Introducing The Klient Success Series

Introducing The Klient Success Series

Klient is hosting a brand new series of educational webinars focused on customer success with the Klient Professional Services Automation (PSA) platform.

We are committed to building a thriving ecosystem with our customers and partners, and The Klient Success Series is the next big step in this endeavour.

These webinars will help you in two ways:

1) Education – They will teach and train you in the platform’s many use cases.

2) Collaboration – They will let you share best practices with other Klient customers in regular exchanges and Q&A sessions.

The Klient Success Series has nine modules that touch on everything involved with running a professional services business.

Klient PSA - Nine Modules Shown - • Business Development • Project Management • Execution • Invoicing • Interconnections • People • Security and Permissions • Analytics and Reporting • Service

For each module, you will be able to attend two webinars:

  • A Klient Keynote: Our team will do a deep dive into the relevant Klient functionality, showing you what is possible out of the box. You’ll be surprised at just how much you can do!
  • A Customer Showcase: A panel of other customers will show you exactly how they use the platform in their own business. This is your chance to ask questions and learn from other customers.

To kick off this webinar series, we will be hosting an overview of the platform with our “The Art of the Possible” webinar on Wednesday, December 2nd at 12PM ET.

Customers may register for The Klient Success Series using the link provided in the Klient Community “Announcements” section:

KLIENT CUSTOMERS – REGISTER HERE!

If you want to be a part of the customer showcase for a specific module, write to us at [email protected].

Full webinar schedule:

THE ART OF THE POSSIBLE

Get an overview of the many ways you can use Klient to manage and grow your professional services business.

Klient Keynote:
Wednesday, December 2nd, 2020 (12 PM ET)

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BUSINESS DEVELOPMENT

Learn how the customer-centric PSA can help you develop new and existing business – from opportunity to Closed Won and back again.

Klient Keynote:
Wednesday, December 9th, 2020 (12 PM ET)

Customer Showcase:
Wednesday, December 16th, 2020 (12 PM ET)

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PROJECT MANAGEMENT

You will see how to plan projects at the level of detail you like, assign and schedule resources, collaborate, track progress, and drive projects to success.

Klient Keynote:
Wednesday, January 13th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, January 20th, 2021 (12 PM ET)

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EXECUTION

Understand the different ways Klient allows your consultants to execute efficiently and keep all relevant information in Klient – time, expenses, emails, and project progress.

Klient Keynote:
Wednesday, January 27th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, February 3rd, 2021 (12 PM ET)

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INVOICING

Discover the many benefits of invoicing with Klient, including: faster invoicing, timesheet and expense approvals, a variety of project billing types, and invoice data feeding back into projects.

Klient Keynote:
Wednesday, February 10th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, February 17th, 2021 (12 PM ET)

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INTERCONNECTIONS

See how Klient integrates with many of the most popular cloud accounting and productivity applications on the market.

Klient Keynote:
Wednesday, February 24th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, March 3rd, 2021 (12 PM ET)

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PEOPLE

See how you can manage resources with Klient, touching on recruiting & staffing, skills & certification, vacations & PTO, with organized employee files.

Klient Keynote:
Wednesday, March 10th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, March 17th, 2021 (12 PM ET)

– – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – –

SECURITY & PERMISSIONS

Admins can discover Klient’s 100% Salesforce Native security and permission profiles with company defaults, or set for specific roles or individuals. 

Klient Keynote:
Wednesday, March 24th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, March 31st, 2021 (12 PM ET)

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SERVICE

Learn how your consulting company can share your progress with customers and collaborate on  projects, enabling you to give the very best service possible.

Klient Keynote:
Wednesday, April 7th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, April 14th 2021 (12 PM ET)

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ANALYTICS & REPORTING

Service directors can see how Klient’s out of the box dashboards and reports, customizable reporting features, and powerful analytics will help your professional services business grow.

Klient Keynote:
Wednesday, April 21st, 2021 (12 PM ET)

Customer Showcase:
Wednesday, April 28th, 2021 (12 PM ET)

– – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – –

Customers may register for The Klient Success Series using the link provided in the Klient Community “Announcements” section:

KLIENT CUSTOMERS – REGISTER HERE!

If you want to be a part of the customer showcase for a specific module, write to us at [email protected].

We’re excited and looking forward to building this thriving ecosystem together!

To your growth & success,

– The Klient Team

Krow Software rebranded as Klient!

Krow Software rebranded as Klient!

KLIENT-1

Today Krow Software is announcing a corporate and branding name change to Klient, representing the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery.

