Built 100% native on Salesforce, Krow PSA is designed with customers at the core, providing project teams the ability to work hand in hand with customers from sales through service delivery.
Krow Software, the customer-centric PSA 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 Summer 2019 release.
“The nature of services is changing from a one-time project focus to a focus on client success outcomes and long-term customer relationship,” states David VanHeukelom, CEO Krow Software. “As a result, we believe PSA needs to become more customer-focused, and less project-focused. PSA needs to move from a back-office ERP function to a front-office strategy closely aligned with customers. We designed the latest release of Krow PSA with these things in mind.”
Summary highlights of major new features in the Summer 2019 release include:
New! – Surveys
Now clients can create and distribute project and customer surveys including NPS, CSAT, or free-form surveys to analyze client feedback and sentiment, learn from project engagements, and help build long-term customer advocacy to increase retention and expand selling.
Automatically send surveys at the right time to drive consistent follow-up across projects, and leverage analytics to improve project and customer experience .
New! Configurable Project Status Report
The new project status report experience enables customers to deliver personalized project reporting from clicks not code, including the ability to deliver the report by email, a direct link, or as part of a branded customer community.
New! Gantt Experience
The latest release includes a brand new Gantt experience, delivering on the features and efficiency project managers, consultants, and clients expect from today’s PSA tools.
Features including full inline editing, rapid task creation, drag-drop of task sequence, quick predecessor creation by wbs or task name, task scheduling directly from the Gantt, configurable columns display, split-pane, and much more deliver an exceptional experience for managing projects. The new Gantt experience is available as a standard page as well as a new Lightning Component.
Project Task Scheduling Enhancements
Customers have even more support for resource task scheduling, with the ability to support different task assignment statuses at any point during a task duration, including support for color-coding these task statuses on the resource planners based on status. Now customers can more accurately plan resources understanding if a resource is only soft-allocated to a task during a specific period of time.
My Work Enhancements
Managing work for clients has never been easier with the enhanced my work view. Now users can add any fields to their task and kanban view including custom fields for better visibility into their work. Additionally, visual indicators appears on task cards when items including checklists, files, and time entry exist for tasks.
Additional new and enhanced features across the PSA suite include mass timesheet approval enhancements to display task detail information, support for expense PDF receipt on invoices, expanded project activity planning, forecasting project fixed costs.
About Krow Software
Klient Software is the customer-centric PSA developed to build long-term customer relationships through improved customer experiences and better services delivery. Built 100% native on Salesforce, Krow 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.