Scale Your Professional Services with Salesforce

Scale Your Professional Services with Salesforce

Klient Tips #28


Scale Your Professional Services with Salesforce

What Salesforce Can Do for Your Projects.

Whether it’s a small startup or a global enterprise, Salesforce can scale your Professional Services model to support your ever-growing customer base and project list. Drive growth for your organization through:

1- Effortless Scaling: Manage projects of any size in a framework that puts the customer at the center.
2- No Technological Constraints: Grow without hiccups. Automate for efficiency.
3- Tailored Solutions: With native apps like Klient PSA, you’ll always find solutions fit for your scale.

Sky is the limit. Dream big and let Salesforce and Klient handle the heavy lifting for you!

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Salesforce: The Project Collaboration Powerhouse

Salesforce: The Project Collaboration Powerhouse

Klient Tips #27


Salesforce: The Project Collaboration Powerhouse

What Salesforce Can Do for Your Projects.

One of the best ways to make your projects run smoother is to over-communicate with your stakeholders. Salesforce toolsdeployed in a Project Management context—will help you put an end to your disjointed communication flows. Enable effective project collaboration between teams and managers with:

1- Unified Updates: Real-time project statuses.
2- Full Collaboration Toolbox: Teamwork made easy.
3- Integrated Chat: Always stay connected.

The age of siloed teams is over. Use Salesforce and Klient PSA to bridge gaps and foster a winning collaborative spirit.

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Centralized Data: The Heartbeat of Your Project Decisions

Centralized Data: The Heartbeat of Your Project Decisions

Klient Tips #26


Centralized Data: The Heartbeat of Your Project Decisions

How Salesforce Can Make Your Projects Better.

As a Project Manager, do you often find yourself juggling between between apps for data? Say goodbye to that hassle with Salesforce’s centralized project data access. In a nutshell, this means:

1- All-in-One Access: From client information to project specifics, everything lives in one place.
2- No More Data Errors: Less manipulation equals fewer mistakes.
3- Accelerated Decisions: With data at your fingertips, managers can make quicker, more informed choices.

The right data at the right time can be game-changing for teams prioritizing efficiency. Klient PSA and Salesforce make this centralization possible for better project outcomes.

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7 Great Reasons for Using Salesforce for Project Management

7 Great Reasons for Using Salesforce for Project Management

Deliver Successful Projects Every Time 

Navigating the intricate realm of Project Management Systems can feel like a Herculean task. Each solution promises a unique selling proposition, but finding one that genuinely integrates seamlessly into your existing workflows is the real challenge. Amidst the plethora of choices available, one winning recipe stands out: Project Management on Salesforce. Here’s a closer dive into why running your projects on Salesforce might be the game-changer you’ve been looking for.

1. Familiar Terrain with Enhanced Functionality

Many organizations already use Salesforce for their customer relationship management. Tapping into the power of Project Management on Salesforce means you’re not venturing into the unknown. Instead, you’re capitalizing on a familiar platform with amplified capabilities tailored for project management.

2. Centralized Data for Coherent Decision-making

One of Salesforce’s core strengths is its data centralization. Imagine not having to jump between applications to access your client’s data or project specifics. Every piece of information you need⁠—from client communication to milestones, from budgeting to team availability⁠—is stored in one centralized hub. This integration drastically reduces errors, enhances efficiency, and accelerates decision-making processes.

3. Seamless Collaboration & Communication

Gone are the days of siloed and disjointed communication workflows. With Salesforce, every stakeholder—be it team members, clients, or vendors—can be in the loop. Real-time updates, effortless collaboration tools, and integrated chat functions mean everyone always stays informed and aligned.

4. Scalability Par Excellence

One of the remarkable aspects of Project Management on Salesforce is scalability. Whether you’re managing a project for a startup or an enterprise-level client, Salesforce scales effortlessly. As your projects grow in complexity and volume, Salesforce— especially with integrations like Klient PSA—grows with you, ensuring that you’re never held back by technological constraints.

5. Enhanced Customer Experience

With Salesforce’s client-centric design, you’re not just managing projects, you’re continuously enhancing customer experience. While clients gain access to real-time project updates and maximal transparency, this openness builds trust⁠—one of the cornerstones of a lasting and profitable business relationship.

