The Klient PSA Blog
Professional Services Industry Insights
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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!
Latest Posts
Klient Achieves SOC 2 Type 2 Certification
Klient is now SOC 2 Type 2 certified, meaning even higher levels of security and trust for our customers. Try for free our SOC 2 framework for Salesforce ISVs.
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.
Klient-Tips for Team Leaders
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
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.
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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.
PSA System – The Ultimate Guide to Professional Services Automation Software
What does implementing a PSA system do to a company’s business results? Let’s talk dry numbers. A thought-provoking survey by MGI Research states that PSA systems were a common link between the most successful companies of 2022. These...
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...
ERP vs PSA: Choosing the Ideal Solution For Professional Services
Not sure what to choose beween an ERP vs PSA for your professional services company? Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions both offer unique benefits for streamlining operations and driving...
Adapting your user interface for visual accessibility
What’s the importance of the User Interface in a PSA software? Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it.
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. You specify a button should appear on the top right of the interface.
Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?
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 model we recommend for all SaaS and professional service teams to run their businesses.
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 way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
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Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!