Klient Blog
Professional Services Industry Insights
HOW I SOLVED IT with KLIENT
Transform the Employee Experience
Transforming employee experience with Klient: NImportance of employee satisfaction NStructured onboarding processes NPromoting transparency and communication NAccess to real-time data and analytics NLeveraging Klient for...
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...
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Want a productivity boost? Try these new Klient PSA tools!
Invoice Generation Improvements, Export + Import Klient Projects Utilities and Customizable Survey Labels, boost productivity with these new PSA tools!
Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery
With Salesforce CPQ (configure, price, quote), sales reps can create accurate quotes for their customers, going beyond rudimentary Opportunities Products and Quotes. CPQ is a perfect solution to efficiently sell complex product sets and...
New Task Management Tools Now Available in Klient PSA
Experience seamless data alignment with enhanced Project and Task Assignments, intuitive task deletion and improved visibility on task status!
Rosalie Chassat and Sean Nazaria Join the Ranks of Klient
Meet Rosalie Chassat (Customer Success Manager) and Sean Nazarian (Senior Account Executive), the dynamic additions to our team!
Powerful CRM Analytics Solution in Development at Klient
Klient’s new CRM Analytics product in development is a powerful business intelligence solution for driving growth in the Professional Services and SaaS sectors.
Klient Renews and Extends Partnership with Sage Intacct
Klient PSA joins Sage Intacct Marketplace, renewing its partnership and deepening its connector integration with Sage financial management and accounting cloud.
Klient PSA to Enforce Multi-Factor Authentication in 2024
In 2024, Multi-Factor Authentication (MFA) will be mandatory for all Salesforce and Klient PSA users. Prepare your teams for this update by reading our guide.
5 New Klient PSA Features to Boost Productivity You Need to Know
Discover 5 Klient PSA features released this Fall that will help boost your team’s work experience and project productivity!
Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem
Klient launches Partner Program to unlock lucrative revenue streams for the North American Salesforce ecosystem.
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.
Improve Team Productivity with Unread Messages View in Slack
Make Slack feature Unread Messages View a standard practice within your teams to ensure collaborators never miss out on important project information.
Top Sales & Marketing KPIs for Professional Services
Bookmark our exhaustive list of the best Sales and Marketing KPIs for Professional Services. Learn how to measure and track these metrics to grow your business.
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