6. Automation and Efficiency

In today’s fast-paced business environment, automation isn’t just a luxury, it’s a necessity. Salesforce excels in this domain. Routine tasks can be automated, ensuring that your team isn’t bogged down by repetitive work. With Salesforce tools like Klient PSA, you can also streamline workflows, optimize resource allocation, and eliminate redundancies.

“In a recent survey, nearly 80% of employees reported that automation gave them more time to deepen relationships with customers and other stakeholders, take on challenging new projects, and learn new skills.” Juan Perez is EVP and CIO of Salesforce. Source: Harvard Business Review

7. Rich Ecosystem of Integrations and Extensions

Salesforce isn’t just a platform, it’s a rich and robust technological ecosystem. This means you benefit from a plethora of plugins, extensions, and integrations. Whether it’s invoicing, resource planning, or advanced analytics, there’s likely a Salesforce integration available to you. And if it isn’t there, the platform’s flexibility ensures you can quickly build one tailored to your specific needs.

In Conclusion

Project management requires precision, efficiency, and solid collaboration. Tools that bolster these elements can be the difference between a project’s heroic success or dismal failure. If you’re in the decision phase, consider the manifold benefits of running your Project Management on Salesforce. Integrations like Klient PSA in Salesforce further elevate this experience, ensuring that as a Project Manager, you’re always several steps ahead, leading your team and delivering successful projects every time. Remember, in today’s digitized world, the right technological platform isn’t just a tool, it’s your strategic partner.

How to Convince Your Boss to Purchase a Salesforce PM App

How to Convince Your Boss to Purchase a Salesforce PM App

KPIs (Key Performance Indicators) drive decisions in today’s dynamic business landscape, especially for IT consulting firms like ours, where every project and hour counts. If you’ve ever faced challenges in managing multiple projects, resource allocations, or justifying costs, you’re not alone. These very challenges underline the need for robust Project Management Software. And when it comes to such software, Salesforce emerges as a clear leader.

For those in the decision phase of purchasing a PSA, it’s essential to understand the KPIs that genuinely matter. Here are six actionable KPIs to present to your boss, emphasizing the value of investing in Salesforce Project Management Software:

1. Project Completion Rate
When a project runs smoothly, it’s usually on track to meet its deadline. With the Klient platform, you can enhance project management by ensuring timely project execution. Compare your current completion rates with industry benchmarks and highlight the potential uplift with the integration of Salesforce software.

2. Resource Utilization Rate
Efficiency is paramount. The Klient system on Salesforce offers comprehensive resource management capabilities, ensuring that every team member is utilized optimally, regardless of team size. A higher resource utilization rate means more profits and less idle time.

3. Margin and Profitability Analysis
By streamlining processes, you can cut down unnecessary costs. Klient’s in-depth project management features give you clear insights into your project margins and profitability. This KPI will convince higher-ups of the financial benefits of a unified platform.

4. Client Satisfaction Scores
Customer Experience is at the core of any service. With Klient’s feature of real-time project updates and collaboration tools, client satisfaction is bound to skyrocket. Present your current satisfaction scores and showcase the potential improvement with the Klient system.

5. Billing Efficiency
Delayed invoicing or errors can disrupt cash flow. The Klient PSA allows for a seamless billing process, ensuring you get paid on time, every time. A higher billing efficiency rate will undoubtedly get your boss’s attention.

6. Onboarding Time
One of Klient’s key differentiators is simple onboarding. Showcase how the company can transition to the Klient platform over a weekend, ensuring minimal disruption and immediate productivity gains from Monday.

Incorporating these KPIs into your pitch not only showcases the tangible benefits of buying Salesforce Project Management Software but also presents a strong case for the value addition to the company’s bottom line.

Making a significant business decision requires more than just intuition; it needs data and actionable insights. By highlighting these six KPIs, you’re not just suggesting a software purchase – you’re advocating for a brighter, more efficient future for your IT consulting firm. And here’s the best part: achieving this enhanced efficiency and productivity doesn’t have to break the bank. With Klient PSA, you get unparalleled value at a surprisingly affordable rate – just $49/user/month. For consulting resources billing upwards of $150 per hour, the investment in Klient is not only sensible but also a steal.

“We have realized BIG long-term cost savings in net licenses with Klient 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.” 

