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 9 Modules - • Business Development • Project Management • Execution • Invoicing • Interconnections • Security and Permissions • People • 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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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 10th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, March 17th, 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 24th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, March 31st, 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 7th, 2021 (12 PM ET)

Customer Showcase:
Wednesday, April 14th 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 21st, 2021 (12 PM ET)

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

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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