Professional Services Automation (PSA) VS Project Management Software

Professional Services Automation (PSA) VS Project Management Software

How does Professional Services Automation (PSA) differ from project management (PM) software? And how can you choose the right comprehensive solution to run your business?

Here are a few key differentiators between PSA and PM.

1. PSA Puts Customers at the Center Instead of Projects

With project management software, the emphasis is on projects. PM software helps you track tasks and collaborate so employees can keep up with their day-to-day work. Your customers may see the end result of your internal team’s work, but that could be incidental. A PM tool could be purchased solely for the benefit of your employees, regardless of how it affects your customer experience. Professional service automation (PSA) puts customers at the center. The focus is on optimizing the client’s experience, not just on tracking individual tasks.

Because the system has multiple touchpoints with the customer’s experience, employees have greater access to customer information across the board, while customers feel more taken care of across the entire scope of your business.

2. PSA Connects the Front Office to Sales and Service Delivery

Beside providing your customer with an better end-to-end experience, a PSA system provides your employees with much better visibility across the entire service delivery pipeline. The front office, the back office, and every service employee in between can see what the other departments have contributed to the customer’s account, whether that’s contact information, projects working and delivered, or expectations for future services.

3. PSA Integrates Seamlessly From CRM to Accounting

Many PSA or PM systems can integrate with your CRM. But many of them also aren’t easily set up, a problem that usually results in service delivery being run separately from the CRM. A great PSA will include a strong PM feature set and integrate closely with your CRM. Klient Software is built natively within Salesforce, meaning integration isn’t a concern — it’s built to run together from the outset.

From the moment a customer is entered into the CRM as a contact, everything can run seamlessly with the PSA.

4. PSA Generates Revenue

Professional services automation systems are particularly helpful for generating revenue, for a few reasons. If you have billable hours or services and you’re using a Configure-Price-Quote (CPQ) system, having a PSA system to help you adjust profitability, margin, bookings, and revenue on the fly can lead to easier and greater revenue increases.

Additionally, SPI Research recently conducted an ROI study on professional services automation. The results found that a $200,000 investment in software and implementation could lead to nearly $23 million in increased revenue and reduced costs, based on a firm of 172 people  — an ROI of 115 times the initial investment.

5. PSA Includes Many Other Modules Beyond Project Management

Professional services automation isn’t just different from project management — it encompasses it. But PSA also encompasses many other services and modules. This includes (but is not limited to) time entry, billing, invoicing, CPQ, proposals, document management, expense tracking, calendar management, revenue recognition, forecasting, and customer communities.

Because PSA includes so many more options than just project management, it’s capable of replacing many more systems than just PM.

Conclusion: PSA Is an End-to-End Service Delivery Solution

The right PSA system for your organization can provide or replace a PM-only tool while providing many additional solutions for your business. And because all of these tools work together within one PSA, everyone at your organization will have greater access to your customers’ information.

That means more profitable client engagements, increased customer retention, and more revenue over the life of the customer, just by using the right PSA system.

Klient Launches Innovations for Customer Success for Professional Services Automation (PSA)

Klient Launches Innovations for Customer Success for Professional Services Automation (PSA)

Klient Software, a leading provider of professional services automation software that is easy to use and deploy and built 100% native on the Salesforce Platform, today announced new features for professional services teams and organizations focused on driving project and customer success.

“In today’s services economy, closing the deal is only the start of the customer journey and building successful customer advocates for sustained company growth,” said David Vanheukelom, CEO and Founder of Klient Software. “Customer success is rapidly emerging as a strategic differentiator and growth engine for both service and product based companies.”

The following new features empower services organizations with the right tools and insights to drive successful project outcomes for customers.

Multi-Channel Communication

Communicating and collaborating with clients across the lifecycle of a project is critical to ensuring a successful customer outcome. Now with the latest release, Klient offers the industry’s most robust multi-channel and customer centric PSA available today.

