

Clientshare Pulse
A workflow tool used across all accounts to deliver business reviews, get feedback from clients and manage risk.
Quick introduction to Clientshare Pulse

Delivery of your Business Reviews, fixed.
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.

Know the health of every account
Keep your finger on the pulse of all accounts: learn from top performers and address challenges before they become bigger problems.

Make sure customers see the best side of your business
Standardise how you evidence success, communicate how your innovations bring your brand to life and prove your value.

Deliver business reviews consistently
Stay close and connected to every customer - not just your major accounts - by providing consistent communication and content they can trust.
Be in control with Clientshare Pulse



Dashboards
Leaders and Account Managers can gain insight from customer ratings on every account, across five simple but powerful areas: value for money, quality of service, strength of relationship, quality of reviews, Net Promoter Score.


Feedback and Net Promoter Score
Gain invaluable insight from your customers as they respond to business reviews and messages from your Leadership Team and Account Managers. As all ratings and feedback are located in one secure, online location, it makes it easy for both you and your customers to engage with the content.


Business Reviews Workflow
Account Managers can deliver business reviews consistently, ensuring nothing is lost or misplaced in emails. Actions are also documented and tracked, safeguarding the integrity of the relationship.


Personalised video and leadership messages
Make every review memorable with easy-to-create videos that Account Managers and Leaders can upload every time – avoid being faceless; humanise the experience.
Designed for growing businesses
Clientshare Pulse supports your business as it grows. Account Managers juggling multiple clients find Pulse saves time, making account management both easier and more rewarding.

Clientshare Pulse
For Business Leaders
Clientshare Pulse
For Account ManagersA seamless experience for your customers
Clientshare Pulse provides customers with a single secure source to access suppliers’ business reviews, contracts and management information, ensuring the customer/supplier communication loop is closed.
The story behind Clientshare Pulse
Clientshare launched “Premium” in 2017 to address a gap in the market for digital tools that allow suppliers to better manage their customer relationships. Success started with corporates, who recognised the benefits of applying this technology to improve efficiency and renewal rates on their more complex accounts. Clientshare Pulse has now been introduced in response to requests from many existing clients who want a “lighter” version that focuses on delivery of business reviews and workflows.

“This platform offers us the opportunity to communicate clearly and succinctly on key activities, management information, innovation, special events and reach out to an entire community. Our clients have responded well to the introduction of Clientshare, which has been a welcome innovation”
Katy Thompson, CH&CO

“The Business Review feature has simplified but also made the process of evidencing compliance more effective. Telefónica Tech is now logging, tracking, and actioning reviews in one shared space, and information is easily accessible. Clientshare has made us easier to work with, and our clients love the one location for everything to do with the Telefónica Tech business relationship. It’s made us more efficient.”
Martin Hess, Telefónica Tech
Trusted by forward-thinking teams, worldwide


























