Customer Success
From onboarding to ongoing advisory, our team helps you get the most out of Klient PSA — your way, at your pace.
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.
Self-Onboarding
Launch your path to project success with Klient’s exclusive self-onboarding program. In just two weeks, gain full mastery through free eLearning courses, ready-to-use templates, and hands-on customer success guidance. Streamline your delivery operations, eliminate data silos, and become a Klient expert — all at your own pace.
Exclusive to Salesforce Partners.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.
Exclusive to Salesforce Partners.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.
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.
Advisory Support
Receive personalized guidance and support from a dedicated customer success manager, ensuring you maximize the value of our software tailored to your business needs. Get assistance anytime, anywhere — submit cases via email or our community portal, accessible 24/7 for seamless support. 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. Join the Klient Community to explore our knowledge base, submit ideas, stay updated on new features, and log cases for support.
Add-On Services
Customer Community Deployment
Our advisors will deploy your Klient customer community to meet your specific needs. Assign tasks, share files, collaborate on stories. Projects, Tasks, Risks, Issues, Invoices. Kanban, Gantt, Chatter, Milestones. Enhance & maintain your community.
Team Training for Project Managers
Live training sessions led by our advisor to streamline your full project life cycle. Estimate & Forecast, Project Management, Resource Scheduling, Customer Collaboration. Four practical workshops over two weeks, with industry tips & tricks plus template sharing.
Save Time with Project Templates
3 live training sessions led by our advisor to build templates that will streamline your business: exposing your project landscape, identifying what matters, and defining the ideal work breakdown structure.
Read Klient Success Stories
See Klient PSA in action.
Book a 30-minute demo. Go live in 3 weeks.