Klient New Features Deliver Enhanced Customer Experience

by | Apr 1, 2020 | Klient Services, PSA New Features

New Products and Expanded Features Deliver Unmatched Innovation in Professional Services Automation and Client Onboarding Technology.

Klient Software, the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery, today announced new solutions and features as part of the latest release.

Summary highlights of new and expanded features include:

Project Manager Experience

Now Project Managers can create and maintain sophisticated client projects by adding multiple project or task templates in the order specified to stitch together the creation of a project. Additionally templates can be added after project creation to expand projects with additional phases as an example.

New functionality to create recurring tasks now let managers easily create project tasks that repeat during the project lifecycle and need to be scheduled and tracked for resource availability such as a weekly client meeting or weekly training.

The new project board view enables users the ability to view and complete project tasks by defined project phases. An example would be a software implementation with defined task phases including kick-off, requirements gathering, configuration, testing, training, and deployment phases, all delivered in an easy to understand and use drag-drop project kanban board.

Consultant Experience

A new Chrome Extension enables consultants the ability to instantly view, search, and take action upon project tasks without needing to navigate away from a current web page while performing project work.

A new Timesheet Lightning Component is now available to add to any page layout to easily track time without requiring the users to navigate away to the timesheet page. The new timesheet component can be added to any page including projects, tasks, or even support cases to tracking time. The component can be added as a global action, making it available at the top of the navigation bar permanently.

Enhanced timesheet functionality includes the ability to recall submitted timesheets that have yet to be approved to immediately make changes and re-submit. This new functionality is configurable to turn on or off for a subset of users as desired.

Customer Experience

An updated project status report available to customers now displays additional project insight including the ability to define any configurable fields for display including custom fields. Project Statues reports are available to customers online or delivered by email.

A brand new external site available for customers to collaborate on projects is now available requiring no license or login for customer access. Customers can collaborate on task completion, viewing Gantt charts, access project files, and update project notes all from a dedicated project portal.

Service Leadership Experience

A new survey API enables service leaders the ability to drag and drop business rules using Salesforce Process Builder to define when surveys should automatically be distributed to customers.

New analytic reports for services leaders include the new NPS Survey Report and the new Resource Capacity Planning report. The NPS Survey report displays customer NPS trending analysis to gage the health of customer implementations. The Resource Capacity Planning report enables service leaders to forecast supply and demand of resources including projects still in planning.

Finance Experience

Enhanced integration with accounting vendor Accounting Seed includes the ability to synchronize projects and tasks created in Klient to Accounting Seed. Additionally, we have updated the Invoice mapping to send Project and Task data mapped in the Invoice to Accounting Seed.

Expanded integrations with vendors Quickbooks and Xero include updates to multi-currency, multi-company and global taxation support.

About Klient Software

Klient PSA is the service experience platform developed to build long-term customer relationships through improved customer experiences and better services delivery. Built 100% native on Salesforce®, Klient delivers complete customer visibility from sales through service delivery, a modern and seamless customer experience, fully transparent communication between the project team and client to ensure alignment of expectations, integrated customer feedback, and real-time integration with existing back-office systems for more successful project implementation and greater customer success.

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