ClearSlide is committed to continuously improving our Sales Engagement Platform. Every week, we add new features and updates to help our customers around the world deliver amazing sales experiences. Here are some of the latest improvements and what they mean for you.
With our latest the Polaris Release, we enabled content owners to surface content in context within Salesforce by creating recommendation rules that map to account, opportunity, lead, and contact objects. Our latest update improves upon this functionality in three ways:
1. Apply Existing Rules to Recommend Content Faster
You can now applying existing rules to ClearSlide content, enabling content owners to recommend content more quickly. Once you’ve created a recommendation rule in ClearSlide (such as “when Account Industry is Electronics), select another piece of content, click ‘apply existing rule,’ and select the rule — without reentering each field individually.
2. Name Recommendation Rules to Improve Legibility
Rules map to Salesforce objects — but that means they don’t always reflect how reps talk. Now, content owners can now name rules so that they’re easier for reps to understand. For example, if you create the rule “when Opportunity Stage is Discovery,” the rule can be named “Break-in materials” — making it even easier to use the perfect content in context.
3. Easily See Recommendation Rules for Content in Salesforce
Once you’ve applied recommendation rules to content, it’s easy for reps to see what rules are being applied in Salesforce so they can choose the best content to send to a certain prospect or customer. When ClearSlide content is surfaced within a Salesforce object (account, lead, opportunity, or contact), hovering over the recommendation icon will reveal what rules make the content relevant to that object — including matching industry, role, sales stage, or a custom field you’ve specified.
Rich Content Auto-Conversion
Rich content such as presentations with animations, embedded videos, and hyperlinks will now automatically convert when uploaded. This makes it easier than ever to ensure customers and prospects are experiencing the content the way you intended and maximizing impact. This feature is on by default — so all you need to do to get started is upload content.
Hotkeys (Keyboard Shortcuts) for Quick Actions
We’ve added hotkeys to help make you more efficient at the actions you take most often. Using hotkeys, you can now take quick actions such as starting a meeting, writing an email, sending a link, or uploading content by pressing a single key:
Start a meeting: M
Write an email: E
Create a link: L
Upload content: U
Copy meeting invite: I
Presenter Contact Info Displayed After Meetings
All users now have the option to display their contact information to viewers at at the end of ClearSlide Meetings. Having contact information front and center after meetings makes it simple for viewers to follow up with the presenter to ask questions, provide feedback, or request more information. This feature is on by default, but you can turn it off or edit your contact information from your “My Account” page.
Do you have questions about how to implement any of these new features? Check out our help center — we have a range of tutorials to get you started. And if you have feedback on new ClearSlide updates or ideas to make the platform better, let us know!