Service organizations can now compose emails directly from within a project from anywhere to anyone by way of a simple email address, where all replies and threaded communication are tracked and stored against the project. Now services organizations can see at a glance a complete timeline of customer interaction, building upon the project timeline of all activity.

Additionally, we have enhanced the project status report to enable a one-button emailing of the status report as an attachment to any user, with configurable email templates. This builds upon the previous release of giving anyone with a URL link access to the status report for real-time project insight.

Advanced Resource Planning & Availability

No longer is it sufficient for services organizations to simply view what resources are scheduled on what projects. Historically, PSA tools offered limited insight into what the real capacity and availability of resources were, including the true big-picture of what is happening across the organization with other customer projects and commitments.

Now with the latest release of Klient Professional Services Automation (PSA), Klient PSA offers project and resource managers advanced insight into the availability and suitableness of resources for project staffing for customer success.

Resource Managers can see at a glance the availability of resources matching the needs required, but additionally can see the net-availability of available resources taking into consideration commitments of projects and placeholders on other projects, including inflight or pipeline projects.

Additional filtering capability allows resource managers to further refine availability and net availability including what project and assignment statuses should be taken into consideration.

Team Task Planner

No longer is a Gantt chart sufficient to managing and planning task deliverables and deadlines across many resources and projects. Services teams such as agencies often plan and assign tasks to the hour and require visibility into who is working on what at anytime across many customers.

In addition to the personal My Work page that displays an individual’s tasks in Kanban, Due Date, or Calendar view, the Task Planner offers a visual and configurable at-a-glance view by Day, Week, or Month of what everyone is working on, color coded by project for easy visualization.

Here users can drag-and-drop tasks between resources and assign tasks from the side panel of unassigned tasks, all while viewing at a glance resource availability and capacity.

The enhanced Task Planner offers unmatched planning capability to ensure task and resources are efficient staffed to deliverable on customer commitments.

About Klient Software

Klient provides next generation professional services automation that is easy to use and deploy and built 100% native on the Salesforce Platform. Klient helps companies transform service delivery and customer success with our intuitive and modern solution professional services teams and organizations, providing a single application to manage the performance & profitability of every project, delivering visibility across the entire business.

What is a PSA Software also called Professional Services Automation?

What is a PSA Software also called Professional Services Automation?

Maybe you’ve heard the term “professional services automation” and wondered, “what’s that?”

In this article, we’re going to explain what professional services automation (PSA) is, who it’s for, and how to evaluate your options when considering it for your business.

A Simple Definition of Professional PSA Software (Professional Services Automation).

Here’s a simple definition:

  • Professional Services Automation (PSA) software is project management and resource management software rolled into one easy-to-use platform.

PSA systems are designed specifically for the needs of professional services organizations, including consulting teams, accounting firms, and anyone who sells billable hours as a service.

How Is Professional Services Automation (PSA) Different From Project Management or Enterprise Resource Management Tools?

Professional services automation is much more robust than either project management (PM) or enterprise resource management software.

In fact, modern PSA systems include both PM and resource management, relieving you of the need to have multiple systems to plan resources and track your tasks.

Instead, everything is done in one place.

Who Uses Professional Services Automation (PSA) Software?

Traditionally, PSA software has been used by consulting groups, lawyers, and similar professional service teams. In recent years, IT services firms similar to Custard Technical Services, marketing agencies, and architecture, engineering, and construction companies have also begun adopting PSA to organize their projects and workflow.

When PSA is implemented well, nearly everyone within the firm will use the PSA software.

What Does PSA Software Do?

PSA software brings data and workflow into one well-organized system. The system replaces multiple systems often used throughout an organization to track tasks, data, sales, and pretty much anything else that involves interaction with a customer or sales prospect.

For example, many firms replace all or some of their current systems for:

  • Accounting
  • Calendar management
  • Collaboration
  • Document management
  • Expense tracking
  • Invoicing
  • Project management
  • Proposals
  • Resource management

What Are the Advantages and Disadvantages of Professional Services Automation?

