Pricing
Special kudos for overperforming during your Klient University class, you were great!
You’ve mastered Klient’s Performance Path in no time and with ease.
The 5 days we’ve spent with your team were amazing!
We have no doubts that you will succeed in streamlining, growing and evolving your business.
Everyone, let’s all cheers for Quorum joining the Klient family!
To follow our commitment to the 1% Salesforce pledge – 1% of our time, revenue and product should be given back to the community, we did a 10-1000-10k pledge and gave 4 prizes. Klient is proud to announce that we are donating 2000$ to the Montreal Children’s Hospital Foundation and 2000$ to the Mira Foundation, two foundations that are close to our hearts!!!!!
It feels good to give back!
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SQALE, It’s with great honor that we welcome you into Klient’s ecosystem. A special kudos for overperforming during your Klient-University class, you were great!
You’ve mastered Klient’s Performance Path in no time and with ease. The 5 days we’ve spent with you Erica, Michiel and Hans were just delightful!
We have no doubts that you will succeed in streamlining, growing and evolving your business!
Please, let’s all welcome SQALE to the Klient ecosystem!
This is an internal communication in our Slack channel but we thought it could be interesting for others to read.
From Yanick Abraham, CEO & Experience Builder @ Klient. Posted on Internal Slack Channel “everyone-at-klient”
Allow me to introduce myself: My name is KORG!
KORG is now part of the Klient family! We’ve rebranded our internal Salesforce org, our Klient Org, to KORG!
I’ve learned about code naming systems or processes from one of our clients, Mathieu at Munvo, where they named their Salesforce implementation of Klient “NSync” and they even had a special name for their accounting team,“GTD,” Getting Things Done. One of the first things @Martin Cloutier from Drakya asked for when he joined was to name the Salesforce Org. Drakya chose “DFS,” Drakya’s Fantastic System!
Labeling systems and processes helps with change management, adoption and it simplifies the discussion.
Put it on KORG, have you looked on KORG, I’ve built-it on KORG, start a project on KORG and do your timesheet on KORG! 😛
Our chosen name is the combination of “Klient” and “Org,” KORG (for the newbie, an “Org”, Organisation, refers to a Salesforce environment where a business operates).
After a few google searches and asking around, KORG doesn’t seem to be offensive in any language. Beyond a piano company, the most interesting thing named KORG is this beautiful Marvel Universe character that I came to appreciate! This confirmed the name KORG for me. This character is solid, bold, funny, loyal, awkward, deep, sweet – I love the guy, I want to be KORG, we are KORG! 🙂
The first order of business for KORG is to get back in shape!
As part of our 2022 plan we are becoming more secure than ever. We will soon be Salesforce Security reviewed(again), and Klient will be SOC2 and ISO27001 certified. To get there, we have to implement, execute and monitor several internal controls. So, in the upcoming weeks and months we will be providing KORG some nice upgrades! You will definitely hear the name KORG a few times!
I strongly recommend you watch this 4 min video of Korg, the Marvel character. He makes me laugh every time I think of him!
And now, let’s welcome KORG to the Klient family!
Yanick
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The entire Klient team has your success and growth at heart; and, hopefully we are contributing to making the job of your workforce easier with increased collaboration! We sincerely wish you, your family and your businesses all the best for 2022. Let’s evolve, let’s grow, and let’s have fun!!!
I’m taking this end-of-year opportunity to recap 2021 and give you a glimpse of our primary areas of focus for 2022:
The TEAM grew with key roles in product development and with Peter Barbatsuly, our new VP Operations and Customer Advocate, aka “your new best friend!”2021 was all about consolidation and solidification. It slowed the innovation pace, but we came out strong with a solid foundation to grow, both with our team and our product. We’ve been heavily investing in SECURITY & PRIVACY and we are proud to announce that in the upcoming months, Klient’s Salesforce Security Review will be reconfirmed and we are on-track to become SOC2 & ISO 27001 certified!And, watch out 2022!
Klient as a FAST EVOLVING PRODUCT is back. We are implementing a streamlined, unified and efficient way of using Klient throughout the product, which we codenamed “the Performance Path.” This provides focus for development, support, documentation and training, while increasing the quality of the experience and efficiency for your team. With that, we will be introducing new features like the Project Workspace and long-deserved Resource Planner improvements.You can make us go faster.
