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How to Migrate Your Smartsheet to Salesforce and Boost Project Margins
Can You Be Too Transparent in Your Customer Community?
8 Reasons We Share Our Project Roadmap with Customers
Wondering if you should share your project roadmap? Discover 8 key reasons why transparency with prospects and customers builds trust, aligns goals, and drives success.
The 3 Biggest Pros and Cons of Collaborating with Customers
Collaborating with customers boosts communication and relationships but can add workload. Discover the key pros and cons of customer collaboration in projects.
Project Managers Sleep Better When Exposing Their Project Statuses
How Weekly Project Status Updates Can Reduce Stress and Improve Communication
Building Trust Through Customer Transparency
How Transparency Drives Success & Maximizes Revenue in Challenging Economic Times
Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery
With Salesforce CPQ (configure, price, quote), sales reps can create accurate quotes for their customers, going beyond rudimentary Opportunities Products and Quotes. CPQ is a perfect solution to efficiently sell complex product sets and...
How to survive Salesforce Multi-Factor Authentication Update
Salesforce will implement Multi-Factor Authentication (MFA) for all users at the beginning of 2024. Follow our guide to prepare for this update.
Improve Team Productivity with Unread Messages View in Slack
Make Slack feature Unread Messages View a standard practice within your teams to ensure collaborators never miss out on important project information.
3 Benefits of Salesforce’s Rich Ecosystem
Bet on Salesforce’s rich support ecosystem. Dive into diverse integrations, apps, plugins and custom solutions. Work with experienced experts to drive growth!
Automate and Elevate Your Projects with Salesforce
Drive project efficiency with Salesforce’s automation tools. Streamline and get rid of redundancy. Let your PSA do the work and focus on what truly matters.
Scale Your Professional Services with Salesforce
Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.
Salesforce: The Project Collaboration Powerhouse
Boost team synergy on your projects with Salesforce’s powerful, unified and integrated collaboration tools. Make bad communication a thing of the past!
Replace all your tools with Klient, Salesforce #1 PSA platform
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!