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.

Connect | Clientshare - the smarter way to engage tail-end accounts

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CLIENTSHARE CONNECT

THE SMARTER WAY TO ENGAGE CLIENT ACCOUNTS AT SCALE

CLIENTSHARE CONNECT

Engage accounts at scale with personalised updates, NPS and CSAT feedback tools.

MEASURE

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Reach every stakeholder with ease.

KEY FEATURES

+ Multiple stakeholder management

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+ C-level communication

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+ Automated follow-ups

MEASURE

Identify risk and uncover opportunity.

KEY FEATURES

+ Automated CSAT & NPS

+ Written feedback

+ Follow-up requests

+ Intelligent dashboards

+ Smart insights

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Introducing Clientshare Connect

Meet Clientshare Connect, a smarter way to engage tail-end accounts at scale

Clientshare Connect helps you engage tail-end accounts at scale, gathering CSAT, NPS and feedback while sharing your most important updates and innovations.

In practice, that means you can reach hundreds of customers quickly, keep all stakeholders informed, and still capture the signals that show you the opportunities and risks in your relationships.

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ENTERPRISE

PULSE + CONNECT

Manage reviews, engage customers, capture feedback, NPS and CSAT, and uncover risks—all in one CX platform.

PULSE

Build reviews, deliver to multiple stakeholders, measure CSAT and risk, and follow up on actions turning an analogue process into a growth engine.

CONNECT

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Engage tail-end accounts at scale. Gather CSAT, NPS, and feedback while sharing updates and innovation.

Download our latest whitepaper

NPS is one of the most popular B2B feedback metrics, yet few use it effectively to retain clients and drive growth. This explains why it matters, and how leading suppliers leverage it to boost retention and upsell opportunities.

CLIENTSHARE CONNECT

THE SMARTER WAY TO ENGAGE CLIENT ACCOUNTS AT SCALE

CLIENTSHARE CONNECT

SHARE

MEASURE

SHARE

KEY FEATURES

MEASURE

KEY FEATURES

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Introducing Clientshare Connect

Meet Clientshare Connect, a smarter way to engage tail-end accounts at scale

PRODUCT TOUR

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ENTERPRISE

PULSE + CONNECT

PULSE

CONNECT

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