Klient Tips
Always lead with your “why”
Do you communicate your ideas with colleagues? If not… you should. Let’s say you’re describing a new feature to your dev team.…
Apr 18, 2023
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Business Leader
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…
Apr 18, 2023
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Klient Tips
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…
Apr 18, 2023
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Klient Tips
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…
Apr 18, 2023
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Klient Tips
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…
Apr 18, 2023
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Klient Tips
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…
Apr 18, 2023
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Graduated
Mainspring has graduated from Klient University!
Congratulations to the Mainspring team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well…
Apr 18, 2023
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Graduated
Quantilope has graduated from Klient University!
Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well…
Apr 12, 2023
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Klient Tips
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…
Apr 6, 2023
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Graduated
Gail Perry has graduated from Klient University!
Congratulations to the Gail Perry team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very…
Apr 3, 2023
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PSA
From Finance to Resource Management: ERP for the Full Spectrum of Professional Services
The professional services industry is undergoing a major transformation driven by digital technologies and changing customer expectations. To remain competitive and profitable…
Mar 3, 2023
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Salesforce PSA
The Essential Guide to Creating Invoices for Professional Services
As a professional services provider, invoicing is a critical aspect of your business operations. Invoicing is the process of sending a bill…
Mar 3, 2023
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