Klient wish you Happy Holidays 2021!

Klient wish you Happy Holidays 2021!

Hello, marvelous Klient customers! With the year coming to a close, I wanted to personally thank you for trusting Klient to help run your business and streamline your processes.

The entire Klient team has your success and growth at heart; and, hopefully we are contributing to making the job of your workforce easier with increased collaboration! We sincerely wish you, your family and your businesses all the best for 2022. Let’s evolve, let’s grow, and let’s have fun!!!

I’m taking this end-of-year opportunity to recap 2021 and give you a glimpse of our primary areas of focus for 2022:

The TEAM grew with key roles in product development and with Peter Barbatsuly, our new VP Operations and Customer Advocate, aka “your new best friend!”2021 was all about consolidation and solidification. It slowed the innovation pace, but we came out strong with a solid foundation to grow, both with our team and our product. We’ve been heavily investing in SECURITY & PRIVACY and we are proud to announce that in the upcoming months, Klient’s Salesforce Security Review will be reconfirmed and we are on-track to become SOC2 & ISO 27001 certified!And, watch out 2022!

Klient as a FAST EVOLVING PRODUCT is back. We are implementing a streamlined, unified and efficient way of using Klient throughout the product, which we codenamed “the Performance Path.” This provides focus for development, support, documentation and training, while increasing the quality of the experience and efficiency for your team. With that, we will be introducing new features like the Project Workspace and long-deserved Resource Planner improvements.You can make us go faster.

As a Salesforce partner, we have access to Salesforce technical resources to improve our product. The level of support we get is greatly influenced by your reviews! WRITING A REVIEW of Klient on the Salesforce AppExchange will go a long way. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qErGEAU

In January, we will be launching our KLIENT UNIVERSITY. The first classes will be for new customers, but we plan on expanding the offering to existing customers soon after. The Klient learning Trails will also be enhanced to provide faster on-boarding of your resources.Plus, we will soon be launching the KLIENT CUSTOMER RECOGNITION PROGRAM; so, be on the lookout, and be ready to shine!

Again, thanks for being part of the ecosystem, enjoy the holiday with your family and love ones, and let’s all grow in 2022!

 

Yanick and the entire Klient team!

Evolve Your Salesforce Consulting Business With Klient PSA

Evolve Your Salesforce Consulting Business With Klient PSA

Are you responsible for igniting growth in your business? The pressure to keep a Consulting business thriving can be a challenge. It’s definitely not easy.

At Klient, we see Consulting businesses all the time who say they feel stagnant – or they’re backsliding. If you’re on a plateau, it’s time to break out of that rut and unlock these 4 key drivers of growth:

  1. Proposal & Forecasting
  2. Project & Resourcing
  3. Revenue & Invoicing
  4. The Customer Experience

These are areas we see the biggest challenges with our customers and in the market today. Tackling these Consultant Challenges is our favourite way to ignite growth in a Salesforce Consulting business.

Watch our latest Success Series (Episode 2, Season 2) to learn about how we can tackle common Consulting Challenges with Klient.

The 4 Consulting Challenges

 

Proposal & Forecasting

1. The Missing Link Between Opportunity & Project

Watch the webinar from 3:05 to 10:51

For most Consultancies, success is signing a Statement of Work.

But that’s only half the story. For a Statement of Work to be a winner, your business has been feeding it info for days, if not weeks prior. From details on the sales Opportunity, to the billing requirements on the Project itself, your different teams need to share a lot of information to make good estimates.

Making one good estimate is one thing, but at Klient we’ve identified that a key driver of growth is consistent and accurate estimates. Along with good info sharing, that means starting estimates early so your Sales and Delivery team are aligned from the beginning – which is the first Consulting Challenge we want to address.

 An evolved Consulting Business starts estimates early, ideally as soon as you start talking about a deal. That’s where Klient Proposal comes in.

 

Download the PDF of the Success Series S2.E2 webinar.

While you’re working on an a sales Opportunity in Klient, you can connect it to a Proposal. In that Proposal, you can import a successful Project Template from a past project that will set the framework for what you can deliver. This is the missing link between Opportunity and Project.

Using a Proposal, you can ensure that your Sales team is selling something that your Delivery team can deliver from the very, very beginning of a sale. This sort of alignment between Sales and Delivery ensures you’re starting on-time and ending on-budget.

The brilliance of the Klient platform is that all the information you need to make & update your Statement of Work, including Proposal, Project and your customer Account, is all in one place. No more delays when a prospect requests a revision to a Statement of Work. With Klient Proposal, accurate and consistent estimates won’t be a Consulting Challenge anymore.

