You can change your password by going to www.secure.myclientshare.com/password/reset. You receive an email that redirects you to the login page and allows you to enter a new password. All the necessary instructions for password criteria can be found on the reset password page. You can also change your password inside Clientshare by going to the Settings page and following the instructions under the 'Account' tab.
Remember if you access Clientshare via Microsoft Single Sign On then you don’t need to reset or remember any passwords – Microsoft Single Sign On does all the work for you.
The Pulse Index indicates how your clients rate you against key satisfaction measures and helps you map and track performance against key areas of your business you want to measure.
There are 4 pre set measures that make up the satisfaction rating are:
- Relationship and support
These are a great place to start, but we would always encourage you to customise your index questions based on specific areas of your business.
Unsure which areas to measure with Pulse Index? Contact your Customer Success manager.
Your Net Promoter Score is calculated using your clients’ feedback. Every time your client receives a business review from you, they can provide real-time feedback via the satisfaction measures, qualitative comments, and a Net Promoter Score survey.
You can send reviews using our simple step-by-step workflow to complete high-quality, comprehensive reviews each time. These steps are as follows:
- Give your review a title, date and introductory message/video
- Add all relevant content and documentation
- Choose the recipients of the review
- Assign review actions
You will have the opportunity to preview your review before sending directly to the client.
Clientshare Pulse limits the size of document/file to 20MB and you can upload / drag and drop all standard file formats.
This is an easy process which you can do through the admin panel. All you need is their email address.
Only admins can invite other users to Pulse. They can do this via the admin panel by selecting to invite senior managers, account managers or admins depending on the level of access required.