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Professional Services Industry Insights
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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.
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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.
Salesforce: The Project Collaboration Powerhouse
Boost team synergy on your projects with Salesforce’s powerful, unified and integrated collaboration tools. Make bad communication a thing of the past!
Klient-Tips for Team Leaders
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.
Find Your Ideal Candidates with Psychometric Tests
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.
Boost Productivity with Salesforce Favorites
You’re struggling to navigate through the go-to items and project records you need every day? Use Salesforce Favorites to keep frequently used items at your fingertips and boost productivity!
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Leverage Salesforce LWC to take control of your workflow!
Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
The power of an email recap
Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
Have you scheduled your next meeting?
Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.
Mainspring has graduated from Klient University!
Congratulations to the Mainspring team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Quantilope has graduated from Klient University!
Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Send a project status weekly to build customer trust.
Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the budget, scope, and timeline.
Gail Perry has graduated from Klient University!
Congratulations to the Gail Perry team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
From Finance to Resource Management: ERP for the Full Spectrum of Professional Services
The professional services industry is undergoing a major transformation driven by digital technologies and changing customer expectations. To remain competitive and profitable in this rapidly changing landscape, professional services firms...
The Essential Guide to Creating Invoices for Professional Services
As a professional services provider, invoicing is a critical aspect of your business operations. Invoicing is the process of sending a bill to your clients for the services you have provided. It's not just a way to get paid, but also an...
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!