Enzo Blasi / CEO @ Incloud
Salesforce Partner
Montreal, Canada

Klient Success Story - InCloud - Enzo Blasi Saving Big with Klient PSA

The Future of Project Management in Salesforce is AI

The Future of Project Management in Salesforce is AI

As the digital transformation era intensifies, the tools we use to manage our projects have evolved significantly. Enter Salesforce’s Einstein AI platform, a machine learning juggernaut with the potential of reshaping the entire project management landscape.

“Created all the way back in 2014, Einstein GPT is the next generation Salesforce’s Einstein AI technology. The company measures Einstein’s processing workload and says that it is currently delivering more than 200 billion AI-powered predictions per day.”

Source: Forbes (May 2023)

Einstein AI employs machine learning — a subset of Artificial Intelligence that uses historical data — to make predictions about the future and improve operational outcomes. It’s a game-changer, especially when integrated with a Professional Services Automation platform like Klient PSA. Now, let’s try to foresee where this transformative technology could lead service companies in the near future.



1. Predictive Insights with Einstein Discovery

Einstein Discovery doesn’t merely provide data, it offers patterns, actionable insights, and recommendations. For instance, CSAT (Customer Satisfaction Score) trends gleaned from this tool can be critical for project managers to gauge client satisfaction over time. Visualized on an Einstein Analytics dashboard, these insights allow managers to identify and address potential areas of concern proactively.

Imagine a scenario where a Montreal-based IT consulting firm recognizes a recurring dip in CSAT scores every quarter. By digging into Einstein Discovery’s Insights, the firm can pinpoint root causes and roll out targeted interventions.

2. Custom Predictions with Einstein Prediction Builder

Project managers thrive on predictability. With the Einstein Prediction Builder, you can customize AI models to predict specific outcomes, like potential project hurdles or resource allocation challenges. No coding expertise? No problem. Salesforce ensures that these predictions are just a few clicks away.

An actionable insight for project managers might be identifying high-risk projects that might miss their deadlines. Armed with this prediction, they can reallocate resources or adjust timelines accordingly.

3. Next Best Action for Targeted Recommendations

Tailoring recommendations for employees and clients, the Einstein Next Best Action tool is every project manager’s secret weapon. By leveraging this tool, managers can guide their teams on the most effective steps to close open opportunities or overcome project challenges.

Take this client profile as an example: an IT consulting firm of 80 employees. This tool could guide consulting leads and team leaders on the most efficient paths to project completion, ensuring optimal resource utilization and maximum client satisfaction.


4. The Dawn of Natural Language Understanding: Einstein GPT

In the ever-advancing world of AI, Einstein GPT is a landmark innovation. Think of it as a hyper-intelligent assistant embedded right within your Salesforce CRM. Leveraging both public and private AI models, this tool synchronizes seamlessly with your existing CRM data, allowing users to interact using natural-language prompts.

What does this mean for a Project Manager in an IT Consulting firm? Imagine you’re struggling with drafting the perfect proposal. With Einstein GPT, you could simply ask, “What should the project proposal for our next AI development initiative include?” The AI tool would instantly generate a comprehensive proposal outline, adapted specifically to your client’s history and needs. It continuously learns from changing customer data, ensuring that its recommendations are always spot-on and up-to-date.

In tandem with a PSA platform like, Einstein GPT adds another layer to the already potent suite of AI tools, transforming how project managers interact with data and make decisions. This level of interaction goes beyond mere data analysis; it’s akin to having a virtual advisor, always at hand to offer tailored guidance.

With Einstein GPT added to the mix, we’re not just predicting the future—we’re actively participating in its creation. The intersection of Klient, Salesforce, and now Einstein GPT, promises to launch project management into a realm of unprecedented efficiency and personalization.


5. Proactive Risk Management through AI-driven Scenario Planning

In the not-so-distant future, AI won’t just predict possible project risks, it will also simulate a vast array of scenarios to prepare teams for almost any eventuality. By processing massive datasets, AI will use historical project data, combined with real-time variables, to create a comprehensive model of potential challenges and outcomes.

For an IT consulting firm, this means being able to play out hundreds of “what if” scenarios before they even arise. Think of it as having a crystal ball: if a key team member falls ill or a vital resource becomes unavailable, AI will already have contingency strategies lined up for the project manager, ensuring minimal disruption and maximum efficiency.