Advantages

  1. In general, the biggest advantage of a PSA system is empowering leaders to manage and measure the services delivered by their team.
  2. Executives should be able to see where accounts stand and what areas need improving — including what services are most profitable for the business.
  3. In addition, managers and service providers should be able to reduce the time they spend in spreadsheets — since reporting becomes automated. By extension, PSA can often boost margins by reducing the time spent on non-billable work.
  4. Organizations that are growing are often great candidates for professional services automation. As headcount goes up, manual tracking and reporting processes often break down, causing service breakdowns and a lack of visibility for executives.
  5. A great PSA tool will keep your best people out of spreadsheet paralysis. Instead, they’ll be empowered to make business decisions with full visibility into the operations of your business.

Disadvantages

  1. Some PSA solutions lack critical features that help tremendously in the day-to-day operations of a service business.
  2. Project management, for example, was left out of many PSA systems years ago. That meant businesses reverted to tools such as Microsoft Project to manage their work.
  3. Feature gaps like these cause confusion for your sales and service delivery teams. Since they’re working from different tools, neither has full visibility into what the other is doing.

Will a PSA Software Work with My CRM?

Most PSA systems offer integrations to the major CRM systems, but they are often difficult to set up and run. In practice, many services teams operate PSA and CRM systems separately. Too often, that means the information in the CRM never becomes available to the rest of the team. If you’re using Salesforce as your CRM, Klient PSA Software is a fully-featured PSA system built 100% native on the Salesforce platform.

Since Klient runs natively within Salesforce, it creates end-to-end visibility to everything that’s happening with prospects and customers.

Anyone using any of the CRM or PSA functionality will have a full view of the activities and notes for the accounts they work with.

Is Professional Services Automation (PSA) Software Right for My Business?

If your organization delivers billable work, you’re a good candidate for professional services automation.

Recently, SPI Research conducted an ROI study for professional services automation. They found that a firm with 172 people could expect to spend close to $200,000 in PSA software and implementation, but that they would see nearly $23 million in increased revenue and reduced costs.

That’s a 115-times return on investment for professional services automation.

The 3 Essential Benefits for Services Companies Using PSA Software

Effective PSA systems are designed around delivering three key benefits:

1. Increasing Billable Hours

Professional services automation (PSA) helps service companies increase the number of billable hours they can sell with their current staff. It does this by reducing the amount of coordination, manual reporting, and firefighting that is common in service organizations. With fewer non-billable projects to worry about, your team can focus on work that is profitable.

2. Automatic Tracking of Work

When using a good PSA system, when a consultant performs an hour of work against a project, that hour is logged and then automatically charged to the customer’s next invoice. This happens automatically—without anyone in accounting having to consolidate a report to make it happen.

3. Client Project Success

Most importantly, PSA systems help you achieve better successful client outcomes — the biggest key to growing your service business.

What Criteria Should I Use to Evaluate Different Professional Services Automation (PSA) Tools?

If you’re ready to evaluate PSA software for your business, here are 10 criteria we’ve written about before that you can use. These should help you evaluate your options:

1. Project Management

Modern PSA systems include a robust project management system as part of their feature set. This has not always been the case, however, as many earlier PSA systems didn’t include PM as part of their offering. Look for a PSA system that has PM tightly integrated into the rest of its functions, giving you full real-time visibility for all stakeholders — including your services and sales teams, plus your partners and customers.

2. Integrations

Now more than ever, service teams need to coordinate their work with the rest of their organizations. By embedding a PSA system into a CRM solution (such as Salesforce), you can put sales and services side-by-side in one platform. Sales opportunities can transition directly into projects for the services team — even before the opportunity has been closed in the Salesforce pipeline. Transitional PSA systems lack this tight integration with the CRM, which creates a lag between the excitement of the sale and the delivery of the service. Financial integration is also key to modern PSA systems. Billing, invoicing, and revenue recognition should all be seamless.

