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What is Projetly?

Projetly operates as an AI-enhanced Digital Sales Room specifically designed for B2B sales teams, creating a collaborative environment where buyers and sellers can engage effortlessly. It includes an AI Sales Agent that oversees follow-ups, delivers real-time insights about buyer interactions, facilitates dynamic proposals with e-signatures, and produces automated meeting summaries. Unlike conventional tools that stop at the sales phase, Projetly continues to be valuable during the onboarding process, providing Customer Success teams with a comprehensive understanding and preventing any disjointed transitions. This cutting-edge platform eradicates the confusion caused by multiple CRMs, presentation materials, and email threads by providing a unified experience from deal closure to onboarding that boosts overall efficiency and communication. Moreover, Projetly not only simplifies the sales journey but also strengthens the bonds between teams and their clients, promoting lasting partnerships. Its innovative approach ensures that both sales and customer success teams are aligned and informed every step of the way.

What is ClearSlide?

Effective sales enablement that leads to successful deal closures is essential for any organization. This all-encompassing sales engagement platform incorporates key components such as content management, communication tools, and sales intelligence, designed to enhance every interaction with prospective clients. It organizes curated resources and team collections systematically, ensuring that content is easy to find and can be customized to stay relevant. Each engagement with customers gains importance through seamless interactions across multiple channels, including online platforms, email, mobile devices, screen sharing, and in-person meetings. The platform provides unmatched insights into every customer touchpoint, enabling sales representatives, leaders, and marketers to access engagement analytics that refine their decision-making processes. By intelligently guiding sellers to the most pertinent content for each phase of the CRM journey, it employs a distinctive set of rules-based recommendations that elevate the sales experience and improve efficiency. Furthermore, it streamlines onboarding processes and encourages best practices, with ClearSlide Replay recordings and performance dashboards serving as valuable coaching tools that offer transparency into meetings, presentations, and slide utilization, ultimately bolstering overall sales effectiveness. By integrating these advanced features, organizations can not only achieve greater sales capability and responsiveness but also foster a culture of continuous improvement within their sales teams. This holistic approach ensures that every team member is well-equipped to drive success in a competitive marketplace.

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Integrations Supported

Integrations Supported

Chorus by ZoomInfo
ExecVision
Gong
Microsoft Dynamics 365
Rippling
SalesDirector.ai
Salesforce
Slack

API Availability

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$35.00 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Projetly

Date Founded

2024

Company Location

United States

Company Website

projetly.ai

Company Facts

Organization Name

Bigtincan

Date Founded

2010

Company Location

United States

Company Website

www.clearslide.com

Categories and Features

Digital Sales Room

Not specified

Categories and Features

Content Experience

Not specified

Digital Sales Room

Not specified

Email Tracking

Campaign Management

Personalized Video

Not specified

Sales Coaching

Not specified

Sales Enablement

Collaboration
Content Management
Document Management
Meeting Management
Performance Management
Presentation Management
Training Management

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Reporting / Analytics

Sales Force Automation

Campaign Management
Email Marketing
Opportunity Management
Performance Metrics

Video Conferencing

Not specified

Video Email

Not specified

Web Conferencing

Not specified

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