Pricing
Are you struggling to keep track of all the important reports and metrics you need to access daily? By creating your own custom dashboards in Salesforce, you can conveniently showcase all your important data in a single view by pulling information from multiple reports.
How do you build your customers relationship? A handwritten card or note is a thoughtful and personal gesture that shows you care and appreciate the recipient. For employees, receiving a handwritten note from their employer can 𝗯𝗼𝗼𝘀𝘁 𝗺𝗼𝗿𝗮𝗹𝗲 𝗮𝗻𝗱 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲𝗺 𝗳𝗲𝗲𝗹 𝘃𝗮𝗹𝘂𝗲𝗱.
What does implementing a PSA system do to a company’s business results? Let’s talk dry numbers. A thought-provoking survey by MGI Research states that PSA systems were a common link between the most successful companies of 2022. These...
What’s the importance of the User Interface in a PSA software? Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it.
Do you communicate your ideas with colleagues? If not… you should. Let’s say you’re describing a new feature to your dev team. You specify a button should appear on the top right of the interface.
Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?
Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.
Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!