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Professional Services Industry Insights
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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.
Latest Posts
Centralized Data: The Heartbeat of Your Project Decisions
Centralized data equals empowered decisions. Dive into all-in-one access & make quicker, more informed choices with Salesforce. Data-driven success awaits!
7 Great Reasons for Using Salesforce for Project Management
There are plenty of good reasons why professional services teams should adopt Salesforce to manage their projects. We’ve listed our Top 7 in this article.
How to Convince Your Boss to Purchase a Salesforce PM App
Use these 6 KPIs to convince your boss that purchasing a native Salesforce Project Management software is the best way to grow faster in any economic climate.
Klient-Tips for Team Leaders
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.
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The Power of Data: Leveraging CRM for Professional Services for Better Insights
Are you making the most of your data? If you're using a CRM for professional services, there are several ways you can use this data to help both your business and your customers. Data collected through customer relationship...
Top 8 Apps on Salesforce for Project Management
Project management is essential for any business to succeed. It includes planning, tracking, and collaborating to ensure projects are finished on time, within budget, and reach the desired goals. But did you know that with the right tools,...
Top 5 Project Management Applications for Salesforce : Which Project Management Application is Right for Your Business?
Salesforce is a cloud-based Customer Relationship Management (CRM) software that allows organizations to manage and analyze their interactions with customers and prospects. It was founded in 1999 and has grown to become one of the leading CRM...
Managing Resource Constraints in Project Management: Insights from Industry Leaders
Have you ever found yourself in a situation where you had a great idea for a project but had to shelve it because of limited resources? If so, you're not alone. Resource constraints are a common challenge in project management, and they can...
From Scope to Success: A Guide to Professional Services Project Management
As a professional services firm, your clients rely on you to deliver projects on time, on budget, and to their satisfaction. In a competitive marketplace, delivering successful projects can make all the difference in retaining and attracting...
From Good to Great: How Competencies Can Elevate Your Project Management Skills
Project management is a challenging profession that requires a combination of technical, behavioral, and contextual competencies. As a project manager, your ability to successfully plan, execute, and close projects are largely dependent on...
Top Salesforce PSA Software for Efficient Project Management – A Complete and Honest Guide 2023
If you're running a services business, you know how important it is to keep track of projects, resources, time and expenses, and finances. Managing all these processes manually or with separate software can be time-consuming and frustrating....
Maximizing Efficiency and Growth: The Benefits and Features of Professional Services Automation PSA Software
Project management (PM) can be a complex procedure that involves juggling several factors: resource planning, project management, billing, invoicing, and more. Without Professional Services Automation (PSA) software to help consolidate...
Mastering Resource Balancing: Key Strategies for Successful Project Management
I. Introduction to Resource Balancing: I. Introduction Definition of resource balancing in project management Importance of resource balancing in project success II. Identifying Project Resource Requirements Assessing the project scope and...
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