Clientshare Pros and Cons

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.

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

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.

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.

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.

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.

The sense of community & the 'finger on the pulse' with the client. When business has been won it can sometimes fall in to 'business as usual' & the client can be left in the dark about new innovations, developments & company news.

Efficient & ultimately saves time, especially for business reviews, meetings & MI data. With one central storage & reference point.

a massive help, allowing them to promote their businesses, share information, leverage their communities and really bring their buyer communications to life as never before. Review collected by and hosted on G2.com.

Appears to be a bug when sending invites over - usually takes a few attempts (error message states invalid domain - despite being correct) therefore have to click in to email address tab with cursor when hitting 'send' before it actually sends. Review collected by and hosted on G2.com.

I initially wasn't sure how a tool such as Clientshare could provide the strategic insights we needed around our buyer relationships. However, we're just 6 months into using Clientshare and I have been blown away by not only its ability to provide us with an overview of ALL our relationships, but it's given us a space for our clients to proactively reach out to us, and for us to share insights with them. To top it off they had one of the best onboarding experiences I've ever had. Keep up the great work! Review collected by and hosted on G2.com.

Very tricky to think of something to go here. Whenever we have asked for something, be it a new feature or some additional help, they have jumped on it. The only downside is that some of the features are still in the pipeline. Review collected by and hosted on G2.com.

Useful for sharing MI, Data and reports securely with client stakeholders. Review collected by and hosted on G2.com.

We find it difficult at William Hill to increase our clientshare population. This is partly due to the fact they already have a number of internal media pages where updates are shared - yammer, slack, skype etc.. and see this as being a similar tool. Review collected by and hosted on G2.com.

Clientshare gives me a true oversight of exactly what is happening across all of my accounts in my business. Provides me analytics of where I need to be concerned over my customers engagement as well as being able to oversee what my account team are doing! Review collected by and hosted on G2.com.

Nothing in particular that I don’t like. The analytics are brilliant, and with the addition of global analytics it’s making my life much easier. Would be helpful to have even more integrations, but the team at Clientshare tell me they are happening early next year. Review collected by and hosted on G2.com.

I like how easy Clientshare is to use. Everything is easy to navigate and I can accomplish my aims with ease and in a short amount of time. Review collected by and hosted on G2.com.

I have not come across anything that I dislike. Review collected by and hosted on G2.com.

Clientshare gives our company a great personalised platform on which to effectively communicate key stakeholder information with our top clients. Review collected by and hosted on G2.com.

Getting our customers on the platform can be a challenge. Review collected by and hosted on G2.com.

The team at Clientshare are always really helpful and respond quickly Review collected by and hosted on G2.com.

There is nothing currently that I can think of which is negative Review collected by and hosted on G2.com.