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Client Retention.
Fixed.

Stop losing clients and start growing with Clientshare Pulse – the only Quarterly Business Reviews platform for B2B enterprises. With our risk analysis dashboards driven by client feedback, uncover problem accounts and identify opportunities to grow.
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Do you know if your clients are happy?​

Today 30% of accounts churn for reasons that are within your control.

Our Quarterly Business Reviews platform increases retention by enabling B2B enterprises to uncover accounts at risk of churn and identify new growth opportunities. Pulse digitises the Quarterly Business Reviews process, gives businesses the tools to create and deliver standardised high-quality QBRs, measure feedback, CSAT and NPS easily across all accounts and provides risk analysis dashboards to help senior leaders act based on data-driven insights.

Find out why Clientshare is already used by more than 1 in 3 FTSE 100 companies.

Martin Hess - Telefonica Tech - Customer Headshot

Digitising our Quarterly Business Reviews process and client feedback, while getting the data-driven insights from the dashboards has made it so much easier to identify accounts that need more attention as well as finding new opportunities for cross selling.

Martin Hess, CEO UK, Telefonica Tech​

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+15%

cross selling

+5%

retention
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More testimonials

The old way

Leaders are blind to ongoing customer feedback and account team activity at each Quarterly Business Review

Quarterly Business Reviews are only seen by 1 to 2 customer recipients

Quality Quarterly Business Reviews only happen with a small number of clients

Leaders do not have a direct communication channel with their customers

No way to consistently demonstrate value and no data to measure health across all customers

With Clientshare

Leaders have dashboards and data that show the performance of every account and account manager

Over 6 people including contract renewal decision makers see your Quarterly Business Reviews

All your accounts, smallest to largest, receive a quality, personalised Quarterly Business Review

Customers can easily provide regular feedback to your leadership at every Quarterly Business Review

Digitised Quarterly Business Reviews that demonstrate value and innovation and get scored by over 80% of your customers

How it works

Our platform gives businesses the tools to create, deliver, measure and act on their Quarterly Business Reviews. By digitising the QBR process and delivering first-class reviews with outstanding UX to your clients, you maximise the impact of your most important client interactions. Our software gathers the data and feedback into tailored risk analysis dashboards with custom alerts - all tailored to make sure senior leaders have all the client insight they need at their fingertips.

CREATE

Combine Quarterly Business Reviews, CSAT & NPS

1

Easily create standardised, consistent and professional Quarterly Business Reviews across all your accounts

2

Digitise your Quarterly Business Review process and automate both CSAT and NPS

3

Optimise your QBRs with the tools to create personalised videos, leadership messages and add insights & innovation
Dan Eckett - Seko logistics - Customer Headshot
“The regular reviews and consistent workflow of Pulse ensures we keep our clients as up to date as possible on our progress. Pulse helps us gather regular feedback and NPS scores to act quickly, adding significant value.”

Dan Eckett, SEKO Logistics
DELIVER

Deliver outstanding User Experience for your clients

1

Deliver your Quarterly Business Reviews directly to every key stakeholders at each client

2

Get better response rates and more client feedback through combining Quarterly Business Reviews with CSAT and NPS

3

Open up direct communication between client stakeholders and your senior leaders
Chris Woods - Incentive-FM - Atalian Servest - OCS - Customer Headshot
“The tool is much easier than sending reviews and comments via email, and then manually gathering and sharing client feedback. It makes total sense to roll Pulse out across our entire business.”

Chris Wood, Incentive-FM
MEASURE & ACT

Unique risk analysis Dashboards and Alerts

1

Alerts to uncover accounts at risk of churn so you can act in time

2

Dashboards to pinpoint your best opportunities for growth

3

Insights to protect margins at renewals and renegotiate on value not price
Alistair McVicar - Ceva Logistics - Customer Headshot
“We are now able to standardise the whole quarterly business reviews process and client feedback through Clientshare which has given us more control over our accounts and made it easier to pinpoint accounts that might need hypercare or are ready to grow."

Alistair McVicar, Ceva Logistics
Jason Bendell

“Pulse has enabled us as a senior leadership team to be able to jump on client queries at the right time. We can set up alerts and notifications to see client comments and scores when we need to. Even if we think or assume a client is happy, sometimes their scores haven't been where we think it would be. Clientshare gives us the power to have the right conversations to reduce the risk of churn.”

Jason Bendell, Compass Group

Tony Taylor - National Express Transport Solutions - Customer Headshot

"We were looking for a way to get more consistent and reliable data across our client accounts. We believe Clientshare Pulse will help us get clear visibility of the health of our clients, highlight any areas for improvement within specific accounts as well as continuing to build the relationships we have with our clients.”

Tony Taylor, National Express Transport Solutions

QBR research whitepaper Clientshare

Download our research whitepaper, 'The QBR Delusion'

We interviewed hundreds of buyers of Logistics, FM, Contract Catering, IT and BPO services from the UK and US. The research uncovers an undeniable feeling among buyers that their suppliers need to start delivering better QBRs if they want to keep their business. Learn more about how your customers think you're losing out on key opportunities with them today.

Calculate the ROI of using our QBR platform in your business

Our customers have seen great results, try our ROI calculator and see what it can do for you.

+5%

retention

+15%

upselling

26

NPS

Book a Demo

Talk to someone from our great team who would love to show you the platform and share how Clientshare can help you increase your retention and growth.

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