As a Salesforce partner, we have access to Salesforce technical resources to improve our product. The level of support we get is greatly influenced by your reviews! WRITING A REVIEW of Klient on the Salesforce AppExchange will go a long way.
In January, we will be launching our KLIENT UNIVERSITY. The first classes will be for new customers, but we plan on expanding the offering to existing customers soon after. The Klient learning Trails will also be enhanced to provide faster on-boarding of your resources.Plus, we will soon be launching the KLIENT CUSTOMER RECOGNITION PROGRAM; so, be on the lookout, and be ready to shine!
Again, thanks for being part of the ecosystem, enjoy the holiday with your family and love ones, and let’s all grow in 2022!
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Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
You liked this Klient Tip? Share it with your team!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
Here’s some highlights:
Salesforce realease their new research from IDC detailing how they will drive nearly 9.6 million new jobs (yes, you read that right) and more than $1.6 trillion in new revenues for customers by 2026. Following the pandemic, their focus is not only about the jobs and revenue growth, but also to provide support their partners.
The ecosystem of companies supporting Salesforce customersʼ implementations is five times as big as Salesforce itself today and will be more than six times as big
in 2026. With 2026 ecosystem revenue forecast to be 3.5 times that in 2020, the challenge will be finding talent.
The growth of cloud software2 suffered little from the pandemic, growing 22% worldwide
in 2020, while on-premises software growth fell to zero. This year, cloud-delivered
software will be 43% of the software market, and by 2026, it will be 61%.
Read the full article here.
Download a full copy of the IDC: Salesforce Economy 2021
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The more billable hours your consultants log, the more successful you’ll be!
But It’s easier said than done… For a variety of reasons, consulting and professional services firms often don’t record as many billable hours every week as they should.
If your consultants aren’t billing 30-35 hours every week, here are some things you can do to improve the numbers:
What’s billable and what’s not? Getting this right is one of the fastest ways to increase the number of billable hours your consultants deliver every week. Do you bill for communication time? Emails? Phone calls ahead of a consulting gig? What about the time spent preparing materials for an on-site visit? Often these activities are not billed to a client. Some of them could be billed. But only if you clearly set expectations with your clients during the sales process.
It’s easy to tell your sales staff to “clearly communicate” with prospects. It’s not easy to get them to actually follow through. The easiest way to ensure communication happens is to give your sales team a checklist of items to cover with new clients. Require that they use the checklist with every new customer, check off the boxes, and turn it in with all purchase orders. That way clients aren’t surprised (or upset) when they see the items their invoice later.
Consultants are often burdened by countless administrative duties. Emails, phone calls, planning sessions, internal conference calls, quarterly check-in calls, appointment confirmation calls, and on and on.Some of these things are necessary. But some could be delegated to administrative staff. The more “non-billable” activities you can take away from your consultants, the more money they can make for you.
Out of convenience, leadership in many service delivery firms assign work based on territories, size-of-company, or pre-existing relationships. While common, these approaches can easily lead to major workload imbalances a your consulting or professional services team. One team members might be booked for months. Another might be sitting around watching training videos. There’s nothing wrong with training of course. But with a bit of planning, most consulting teams could do much better at allocating their resources. This is one way using a professional services automation (PSA) tool can lead to major improvements in revenue. In Klient Software’s PSA solution, resource planners can see everything they need to know to assign resources—all at a glance. Each consultant is tagged with his or her specific skill set. And a visual, drag-and-drop calendar makes it easy to make assignments—in a way that maximizes the resources you have available.
The tools you provide your team can provide significant increases in efficiency (and revenue) if utilized. The easiest way to enforce the use of the tools you provide your team is to say: “If it’s not logged in the system, it didn’t happen. “That’s usually motivation enough to get your team to use their CRM or PSA tool—especially if they’re paid on commission or eligible for bonus pay for performance.
… and if you want the ultimate shorcut, why not scheduling a Klient Demo?
You’ll will see all the amazing features klient has to offer, including the one to “Make your billing easier”.
