Customer Success Story

How Incloud Generated Over $40K in Operational Savings with Klient PSA

A Salesforce consulting powerhouse leading companies to perpetual business performance.

Incloud is a renowned team of Salesforce consultants and IT service experts based in Montreal and Toronto. As a Salesforce System Integrator (SI), their experts have demonstrated remarkable expertise, delivering over 4,000 successful projects across Canada and the northeastern US in just a few years — a testament to their exceptional capability and dedication.

The firm boasts extensive expertise in Salesforce deployments, particularly in the following key industries: Financial Services, Retail, Healthcare and Life Sciences (HLS), High-tech companies, Manufacturing and Professional Services.

Incloud’s groundbreaking “partner approach” is foundational to their success, enabling a deep collaborative engagement with clients, which leads to outstanding long-term business achievements.

The Challenge

Disconnected tools led to inefficient workflow management.

Incloud faced challenges in Salesforce implementation for their clients, primarily due to reliance on multiple, disjointed tools for project management, billing, and sales quotes. This fragmented approach hampered unified project visibility and efficiency.

“We have realized BIG long-term cost savings in net licenses with Klient PSA replacing other software. We’ve gained MASSIVE efficiencies due to time saved by no longer having to synchronize data between multiple systems. Overall, total savings is HUGE for us.”

The Solution

Incloud levelled up its game while generating substantial operational savings with Klient PSA.

By choosing Klient PSA, a native app running on the Salesforce platform, Incloud levelled up its game with a powerful and integrated toolset designed to streamline operations, enhance collaboration, and deliver superior professional services to customers. This unified approach allowed a Salesforce System Integrator (SI) like Incloud to effectively manage customer relationships, projects, and financials within a single ecosystem, eliminating the need for multiple systems while generating massive time and license fee savings.

Since Klient is both a SaaS and professional services business, a customized plan aligned perfectly with their needs:

1. Discovery stage

   We discussed with their team to evaluate their needs and set the scope of the project.

2. Software configuration

   Our expert proceeded to the installation of the Klient PSA software solution.

3. Collaboration workshop

   We invited Incloud’s team to learn more about the features available on the platform.

4. Training & adaptation support

   The customer’s team adopted Klient PSA with support from our Klient expert and Klient champions at Incloud.

The Outcome

Achieving operational efficiency and sustaining growth.

Adopting Klient PSA led to a significant improvement in Incloud’s operations. These savings are a direct result of the enhanced project management capabilities, improved resource allocation, and streamlined billing processes provided by Klient PSA. By leveraging a single source of truth, Incloud now effortlessly achieves its objectives across cost savings, tool consolidation, productivity and forecasting, and client satisfaction and retention.

“Our Klient advisor grasped how Incloud operates and crystallized their leadership vision of a bright operational future.”