As 2016 comes to a close, it’s a good time to review ClearSlide basics with your stakeholders.

Ensure Content is Up to Date
When was the last time you reviewed your content with your sales, marketing, and customer service teams? This is a crucial step to ensuring that your organization’s brand  positioning are consistent throughout the sales process.

As a team, identify which content is the best to represent your company in 2017, and recommend this top content to your team for easy access. Then identify which content has “run its course” and should be archived. You can archive content en masse to ensure your team only has access to reviewed and approved content. To learn how to organize your content, view the How to Recommend Content tutorial.

Review your global and team-level settings
ClearSlide has many options when it comes to global and team-level settings that let you customize the platform based on your organization’s needs. Now is a great time to review the preferences currently set and optimize to deliver the right content at the right time.  Some examples include content controls, default email templates and meeting presentations, your welcome slide, email footer, branded domain, and more. This tutorial on group-based permissions has all the details you need to get started today.

Improve Content Discoverability
Content is at the center of ClearSlide, and keeping your presentations organized and easy to find is simple. Tags will help your team sort for the perfect piece of content in seconds, but they can also lose their value if not reviewed periodically. Take a moment to review your tags, and consider if your business has evolved to a place where new tags would better fit the team’s needs. To see an overview of using tags in ClearSlide, watch this tutorial, and for a deeper look at tailoring tags to groups or other use cases, view this video.

ClearSlide’s robust content management and recommendation engine help your team determine the best content and next-step actions to drive success. Set your content drop downs (both by team and by source) so the best sales content can easily be leveraged from anywhere, tailored to the groups’ use cases. These personalizations will save a lot of time for your organization, and make day-to-day email outreach, online meetings, and in-person conversations a breeze. To learn more, view this video tutorial.

Review and Optimize Your Branding
Take a look at your welcome slide — is there a fresh take that would make your brand stand out just a bit more? You can also review your email footer and decide if additional customizations would benefit your team. Watch this tutorial to learn how to update your welcome slide, and check out this video to customize your default content.

2017 is just around the corner, and with these best practices you’ll be able to make it a power year for ClearSlide.  For more tips and tutorials, check out our Help Center