Stay sharp! – Klient team
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Today Krow Software is announcing a corporate and branding name change to Klient, representing the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery.
Combining an intuitive UI, real-time visibility, and easy set-up, Klient is first choice among high-growth businesses.Built 100% native on Salesforce, Klient is the modern PSA platform trusted by the fastest growing companies in the world.
“Amazing as it may seem, there isn’t an effective, modern SaaS solution for professional services,” said David VanHeukelom, founder and CEO. “Most companies use Excel or decade-old tech that’s really just back-office project accounting products with little emphasis on modern project management and customer experience.”
Klient PSA represents the next generation of Professional Services Automation with key features including:
Klient delivers a modern and comprehensive project management solution including project and task templates, phase-based kanban boards, task checklists, repeating tasks, effort-based scheduling, project timelines, real-time insights and much more.
Get started in days or weeks instead of months or even years with legacy solutions with the PSA solution that is easy to deploy and easy to use.
Save countless hours and remove data inconsistencies with real-time integration to financial and productivity applications including Quickbooks, Xero, Sage, Intacct, Accounting Seed, Netsuite, JIRA, Slack, Zendesk, and more.
Klient PSA delivers a complete and unified solution for professional services including Services Proposals & CPQ, Project Management, Time & Expense Management, Resource Planning, Customer Collaboration, Billing & Invoicing, Revenue Recognition, Clients Surveys, a new Modern Mobile experience and more.
A PSA built on a CRM alone does not mean customer centric. Klient PSA delivers true customer centricity with external customer collaboration without a login, bi-directional email integration, communities, status reports.
Klient PSA delivers the more robust full-cycle resource planning solution including task level resource scheduling from planners, visual capacity planning, actual vs planned comparisons, resource requests, and so much more.
More information on Klient PSA can be found at www.klient.com
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Klient continues to push forward on innovation, user experience, and mobility with these releases, including the addition of many new Lightning Components, and a brand new mobile experience.
Klient Project Management is designed to be both simple and powerful, so anyone can get started quickly and take control of any project right away.
The New Project Task Management Lightning Component offers the ability for users to easily create and manage tasks including rapid inline editing support, task resource assignment and drag-drop task management.
Teams can quickly add new members and set up tasks, and then easily switch between grid, board, or timeline (Gantt) charts to track progress
The new Project Board Lightning Component offers a modern Kanban board representing project phases, sprints, or milestones, easily recognizable with drag-drop ease. The Project Board offers project managers and customers an easy and at-a-glance view of the project structure and progress towards completion.
The new Task Lightning Components include the ability to add and update task resource scheduling, update and completed task checklists, setup repeating tasks, and enter time against tasks directly from the task record.
The new Project Timeline Lightning Component provides real-time insight into critical project activities including when project and task hours exceed scheduled, when project budgets exceed actuals, when new resources are assigned to projects, when task statuses are changed, new project notes, issues, and risk are added and more.
Resources can subscribe to these notifications as well (individual notifications or all) and receive an email notification when the event occurs.
The new Project Activity Lightning Component provides the ability to quickly review and create project activity including events, calls, notes, and emails – including the ability to send and tack email replies – directly within the project.
The update Time Entry Component can be plugged into any record and now with the latest updated, record details will default into the component – such as the account, project, and task if the time entry lightning component is added to the task record.
You can even add the time entry lightning component to the Salesforce Case record, where the Case ID will be automatically be associated and tracked against the time entry.
The new Expense Entry Lightning Component allows rapid expense line creation including the attachement of expense receipts directly from the expense record.
The new Customer External site, available from a link on the project page, enables customers project access without the a user or login required. Customers can simply access the link and start collaborating on projects including viewing and update tasks in the kanban board, accessing the Gantt chart, adding files, and adding project notes.
The new “Task Visibility” setting determines if customers can see all project tasks or only tasks you designate to be customer facing.
You can also determine this site should be read-only for customers, only allowing the addition of notes and attachments.
We are now storing the template project and id on created projects so now service leaders can compare template project estimates vs actual project performance.
We have now moved the Xero integration to support OAuth 2.0 as required by Xero. All customers including existing Xero integration customers must re-authenticate the Xero integration upon installation.
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