Klient Blog
Professional Services Industry Insights
HOW I SOLVED IT with KLIENT
Sending an NPS Survey from Klient
Discover how Klient transforms feedback collection to enhance business performance. N NPS survey introduction N Survey functionality overview N Survey scheduling feature N Strengthening customer relationshipsUnderstanding customer sentiment...
See The Future With Product Roadmap
This video reveals the power of sharing a product roadmap with your customers. Key topics include: NView-only project access NCustomizable columns NPreset saving and sharing NCustomer transparencyUnderstanding and effectively sharing your...
Achieve more with your customer with Klient Customer Community
This video showcases how to improve project success using Klient's Custom Community. N User-centric design N Integrated automation N Task tracking N Chatter communication N Project management updatesEffectively using Klient’s Custom Community...
Explore by category
Want More?
Explore other blog posts
How to Migrate Your Smartsheet to Salesforce and Boost Project Margins
Can You Be Too Transparent in Your Customer Community?
Feature Spotlight: Klient Preload
Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this features enhance your project management.
Feature Spotlight: Workspace Milestone View
Every project needs its milestones. They provide clarity and set expectations for your customers. Easily toggle between all tasks and an uncluttered milestone view from the Global and Project Workspace.
Sending an NPS Survey from Klient
Discover how Klient transforms feedback collection to enhance business performance. N NPS survey introduction N Survey functionality overview N Survey scheduling feature N Strengthening customer relationshipsUnderstanding customer sentiment...
Feature Spotlight: Checklists
Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this features enhance your project management.
Simplify SaaS Product Development with Agile and Sprint Planning in Salesforce – The Klient Inception S2.E2
One platform to run your entire product life cycle. With Klient PSA in Salesforce, use projects to manage development tasks and timelines, keep your team aligned, and launch your product faster.
8 Reasons We Share Our Project Roadmap with Prospects and Customers
Can You Be Too Transparent in Your Customer Community?
See The Future With Product Roadmap
This video reveals the power of sharing a product roadmap with your customers. Key topics include: NView-only project access NCustomizable columns NPreset saving and sharing NCustomer transparencyUnderstanding and effectively sharing your...
Customer Success equals Project Success – The Klient Inception S2.E1
The five projects that drive success and revenue for Salesforce SI Partners.
How to structure projects to organize tasks and deliver results on time.
Best practices for creating effective statements of work.
Strategies to ensure each project contributes to your bottom line.
Feature Spotlight: Read-Only Project Sharing
KLIENT FEATURE SPOTLIGHT Read-Only Project SharingSmoothly share project information with your customers using Klient Customer Community With Klient Customer Community, you can easily share read-only access to specific projects, allowing customers to stay informed...
Achieve more with your customer with Klient Customer Community
This video showcases how to improve project success using Klient's Custom Community. N User-centric design N Integrated automation N Task tracking N Chatter communication N Project management updatesEffectively using Klient’s Custom Community...
Feature Spotlight: On-Demand Project Status Report
KLIENT FEATURE SPOTLIGHT On-Demand Project Status ReportKeep Your Customers in the Know with Live Sharing of Project Status through Customer Community Effortlessly share detailed project status reports with your customers using the Klient Customer Community. This...
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!