The Klient PSA Blog
Professional Services Industry Insights
Most Recent Post
Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem
Klient launches Partner Program to unlock lucrative revenue streams for the North American Salesforce ecosystem.
Latest Posts
Stay Up to Date with Salesforce Last 7 Days Filter
The Last 7 Days filter in Salesforce provides a clearer picture of your project’s progress, allowing you to make better decisions based on real-time data.
Boost Your Salesforce Adoption Success with a Named ORG
Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.
Get Your Priorities Right with Salesforce Pinned Tabs
Constant distractions often undermine our ability to focus and deliver on our projects. Salesforce Pinned Tabs can help you get your priorities right by aligning your workspace with your professional mission and role, at all times.
Klient-Tips for Team Leaders
The power of an email recap
Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
Have you scheduled your next meeting?
Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.
Send a project status weekly to build customer trust.
Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the budget, scope, and timeline.
Explore by category
Want More?
Explore other blog posts
Congratulation AFDigital for your fast growth and success!
We are privileged to witness your achievements! The whole team is very proud to have you as a Klient! You liked this Klient Tip? Share it with your team! [pardot-form id="12663" height="120" title="Klient Tips...
Salesforce Economy Will Create 9.3 Million Jobs by 2026!
For those who have followed Salesforce through the years, they know the #1 CRM in the world always set ambitious goals in terms of growth. Here's some highlights: Produce $1.6 trillion in new revenues for customers by 2026. They Expect to...
5 Ways to Reach 30-35 Billable Hours Every Week
Billable hours are the lifeblood of any professional services organization. The more billable hours your consultants log, the more successful you'll be! But It's easier said than done... For a variety of reasons, consulting and professional...
Krow Software rebranded as Klient!
Today Krow Software is announcing a corporate and branding name change to Klient, representing the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery. Combining an...
Klient PSA New Update For Spring 2020 Release
We are excited to share recent product updates from the Spring 2020 Release. Klient continues to push forward on innovation, user experience, and mobility with these releases, including the addition of many new Lightning Components, and a...
Klient New Features Deliver Enhanced Customer Experience
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...
Project Going Over Budget? How To Get Back On Track And Achieve Customer Success
Even the most world-class Professional Services Organizations (PSOs) with the best project managers and service team members will encounter problematic projects every once in a while. When this happens, projects can run over budget and...
3 Things to Keep in Mind When Evaluating PSA Software
Evaluating a new software for your business can be a challenging process. Software tends to be a substantial investment for companies, and as such, requires a comprehensive evaluation process to ensure the right product is selected. Choosing...
Gantt Charts: How They Improve Project Planning and Drive Success For Services Teams
Gantt Charts are a tool that many professional services organizations (PSOs) have found useful for project planning, and for driving the overall success of their services team. What is a Gantt Chart? For those who don’t know, a Gantt Chart is...
Replace all your tools with Klient, Salesforce #1 PSA platform
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!