Klient Blog
Professional Services Industry Insights
Search by category
Explore our blog 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.
Streamline Project Management with Salesforce Next Step Field
Enhance project management with Salesforce’s ‘Next Step’ field. Improve communication, track updates efficiently, and streamline workflow for success.
Streamline Your SOC 2 Compliance Journey with an Automation Platform
Simplify your SOC 2 compliance process. Centralize all policies, procedures, and tasks on a single platform. Streamline audits and foster effective risk management.
Find Your Ideal Candidates with Psychometric Tests
Can’t seem to find candidates with the right aptitudes and culture fit for your business?
Here’s how to leverage psychometric tests in your HR recruiting process.
Boost Productivity with Salesforce Favorites
You’re struggling to navigate through the go-to items and project records you need every day? Use Salesforce Favorites to keep frequently used items at your fingertips and boost productivity!
Boost Collaboration and Productivity with Kanban Boards
Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their workflows, improving communication and collaboration and achieving better outcomes. It provides a visual and flexible approach to manage your tasks and projects.
Keep Your Projects In Scope with A Backlog or GapList
Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
Create Dashboards to Showcase Important Data
Are you struggling to keep track of all the important reports and metrics you need to access daily? By creating your own custom dashboards in Salesforce, you can conveniently showcase all your important data in a single view by pulling information from multiple reports.
Send handwritten cards to build stronger customer relationships
How do you build your customers relationship? A handwritten card or note is a thoughtful and personal gesture that shows you care and appreciate the recipient. For employees, receiving a handwritten note from their employer can 𝗯𝗼𝗼𝘀𝘁 𝗺𝗼𝗿𝗮𝗹𝗲 𝗮𝗻𝗱 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲𝗺 𝗳𝗲𝗲𝗹 𝘃𝗮𝗹𝘂𝗲𝗱.
Professional Services ERP: Should you invest in this business solution?
Business processes have been streamlined and data consolidated using enterprise resource planning (ERP) solutions. Despite knowing the potential benefits of ERP, professional service firms may wonder if it's the right choice for their...
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!