How do I reset my password?

You can change your password by going to login.myclientshare.com/password/reset. You will receive an email that redirects you to the login page and allows you to enter a new password. Instructions for password criteria can be found on the reset password page. Alternatively, you can change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab. If you use Microsoft Single Sign-On, password resets are handled automatically through Microsoft.

What is the Pulse Index?

The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance in critical business areas. The satisfaction rating consists of four pre-set measures: Service, Relationship and support, Value, and Quality. You can customize these questions based on your business needs. If unsure, contact your Customer Success Manager for guidance.

How is the data collected for NPS and Satisfaction Ratings?

Your Net Promoter Score (NPS) is calculated using your clients’ feedback. Each time your client receives a business review, they can provide real-time feedback through satisfaction measures, qualitative comments, and the NPS survey.

How do I send a Review?

Sending a review is easy with our step-by-step workflow: 1. Give your review a title, date, and introductory message or video. 2. Add all relevant content and documents. 3. Choose recipients for the review. 4. Assign review actions. You can preview the review before sending it directly to your client.

What documents can I attach to my Review?

Clientshare Pulse supports document uploads up to 40MB and accepts all standard file formats. Simply drag and drop files into the review or select them manually.

How do I invite my colleagues to join Clientshare Pulse?

Only admins can invite new users to Clientshare Pulse. Using the admin panel, enter your colleague’s email address and specify their role — Senior Manager, Account Manager, or Admin — depending on the level of access required.

How do I know if my clients have opened the review and scored me?

Whenever a client opens a review, provides scores, or leaves feedback, you’ll be notified. Clients will receive two weekly reminders if they haven’t opened the review or completed the scoring.

Can I resend my review and add new recipients?

Yes! You can resend reviews or add new recipients by going to the Review Analytics page and selecting the option to add or resend to recipients.

Do my clients have to score me each time?

This is optional. We recommend making scoring mandatory for quarterly reviews, but for weekly reviews, it’s best to keep scoring optional to avoid survey fatigue.

How does the tree planting work for reviews scored with Clientshare?

Clientshare is a proud partner of Ecologi. Each time your client scores a review, we plant a tree. Learn more about Clientshare's partnership with Ecologi and our CSR policies.

Business Process Outsourcing

Pulse empowers Business Processing Outsourcing (BPO) enterprises to stand out in a competitive landscape by consistently demonstrating their value and innovation to clients. Our process simplifies the creation and delivery of high-quality, standardised QBRs.

With Pulse, you can increase response rates and measure actionable top-tier client data and feedback. Our Risk Analysis Dashboard provide invaluable, data-driven insights, uncovers problem accounts at the the first sign to ensure immediate and purposeful action, and gives full account health transparency. Pulse revolutionises the QBR process to become the catalyst for both client retention and scalable growth.

"Clientshare has helped us with consistency of communication, visibility on activities, contract compliance and demonstrating added value and innovation."

Read customer stories

Clientshare is now Guidant’s global platform for client engagement and has been instrumental in 95% contract retention and growing Guidant’s credibility within client accounts

Read customer stories

CREATE

Combine Quarterly Business Reviews, CSAT & NPS

Create standardised, consistent and professional Quarterly Business Reviews across all your accounts
Increase the client experience with our personalised video tool, leadership message feature and easily add insight & innovation

DELIVER

Deliver outstanding UX for your clients

Improve client feedback and response rates by including CSAT and NPS with your QBRs while evidencing value and innovation
Deliver your QBRs directly to all key stakeholders within each client account

MEASURE & ACT

Unique Risk Analysis Dashboards and alerts

Uncover accounts at risk of churn with data-driven insights and custom alerts so you can act in time
Identify new growth opportunities and insights to protect margins at renewals and renegotiate on value not price

“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

“Pulse helps us gather regular feedback and NPS to act quickly when needed, adding significant value."

Dan Eckett - Seko Logistics

“The senior leadership have access to expert dashboards, making it easy to identify new growth opportunities."

Martin Hess- Telefonica Tech

The QBR Frustration whitepaper front cover

Download our research whitepaper, 'The QBR Frustration'

We interviewed 100 senior leaders of B2B enterprises across the Logistics, FM, Contract Catering, IT, RPO and BPO sectors from the UK and US. The research reveals the failures of today's QBRs and highlights the urgent need for better business conversations. Learn more about where you can improve your QBRs to protect your margin and grow relationships with buyers today.

Digital QBRs for
Business Process Outsourcing

The BPO industry is uniquely competitive as client expectations rise whilst budgets remain static. Our Quarterly Business Reviews platform, Pulse, standardises the QBR process and enables you to uncover growth opportunities so you can renegotiate contracts on value, not price.

Prove your value and innovation
with first class QBRs

"Clientshare has helped us with consistency of communication, visibility on activities, contract compliance and demonstrating added value and innovation."

Clientshare is now Guidant’s global platform for client engagement and has been instrumental in 95% contract retention and growing Guidant’s credibility within client accounts