Klient Blog
Professional Services Industry Insights
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Optimize your project, when to use Task, Checklist and Milestone
This video addresses managing project tasks effectively: NWhen to use tasks, milestones or checklist NCreating tasks in Kanban and Workspace N Scheduling resources and using checklists N Importance of milestonesManaging project tasks and...
Assign Project Resources to a Won Project
In this video, Dominic addresses how to assign resources to a won project in Klient: N Using placeholders for assignmentsN Tracking skills and certificationsN Utilizing assignment statusesN Choosing & comparing resourcesN Assigning tasks...
Life of a Project: Fixed Fee with Milestones
In this video, Dominic addresses managing fixed fee projects with milestones: N Creating projects from accountsN Using project templatesN Adjusting milestone datesN Tracking unvoiced itemsN Generating invoicesManaging fixed fee projects with...
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Klient Achieves SOC 2 Type 2 Certification
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3 Benefits of Salesforce’s Rich Ecosystem
Bet on Salesforce’s rich support ecosystem. Dive into diverse integrations, apps, plugins and custom solutions. Work with experienced experts to drive growth!
Automate and Elevate Your Projects with Salesforce
Drive project efficiency with Salesforce’s automation tools. Streamline and get rid of redundancy. Let your PSA do the work and focus on what truly matters.
Power Customer Experience on your Projects with Salesforce
Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.
Scale Your Professional Services with Salesforce
Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.
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!