3. Services CPQ (Configure, Price, Quote)

PSA software should be able to seamlessly adjust to complex changes in configuration, pricing, and quotes for your services. For example, a project might initially be for time and materials with a revenue recognition policy based on the percentage of a project that’s complete. If a change order happens to add a fixed fee component to the service, the PSA system should be able to easily adjust profitability, margin, bookings, and revenue — along with any new requirements.

4. Resource Planning

Today’s PSA applications manage sophisticated resource planning requirements, including planning based on:

  • Target utilization
  • Availability
  • Task-level planning

You should be able to search and compare qualified resources by skills, role, location, and rates with an intuitive and visual appealing comparison tool. Some PSA applications are able to source external candidates in addition to internal resources with a built-in staffing and applicant tracking solution.

5. Utilization

In recent years, PSA systems have become much better at supporting utilization. New features include:

  • Target utilization thresholds
  • Determining what types of time-off should or should not impact utilization calculations
  • Reporting on utilization by project, practice, region, and roles

PSA solutions today also include an integrated time off solution to accurately manage and account for time off with scheduling and utilization.

6. Project Billing

Core to PSA is the ability to track and bill projects accurately. This has become more complex as service offerings have evolved. Modern service companies must juggle billing by:

  • Hourly
  • Retainers
  • Managed services
  • Microservices

These new types of contracts go well beyond the traditional time and materials services offered in the past. In addition, services organizations are increasingly working with third-party vendors and consultants as part of the delivery team. Today’s PSA applications support these complex billing scenarios and vendor payments.

7. Project Accounting

PSA systems track real-time financial performance including bookings, billings, and revenue for each project sold and delivered to a client. Without this, companies lack visibility, which can lead to poor decisions, missed adjustments, and (at worse) reduced margins. Today’s PSA solutions offer full support for project financials, billing, and revenue recognition in one unified solution, tightly integrated with your accounting solution.

8. Extensibility

Earlier PSA applications were not able to manage unique services offered by service teams and projects. Today’s PSA systems give you the flexibility to create offerings in various industries and verticals, tailoring your solutions to the needs of your clients. You can easily create custom fields, build workflow notifications, and set approval process on-demand within modern PSA systems. You can also create user-defined reports, dashboards, and custom applications — all to help you achieve better customer outcomes.

9. Collaboration

Through collaboration, services organizations can tear down the traditional boundaries between teams and increase customer success. Popular tools including Salesforce communities, Slack, and JIRA are staples for many organizations to collaborate on project activities. Robust PSA applications offer seamless integration with these applications, giving users full visibility as they collaborate on a project. This helps ensure all stakeholders have what they need to deliver their part of the project.

10. Accessibility for Users

Finally, earlier PSA solutions were designed as top-down planning tools mostly for use for by managers. The majority of work was done outside the system. Modern PSA applications provide an intuitive experience for all stakeholders across all devices. This helps ensure widespread adoption, collaboration, better profitability, and more customer success.

The Payoff: Increased Customer Success & Profitability

The value of PSA systems comes from their ability to help companies deliver successful client engagements profitably, increasing customer retention, and growing top-line revenue over the lifetime of the customer.

The right PSA system has the potential to create significant positive results for your clients and company.

10 Things to Consider When Choosing a PSA (Professional Services Automation) Software

10 Things to Consider When Choosing a PSA (Professional Services Automation) Software

Professional services automation (PSA) platforms have continued to mature and expand since these tools were first introduced more than fifteen years ago. As noted by TSIA’s John Ragsdale in a previous post, the adoption of PSA applications continues to grow at a rapid pace, including expanding the definition of what PSA tools can deliver for services organizations. Existing PSA solutions built a decade ago don’t deliver the breadth of functionality required to effectively manage a services business today. As a result, services organizations have been forced to turn to non-integrated and disparate systems to manage day-to-day activities, including project management, collaboration, and resource planning, among others.

Many customers are now looking to replace these original products with the more robust and integrated solutions now available on the market, offering enhanced features and functionality available in one unified platform to manage the entire services business.

Here are ten key requirements to consider when selecting a professional services automation platform that will work best for your needs.

