2019

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

This allowed me to track email opens on PDF slide decks.

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

"Our CFO bases our budget on our committed contracts, so we have a strict 90 day policy for all of our contracts." - Account Manager

Product didn't keep up with alternative solutions. At this point, I now find solutions like DocSend and even sharing Google Slides and using standard email tracking in Salesforce to be more than sufficient.

For screensharing, BlueJeans, Zoom and Google Hangouts are way better.

Compared to how much you get from those solutions, which are far more robust and less expensive, Clearslide at $35/mo or $420 a year is a ripoff.

I stopped using this service well over a year ago. I decided to cancel the service shortly after I saw the charge hit our credit card, and decided to ask for a refund. To cancel my service, CS bounced me around until sending to LEGAL to cancel the service. At that point, they informed me there was a 90-day cancellation policy.

I run a SaaS business and understand the need to maintain predictable recurring revenue, but we regularly give people grace to get refunds if they cancel shortly before or after a re-billing. Many of my friends who run SaaS businesses do the same and most successful SaaS companies I've worked  like Zoom, Shopify, Salesforce, etc. do the same in the interest of customer satisfaction.

When I asked for a refund, their account manager told me, "Our CFO bases our budget on our committed contracts, so we have a strict 90 day policy for all of our contracts."

That's a terrible response to give a customer. I also have a CFO and a budget where we deal with customer refunds to manage. To tell a customer that my cancellation is not convenient to our CFO is probably one of the worst responses they could have given me for denying a refund.




**Recommendations to others considering Bigtincan Engagement:**

Check out DocSend for sharing documents and decks, along with BlueJeans/Zoom for screen-sharing.

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

We used this to keep track of who was opening our investor decks.

  ### 32.  4+ years of experience in Product Management and 20 successful projects in various businesses.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex R. | Product Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 31, 2019

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

1. I like the way it stores my presentations and the way one can share it. No additional permissions required, all in one place.
2. Gathered insights: meetings, link clicks, engagement time.


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

I would like to have an opportunity to join a conference call with my smartphone by using the Internet connection.

**Recommendations to others considering Bigtincan Engagement:**

Integrate it with your email service and track the success of your email campaigns.
Also, I can recommend the Salesforce integration.

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

ClearSlide it's an easy way to review the engagement of my clients, so I can track how successful my presentations are. Especially in my Gmail integration thanks to CS plugin.

  ### 33. Great Technology

**Rating:** 5.0/5.0 stars

**Reviewed by:** LaSalle B. | Senior Admissions Adviser , Enterprise (> 1000 emp.)

**Reviewed Date:** August 20, 2019

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

I love being able to present information to people by sharing my screen. It is easy and convenient. I love sending emails and being able to know if they received it.   

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

One of the downsides to clearslide, from my company's standpoint, is not being able to send emails from my position. We use templates. For other users they may be able to, but from ours we are not. 

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

Clearslide has made me presenting information to people so much easier. Ensuring that they are able to understand the material, troubleshooting, and training has been easy and comfortable for all users.   

  ### 34. Average product, terrible billing practices

**Rating:** 0.0/5.0 stars

**Reviewed by:** David K. | Head of Revenue Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 07, 2019

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

That is allowed our sales reps & customers to share a screen

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

We had been using Clearslide for a few years. We started using the tool as a way to share screens with our customers and prospects. It worked okay. There were bugs and over time it became an obsolete solution as our customers and prospects became better accustomed to Zoom, Bluejeans, Gotomeeting, etc. They haven't really innovated that part of the solution in years. We moved to Zoom as it was a cheaper better solution for those purposes. Additionally the content storage feature really just a chronological storage for sales people. We did not have a Product Marketing Manager to determine what was being used most and build content specifically for the sales team. I can imagine if you had a devoted PMM this would be more beneficial but other solutions like Showpad seem way better. Also, if you have Sales Navigator, the PointDrive feature covers most of the bases that my reps liked about Clearslide.

