Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.
Project Managers
Get Your Priorities Right with Salesforce Pinned Tabs
Constant distractions often undermine our ability to focus and deliver on our projects. Salesforce Pinned Tabs can help you get your priorities right by aligning your workspace with your professional mission and role, at all times.
Keep Your Work Breakdown Structure (WBS) Simple
Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don’t let unnecessary details derail your journey to project management success.
Streamline Project Management with Salesforce Next Step Field
Can’t seem to find candidates with the right aptitudes and culture fit for your business?
Here’s how to leverage psychometric tests in your HR recruiting process.
Boost Collaboration and Productivity with Kanban Boards
Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their workflows, improving communication and collaboration and achieving better outcomes. It provides a visual and flexible approach to manage your tasks and projects.
Keep Your Projects In Scope with A Backlog or GapList
Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
Create Dashboards to Showcase Important Data
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.
Adapting your user interface for visual accessibility
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.
Create Checklists to Manage Fewer Tasks
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…
Leverage Salesforce LWC to take control of your workflow!
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: