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Estimate & Forecast

PSA Tools for Salesforce Partners

Customer Collaboration

Deliver unforgettable experiences with our Customer Collaboration tools tailored for Salesforce Consulting Partners.

To thrive in the realm of professional services, mastering communication, unwavering commitment to promises, and steadfast focus on the project’s core objectives are non-negotiable. You’ll need to stay on top of any changes during the project life-cycle through transparent communications, and this should be easy for you. To keep everyone up-to-date and to ensure projects stay within budget, constant updates are also essential when collaborating effectively with customers.

EFFECTIVE PROJECT STATUS

Clear project status reports to keep everyone aligned!

Staying on top of your project health indicators can mean the difference between a successful outcome and missing deadlines. Progress reports help you quickly check in to ensure things are going as planned—and if they’re not, make adjustments before it’s too late. Everyone wants to reach the end of the project with no surprises, twists, or unexpected detours.
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Keep customers aware of upcoming Milestones
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Raise issues that could negatively impact project delivery
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Provide clarity to manage customers’ expectations
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Generate Project Status report for approbation

What are the positive impacts of using Professional Service Automation software?

The benefits of using integrated PSA software are impressive, according to SPI Research’s 2022 Professional Services Maturity™ Benchmark, PSA tools that are native to Salesforce seamlessly improve sales and delivery process, paving the way for significant growth in all aspects of your business.

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Increase in
Win-to-bid Ratio

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Professional Services
Revenue Growth

%

Expand New Clients Acquisition

%

Rise Your
Projects Margin
Estimate & Forecast

All the features you need to collaborate with your customers like a pro.

Customer Community
Project Status Reports
Satisfaction Surveys
Approval Management
Customer Profile
Communication Management
Contact Information
Meeting Management
Collaborative Notes
Email Extensions
Project Baseline
Milestone Management
Customer Tasks
Kanban View
Detailed Project Plan
Document Management
Customer Portal
Project Status Document
Project Health Report

INTEGRATED CUSTOMER PORTAL

Better collaboration, improved project visibility

With Klient PSA, you’ll get all the tools needed to ensure your clients are in-the-know about their projects, every step of the way! Our client portal enables customers to communicate confidently with your team and keep track of progress from start to finish. Plus, our customer web forms help extract essential details quickly. This means customers can easily provide feedback on project deliverables for even greater transparency. Get connected today and enjoy frictionless collaboration!
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Easy and secure file management
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Get ready to skyrocket your collaboration efforts
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Watch in amazement as response rates surge
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Quickly track all communication and documentation
CUSTOMER LIFETIME VALUE

Consulting firms understand the power of customer loyalty

There’s no better way to sustain revenue growth than through satisfied, long-term customers. With all your data centralized, you can craft personalized experiences and offerings tailored precisely to each customer, fostering deeper connections and ensuring they become part of your ongoing success story! Get creative in targeting potential services based on distinct personas. Invest time and resources crafting exceptional customer experiences at every touchpoint of their journey!
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One Single Source of Truth
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Stay informed has never been easier
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All your customer’s contact info is in one, convenient place
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Get insights into how to best serve your valuable clients
UNIFIED SYSTEMS

Unify every department under one single source of truth

What are the benefits of having a single platform to manage all your company’s information?
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Centralized BI: Access critical customer data, project documents and essential financial reports from a single business operating system

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Improved Project Performance: Enhances performance across all departments by providing easy access to historical project details

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Streamlined Collaboration: Facilitates better collaboration as resources throughout the organization can efficiently share and retrieve information

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Customer Interaction: Enables better customer interaction by ensuring that all team members are well-prepared with comprehensive project details when following up with customers

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Why use a PSA software running on Salesforce?

World’s #1 CRM

Integrated platform, Al, app de-velopment, best-in-class apps

Single Source of Truth

Connect sales, service, marketing, commerce, and IT, personalize experiences

Fast Time to Value

Ease of design and implementation at speed with high ROI

Scalable and Flexible

Solutions for any size company or industry

Community Success

96% of customers say they met or exceeded ROI expectation
“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”

Paul Webster

Senior Technical Project Manager
Protirus

See Klient PSA in action.

Discover the best growth secret of top-tier Salesforce Partners. Experience firsthand the capabilities of Klient PSA.

Schedule Your Demo Now >