Product Announcement: Game-changing API development

Alice Garwood
April 20, 2023

Digital portal demonstrates API development of Quarterly Business Reviews (QBRs) platform

We are delighted to announce that Clientshare has released an API that will allow our enterprise customers to integrate Clientshare Pulse with all existing tools and processes.  

The API enables our customers to maximise the impact of Pulse across their businesses by exposing valuable operational and customer data from Pulse to existing applications and processes. For example, the API can integrate with tools across customer support, business intelligence and account management to provide powerful insights and advanced forecasting. 

What is API?

API stands for application programming interface. In its simplest terms, an API is software that allows applications to talk to each other and share information on request. 

Clientshare's API allows our customers to pull their Pulse data into their ecosystem of services such as databases and data visualisation tools. This will be huge when it comes to making informed business decisions. 

Why this should matter to you 

  • Manage existing clients. Access client data and track the health of client relationships within your existing applications. You can create entirely bespoke analytics of your customers to assess and manage your existing client base. 
  • Data visualisation. Present Pulse data in data visualisation tools such as PowerBI and Tableau to give leadership and the wider business a holistic view of client data alongside existing account data.
  • Time efficiency.  Bring all of your key account and customer data into your existing day-to-day tools and applications to save account managers valuable time switching between applications. 
  • Transparency. Leaders have full transparency of all Pulse data; the API enables leaders to customise how and where this data is displayed to ensure it delivers to their needs. 

Next steps 

If you want to find out more, take a look at our explainer video on how to set it up. Integrating with the API will require technical expertise from the business which is normally handled by IT.  

Need help? 

Let us know if you have any questions about this or if you require added support with implementation. 

Clientshare Pulse is a one-of-a-kind business reviews workflow tool that prevents client loss, improves efficiency and opens up opportunities for increased revenue.