Ending our relationship with Clearslide was a nightmare. I reached months before our renewal date to cancel our service. I reached out to two different account managers we had worked with over the year and received bounceback emails to both. When I finally got in touch with our account manager (that we were never introduced to) I was told it was too late to cancel our contract. Clearslide has a 90 day early termination rule and we just missed the cut. Really poor customer experience at that point. Being handed off from Account Manager to Account Manager, VP of Sales, and legal. At the end, Clearslide made no concessions and felt no empathy. My advice to anyone trying to do business with them is don't. But if you do, make sure to ensure that your contract does not have that clause in there. You probably won't be able to get it removed as they purposely hid this clause in section 10.1 of their contract - https://www.clearslide.com/legal/terms/

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

Clearslide became a redundancy in our business and no longer was solving a problem for us.

  ### 35. Very easy to use and effective tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kevin D. | Member Forbes Executive Artificial Intelligence Advisory Board, Information Technology and Services, Enterprise (> 1000 emp.)

**Reviewed Date:** August 08, 2019

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

I love the way you can track opens and engagement with the content shared with clients and prospects.

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

I would like support for the Google Slides format which we use more than PowerPoint now.

**Recommendations to others considering Bigtincan Engagement:**

Try it out

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

We can store and share sales related content easily across 44 countries and track which content clients and prospects are really interested in.

**Official Response from Sergey Medved:**

> Kevin -- thank you for your review. You can import content directly from Google Drive, including Google Slides, using ClearSlide's integration with Google. You can set it up in your account settings. Or just reach out to our support team who will be happy to assist you.

  ### 36. Amazing tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** March 05, 2020

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

Integrations and ease of use in order to navigate easily in the platform

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

Takes up a lot of network bandwidth making my other solutions slow

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

Finding information about prospects

  ### 37. Time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Halina B. | Partners Director, Enterprise (> 1000 emp.)

**Reviewed Date:** July 15, 2019

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

Definitely an accelerator in my day to day activities to make sure clients interactions are exhaustively tracked. Very grateful to the time saving in reporting my meeting and leads. Also of great help to facilitate the follow up

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

Maybe being tracked in all my activities, some of those might not be relevant :-(

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

Saving time on redundant activities of tracking my day to day meetings. Helps me keep track

  ### 38. Great for screensharing a presentation for Sales

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 06, 2019

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

I like that you can customize slides and use that to be the main talking points of a presentation and also has a clicker. 

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

I wish it kept you logged in for longer, but I guess it doesn't take that long to log in. Just a personal thing. 

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

We use Clearslide to present. While we're on a phone with a potential client, we use it to screenshare and show them more visually what our program entails. 

  ### 39. Okay Sales Product 

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** July 25, 2019

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

I liked that this sat on top of salesforce so it was easy for reps to be able to update notes based of the most recent call with a client. I liked that you were able to see where a prospect was engaged throughout  the pitch and where they weren't as engaged. 

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

Clearslide conference lines that are shared with prospects are frequently down or clients have trouble logging in/connecting with screen share. If you are frequently on the road, I would not advise this product as it is not a one touch solution, so it's not easy to connect and run meetings. 

The screen sharing data/analytics that are shown are not accurate. So don't take them to heart and think your prospect wasn't paying attention. 

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

Knowing when a client is opening a shared proposal.

  ### 40. SalesDirector.ai Review

**Rating:** 0.0/5.0 stars

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

**Reviewed Date:** October 15, 2019

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

Some of the sales nav boolean search populations were convenient. 

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

After I used the boolean searches once for each of my accounts I really had no other reason to use the tool. I've started creating more unique boolean searches on my own since. 

**Recommendations to others considering Bigtincan Engagement:**

There needs to be more useful features. The boolean search populator is the only thing that was somewhat convenient and I could easily do the same thing in a minute. Not something I could justify using for a long time. 

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

Creating prospect lists. Booked a handful of meetings. 

  ### 41. Great platform

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 04, 2019

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

Being used primarily for email and link tracking - best on the market in terms of capabilities here.

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

We are a small not-for-profit organization with unique needs, and I wish the product could be customized for varying needs.  For example, would be great to not have the presentation function included in our instance / pricing as it is not something we will ever use.

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

Being able to measure more effectively how / which campaigns are working.  We've been able to narrow in on who may be interested based on interaction and follow up accordingly to be more targeted. 