1. Project Management

Historically, PSA applications didn’t focus on delivering and managing the day-to-day project management activities and left the responsibility to third-party solutions, such as Microsoft Project or other online project management tools used by the Services team. The challenge with this approach is that it created a disconnect with PSA applications not having real-time visibility into the status of projects, often resulting in data integrity issues when manually updating project status and balances in the PSA application.

Today’s PSA applications offer robust project management functionality delivered as a core component of the overall solution, tightly integrated with the rest of the application. They offer one integrated solution and provide real-time visibility and project collaboration for all stakeholders–from Services and Sales to partners and customers.

2. Platform Integrations

The integration of PSA applications with the larger business has never been more important than it is today. Services teams are connecting and collaborating like never before with Sales, Finance, partners, and customers to ensure the successful delivery of projects.

Embedding PSA into a CRM solution such as Salesforce puts your Sales and Services teams side by side and on the same page. Projects can be automatically created from sales opportunities even before the opportunity has been won for pipeline forecasting. Sales and Services teams can work together on proposals and contracts, and Sales can have real-time visibility into the status of projects for key accounts. Traditional PSA applications not tightly integrated with CRM software routinely faced issues of siloed Sales and Implementation teams leading to customer dissatisfaction.

Financials integration is another key integration for PSA applications. Services data needs to be seamlessly integrated to your accounting system for accurate billing, invoicing, and revenue recognition. Today’s PSA applications offer robust and real-time integration into many popular accounting packages your business uses today, fully supported by the vendor. Building and maintaining custom integrations to accounting packages is fraught with potential integration headaches, with the vendor often not supporting this custom work.

3. Services CPQ (Configure, Price, Quote)

For many businesses, integrating proposals, quoting, and contracts is a critical requirement to managing the Services organization, especially when integrated with CRM as part of a larger sales opportunity. Today’s service contracts can consist of many different and complex components, which are often the result of change requests or expansions of work resulting in the need to track multiple billing methods and even revenue recognition policies within one project engagement. An example of this would be a project that initially was time and materials, but with a revenue recognition policy based on project percentage complete. A change order is approved for this project to include a fixed fee component, with revenue recognized upon completion of this fixed service. Can the PSA solution handle this scenario to properly account for project profitability, margin on each component, and properly account for bookings and revenue? Can the PSA account for margins and billings for contracts that consist of multiple projects?

For these reasons, the integration of CPQ with PSA is critical to maintaining the accurate management, billing, and revenue recognition associated with client projects.

4. Resource Planning

Resource planning has transitioned to a more advanced discipline than a decade ago, with newer PSA applications evolving to support these changing needs. No longer simply focused on who is over or under-scheduled, today’s PSA applications can deliver on sophisticated requirements including planning based on target utilization, availability backlog, as well as task level planning in addition to project level planning offering a more detailed and accurate depiction of a resources availability. Features including searching and comparing qualified resources by skills, role, location, and rates with an intuitive and visual appealing comparison tool are table stakes for today’s robust PSA solutions. Some PSA applications are able to source external candidates in addition to internal resources with a built-in staffing and applicant tracking solution.

5. Utilization

While tracking resource utilization may seem like a straightforward concept, it’s only recently that PSA applications could support the details of calculating utilization to the extent necessary for many service organizations. Features including target utilization thresholds, determining what types of time-off should or should not impact utilization calculations, or reporting on utilization by project, practice, region, and roles are common requirements that must be considered in evaluating any PSA solution.

PSA solutions today include an integrated time off solution to accurately manage and account for time off with scheduling and utilization.

6. Project Billing

The delivery and billing of services has become more sophisticated and complex with the introduction of new and expanded delivery strategies including retainers, managed services, microservices, and many more beyond the traditional time and materials or fixed price engagements of the past. Additionally, services organizations are increasingly working with third-party vendors and consultants as part of the Delivery team.

The ability to support these complex billing scenarios and vendor payments is another key component of today’s PSA applications.

