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.
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.
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.
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.
Easily create standardised, consistent and professional Quarterly Business Reviews across all your accounts
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Reach every key stakeholders at each client
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Digitise your Quarterly Business Review process and automate both CSAT and NPS
“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
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Optimise your client experience with personalised video, leadership messages, insights and innovation
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Get better response rates and more client feedback through combining Quarterly Business Reviews with CSAT and NPS
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Open up direct communication between client stakeholders and your senior leaders
“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
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Alerts to uncover problem accounts at risk of churn
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Dashboards to pinpoint your best opportunities for growth
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Insights to protect margins at renewals and renegotiate on value not price
“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
“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
"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.
