« Klient TipsLet’s say you’re describing a new feature to your dev team. You specify the button for this feature 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...
Leverage Salesforce LWC to take control of your workflow!
« Klient Tips
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:
- Using Salesforce Lightning Web Components (LWC),
We create our “Get Started” documentation inside Klient and it gets published automatically on our website.
- Hosting our content on Salesforce Community
This way, anyone can access it online and look at the newest release notes.
That’s the power of running your business on Salesforce.
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Always lead with your “why”
Use EOS to run your business
« Klient TipsHave 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. At Klient, we’ve fully integrated EOS...
Salesforce CAN be lightning-fast!
« Klient Tips Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser. But did you know that Salesforce can be lightning-fast with the right approach? Here’s what we do at...
Create Checklists to Manage Fewer Tasks
« Klient Tips 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...
Leverage Salesforce LWC to take control of your workflow!
« Klient Tips 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: Using Salesforce...
The power of an email recap
« Klient Tips 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...
Have you schedule your next meeting?
« Klient Tips Always book your next meeting.... before you end your call, book the next one. 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....
Send a project status weekly to build customer trust.
« Klient TipsSending 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...