Initial Consultation and Planning: This phase involves understanding the specific needs and goals of the business. Clear Slide works closely with the organization to tailor the platform to its unique requirements.
Configuration and Customization: The platform is set up to align with the business's sales processes. This includes integrating ClearSlide with existing systems such as Salesforce, Dynamics, Outlook, Gmail, Slack, and mobile applications to ensure seamless operation.
Data Migration: Existing data is transferred into ClearSlide, ensuring that all necessary information is available within the new system.
Training and Onboarding: Comprehensive training is provided to ensure all users are comfortable with the platform. This includes ClearSlide Replay recordings and performance dashboards to support coaching and visibility into meetings, presentations, and slides.
Go-Live and Support: The platform is launched, and ongoing support is provided to address any issues and ensure continuous improvement.
Custom Chartsand Graphs: Theplatform supportscustom chartsand graphs, enablingusers to presentdata in a waythat best suitstheir businesscontext.
Group-Based Permissions: ClearSlide allowsfor robust group-based permissions, which can beset by user, team, or group. Thisensures thatsales reps onlysee the contentthat is relevantto them, enhancingthe customizationof user experiences.
Integration withExisting Systems: ClearSlide integrateswith varioustools such asSalesforce, Dynamics, Outlook, Gmail, and Slack, allowingbusinesses tocustomize theplatform to fitseamlessly intotheir existingworkflows.
Custom Benchmarks andInsights: Theplatform providescustom benchmarksfor activityand engagementlevels basedon the salescycle, whichcan be tailoredto the specificneeds of thebusiness.
Additional Costs
Not Available
Training
Not Available
Security Measures
Encryption: ClearSlide uses industry-standard encryption methods to protect data during transmission and storage. Sensitive information, such as credit card numbers and login credentials, is encrypted using Secure Socket Layer (SSL) technology and HTTPS (TLS 1.0/1.2).
Access Controls: Access to customer data is restricted to authorized personnel only. ClearSlide maintains strict physical security at its facilities and ensures that only authorized employees, contractors, and agents have access to sensitive information.
Regular Security Testing: The platform undergoes regular security testing by third-party providers to ensure enterprise-grade reliability and to identify and mitigate potential vulnerabilities.
Data Loss Prevention (DLP): ClearSlide implements data loss prevention methods to detect and prevent violations related to the storage or transmission of sensitive information. This includes policies and rules to manage data access and prevent unauthorized sharing or downloading of files.
Compliance with Security Standards: ClearSlide adheres to various security standards and best practices to ensure data protection. This includes compliance with GDPR and other relevant data protection regulations.
Updates
Regular Updates: ClearSlide releases updates frequently, with new features and improvements being added on a weekly basis. This ensures that the platform remains up to date with the latest functionalities and enhancements to support sales and marketing teams effectively.
Content Management and Engagement Enhancements: Recent updates have included enhancements to the Content Recommendation Engine, Engagement Insights, and Recommended Content. These updates are designed to improve the user experience and provide more sophisticated tools for managing and engaging with content.
Product Releases: ClearSlide has major product releases, such as the Orion Release, which introduced significant upgrades to its engagement and enablement services. These major releases typically include a suite of new features and improvements aimed at enhancing the overall functionality of the platform.
Feature-Specific Updates: ClearSlide also rolls out updates focused on specific features. For example, updates to the Live Content feature have optimized the Sales Content Hub, improved content management controls, and enhanced the ability to share and present rich media content.
User Notifications and Tutorials: ClearSlide provides users with notifications about new updates and features. The platform also offers tutorials and help center resources to guide users through the new functionalities and ensure they can make the most of the updates.
Feedback and Continuous Improvement: ClearSlide encourages user feedback on new updates and features. This feedback loop helps the company to continuously refine and improve the platform based on user needs and experiences.
Data Ownership and Portability
Data Ownership: Customers retain ownership of their data. ClearSlide acts as a custodian of the data, ensuring its security and integrity while it is stored on their platform.
Data Portability: ClearSlide supports data portability, allowing customers to transfer their data between different platforms or services. This ensures that users have the freedom to switch providers without losing their valuable data.
Cross-Border Data Transfer: ClearSlide may transfer data to and maintain it on servers located outside of the customer's jurisdiction. Customers are informed of such transfers, and ClearSlide ensures that data protection measures are in place to comply with relevant privacy laws.
Data Deletion: Customers can request the deletion of their data if they choose to terminate their use of ClearSlide's services. ClearSlide will delete the data from their servers in accordance with their data retention policies.
Scaling Up / Down
Subscription Plans: ClearSlide offers different subscription plans (Pro, Group, and Enterprise) that cater to varying levels of usage and feature requirements. Organizations can choose a plan that best fits their current needs and upgrade or downgrade as necessary.
Contract Terms: The terms of the contract allow for adjustments in the subscription plan. Organizations can scale up by moving to a higher-tier plan with more features or scale down to a lower-tier plan if their needs decrease.
Automatic Renewal: Contracts automatically renew for additional periods equal in duration to the expiring contract term or one year, whichever is shorter. This provides a structured opportunity to reassess and adjust the subscription plan before renewal.
Notice Period: To avoid automatic renewal, either party must give notice of non-renewal at least ninety (90) days before the end of the relevant contract term. This notice period allows organizations to plan and make necessary adjustments to their subscription.
The terms & conditions for contract renewal and cancellation
Automatic Renewal: All contract terms automatically renew for additional periods equal in duration to the expiring contract term or one year, unless either party gives notice of non-renewal at least ninety (90) days before the end of the relevant contract term.
Effect of Termination: Upon expiration or termination of the agreement:
The right to use the services ceases.
All rights and licenses granted under the agreement immediately cease.
ClearSlide has no obligation with respect to any of the customer's data, except as expressly stated.
The customer must pay unpaid fees payable for the rest of the contract term under any applicable order form in effect before the termination date.
Survival of Provisions: Certain provisions survive any expiration or termination of the agreement, including those related to fees and payment, proprietary rights, confidentiality, privacy, statistical information, representations and warranties, indemnity, limitations of liability, and transition of data.
Publicity Rights: ClearSlide may reference the customer and their use of the services in marketing and public relations materials during the contract term. This includes using the customer's trademarks, trade names, and logos.
Compliance
SOC 2 Compliance: ClearSlide is SOC 2 compliant, with the certification renewed annually. This compliance provides reasonable assurance that ClearSlide's service commitments and system requirements are achieved based on the trust services criteria relevant to security, availability, and confidentiality.
TRUSTe Certification: ClearSlide's privacy standards and practices are certified by TRUSTe, ensuring adherence to stringent privacy requirements.
EU-U.S. and Swiss-U.S. Privacy Shield: ClearSlide is certified for the EU-U.S. Privacy Shield and Swiss-U.S. Privacy Shield, which govern the transfer of personal data from the European Union and Switzerland to the United States.
GDPR Compliance: ClearSlide complies with the General Data Protection Regulation (GDPR), ensuring that personal data is handled in accordance with EU data protection laws.
Operational and Procedural Safeguards: ClearSlide regularly reviews and tests its disaster recovery plan and has made significant investments in tools, processes, and infrastructure to keep customer data confidential and secure.
