Customer Success Story
Saasinct’s Strategic Blueprint for Scalable Growth
How a woman-owned Salesforce consulting partner built the foundation to scale.
Saasinct, a woman-owned Salesforce consulting partner based on the East Coast, specializes in empowering financial services companies and nonprofits to excel technologically. Founded with a vision to scale, Saasinct combines deep industry expertise with a passion for client education to help organizations navigate complex technological landscapes, and has already completed over 200 projects since its inception in 2016.
The Challenge
From its inception, Saasinct envisions growth and scalability. However, as the company expanded, it became clear that the existing tools — Wrike for project management, a custom Salesforce solution for time tracking, and QuickBooks Online for invoicing — were not capable of supporting the increasing complexity and scale of their projects.
“We were using disjointed systems that made it difficult to maintain visibility and control as we grew. We knew we needed a more integrated approach to manage our expanding operations efficiently.”
The Solution
The decision to implement Klient PSA was a pivotal moment for Saasinct. This solution was chosen for its consulting-partner-focused functionalities and seamless integration with Salesforce, promising to streamline operations and enhance project management capabilities.
“I had been following Klient PSA for a while; it stood out because of its ability to integrate directly into our Salesforce environment; having an end-to-end solution was the key to reducing repetitive tasks and freeing us up to focus more on delivering value to our customers.”
Implementing Klient PSA: A Phased Approach
The implementation of Klient PSA marked a significant transformation in Saasinct’s operational strategy. The process involved customizing Klient PSA to fit their unique workflows, integrating it with existing Salesforce dashboards, and ensuring that all key performance indicators were accessible in real time.
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Understanding your niche and client needs
Thoroughly understand your niche, unique value proposition, and clients’ specific needs before technological implementation to ensure solutions are perfectly tailored.
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Establishing and prioritizing KPIs
Identify critical KPIs that drive business decisions and prioritize them based on impact to operational and financial health.
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Customizing and utilizing dashboards
Develop custom dashboards within CRM systems like Salesforce for real-time monitoring, analysis, and actionable insights into operational health.
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Phased approach to PSA implementation
Implement the PSA system in phases, customizing each component before advancing: Rate cards and timesheet approvals to maintain labor cost control; resource and project assignment to ensure the right people are on the right projects at the right time; and billing process and approvals to reduce errors and smooth cash flow.
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Incorporating project management methodologies
Incorporate project methodologies like Agile into niche best practices once foundational PSA aspects are established.
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Developing a client portal
Plan for future development of a customer portal allowing clients to access project information, track progress, and interact directly with the team.
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Learning and iterating
Continuously learn from implementation phases and client interactions, using feedback to iterate on processes and PSA utilization for improved efficiency.
“We built a series of dashboards for accounting, sales management, and service delivery, which allowed us to manage our projects more effectively and make informed decisions quickly.”
The Outcome
Adopting Klient PSA transformed Saasinct’s operations:
Enhanced operational efficiency
The unified platform significantly reduced administrative time. “What used to take us hours now takes minutes. The end of the month used to take a full day; now it takes less than two hours because we manage routine tasks each week — calculating utilization, measuring performance, sending vendor invoices, creating new project plans, approving timesheets, and sending clients budget updates.”
Scalable growth management
Saasinct could now handle larger and more complex projects without sacrificing service quality. The system’s scalability has been crucial as it expands its client base.
Faster, data-driven decisions
With comprehensive data at their fingertips, Saasinct’s team could make strategic decisions swiftly, enhancing their ability to respond effectively to client needs and market changes.
“The visibility and control it offers have transformed how we manage projects and resources. I highly recommend Klient to any firm looking to improve their project management and scale their operations.”
