Klient Blog
Professional Services Industry Insights
HOW I SOLVED IT with KLIENT
Improve Customer Relationships With Collaboration
Improving customer relationships through effective collaboration is crucial for a project success. In this video, we explore how Klient facilitates this: N Challenges in customer relationshipsN How Klient PSA solves these issuesN Leveraging...
Prevent Budget Disasters Before They Happen
Preventing budget disasters is crucial for project success. In this video, Yanick shares how to use Klient for effective budget control. N Importance of Budget Control N Identifying At-Risk Projects N Investigating the Problem N Course...
Ensure Project Accuracy With Contextual Timesheet Approval
In this video, Dominic discusses ensuring project accuracy with timesheet approvals: N Challenges without timesheet approval N Best practices for approval N Automated approval process N Using mass approval UI N Leveraging dashboards and...
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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…
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...
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