7. Project Accounting

Leaving project financials to the accounting system poses significant risks to the performance of any service organization. Not having critical project financial data including bookings, billings, and revenue to report on project profitability leads to lack of real-time visibility for decision making, missed adjustments, and at worse reduced margins.

Today’s PSA solutions offer full support for project financials, billing, and revenue recognition in one unified solution, tightly integrated with your accounting solution.

8. Extensibility

Earlier PSA applications didn’t offer the flexibility required to manage the uniqueness of Services teams and projects. PSA applications today offer robust platforms to support the flexibility and uniqueness required by Services businesses working in various industries and verticals, tailoring the solution to their needs. No longer held back by system limitations, today’s solutions offer extensibility features including the ability to create new custom fields, build workflow notifications and approval processes on-demand, easily create user defined reports and dashboards, and even create custom applications as required, all working seamlessly on both desktop and mobile devices.

9. Collaboration

Today’s Service professionals are using collaboration tools as an integral part of managing the delivery of client projects. By increasing collaboration, services organizations can dismantle the boundaries between teams and increase customer success. Popular tools including Salesforce Communities, Slack, and JIRA are staples for many organizations to collaborate on project activities.

Robust PSA applications available on the market today offer seamless integration with these productivity applications, offering users an integrated and seamless environment for project collaboration, ensuring all stakeholders have visibility of critical project data so issues can be resolved more quickly, keeping everyone on track.

10. Built for All Users

Legacy PSA solutions were designed primarily with top-down planning and management in mind, with the majority of actual services work being done outside the system. Features and functions for comprehensive project and task management, team collaboration, and project reporting were completely ignored or an afterthought resulting in poor adoption and lost margin.

The takeaway message is, you should look for PSA applications that deliver an intuitive experience for all stakeholders across all devices to ensure widespread adoption and collaboration, resulting in increased project profitability and customer success.

Want the Best Salesforce App ? Look for 100% Native

Want the Best Salesforce App ? Look for 100% Native

The Salesforce AppExchange can be an overwhelming place to visit. In total, there are well over 2,500 apps to choose from, including hundreds designed for project management.

How can you choose the best Salesforce app for your business?

Here’s one thing to look for: apps that are 100% native to Salesforce.

Integrated vs. Native: The 2 Types of Apps in the AppExchange

Every app in the Salesforce AppExchange falls into two categories:

  1. Native applications
  2. Outside services that integrate with Salesforce

To give a more technical definition, native Salesforce applications are built on the Force.com platform, which is owned and maintained by Salesforce itself. Integrated applications live elsewhere. They pass data back and forth between their environments and the Salesforce environment. That might not sound like a big deal, but in practice there are a number of problems you might run into if you choose an integrated app instead of a native one.

Fully Native vs. Partially Native

Inside of the AppExchange, when you look at an individual app, it will say whether it’s native or not. Something to watch for, however, is that an app in the AppExchange can be listed as native, even if it’s not fully native. Sometimes companies offer managed packages of services, including some applications that run on the Salesforce platform and some that run on their own platforms.

There are two ways you can tell if an app is fully native or not:

  1. Fully native apps will usually say “100% native” or something similar in the description. Klient is 100% native to Salesforce, so we highlight that advantage in our product description.
  2. Apps that are not fully native will usually ask for permission to send data outside of Salesforce. That’s a sign the app is relying on third-­party servers.

5 Headaches of Non­Native Apps

Here are five significant issues you need to be aware of when considering apps that integrate with Salesforce, but are not native to the Salesforce platform:

1. They Don’t Share the Salesforce Database

A native app works directly from your Salesforce database. It doesn’t have to sync, push, or pull data to work. That means your data will always be up­ to­ date. A non­native app passes data back and forth using Salesforce’s API. It must try to keep its data in sync with your Salesforce data, all the time. If your data gets out­of­sync, different people in your company will be making their plans and estimates using different data, a recipe that almost always leads to trouble.

2. They Might Not Be as Stable

With native Salesforce apps, if Salesforce is available, the app is available. That’s because they both run on the Salesforce infrastructure, which is one of the most stable in the business. A non­native app could be built on any kind of infrastructure. If it becomes unavailable, you’ll have to deal with error conditions while it’s down, plus reconciliation problems once it comes back up.