  ### 42. Does what it says it does

**Rating:** 4.0/5.0 stars

**Reviewed by:** Marco Fabio O. | Account Development Representative, Computer Software, Enterprise (> 1000 emp.)

**Reviewed Date:** July 30, 2019

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

Fills in tasks for me so it saves me time.

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

Sometimes it makes duplicate tasks that can be annoying. 

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

Mostly time saving and record keeping

  ### 43. It's a decent sales presentation tool with helpful features

**Rating:** 4.0/5.0 stars

**Reviewed by:** Nick H. | Account Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2019

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

Lots of functionality, new UI a good improvement over previous iteration (generate content links, send templated emails, live screen share)

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

Admin UI not as easy to manage as would be desirable. Lacking some capabilities and/or the level of granularity that would make said capabilities useful. Some end users have difficulty leveraging tool to max effect as often requires a lot of clicks to accomplish tasks and default behavior is to use as content repository and not a distribution vehicle as well (Partially an adoption/utilization issue but is made more challenging by navigation)

**Recommendations to others considering Bigtincan Engagement:**

Consider what the admins need and weigh equally against desired functionality for end users (ex: user management, file version control, reporting, etc)

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

Like many other CMS, the internal team managing the implementation is largely responsible for planning, configuration and rollout + adoption without a great deal of expertise from vendor to help guide the way.

  ### 44. Operational POV

**Rating:** 2.5/5.0 stars

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

**Reviewed Date:** August 13, 2019

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

That it grabs emails that have been added on by a customer and syncs them to the CRM. 

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

For a small company, it doesnt have much of a use case when business is small. 

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

Not really solving any problems with such a small sales team and business. 

  ### 45. Very user friendly

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** April 08, 2019

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

Very reliable, very easy to use. I don't fully understand what the email functions are for but I imagine they're pretty cool too

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

Better instructions on the viewer's side for screen sharing (the plug-in stumps many)
Better instructions on the viewer's side to enlarge the display
Better training on how to leverage the email options

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

I use CS multiple times a day to demonstrate products to end users

  ### 46. Easy Way to Track Meetings

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** August 21, 2019

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

It's intuitive and helpful in terms of logging activity - logging manually is tedious and this makes it a fairly quick process. 

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

I don't think this is necessarily a problem with SalesDirector.ai but the logging of the meetings aren't matching up to M4S dashboards we use to track team activity.

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

I think that is still yet to be determined but at a minimum it's helping us track activity that otherwise might be lost.

  ### 47. Makes categorizing meetings easier

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** August 13, 2019

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

The ability to bulk update meetings and events.

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

Inability to automatically categorize events.

**Recommendations to others considering Bigtincan Engagement:**

Certainly use the system if you require logging of meetings.

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

Doubled work through logging SFDC events and meetings.

  ### 48. A great product

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** August 13, 2019

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

SalsesDirector helps my business grow and I wouldn't be as successful as I am without it!

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

The only thing I dislike is the way the UI is formatted. I wish I had the option to change colors.

**Recommendations to others considering Bigtincan Engagement:**

N/A

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

I realized how the program helps me reorient and diversify my customer success process. I am able to be flexible with my plans and pipeline generation!

  ### 49. Good tool for mass outreach

**Rating:** 3.5/5.0 stars

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

**Reviewed Date:** August 16, 2019

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

The ability to do mass personalized emailing 

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

Lack of support with the platform integration or issues.

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

The best benefit is mass personalized emailing 

  ### 50. Sales Director User/Admin

**Rating:** 0.5/5.0 stars

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

**Reviewed Date:** August 13, 2019

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

I liked that they had canned reports and it seemed like they had integrations with commonly used software solutions.  

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

I could never trust the accuracy of the reporting, so it wasn't used by myself and sales leaders.  A mobile App would have been helpful

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

I was solving to get my team to follow our sales Framework and capture that information in SalesForce


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A59%3A00+-0500&secure%5Bsession_id%5D=abc4c5f8-133c-474a-bef5-dc1aa36f9303&secure%5Btoken%5D=6f772ef782d15212019ff0f8074ac124641ccb2a4bdbd75849e6f0f107723b57&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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