Professional Services Industry Insights
A Salesforce-native PSA runs projects, resourcing, time, and billing inside your CRM. The seven benefits that matter most when you evaluate one…
Klient PSA's Workspace Resource View adds Group By Role and a Resource Workload histogram to the project Gantt — spot overallocation and…
Watch the July 2026 Klient PSA Product Update Webinar (v51.9): Mass Timesheet Operations, Sage Intacct expense sync, and logging time faster with…
The sales-to-delivery handoff is where signed deals become live projects. Why it breaks, what a clean Salesforce handoff looks like, and how…
Salesforce PSA is professional services automation software that runs natively on Salesforce — connecting sales and project delivery on one platform. What…
The best Salesforce PSA software is the tool that runs professional services automation — projects, resourcing, time, and billing — natively inside…
Watch the special Klient PSA MCP webinar — how the Model Context Protocol connects any AI (Claude, Copilot, Cursor) to your Salesforce…
RAID in project management means Risks, Assumptions, Issues, Dependencies. How to build, run and review a RAID log — and track it…
What is a retainer in professional services? The model, the two types, and the hidden margin killer — unbilled hours you can't…
Watch the June 2026 Klient PSA Product Update Webinar (v51.7): the new Project Workspace Resource View, the TOUCHY 1 touchpoint agent, the…
Watch the May 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
Explore Klient PSA’s June newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
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