The Klient PSA Blog
Professional Services Industry Insights
Most Recent Post
How to survive Salesforce Multi-Factor Authentication Update
Salesforce will implement Multi-Factor Authentication (MFA) for all users at the beginning of 2024. Follow our guide to prepare for this update.
Latest Posts
Boost Business Performance by Putting the Right People in the Right Seats
Align your team’s passions and abilities with their roles. Boost morale and business performance with the Right People in the Right Seats principle.
Grow Your Team with Quality Talent
Looking to hire top talent to grow your organization? Setup a well-defined, efficient and repeatable HR process to benchmark and compare candidates at scale.
Keep Your Work Breakdown Structure (WBS) Simple
Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don’t let unnecessary details derail your journey to project management success.
Klient-Tips for Team Leaders
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Explore by category
Want More?
Explore other blog posts
Ideagen In Strategic Partnership With Klient Software To Enhance Its Professional Services Operations
Ideagen has entered into a strategic partnership with a leading professional service automation software provider as it looks to enhance its resource management operations. The Nottingham-based Governance, Risk and Compliance (GRC) leader...
The Top 5 Professional Services Metrics You Need To Be Tracking For Customer Success
The most mature professional services organizations and the ones who consistently deliver successful projects and foster long-term customer relationships, are those that offer high levels of organizational visibility across departments, have...
Revenue Recognition For Professional Services Organizations
Revenue recognition is an accounting principle, which refers to how revenue is treated or recognized. While relatively straightforward in many sectors, revenue recognition can be a particularly complex matter in professional services, due to...
4 Client Retention Strategies for Professional Service Firms
Service-based clients can differ wildly from purchase-based customers — especially when you want to build lasting relationships with them to create repeat business. That’s why client retention can be so different from customer retention....
PSA Integration Guide: Run Your Business On One Platform
Do you miss project deadlines more often than you'd like? Is your data unreliable and all over the place? Or do projects keep going over budget despite your best efforts? If you're struggling to predict and achieve your revenue targets in...
Professional Services Automation (PSA) VS Project Management Software
How does Professional Services Automation (PSA) differ from project management (PM) software? And how can you choose the right comprehensive solution to run your business? Here are a few key differentiators between PSA and PM. 1. PSA Puts...
What is a PSA Software also called Professional Services Automation?
Maybe you’ve heard the term “professional services automation” and wondered, “what’s that?” In this article, we’re going to explain what professional services automation (PSA) is, who it’s for, and how to evaluate your options when...
The 4 Benefits of Effective Resource Planning for Service Organizations
In almost every services deal, the salesperson has to answer the question: "When can you deliver this service?" It's often a difficult question to answer. Sometimes the sales rep will just say: "Our average delivery time is three weeks." Or...
G2 Tech Website Rates Klient Has A Momentum Leader!
We are very pleased to announce Klient PSA has been selected as a leader in the Fall 2018 PSA Momentum Report from G2 tech website. The Momentum Grid identifies products that are on a high growth trajectory based on user satisfaction scores,...
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!