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.

Clientshare | QBRs for Manufacturing

Make sure to stand out amongst the competition by consistently evidencing value and innovation to your customers with first class Business Reviews.

Our platform helps large enterprises to prove value and give you full visibility into what your customers feel about you.

Our unique platform gives you the tools to create and deliver high-quality QBRs across all your accounts, measure client feedback and scores, and instantly act on any challenges or opportunities. Our client dashboards provide visibility and transparency over account health and activity, making it easy for senior leadership to make informed decisions.

1-in-2 FTSE 100 companies and 1-in-3 S&P 500 already use Clientshare Pulse.

"Pulse isn't just a tool we use; it's a core part of how we run CX at ABM."

Read customer stories

"Pulse has helped us get better reviews of our clients and get more feedback"

Read customer stories

MANAGE

Manage your entire Business Review and customer feedback process

Build a standardised, consistent and professional Quarterly Business Review experience across all your accounts
Increase visibility of scores, feedback and communications between client stakeholders and your senior leaders

MEASURE

Measure regular and consistent NPS, CSAT and customer feedback

Improve client feedback and response rates by including CSAT and NPS with your QBRs
Gain customer insights regularly and consistently

MASTER

Master retention and upselling by easily identifying risks and opportunities

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

“Clientshare is Guidant’s global platform for client engagement and has been instrumental in key contract retention and growing Guidant’s credibility within client accounts. ”

Simon Blockley, Guidant Global

Ben Snutch - Go Inspire - Chief Customer Officer

“Using Pulse has enhanced our customer engagement and encouraged ongoing communication and collaboration.”

Ben Snutch, Go Inspire (A Xerox company)

Jason_Bendell_Chartwells_Compass_headshot

“Using Pulse has enabled us to reduce the number of renewals that have been put out to tender by over 85%, because we are able to show our clients the value we deliver to them, and their feedback to us, on an ongoing basis.

Whenever we can get a “pre-empt” conversation started it has measurable impact on our ability to retain our business.”

Jason Bendell, Compass Group

“Pulse has been a fantastic addition to the way we are able to understand the needs of our customers at EMCOR UK.”

David Parker, EMCOR UK

“The visibility Pulse provides alongside the ability to monitor client sentiment is invaluable to us.”

Sophie Rioch, DOC Cleaning

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
Manufacturing

Clientshare is the world's leading Quarterly Business Reviews platform, working with the Manufacturing sector to give enterprises the data-driven insights they need to easily uncover problem accounts, identify new growth opportunities and build better client relationships.

Get complete visibility of the health of all your accounts with Clientshare Pulse

"Pulse isn't just a tool we use; it's a core part of how we run CX at ABM."

"Pulse has helped us get better reviews of our clients and get more feedback"