Project & Resourcing

2. Improving Profit Margins

Watch the webinar from 10:51 to 24:13

The second Consulting Challenge we want to look into is recruiting Resources and onboarding them efficiently.

An evolved business gets their new hires billing as quickly as possible. That’s where Resource Planner, Klient Job Portal and structured onboarding come in.

If you’re using a tool like the Resource Planner, you should have good visibility over your staff hours. If you see that you don’t have enough Resources, you can go about hiring more.

Of course, once you figure out that you need Resources, don’t forget to check out the Klient Candidate Job Portal. It’ll help you post job openings, take Applications, sift through Candidates and their skills, and plug a successful Candidate straight into your current Proposals and Projects.

But a lot of Consulting Businesses run into a real problem at the onboarding stage. It can take weeks, if not months to onboard if you don’t make your process consistent and structured. And if your new hire isn’t ready to bill against the Project you hired them for, then your Consulting Business’s profit margins and timelines will suffer.

To solve for this, you can create an Onboarding Project in Klient. Build out all the key tasks and milestones and simply use this as a Project Template for onboarding every new hire. You can shave weeks off your onboarding, and the joy of a structured process is it can be improved with every pass. The faster you can onboard that new staff and get them billing – well your bottom line will thank you.

Revenue and Invoicing

3. Maximizing Your Cash Flow

Watch the webinar from 24:13 to 34:12

Revenue leakage. You do not want to see those words next to each other.

All Consulting businesses face challenges when it comes to managing their Revenue. The sheer amount of Invoices and Timesheets needed to manage your business can be staggering. Inevitably things fall between the cracks, and that’s called Revenue leakage.

An evolved Consulting business takes their cash flow seriously. That’s the third big Consulting Challenge that every successful business needs to tackle. How many days does it take you to close your end of month? If it’s more than a couple days, you’re losing big on your cash flow.

We help so many of our customers tackle revenue leakage with a combination of Klient Revenue, Invoicing and Timesheets.

We really can’t overstate the benefit of working on one platform, from Opportunity at the start to Analytics and Reporting at the end.

Because your Projects and your Invoices are all managed in Klient’s PSA, there’s no more lost Invoices. Helpful team collaboration tools like Chatter mean that your Finance team and your Delivery team are closer than ever. Plus all the accounting Integrations mean your Finance team don’t need to give up the tools they know and love.

 

The Customer Experience

4. Providing a 5-Star Experience

Watch the webinar from 34:12 to 43:18

Word-of-mouth is a key sales tactic for nearly all Consulting businesses. You customers are your ambassadors, and you want them to be your number one sales team. But it’s not always easy to keep them happy. Even the best intentioned Project plan can start to creep in terms of scope, or get delayed and squish your timelines.

Life happens. There’s only so much you can do in this fast-paced Consulting business space. So you need to be proactive. That’s the final Consulting Challenge we want to talk about today.

Starting Projects at the Proposal stage and being proactive with Klient Surveys are key ingredients in providing that 5-star experience.

With Survey Scheduler in Klient, you can survey at any step in your Project plan. Surveys aren’t just for the end, you can:

  • Survey at the start to assess their unique customer needs
  • Survey in the middle to check for any issues your customers may be too shy to bring up on a call

It’s this attention to detail that will make you shine in front of your customers. Project Details are also a great way to be transparent with customers. If you start your Project plan early enough that it’s linked to in your Proposal, it’s easy to update customers on the changes they’re requesting in the estimate. Make sure you’re both happy with any changes to a Project, particularly to Resources and costs, with Klient Project Details and Proposals.

Evolving Past Consulting Challenges

 

We’ve shown some of our favourite ways to tackle these common Consulting Challenges. They’re not always easy, but overcoming them is an important step in becoming a top Consulting business. From customer experience to streamlining your processes, the Klient PSA platform can be your partner on the way to top. If you want more details, you can always check out the Klient Success Series Webinar: Evolve Your Consulting Business.

To schedule a discovery call and a demo with our team, please don’t hesitate to connect on LinkedIn at yanick-abraham or contact us on the Request a Demo page.

Krow Software rebranded as Klient!

Krow Software rebranded as Klient!

Klient - PSA

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.

“Amazing as it may seem, there isn’t an effective, modern SaaS solution for professional services,” said David VanHeukelom, founder and CEO. “Most companies use Excel or decade-old tech that’s really just back-office project accounting products with little emphasis on modern project management and customer experience.”

