The Klient PSA Blog
Professional Services Industry Insights
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5 New Klient PSA Features to Boost Productivity You Need to Know
Discover 5 Klient PSA features released this Fall that will help boost your team’s work experience and project productivity!
Latest Posts
Master the Familiar: Use Salesforce as a PM Tool
You’re already accustomed to Salesforce’s CRM functions. Leverage the popular app platform for Project Management to improve margins and productivity.
How and Why You Should Write Down Your Ideas
Want to improve your ideation process and avoid missed opportunities? Read our tips for getting better at writing down, organizing, and exploiting your ideas.
The Benefits of Taking Vacations to Boost Team Productivity
Taking a break from the job during long periods can lead to greater productivity. Follow our tips for charging your team’s batteries during vacations.
Klient-Tips for Team Leaders
Use EOS to run your business
Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.
Create Checklists to Manage Fewer Tasks
Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
Leverage Salesforce LWC to take control of your workflow!
Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
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Tropos has graduated from Klient University!
Congratulations to the Tropos team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Let’s Grow. Drakya and Klient become one!
These last 2 years have truly been a blast. We've been using Klient PSA at the core of our operation to guarantee its efficiency and quality. We've learned a lot from you and from using our own software. We’ve transformed the way we operate...
Quorum has graduated from Klient University!
Congratulations to the Quorum team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Lightguide has graduated from Klient University!
Congratulations to the Lightguide team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Quorum has Officially Graduated from Klient University!
Quorum, it’s a great honor to welcome you into Klient’s ecosystem. Special kudos for overperforming during your Klient University class, you were great!
Klient PSA Trivia To Give Back To NPO MCHF & Mira
On May 4th, we hosted a Klient Trivia with Salesforce Montreal. 20 AE from 2 team, SMB and GRB attended. To follow our commitment to the 1% Salesforce pledge - 1% of our time, revenue and product should be given back to the community, we did...
Congratulations SQALE! Our first Klient-University graduates!
SQALE, It’s with great honor that we welcome you into Klient’s ecosystem. A special kudos for overperforming during your Klient-University class, you were great!
Allow me to introduce myself, my name is KORG!
Klient can now count on KORG to rally its workforce! We have rebranded our Klient Internal Salesforce Org to KORG.
Klient wish you Happy Holidays 2021!
Hello, marvelous Klient customers! With the year coming to a close, I wanted to personally thank you for trusting Klient to help run your business and streamline your processes. The entire Klient team has your success and growth at heart;...
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