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Highlight Key Related Records on Page Layouts Using Dynamic Lists
This video explains how to highlight key related records on Klient page layouts using dynamic lists. Key topics covered include: N Importance of highlighting related records N Using dynamic lists for open milestones N Setting up lists for...
Maintain Data Quality Using Exception Reports
In this video, Dominic discusses using exception reports to maintain data quality: N Exception reports for focused data quality N Benefits in project management N Using Salesforce 'Subscribe' for alerts N Leveraging dashboards for visibility...
Improve Transparency with Efficient Project Status Updates
Efficient project status updates are crucial for transparency and project success. In this video, Dominic from Klient addresses common challenges, shares best practices, and shows how Klient's project platform helps deliver clear updates. Key...
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The Power of Data: Leveraging CRM for Professional Services for Better Insights
Are you making the most of your data? If you're using a CRM for professional services, there are several ways you can use this data to help both your business and your customers. Data collected through customer relationship...
Top 8 Apps on Salesforce for Project Management
Project management is essential for any business to succeed. It includes planning, tracking, and collaborating to ensure projects are finished on time, within budget, and reach the desired goals. But did you know that with the right tools,...
Top 5 Project Management Applications for Salesforce : Which Project Management Application is Right for Your Business?
Salesforce is a cloud-based Customer Relationship Management (CRM) software that allows organizations to manage and analyze their interactions with customers and prospects. It was founded in 1999 and has grown to become one of the leading CRM...
Managing Resource Constraints in Project Management: Insights from Industry Leaders
Have you ever found yourself in a situation where you had a great idea for a project but had to shelve it because of limited resources? If so, you're not alone. Resource constraints are a common challenge in project management, and they can...
From Scope to Success: A Guide to Professional Services Project Management
As a professional services firm, your clients rely on you to deliver projects on time, on budget, and to their satisfaction. In a competitive marketplace, delivering successful projects can make all the difference in retaining and attracting...
From Good to Great: How Competencies Can Elevate Your Project Management Skills
Project management is a challenging profession that requires a combination of technical, behavioral, and contextual competencies. As a project manager, your ability to successfully plan, execute, and close projects are largely dependent on...
Top Salesforce PSA Software for Efficient Project Management – A Complete and Honest Guide 2023
If you're running a services business, you know how important it is to keep track of projects, resources, time and expenses, and finances. Managing all these processes manually or with separate software can be time-consuming and frustrating....
Maximizing Efficiency and Growth: The Benefits and Features of Professional Services Automation PSA Software
Project management (PM) can be a complex procedure that involves juggling several factors: resource planning, project management, billing, invoicing, and more. Without Professional Services Automation (PSA) software to help consolidate...
Mastering Resource Balancing: Key Strategies for Successful Project Management
I. Introduction to Resource Balancing: I. Introduction Definition of resource balancing in project management Importance of resource balancing in project success II. Identifying Project Resource Requirements Assessing the project scope and...
Techstep has graduated from Klient University!
Congratulations to the Techstep team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Rosov Consulting has graduated from Klient University!
Congratulations to the Rosov Consulting team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
CEE has graduated from Klient University!
Congratulations to the cee (Center for Energy and Environment) team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
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