Combining an intuitive UI, real-time visibility, and easy set-up, Klient is first choice among high-growth businesses.Built 100% native on Salesforce, Klient is the modern PSA platform trusted by the fastest growing companies in the world.

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Krow Launches Latest Release of the Services Experience Platform

New Products and Expanded Features Deliver Unmatched Innovation in Professional Services Automation and Client Onboarding Technology.

Krow Software, the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery, today announced new solutions and features as part of the latest release.

Summary highlights of new and expanded features include:

Project Manager Experience

Now Project Managers can create and maintain sophisticated client projects by adding multiple project or task templates in the order specified to stitch together the creation of a project. Additionally templates can be added after project creation to expand projects with additional phases as an example.

New functionality to create recurring tasks now let managers easily create project tasks that repeat during the project lifecycle and need to be scheduled and tracked for resource availability such as a weekly client meeting or weekly training.

The new project board view enables users the ability to view and complete project tasks by defined project phases. An example would be a software implementation with defined task phases including kick-off, requirements gathering, configuration, testing, training, and deployment phases, all delivered in an easy to understand and use drag-drop project kanban board.

Consultant Experience

A new Chrome Extension enables consultants the ability to instantly view, search, and take action upon project tasks without needing to navigate away from a current web page while performing project work.

A new Timesheet Lightning Component is now available to add to any page layout to easily track time without requiring the users to navigate away to the timesheet page. The new timesheet component can be added to any page including projects, tasks, or even support cases to tracking time. The component can be added as a global action, making it available at the top of the navigation bar permanently.

Enhanced timesheet functionality includes the ability to recall submitted timesheets that have yet to be approved to immediately make changes and re-submit. This new functionality is configurable to turn on or off for a subset of users as desired.

Customer Experience

An updated project status report available to customers now displays additional project insight including the ability to define any configurable fields for display including custom fields. Project Statues reports are available to customers online or delivered by email.

A brand new external site available for customers to collaborate on projects is now available requiring no license or login for customer access. Customers can collaborate on task completion, viewing Gantt charts, access project files, and update project notes all from a dedicated project portal.

Service Leadership Experience

A new survey API enables service leaders the ability to drag and drop business rules using Salesforce Process Builder to define when surveys should automatically be distributed to customers.

New analytic reports for services leaders include the new NPS Survey Report and the new Resource Capacity Planning report. The NPS Survey report displays customer NPS trending analysis to gage the health of customer implementations. The Resource Capacity Planning report enables service leaders to forecast supply and demand of resources including projects still in planning.

Finance Experience

Enhanced integration with accounting vendor Accounting Seed includes the ability to synchronize projects and tasks created in Krow to Accounting Seed. Additionally, we have updated the Invoice mapping to send Project and Task data mapped in the Invoice to Accounting Seed.

Expanded integrations with vendors Quickbooks and Xero include updates to multi-currency, multi-company and global taxation support.

About Krow Software

Krow is the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery. Built 100% native on Salesforce®, Krow delivers complete customer visibility from sales through service delivery, a modern and seamless customer experience, fully transparent communication between the project team and client to ensure alignment of expectations, integrated customer feedback, and real-time integration with existing back-office systems for more successful project implementation and greater customer success.

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3 Things to Keep in Mind When Evaluating PSA Software

3 Things to Keep in Mind When Evaluating PSA Software

KG_20_BlogFeature_3Things

Evaluating a new software for your business can be a challenging process. Software tends to be a substantial investment for companies, and as such, requires a comprehensive evaluation process to ensure the right product is selected. Choosing the incorrect software can be costly for a business, so it is important to evaluate options thoroughly in order to make the best selection possible and choose a software that will maximize your return on investment.

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What is Professional Services Automation Software Used For?

What is Professional Services Automation Software Used For?

KG_20_BlogFeature_PSA Software For

Most service companies understand that project management is imperative and that having software to help keep tasks on track can be beneficial to delivering successful projects. But many service businesses today are going a step beyond project management (PM) software and implementing Professional Services Automation (PSA) software instead, to manage the entire lifecycle of a project from sales through service delivery. 

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Accounting Seed Announces Strategic Partnership with Krow Software

Accounting Seed Announces Strategic Partnership with Krow Software

KG_19_BlogFeature_Lt_AccountingSeed

 

Two Applications Native to Salesforce®

Accounting Seed, a leading accounting platform powered by Salesforce®, announces a new partnership with Krow Software, a top-rated professional services automation application also built on the Salesforce Platform®. This partnership offers clients more functionality in project and financial management,dramatically streamlining business operations for small to enterprise-level companies.

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