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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, measures CSAT and NPS easily across all accounts and provides risk analysis dashboards to help senior leaders make decisions based on data-driven insights.

Find out why Clientshare is already used by one in three 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 has 3 main functions, starting with an easy-to-use Quarterly Business Reviews workflow tool to create and manage your process. This in turn delivers a first-class review pack with outstanding UX to your clients. The software gathers all data and responses into tailored risk analysis dashboards with custom alerts. All to make sure you have client insight at your fingertips.

WORKFLOW

Combine Quarterly Business Reviews, CSAT & NPS

1

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

2

Reach every key stakeholders at each client

3

Digitise your Quarterly Business Review process and automate both CSAT and NPS
HubSpot Video
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
REVIEW PACK

Deliver outstanding User Experience for your clients

1

Optimise your client experience with personalised video, leadership messages, insights and innovation

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
HubSpot Video
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
DATA

Unique Risk Analysis Dashboards and alerts

1

Alerts to uncover problem accounts at risk of churn

2

Dashboards to pinpoint your best opportunities for growth

3

Insights to protect margins at renewals and renegotiate on value not price
HubSpot Video
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

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 that would love to show you the platform and see how Clientshare can help you increase your retention and growth.

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