Coaching and On-Boarding

Replicate and scale best practices across your organization

Companies that trust ClearSlide:

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Coach and On-Board

ClearSlide complements formal certification and learning curriculum with capabilities to deliver practical, hands-on coaching tailored for your sales needs and sales process. While many organizations deliver sales training, few can identify differentiators of their top performers and customize training or deliver on the spot coaching programs. Use ClearSlide to identify which activities, content, and tactics drive successful customer interactions and establish benchmarks for every stage of the sales rep skill development.

Monitor and compare team performance, identify top performers and struggling reps, and set performance metrics. Move beyond simple activity measurements to knowing and managing performance on the tactics that will have a measurable impact on sales cycles and win rates. With scalable and cost effective training and coaching tools – reporting and dashboards, video capabilities, and best practices library – support the sales reps needs from initial on-boarding, real-time coaching, and addressing skill gaps.

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On-Board Faster

New sales reps can get up-to-speed faster by replicating the activities, engagement tactics, and results of your most effective reps. Build a training library of best practice videos and benchmarking targets for new reps to replicate. New reps can follow more experienced reps and listen in on actual meetings to train from the best.

Training Effectiveness

With the ClearSlide sales content library, training content – presentations and interactive content – can be easily surfaced to users using tags. Track training usage and gain visibility into how sales reps consume content and training with detailed slide-by-slide engagement analytics. Combine sales and customer usage and engagement analytics to optimize future training and sales effectiveness investments.

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Replicate Best Practices

With ClearSlide Reports, you can easily follow the activities, messaging, and results of your peers and save custom alerts and reports – allowing you to stay current on best practices that deliver meaningful customer interactions. You can follow reps, opportunities and content to improve your performance – knowing that these tactics are proven based on your sales process. Reps can manage their own performance with ClearSlide Recordings – and access best practice videos to learn from peers.

Coach for Success

ClearSlide Team Insights provides custom benchmarks for activity and engagement levels based on your sales cycle. Use real-time notifications to deliver immediate and metric-based coaching. ClearSlide Recordings provides DVR-like functionality into every customer interaction – even meetings in the field. You can review multiple customer meetings across the team to gauge competencies. Coach your team by recommending the meeting recordings that demonstrate what it takes to deliver a successful presentation – or review the game-tape one-on-one with reps.

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Track Opportunities

ClearSlide Customer Insights Reports provides detailed engagement associated with every sales interaction. Use the summary KPIs to measure engagement and activity by customer against benchmarks and identify gaps.

Engagement Quadrant Dashboards

Quickly identify opportunities at risk and coach to success. Drill into activity and engagement details to identify where managers can provide additional coaching or resources.

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