Klient Blog
Professional Services Industry Insights
HOW I SOLVED IT with KLIENT
Tailor Resource Planning with Scheduling Modes
This video explores different scheduling modes in Klient and how they impact resource planning and task assignments. N Normal mode N Fixed duration mode N Fixed effort mode N Percentage actual workday N Manual modeWatching this video is...
Estimate with Project Templates
Generating better estimates and proposals using project templates: NChallenges of manual proposals NBenefits of standardized templates NBest practices for estimates NCreating proposals with Klient NBenefits of early project...
Harness Your Business Knowledge With Project Templates
Harnessing business knowledge using project templates: NChallenges of manual project creation NBenefits of standardized templates NManaging templates in Klient NDefining scope and scheduling resources NCreating projects using...
Explore by category
Want More?
Explore other blog posts
Manage Agile Epics and Sprints in the Workspace
Managing Agile projects effectively is crucial for success. Dominic shares key practices for managing epics and sprints using Klient's workspace. N Main Challenges N Workspace Flexibility N Set Project Structure N Maintaining Epic...
Successfully Onboard Employees With a Structured Project Template
Effectively onboarding employees is crucial for business success. Dominic shares key practices for structured onboarding using Klient's project templates. N Challenges in Onboarding N Importance of a Project Template N Using a Project Plan N...
Add Value to Project Closure Using Survey
Enhance project closure with surveys to drive continuous improvement. Dominic shares key practices for effective project closure using Klient. N Challenges in Project Closure N Importance of Project Closure N Best Practices for Project...
Improve Customer Relationships With Collaboration
Improving customer relationships through effective collaboration is crucial for a project success. In this video, we explore how Klient facilitates this: N Challenges in customer relationshipsN How Klient PSA solves these issuesN Leveraging...
Prevent Budget Disasters Before They Happen
Preventing budget disasters is crucial for project success. In this video, Yanick shares how to use Klient for effective budget control. N Importance of Budget Control N Identifying At-Risk Projects N Investigating the Problem N Course...
Ensure Project Accuracy With Contextual Timesheet Approval
In this video, Dominic discusses ensuring project accuracy with timesheet approvals: N Challenges without timesheet approval N Best practices for approval N Automated approval process N Using mass approval UI N Leveraging dashboards and...
Highlight Key Related Records on Page Layouts Using Dynamic Lists
This video explains how to highlight key related records on Klient page layouts using dynamic lists. Key topics covered include: N Importance of highlighting related records N Using dynamic lists for open milestones N Setting up lists for...
Maintain Data Quality Using Exception Reports
In this video, Dominic discusses using exception reports to maintain data quality: N Exception reports for focused data quality N Benefits in project management N Using Salesforce 'Subscribe' for alerts N Leveraging dashboards for visibility...
Improve Transparency with Efficient Project Status Updates
Efficient project status updates are crucial for transparency and project success. In this video, Dominic from Klient addresses common challenges, shares best practices, and shows how Klient's project platform helps deliver clear updates. Key...
Restrict Time Entry Against Specific Tasks
In this video, Dominic explains multiple ways to restrict time entry on specific tasks within Klient, and cover the following items: N Project SettingsN Close Time Entry FieldN Preventing Time Entry on Klient TasksN Timesheet Custom SettingsN...
Our Salesforce Partner Summit and World Tour Experience
Our Participation Overview At Klient, we are committed to staying at the forefront of innovation and industry advancements. In this blog entry, we are thrilled to share our CEO's, Yanick Abraham, exhilarating experience at the last Salesforce...
Auventa, Jumpr, Rouge Marketing graduate from Klient University
Three new organizations have completed their Klient University training. Our grads are now ready to help their teams get the most out of Klient PSA!
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!