Press & News

ClearSlide For Outlook Improves Productivity For Sales Professionals

SAN FRANCISCO, Calif. – March 29, 2016

ClearSlide, the leading platform for Sales, Marketing and Customer Success, today announced a major enhancement to ClearSlide for Outlook. Available to all ClearSlide users, ClearSlide for Outlook is an easy-to-install plug-in that immediately increases the productivity of salespeople and improves the quality of CRM data, automatically logging all outbound emails, prospect responses, and content engagement directly back to Salesforce and Microsoft Dynamics.

ClearSlide for Outlook puts the key functionality of ClearSlide’s award-winning service within the Outlook user interface, so salespeople can engage with customers and prospects directly from their inbox. According to CSO Insights, sellers waste more than 65 percent of their time on administrative tasks, and spend nearly 55 percent of their time creating their own content – time that could be better spent interacting and engaging with customers.

“Millions of salespeople around the world use Outlook every day to interact with clients,” said Raj Gossain, vice president of product at ClearSlide. “One of the largest pain points expressed by our customers is the lost time of having sales reps manually enter activity into CRM – or never recording the interactions at all. ClearSlide for Outlook is a game changer for any company that wants to drive CRM adoption and improve salesperson productivity.”

With the new version of ClearSlide for Outlook, sellers have access to contacts and opportunities from Salesforce and Dynamics, and have customer-ready content at their fingertips. Sellers receive instant notifications when emails are opened and content is engaged with, providing powerful insights into which clients are responding and where they are showing interest. This unique customer engagement data allows sellers to prioritize their time and focus on the most engaged opportunities – helping shorten sales cycles. Marketing can set approved email templates tailored by industry, by prospect interest, and by selling stage, so that salespeople don’t waste time searching for the right content or messaging – and can be accessed directly from ClearSlide for Outlook.

Another feature of ClearSlide for Outlook is the ability to launch instant meetings from within Outlook to follow up with prospects and customers – meetings start with one click. Presenters have access to their entire content library, as well as screen sharing capabilities and rich media within meetings. Participants join meetings simply by visiting a customized link—each ClearSlide user gets his or her own personal meeting URL —without the need to download software or require complicated logins.

Included in this version of ClearSlide for Outlook are improved administration settings and integration enhancements. Default settings for email and email templates make routine tasks faster, while the new default CRM logging feature allows automatic recording of all outbound emails, prospect views, and content engagement to Salesforce and Microsoft Dynamics – helping to improve data quality and insights into seller progress and productivity.

ClearSlide for Outlook is a free download available to all ClearSlide customers. To download the latest version, visit


About ClearSlide

ClearSlide is the Platform for Sales, Marketing and Customer Success that powers valuable, genuine business conversations and enables organizations to achieve better business outcomes. ClearSlide improves customer communications (phone, email, face-to-face) by providing real-time visibility and analytics for sales and marketing leaders. As a result, customers achieve higher seller productivity, increased sales management effectiveness, and stronger customer-facing messaging. Founded in 2009 and headquartered in San Francisco, ClearSlide serves thousands of customers, including Comcast, LinkedIn, Medtronic, Rackspace, SurveyMonkey, The Economist, Thomson Reuters, and more.

The ClearSlide platform gives sales and marketing leaders ability to interact with insight by seeing the real-time activity of their teams and deep analytics about the types of content that ultimately is most impactful with customers. For sales professionals, ClearSlide allows for easy communication with customers and prospects, whether online or in-person, using ClearSlide’s web-based and mobile applications.

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