The Klient Team

Explore articles from this author 

Agile Sprint Planning & Release Management

Agile Sprint Planning & Release Management

In this video, Klient Product Manager addresses how he uses Klient as a product manager and manage their day-to-day:N Creating epics or projects using templatesN Adding stories and acceptance criteriaN Assigning resources and tagging stories...

Maximize Your Margins With Efficient Implementation

Maximize Your Margins With Efficient Implementation

Maximizing project margins through efficient implementation is crucial. Melodie shares key practices for effective project management using Klient. N Collaboration Between Sales and Services N Resource Allocation and Skill Matching N Defining...

Prevent Revenue Leakage With Dashboards

Prevent Revenue Leakage With Dashboards

Preventing revenue leakage is essential for business success. Dominic shares key practices for using dashboards to optimize invoicing and revenue management. N Challenges in Revenue Management N Causes of Revenue Leakage N Best Practices for...

Manage Agile Epics and Sprints in the Workspace

Manage Agile Epics and Sprints in the Workspace

Managing Agile projects effectively is crucial for success. Dominic shares key practices for managing epics and sprints using Klient's workspace. N Main Challenges N Workspace Flexibility N Set Project Structure N Maintaining Epic...

Add Value to Project Closure Using Survey

Add Value to Project Closure Using Survey

Enhance project closure with surveys to drive continuous improvement. Dominic shares key practices for effective project closure using Klient. N Challenges in Project Closure N Importance of Project Closure N Best Practices for Project...

Improve Customer Relationships With Collaboration

Improve Customer Relationships With Collaboration

Improving customer relationships through effective collaboration is crucial for a project success. In this video, we explore how Klient facilitates this: N Challenges in customer relationshipsN How Klient PSA solves these issuesN Leveraging...

Prevent Budget Disasters Before They Happen

Prevent Budget Disasters Before They Happen

Preventing budget disasters is crucial for project success. In this video, Yanick shares how to use Klient for effective budget control. N Importance of Budget Control N Identifying At-Risk Projects N Investigating the Problem N Course...

Ensure Project Accuracy With Contextual Timesheet Approval

Ensure Project Accuracy With Contextual Timesheet Approval

In this video, Dominic discusses ensuring project accuracy with timesheet approvals: N Challenges without timesheet approval N Best practices for approval N Automated approval process N Using mass approval UI N Leveraging dashboards and...

Klient rock in space

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!