Klient Blog
Professional Services Industry Insights
HOW I SOLVED IT with KLIENT
Manage Agile Epics and Sprints in the Workspace
Managing Agile projects effectively is crucial for success. Dominic shares key practices for managing epics and sprints using Klient's workspace. N Main Challenges N Workspace Flexibility N Set Project Structure N Maintaining Epic...
Successfully Onboard Employees With a Structured Project Template
Effectively onboarding employees is crucial for business success. Dominic shares key practices for structured onboarding using Klient's project templates. N Challenges in Onboarding N Importance of a Project Template N Using a Project Plan N...
Add Value to Project Closure Using Survey
Enhance project closure with surveys to drive continuous improvement. Dominic shares key practices for effective project closure using Klient. N Challenges in Project Closure N Importance of Project Closure N Best Practices for Project...
Explore by category
Want More?
Explore other blog posts
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!
Maven TM has graduated from Klient University!
Celebrating our first Klient Community-driven University Onboarding Success with Maven TM! Their thirst for knowledge and dedication surpassed expectations, going above and beyond assigned homework. We applaud Brian Byrne, Neil Kane, and Michelle Larkin's remarkable...
Rockwater Associates has graduated from Klient University!
Congrats Rockwater Associates on a successful Klient University journey! Using our Trial org for testing your business scenarios made the process seamless. Special thanks to John Shaw, Ryan Martin, AJ Arroyo, and Ron Jost for their invaluable support. Excited about...
Boost Collaboration and Productivity with Kanban Boards
Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their workflows, improving communication and collaboration and achieving better outcomes. It provides a visual and flexible approach to manage your tasks and projects.
Keep Your Projects In Scope with A Backlog or GapList
Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
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.
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!