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ONBOARDING SERVICES

Our tailored onboarding services ensure you get the most out of Klient from day one. Partner with our experts to seamlessly integrate Klient into your workflow, maximizing efficiency and productivity.

Implement By Yourself

KLIENT ACADEMY

Embark on your journey to project efficiency with our exclusive Getting Started Class at Klient Academy. Over just two weeks, indulge in five dynamic sessions, streamline your practice, and become a Klient expert. This comprehensive training ensures you leverage Klient effectively.

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Exclusive to Salesforce Partners.
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Work With Our Advisor

GUIDED ONBOARDING

Empower your business with a comprehensive implementation process. We start with a thorough Business Process Review to understand your operations. Through targeted workshops, we seamlessly integrate Klient’s functionalities into your workflow. Gain essential tools and training to ensure your team is fully prepared to utilize Klient effectively. Benefit from expert guidance, best practice sharing, and continuous post-launch support for ongoing success.

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Tailored To Your Processes

CUSTOM IMPLEMENTATION

Transform your business with our digital transformation services. Our consulting team will dive deep into your business’s DNA to recommend a fully tailored roadmap to streamline your operations. Enjoy personalized guidance, support, and training tailored to your needs, from discovery to mastery. Unleash Klient’s full customization power and experience a solution as unique as your vision.

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ADVISORY SUPPORT

Dedicated customer success manager

Receive personalized guidance and support from a dedicated customer success manager, ensuring you maximize the value of our software tailored to your business needs.

24/7 support

Get assistance anytime, anywhere. Submit cases via email or our community portal, accessible 24/7 for seamless support.

Office hours

Schedule a meeting with one of our advisors to get answers to your questions, explanations of our out-of-the-box features, and insights into best practices.

Klient Community

Join the Klient Community to explore our knowledge base, submit ideas, stay updated on new features, and log cases for support.

ADD-ON SERVICES

ADD-ON SERVICES

Customer Community
Deployment

Our advisors will deploy your Klient customer community to meet your specific needs.

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Collaborate with Your Customers

Assign tasks, share files, collaborate on stories
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Expose Key Objects & Interfaces

Projects, Tasks, Risks, Issues, Invoices
Kanban, Gantt, Chatter, Milestones
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Community Admin Training

Enhance & maintain your community
KLIENT ACADEMY

Team Training
for Project Managers

Live training sessions led by our advisor to streamline your full project life cycle.

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Master Klient Functionalities

Estimate & Forecast – Project Management
Resource Scheduling – Customer Collaboration
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Actionable, Efficient Training

Four practical workshops over two weeks
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Best Practices Sharing

Industry tips & tricks plus template sharing
KLIENT ACADEMY

Save Time with
Project Templates

3 live training sessions led by our advisor to build templates that will streamline your business.

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Understanding Your Projects

Exposing your project landscape
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Project Targets & KPIs

Identifying what matters
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Template Creation

Defining the ideal work breakdown structure
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Success Stories