LK

Laura K.

Program Manager

Mid-Market (51-1000 emp.)

6/13/2022

"Great platform to share valuable market insights with your clients"

5/5

What do you like best about Clientshare?

Client share is easy to use and provides valuable insights for my clients Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

at this time i have no dislikes to share Review collected by and hosted on G2.com.

UH

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

6/30/2022

"easy to use and share and have traceability of discussions and shared documents"

5/5

What do you like best about Clientshare?

The ease of use is very simular to some social media platforms where you create a post and share it with a selected audience. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

sometimes the file format changes when uploading as a pdf. I find it better to save as pdf before uploading Review collected by and hosted on G2.com.

TH

Tara H.

Program Manager

Mid-Market (51-1000 emp.)

6/13/2022

"Clientshare Review"

4.5/5

What do you like best about Clientshare?

How its presented. I like the way it looks for the customer and how easy it is to view company data. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

I have trouble uploading docs sometimes. Review collected by and hosted on G2.com.

UH

Verified User in Hospitality

Enterprise (> 1000 emp.)

7/1/2022

"Great platform for sharing documents & updates with clients"

4.5/5

What do you like best about Clientshare?

able to send larger documents to multiple people, set actions & receive feedback Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

nothing so long as you're methodical ticking each section as you go Review collected by and hosted on G2.com.

KH

Kirsty H.

C

Enterprise (> 1000 emp.)

6/15/2022

"Great platform"

5/5

What do you like best about Clientshare?

Easy to navigate and share to groups or specific persons Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

could be more pleasing to the eye, quite plain Review collected by and hosted on G2.com.

PO

Paul O.

directors

Small-Business (50 or fewer emp.)

6/16/2022

"very slick and easy to use.. great output"

5/5

What do you like best about Clientshare?

user friendly and great output information for the client and senior directors Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

nothing at the moment. all good using it Review collected by and hosted on G2.com.

AT

Verified User in Telecommunications

Small-Business (50 or fewer emp.)

11/21/2021

"Tool for NPI and Customer Reviews"

2.5/5

What do you like best about Clientshare?

Free trial without credit card is helpful. I was able to create and get the details for NPI and customer reviews quite easily. Metrics view with graphs helps in visualizing the content. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

There is no online help nor a quick guide on how to use the tool. It is not intuitive to use without "how to guides with some real examples". Review collected by and hosted on G2.com.

UA

Verified User in Apparel & Fashion

Mid-Market (51-1000 emp.)

10/26/2021

"Clientshare for account management"

3.5/5

What do you like best about Clientshare?

ClientShare allowed our Customer Success and Sales team to organize and track customer interactions, analyzing the KPIs of customer satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

The integration with CRM was not available. Review collected by and hosted on G2.com.

NJ

Nat J.

Business Solutions Coordinator

Staffing and Recruiting

Mid-Market (51-1000 emp.)

11/18/2019

"Brilliant Product"

5/5

What do you like best about Clientshare?

Clientshare completely reimagines how a buyer-supplier relationship can be managed, giving visibility and transparency to all involved. This is not only game changing for account teams and clients, but for senior leaders within the supplier relationship who can communicate effectively across their buyer base and gain insights in to the effectiveness and performance of each relationship. Having a single platform proposition that caters for each area of a successful business relationship, allowing direct integrations with other systems, is really powerful customer proposition, in a digital age where there are constantly more systems to navigate. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

The best systems, and the best applications, allow a user to learn and understand the platform immediately. With the diverse nature of people’s technical ability this presents one of the biggest challenges to up-take and engagement. A Clientshare implementation, as it stands, requires too much focus on a personal ‘physical’ demo. The use of a virtual run through or guided tour as part of the first log in experience, as well as being utilised for any changes or additions to functionality would allow all users to quickly get the information they need, reducing the burden of meetings, demos and calls to launch. I think it gives a better user experience, and a better way to promote engagement and understanding Review collected by and hosted on G2.com.

Recommendations to others considering Clientshare:

There is no product or service in the market that will give you what Clientshare can already give you, this is before you add in the constant development features they continue to add to help to make managing business relationships easier. Review collected by and hosted on G2.com.

What problems is Clientshare solving and how is that benefiting you?

Clientshare provides visibility that we as a supplier are delivering the information and reviews required to have a successful business relationship. It provides a delivery mechanism for us to give our customers a game changing analytics and reporting solution (PowerBI). Clientshare continues to be a central feature of our digital proposition, how we manage service governance globally and how we continue to differentiate ourselves from our competitors. We want to do things better and Clientshare is key to supporting this. Review collected by and hosted on G2.com.

SS

Steve S.

Small-Business (50 or fewer emp.)

1/6/2020

"Takes the pain out of account management, increased renewal rates!"

5/5

What do you like best about Clientshare?

The best thing about ClientShare is how it allows our sales team to manage customer interaction, gaining insight in how customers are viewing a sharing content. Its allows us to increase customer retention rates which is invaluable! Before the platform it was really hard to gain visibility of communications from our Account Managers to the customers, the quality of comms was also mixed. We now have a centralised system allowing sales managers to see and interact with all communications. Best practices are easily highlighted and replicated amongst the team which were lost before. The on-boarding team were fantastic at training and supporting our team, accelerating user adoption of the system. Review collected by and hosted on G2.com.

What do you dislike about Clientshare?

It would be be great to get an integration with our CRM which is being worked by IT Review collected by and hosted on G2.com.

Recommendations to others considering Clientshare:

I would recommend speaking to the team at Client Share, asking for a demonstration of the platform. Review collected by and hosted on G2.com.

What problems is Clientshare solving and how is that benefiting you?

The key issue which ultimately drove the business case is for us to increase both our customer retention rates and linked sales rates. We have a breath of solutions and most customers were only purchasing one, the platform has allowed us to standardise and control our account management process, so far deliver double digit increase in additional services growth. The biggest surprise has been the sharing of best practices across the sale team, the account managers has been really energised as a result of this. Review collected by and hosted on G2.com.