Klient Launches Professional Services Automation (PSA) Spring 2019 Release on Salesforce

Klient Launches Professional Services Automation (PSA) Spring 2019 Release on Salesforce

Latest quarterly release continues rapid pace of innovation delivering the best experiences for services teams and clients.

Klient Software, a leading provider of professional services automation software that is easy to use and deploy
and built 100% native on the Salesforce Platform, today announced new features as part of the Spring 2019
release focused on driving project and customer success.

Summary highlights of major new features in the Spring 2019 release include:

A New Services Team Homepage

Now services team members can manage and take action on their personal projects, tasks, and utilization targets
directly from the homepage.

Services teams can view and sort their assigned projects at a glance with the new My Projects homepage
component, including the ability to navigate directly to the project details.

Services teams can view, sort, and take action upon their assigned tasks, including the ability to multi-select
tasks from the My Tasks homepage component and update task status, as well as navigating directly to task

The new My Utilization homepage component provides real-time insight into their personal utilization targets,
billable, non-billable, and totals hours worked, with the ability to view by day and week directly from the

The new homepage components can be added individually, providing a completely configurable homepage
experience for services teams including dashboard and reports, approvals, collaboration feed, and much more.

Enhanced Integration with Sage Intacct

With the latest release, Klient provides the industries most complete PSA integration to Intacct, delivering a
real-time REST API based integration including the integration of Accounts, Projects, Project Assignments,
Tasks, Task Assignments, Billing Rates, Timesheets, Expenses, Invoices, Vendor Payments, and more.

New updates include a significant mapping of new delivered and custom fields in the integration process,
taking advantage of new and delivered Sage Intacct Accounting fields. Additionally, this release greatly
improves support for record update synchronization, in addition to new record creation.

The Klient PSA to Sage Intacct integration offers customers a pre-built solution saving customers the significant
cost of building and maintaining a custom interface, reducing the chance of revenue leakage from the manual
duplication of data across systems.

Project Management Enhancements

The latest release includes significant project management enhancements in the areas of task scheduling, task
checklists, and task templates for customers.

Now with the latest release, a user can choose to have all task dates updated from the project page for
dependent tasks, without requiring navigating to the Gantt chart, enabling the cascading of dependent and
predecessor tasks dates when any task dates are changed.

We have enhanced the features of task templates with this release. When inserting task templates into projects
after project creation, you can now copy task checklists and relative dates against other tasks.

Mobile Time Improvements

A new and improved mobile time entry experience includes the ability to submit weekly timesheets for
approval from a mobile device and an improved user experience for users when selecting projects, tasks, and
milestones when entering time.

Additional Enhancements

Additional new and enhanced features across the PSA suite include an enhanced Gantt drag-and-drop, updates
to Mass Timesheet Approval for better filtering, an enhanced user experience with the addition of task status
color-coding, new tooltip indicators for resource planning, and more.

About Klient Software

Klient provides next generation professional services automation that is easy to use and deploy and built 100%
native on the Salesforce Platform. Klient helps companies transform service delivery and customer success with
our intuitive and modern solution, providing a single application to manage the performance & profitability of
every project, delivering visibility across the entire business.


Why Choosing a PSA on Salesforce?

Why Choosing a PSA on Salesforce?

7 Reasons to Run Sales and Services Together

Projects with billable hours require careful orchestration between what resources you have and what projects you’re producing for your customers. As your company grows, so does the need to balance input and output.

Professional services automation can give your organization a huge leap forward as you seek to get more done — at higher profits — with your resources. The goal is to sell and deliver services in a way that turns new buyers into loyal customers for life.

But all kinds of problems arise when a company has the sales team working from Salesforce while the services team uses a separate project management system. The two teams — Sales and Services — can’t see what the other is doing. Nor can they review notes during the handoff after a customer makes a purchase. As a company, you’re trying to create an exceptional experience that starts with the experience with the salesperson and flows seamlessly through service delivery.

We at Klient Software have identified seven ways your organization could benefit from using a PSA software that’s built natively within Salesforce, rather than separate systems between your sales and services teams.

1. Visibility for Everyone

Customers are prospects first, and the transition from one to the next can be rough if your front-end teams can’t easily communicate with your service and fulfillment specialists. Sales needs to fully understand what they’re selling to ensure your prospects aren’t set up to become instantly dissatisfied customers. Likewise, services teams need to be able to grab the baton from Sales and run with it.

Having access to detailed customer information in a CRM will make their jobs that much easier — and the customer’s experience that much better.

2. Mobile Access

Another benefit to using a PSA system built natively within Salesforce is having mobile access to the platform and the information it contains. Because Klient’s professional services automation exists natively within Salesforce, any information related to accounting, document management, project management, resource management, or any other PSA data can be pulled up on the smartphone or tablet of your choice.

This gives sales reps, service and product teams, and leadership easy access to the information — and an easy way to input data, too.

3. Planning

When information is added to a centralized system, leadership and operations teams can strategize and forecast with greater clarity than ever before. Instead of needing reports or data from individual departments every time a planning session occurs, the information is easily accessible from one software system. This will cut down on the time it takes to organize results, strategize for improvement, and implement changes so your company can grow faster and provide even better services or products.

Current customers will be happier, and new customers will start out that way.

4. Accountability

When your PSA system runs within Salesforce, any data collected there becomes easier to monitor and extract. This gives the teams responsible for auditing your business a better, faster way to assess the state of each department and your entire organization. Additionally, because triggers can be set up within the system, it can be used to ensure approval processes are adhered to across the entire company.

This can speed up delivery and production, ensuring your customers see the fastest turnaround times you can offer.

5. Configuration

Salesforce is the world’s number one CRM for many reasons, but one of those is its configurability. Using a PSA that’s native to Salesforce combines the automation of accounting, invoicing, project management, proposals, and resource management with the customizable setup of Salesforce. Instead of trying many different software systems to find the one that works best for your organization, use one powerful system the way you need to by creating labels, forms, and workflows that work for your business, not the other way around.

When you can set up the system to gather the information you need, your PSA system is that much better at making business happen for you.

6. Data Security

With Salesforce, you have the ability to restrict access to objects, fields, and records, so only the people in your org who need to see sensitive information have access to it.

If you aren’t sure how your CRM is set up regarding these security features, you can run a quick Health Check in Salesforce to increase security with one click.

7. Client Satisfaction

Every feature we’ve discussed so far adds up to one thing: increased client satisfaction. When a prospect converts to a customer, you want them to stay as excited about your product or service for their entire customer lifecycle as they were when they signed up. Having visibility across internal teams, more robust reporting and planning capabilities, and enhanced information security features.

This will ensure jobs are completed faster, products are delivered with the highest quality, and clients are as happy as they possibly can be.


Many organizations know what the power of a capable, customizable CRM brings to their business, and many also know the benefits of having a PSA system to run both project management and resource management.

Combining CRM and PSA into one easy-to-use, mobile-accessible platform gives your organization even greater control, visibility, and output. And we know your customers are going to love the results.