3. Security Can Be an Issue

Native Salesforce apps share the existing Salesforce security model. If your IT team has already given the ok to use Salesforce, you shouldn’t have to engage them again if you decide to use a native Salesforce app as well. Non­-native apps will have completely different security policies and protocols. They may pose a security risk for your business, or they may not. Either way, you or your IT manager will need to take a look before you trust your data to the outside provider.

4. Data Counts Against Your Salesforce API

Native Salesforce apps work entirely within the Salesforce environment and don’t have to pass data through the Salesforce API. Applications that integrate with Salesforce have to use the API to transfer data back and forth. Depending on your service level with Salesforce, those data transfers might lead to additional charges for you.

5. They Might Not Be Fully Committed to Salesforce

Finally, there’s the business model to consider. An outside service provider may not be fully committed to supporting Salesforce integration for the long term. Companies with fully native Salesforce applications have given a strong sign that they’re committed to Salesforce for the long term.

Conclusion

If you’re considering an app from the Salesforce AppExchange, we think you’ll gain tremendous benefit from using one that’s 100% native to Salesforce.

If you’re not sure if an application is fully native, just ask the developers of the app you’re considering.

Choosing a 100% native app will save you from headaches, and it will ensure your data remains current, secure, and useful to anyone in your company who’ll be using the new functionality.

Klient keeps the Momentum with New Customers

Klient keeps the Momentum with New Customers

Customer Momentum Accelerates with New Wins Including Insight Venture Partners, Egnyte, Confluence, Kaseya, UI Evolution, and many more.

Montreal, Canada

Klient, a leading provider of  Professional Services Automation (PSA) solutions built native on Salesforce, today announced their latest release and further customer momentum as global organizations around the world continue to select Krow Professional Services Automation.

Recent customer wins include:

  • Insight Venture Partners
  • Egnyte
  • Confluence
  • Kaseya
  • The Chemistry Group
  • The Giving Practice
  • UI Evolution
  • EightCloud
  • Xceli Global
  • and many more…

Klient PSA was developed from the ground-up taking advantage of the latest in technology innovations available from Salesforce, including the new Lightning User Experience. Krow Unifies PSA and CRM in one cloud delivering a collaborative, intelligent, and integrated platform delivering greater project profitability and performance.

With the latest release, Klient is delivering a new approach to Professional Services Automation that enables customers to:

Collaborate Everywhere:

Service professionals can collaborate on projects and documents using Salesforce Chatter and Conga, interact directly with clients using Salesforce Communities for Krow, and leverage pre-built integrations with productivity tools including Slack and JIRA for real-time communication and messaging.

Instant Project Insight:  

New embedded analytics and reporting offers unprecedented insight into the status of projects including revenue attainment and backlog, project profitability, resource utilization, resource forecasting, project performance metrics and more.

Revenue Management:  

This latest release introduces revenue management, a new solution to manage project revenue recognition based on configurable business rules, delivering a native and integration project accounting and revenue management solution for PSA.

Complete Resource Visibility:

With the latest release, customers can now manage resource planning and utilization like never before.  A new utilization engine supports utilization calculation metrics and utilization forecasting in real-time.  The new Resource Planner enables users to manage task level scheduling with drag-and-drop ease.

Business Integration:

Services professionals don’t work in silos and require integration into business applications to maximize project performance and profitability.   Krow now delivers real-time integration to vendors including Sage, QuickBooks, Xero, and is developed on the Salesforce App Cloud Platform providing native integration to Salesforce CRM.


About Klient Software

Klient helps companies transform service delivery and client success with our next-generation Project & Professional Services Automation (PSA) solution built 100% native on the industry’s leading cloud platform from Salesforce, delivering a 10x faster deployment than traditional solutions. Krow provides a single application to manage the performance & profitability of every project, delivering visibility across your business from marketing, sales, and support to services, operations, and finance