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HOW I SOLVED IT with KLIENT
Agile Sprint Planning & Release Management
In this video, Klient Product Manager addresses how he uses Klient as a product manager and manage their day-to-day:N Creating epics or projects using templatesN Adding stories and acceptance criteriaN Assigning resources and tagging stories...
Maximize Your Margins With Efficient Implementation
Maximizing project margins through efficient implementation is crucial. Melodie shares key practices for effective project management using Klient. N Collaboration Between Sales and Services N Resource Allocation and Skill Matching N Defining...
Prevent Revenue Leakage With Dashboards
Preventing revenue leakage is essential for business success. Dominic shares key practices for using dashboards to optimize invoicing and revenue management. N Challenges in Revenue Management N Causes of Revenue Leakage N Best Practices for...
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10 Must-Have Features of a Salesforce Project Management App
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Master the Familiar: Use Salesforce as a PM Tool
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How and Why You Should Write Down Your Ideas
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The Benefits of Taking Vacations to Boost Team Productivity
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Stay Up to Date with Salesforce Last 7 Days Filter
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Boost Your Salesforce Adoption Success with a Named ORG
Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.
Get Your Priorities Right with Salesforce Pinned Tabs
Constant distractions often undermine our ability to focus and deliver on our projects. Salesforce Pinned Tabs can help you get your priorities right by aligning your workspace with your professional mission and role, at all times.
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
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.
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.
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!