Nail delivery of your Business Reviews
Business Reviews are tracked, recorded and available to both you and your client including the names of all attendees. A clear record over time in one secure location that supports all file types including video.
Rational Benefit
Know the health of every account
Keep your finger on the pulse of all accounts, learning from top performers and addressing challenges before they become bigger problems.
Business Reviews are more professional and consistent
Improve renewal success. Achieve greater account penetration.
Save time and money
Improve account coverage ratio. Reduce impact of staff changes.
Improve communication with clients
Use a standard channel for communication. Close the feedback loop.
- Quarterly reviews
- Influence stakeholders
- Service data
- Cover complexity
- Demonstrate innovation
Deliver quality Quarterly Business Reviews
Business Reviews are tracked, recorded and available to both you and your client including the names of all attendees. A clear record over time in one secure location
Influence a wide cross-section of people
Everyone you need to communicate with – on both sides of a contract – all in one place. A who’s whom that puts contact details at your fingertips
Deliver the right service data to the right people
Tools (like Power BI) when combined with Clientshare result in a secure web-based method to illustrate clearly how you are performing
Cover more complex accounts with less resource
Assign and track tasks and receive reminders to ensure you are meeting your commitments and providing the standard of service expected
Demonstrate innovation, insight and value to your customers
The Achievement and Innovation Log is a unique space to draw attention to examples of your special achievements and highlight the innovations you have delivered
T
Roles
Clientshare provides value to users across the Service Governance continuum
Leadership
Clientshare is a single platform for Leaders to get an up-to-date view of their account portfolio – indispensable to decision making
Sales Directors
Clientshare helps Sales Directors keep up with every account no matter the changes going on
Account Managers
Clientshare helps Account Managers of more complex accounts cover more accounts more effectively
Operations Directors
Clientshare brings Operations closer to the client keeping everyone in the loop right from the start
Marketing Teams
Clientshare connects Marketing with the account team sharing new thinking, innovation and successes directly with clients
Clients
Clientshare provides clients with a single source for business reviews, contracts, management information, innovation and more
Trusted by forward-thinking teams, worldwide
Watch the free demo now
Find out more about Clientshare Premium by watching this brief demo
Clientshare Premium support
Explore our Clientshare Premium tutorial videos, frequently asked questions and documentation