Klient PSA represents the next generation of Professional Services Automation with key features including:

Modern Project Management

Klient delivers a modern and comprehensive project management solution including project and task templates, phase-based kanban boards, task checklists, repeating tasks, effort-based scheduling, project timelines, real-time insights and much more.

Easy to Use & Deploy

Get started in days or weeks instead of months or even years with legacy solutions with the PSA solution that is easy to deploy and easy to use.

Connected

Save countless hours and remove data inconsistencies with real-time integration to financial and productivity applications including Quickbooks, Xero, Sage, Intacct, Accounting Seed, Netsuite, JIRA, Slack, Zendesk, and more.

Complete

Klient PSA delivers a complete and unified solution for professional services including Services Proposals & CPQ, Project Management, Time & Expense Management, Resource Planning, Customer Collaboration, Billing & Invoicing, Revenue Recognition, Clients Surveys, a new Modern Mobile experience and more.

Customers at the Core

A PSA built on a CRM alone does not mean customer centric. Klient PSA delivers true customer centricity with external customer collaboration without a login, bi-directional email integration, communities, status reports.

Full-Cycle Resource Planning

Klient PSA delivers the more robust full-cycle resource planning solution including task level resource scheduling from planners, visual capacity planning, actual vs planned comparisons, resource requests, and so much more.

More information on Klient PSA can be found at www.klient.com 

Klient PSA New Update For Spring 2020 Release

Klient PSA New Update For Spring 2020 Release

We are excited to share recent product updates from the Spring 2020 Release.

Klient continues to push forward on innovation, user experience, and mobility with these releases,  including the addition of many new Lightning Components, and a brand new mobile experience.

Modern Project Management

Klient Project Management is designed to be both simple and powerful, so anyone can get started quickly and take control of any project right away.

The New Project Task Management Lightning Component offers the ability for users to easily create and manage tasks including rapid inline editing support,  task resource assignment and drag-drop task management.

Teams can quickly add new members and set up tasks, and then easily switch between grid, board, or timeline (Gantt) charts to track progress

The new Project Board Lightning Component offers a modern Kanban board representing project phases,  sprints, or milestones, easily recognizable with drag-drop ease.    The Project Board offers project managers and customers an easy and at-a-glance view of the project structure and progress towards completion.

Modern Task Management

The new Task Lightning Components include the ability to add and update task resource scheduling,  update and completed task checklists,  setup repeating tasks, and enter time against tasks directly from the task record.

Project Timeline Lightning Component

The new Project Timeline Lightning Component provides real-time insight into critical project activities including when project and task hours exceed scheduled,  when project budgets exceed actuals,  when new resources are assigned to projects,  when task statuses are changed, new project notes, issues, and risk are added and more.

Resources can subscribe to these notifications as well (individual notifications or all) and receive an email notification when the event occurs.

Project Activity Lightning Component

The new Project Activity Lightning Component provides the ability to quickly review and create project activity including events, calls, notes, and emails – including the ability to send and tack email replies – directly within the project.

Time Entry Lightning Component 

The update Time Entry Component can be plugged into any record and now with the latest updated,  record details will default into the component – such as the account, project, and task if the time entry lightning component is added to the task record.

You can even add the time entry lightning component to the Salesforce Case record,  where the Case ID will be automatically be associated and tracked against the time entry.

Expense Entry Lightning Component

The new Expense Entry Lightning Component allows rapid expense line creation including the attachement of expense receipts directly from the expense record.

The New Customer External Site

The new Customer External site, available from a link on the project page, enables customers project access without the a user or login required.   Customers can simply access the link and start collaborating on projects including viewing and update tasks in the kanban board, accessing the Gantt chart,  adding files, and adding project notes.

The new “Task Visibility” setting determines if customers can see all project tasks or only tasks you designate to be customer facing.

You can also determine this site should be read-only for customers, only allowing the addition of notes and attachments.

Modern Work Management  – Lightning Design

 
With the Spring released we are further modernized the user experience of the My Work page – the central area to manage all project tasks from once central location.   The updated My Work page is now built on the Lightning Design System.

Template Project Insight

We are now storing the template project and id on created projects so now service leaders can compare template project estimates  vs actual project performance.

Xero OAuth 2.0 support

We have now moved the Xero integration to support OAuth 2.0 as required by Xero. All customers including existing Xero integration customers must re-authenticate the Xero integration upon installation.