Everything You Need to Know About … ClearSide
To that end, ClearSlide, a San Francisco-based technology firm, maintains a suite of applications (apps) that can support advisers during their meetings and presentations, as well as afterward.
ClearSlide can come in handy if, for instance, you have a quarterly appointment to meet with your clients but are only able to travel to their offices twice a year. To host a virtual meeting—whether by a slide presentation, high-definition video or live screen share—send a customized link from ClearSlide Live Pitch to your intended audience. That link enables them to view the presentation seamlessly online, regardless of location. Unlike other virtual meeting platforms, which can require both presenter and viewer to download software or plug-ins and endure possible firewall difficulties, with ClearSlide you just need a link. You may also utilize Live Pitch’s roll-call or access code features if you would like additional security or a list of attendees, but your clients are not required to log in or sign up for the service. For those unable to make the meeting, you can record the audio and video from your presentation for clients to view later.
During your meeting, use the full control panel to highlight or circle important points of your presentation. If at any time your clients have a question or comment, they can choose to instant message you privately or publicly with their concerns, for a more interactive remote experience. With the added option of Webcam integration, you can communicate with your clients face to face.
For when you do visit your clients’ offices, ClearSlide Outside can help with these in-person meetings. If you prefer to work from a mobile device or experience computer trouble, you can run your entire presentation from the app. Outside allows you to access your saved content anywhere even without an Internet connection.
To simplify these meetings, ClearSlide Remote encourages users to “drive presentations with a tap.” To lead a presentation, simply open the app on your mobile device, and use the menu screen to access your entire content library. Advisers may bookmark certain files that they access more frequently. Throughout your presentation, use Remote’s large forward and backward arrows to direct content.
Outside is fully integrated with the ClearSlide website and automatically saves an analysis of how your presentation’s slides are viewed. You can then directly integrate these meeting recaps with customer relationship management (CRM) software. Outside also works with PowerPoint, Keynote, PDF and video media files.
Advisers may, for instance, want to review ClearSlide’s detailed analytics to see how long clients look at each slide of a presentation; activity reporting can be broken down by company, team, an individual adviser or customer. Monthly engagement minutes, compared with the numbers from the industry average and leader, can help you determine the topics that interest clients the most. Use this tool to see whether readers are spending time digesting your client materials; if so, you know you are on the right track. If, however, they click through quickly or not at all, you may want to consult with your provider about new ways to catch their attention and address how user-friendly your data is.
ClearSlide offers a free trial, which requires only your name, phone number, company and title to sign up. As part of that process, advisers must create a custom URL; that is the link that will be used when your clients view your presentations, so choose something easy to share and remember. This reasonably priced suite of services can be an easier and more economical way for you to run your client meetings.