Customer Collaboration
Exceed client expectations, boost engagement, and elevate service quality with Klient's customer collaboration tools.
Genuine feedback helps you adapt to evolving customer needs. Turn insights into consistent, high-quality interactions that enhance service quality and client satisfaction. Deliver an unforgettable experience with Klient, a 100% Salesforce™ native PSA platform.
Engagement
Manage Customer Expectations
Keep your customers engaged with regular project updates. Show timelines and be transparent with budgets to ensure clear communication and reduce misunderstandings. Detect risks early and avoid surprises to enhance satisfaction.
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Feedback
Improve Constantly
Show your customers that their opinions matter. Regularly solicit feedback through project surveys to identify strengths and weaknesses. Use real-time data to improve processes and benchmark against industry standards.
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Communication
Enhanced Collaboration Tools
Build trust with transparent project sharing via a secure customer portal with live chat. Engage stakeholders with tools for assigning tasks, maintaining clear communication, and ensuring projects are completed on time, on budget, and within scope.
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Success
Achieve Project Goals
Streamline communication and maintain a complete view of every interaction. Address issues promptly, deliver superior service, and ensure projects are completed on time, on budget, and within scope. A 360 degree view of your Accounts and their projects.
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Achievable results you can expect with a professional services automation platform
Experience impressive results with CRM-integrated PSA software. According to SPI Research's 2024 Professional Services Maturity™ benchmark, you can achieve:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Essential Features for Customer Collaboration
Why use a PSA software running on Salesforce?
World's #1 CRM
Integrated platform, AI, app development, and best-in-class apps — all on the world's leading CRM.
Single Source of Truth
Connect sales, service, marketing, commerce, and IT, and personalize every experience from one platform.
Fast Time to Value
Ease of design and implementation at speed, with high ROI from day one.
Scalable and Flexible
Solutions for any size company or industry, ready to grow as you do.
of customers say they met or exceeded ROI expectation
Unify Every Department Under One Source of Truth
Centralized BI
Access all data and reports in one unified platform.
Enhanced Performance
Boost performance with easy access to unified project data.
Efficient Collaboration
Seamlessly share and retrieve information across the platform.
Engaged Customers
Improve interactions with detailed, accessible project data.
“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”
See Klient in action.
Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.