ION Release

Next Generation Platform to Power Sales with Customer Engagement Data

Companies that trust ClearSlide:

The Economist
Comcast
Autodesk
Aflac
Starwood

“The ION Release fundamentally changes the way sales, marketing and customer success teams work – delivering actionable insights from every customer interaction to create amazing sales experiences.”

– Dustin Grosse, ClearSlide CEO

Engagement Quadrant Dashboards

Engagement Quadrant (EQ) Dashboards

Dashboards and actionable insights improve deal visibility, coaching, best practice scaling, and driving stronger forecasting and business results.

Approved & Promoted Content “For You”

Quickly find the right rich-media content at any sales stage from any device – with one-click recommended next steps and templates that work.

Approved and Promoted Content
Intuitive Sales Platform

Intuitive & Personalized
Full-Platform Experience

Enhanced sales engagement platform integrates content, communications, and analytics into a single view – so every interaction is successful.

Salesforce Engagement Dashboard

Insights Powered by Customer Engagement

ClearSlide Engagement Quadrant (EQ) dashboards track all high-value interactions between sellers and buyers to help Sales Leaders better manage deals and teams to successful outcomes.
Engagement Quadrant (EQ) Dashboard

  • Identify opportunities at risk
  • Forecast opportunities with confidence
  • Prioritize where to spend time coaching

Team & Opportunity Engagement Dashboards

  • Map engagement data to CRM opportunities
  • Rank team and Sales Rep performance
  • Save custom reports

Account-Based Engagement History

  • View total activity for each account
  • Visualize account engagement history over time
  • Establish benchmarks & performance goals

Learn more about Engagement Analytics >

Approved & Promoted Content “For You”

Quickly find the best content “For You” at the right sales stage – on any device – with recommended next steps and templates to improve engagement and interaction.
Content Tailored “For You”

  • Designate approved & promoted content
  • Recommend content by sales stage, role & more
  • Ensure content accessibility from any device at anytime

Single Content Library

  • Consolidate email template, video & rich media libraries
  • Manage content with tags & group-based permissions
  • Integrate with existing cloud storage solutions

Content Engagement Dashboards

  • Improve content ROI with presentation & slide insights
  • Complement analytics with meeting replays
  • Follow presentation usage & engagement

Learn more about Content Management >

Promoted Content
Intuitive Sales Platform

Intuitive & Personalized Platform Experience

Enhanced sales engagement platform integrates content, communications, and analytics into a single view – ensuring every interaction is successful and increasing sales rep productivity.
Full Engagement Platform at Your Fingertips

  • Track emails, send campaigns & create content links
  • Instantly start & schedule online meetings from any device
  • Use mobile apps for in-person meetings & personalized videos

Account-Based Engagement

  • Evaluate customer engagement across teams, Sales Rep & more
  • Account level visibility into multi-channel engagement
  • Auto-log activity & engagement data to CRM

My ClearSlide Homepage

  • Access promoted & approved content
  • Monitor real-time engagement with activity cards
  • Take next actions faster with notifications & alerts

Learn more about My ClearSlide >

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