6 Updates to Streamline Content, Outreach, and Insights

We’ve summarized the Top 6 updates from the last month (in case you missed them while celebrating the new year).

1) NEW! Manage Copies and Downloads
Ensure that teams are using and sharing the most up-to-date content – while still gathering comprehensive usage & customer engagement analytics. Content owners can now “lock” presentations, ensuring that the selected presentation can not be copied or downloaded by any users with access. Simply go to the content edit page and click on the Lock Presentation button above the Permission Settings.

As slides are updated, the content owner can choose to push an update to all reps who use the materials & customers who received them, by selecting “Update All” on the content edit page. Note that all previous versions of the presentation will continue to be tracked in the download drop down on the content edit page.

2) NEW! Notify Users of New Content Recommendations
Notify your internal audiences of new recommended & approved content. Click on the Recommend button and choose the option to notify teams via email. The email can be accompanied by a personalized note, call-to-action, or training.

3) NEW! Expire Recommended & Promoted Content
Designate how long a presentation will be recommended for, improving discoverability of time-sensitive content such as promotions and campaigns and sunsetting when appropriate. By clicking on the Recommend button, chose the option to recommend the presentation indefinitely (until unrecommended) or until a selected date.

4) NEW! Schedule & Start ClearSlide Meetings Directly from Outlook or Gmail

With the latest update to our Outlook and Gmail Plugins, users can schedule ClearSlide meetings directly from their inbox in two simple steps. First, click Add ClearSlide Meeting in either inbox. Then select a customer or prospect from a dropdown populated with data from CRM. The body of the email will automatically be populated with the user’s unique meeting link, access codes for added security, and ClearSlide conference numbers.

You can also securely start ClearSlide meetings from the calendar page, and meeting participants can instantly join a meeting by clicking on the link and entering the access code that automatically pre-fill in the event description.

Download the latest version, and to learn more about the December updates to ClearSlide for Outlook and ClearSlide for Gmail, click here.

5) NEW! Focus on Key Activities in the My ClearSlide Homepage

With the latest product update, ClearSlide users can now filter their Insight Activity Card feed on their My ClearSlide home page by email, links, meetings, and internal activities by simply clicking on the gear icon in the top right corner of the feed.

Learn more about how you can improve productivity in your day-to-day using filters for key activities in your My ClearSlide homepage here.

6) IMPROVED! Recording of ClearSlide Video Mail Now Even Easier
Users no longer need to log into ClearSlide Mail with their corporate email account to use Video Mail to create and deliver personalized videos. All ClearSlide users (with iPhones & iPads) can now create personalized videos to:

– Break through the noise when prospecting
– Customize any sales communication
– Deliver customer on-boarding and training

For more details about ClearSlide Video Mail’s improvements for recording and uploading personalized video, click here.

Stay tuned for more updates coming from ClearSlide in 2017!