Professional Services Industry Insights
Discover how Klient transforms feedback collection to enhance business performance. N NPS survey introduction N Survey functionality overview N Survey scheduling feature…
This video reveals the power of sharing a product roadmap with your customers. Key topics include: NView-only project access NCustomizable columns NPreset…
This video showcases how to improve project success using Klient’s Custom Community. N User-centric design N Integrated automation N Task tracking N…
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.
Discover features, follow learning paths, submit ideas, and track the roadmap. The Klient Feature Hub centralizes the Klient PSA customer experience.
AI agents in professional services are autonomous task executors — scoping, status reports, time capture — with humans approving every output before…
Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour London on June 18th, 2026.
Explore Klient PSA’s May newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour Toronto on May 7th, 2026.
Watch the april 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
ERP vs PSA: PSA manages projects, resources, and billing for services firms. ERP manages finance, inventory, and operations.
A Salesforce PSA tool runs natively inside your CRM. Learn why salesforce-native PSA beats integrated and what to look for when evaluating.
Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour New York on April 29, 2026…
PSA software manages projects, resources, timesheets, and billing. Learn what Professional Services Automation does, how it compares to ERP, and how to…
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