6. AI-assisted Resource Optimization for Maximum Team Productivity

While current AI can suggest resource allocations, future iterations might actively assist in training and upskilling team members to fill project needs. By continuously monitoring team skills, AI could proactively recommend targeted training, ensuring that the team’s capabilities always align with project requirements.

Imagine this scenario: a Montreal-based IT consulting firm starts a new project requiring a specific software skill set. Instead of outsourcing or hiring new staff, AI analyzes the current team, identifies members with adjacent skills, and recommends tailored upskilling courses. Within weeks, the team is ready to tackle the project head-on, ensuring the firm remains agile, competitive, and cost-efficient.


The future of AI-powered project management is bound to be even more intuitive, responsive, and efficient. As we forge ahead, merging automation platforms like Klient PSA with the expanding capabilities of Salesforce’s Einstein AI technology is set to redefine the possibilities of project management and optimization.

Bonus tracks:


5 Challenges of Implementing PM Software in Salesforce

5 Challenges of Implementing PM Software in Salesforce

The meteoric rise of Salesforce has reshaped the way businesses operate today. The Salesforce platform is versatile, scalable, and offers a suite of powerful tools tailored for various industries. Integrating Project Management software in Salesforce is motivated by the promises of improved efficiency, collaboration and data efficiency. All those are outcomes every business leader is striving for. However, as with any implementation, there are challenges to navigate in order to achieve the best success.

In this post, we’ll delve into five common challenges that might rise when implementing a Project Management software in Salesforce, and suggest actionable solutions you can apply to each of these problems.

1. Ensuring Seamless Integration

One of the foremost challenges in this transition is ensuring that your new project management software integrates smoothly with existing Salesforce data and processes. A misstep here could lead to data silos, redundant information, or workflows that don’t align.

Solution: Choose a software like Klient PSA that’s purpose-built for Salesforce. Such platforms prioritize native integration, guaranteeing that your Salesforce data is always accessible and actionable within the project management environment.

2. Customizing for Business Needs

A generic project on Salesforce might not cater to the unique demands of your business. Every industry and even individual companies within those industries have unique processes, niche realities, and, therefore, specific requirements.

Solution: Opt for platforms offering customizable templates and workflows. This adaptability ensures that you can tailor the software to fit your operations, rather than reshaping your operations to fit the software.

3. Training and User Adoption

No software can be successful without user adoption and buy-in. Plus, when you’re introducing a new system, there’s always a learning curve for your team.

Solution: Go for platforms that prioritize user experience. A user-friendly interface coupled with comprehensive onboarding and training resources will streamline this critical adoption process. Also, consider platforms that have robust support and resources, so your team can feel fully supported throughout the transition.

4. Data Migration and Integrity

Transferring your project data from your current system to the new Project Management software in Salesforce can be daunting. Data loss or corruption during this phase can have serious implications if unchecked.

Solution: Work with platforms that offer guided data migration tools or services. Additionally, always backup your data before initiating the migration and test the new environment with a subset of data to identify any issues.

5. Ensuring Real-time Collaboration

One of the core advantages of having your project management processes implemented in your Salesforce environment is the promise of enhanced collaboration. However, if not set up correctly, your teams might not be able to collaborate in real-time, defeating the purpose of the integration.

Solution: Look for platforms that offer real-time collaboration tools like shared dashboards, instant notifications, and integrated communication tools. Platforms like Klient PSA, for instance, allow seamless interactions across all stakeholders, making real-time collaboration a breeze.


Integrating a Project Management software in Salesforce is not without its challenges. However, with the right approach and platform, these challenges become opportunities to further optimize and streamline your operations.

The digital transformation journey, especially on a robust platform like Salesforce, requires an understanding of potential pitfalls and ways to navigate them. By choosing a partner that understands the intricacies of Salesforce and the demands of modern project management, business leaders can seamlessly bridge the gap between their operational needs and the vast capabilities of the Salesforce platform.

Remember, the key is not to avoid challenges but to be well-prepared to face and overcome them. As you embark on this journey, take these insights to heart, and ensure your Project Management Salesforce implementation is set up for success from day one.

Several Salesforce Partners are using Klient PSA to run their entire business. Learn more about their experiences.

10 Must-Have Features of a Salesforce Project Management App

10 Must-Have Features of a Salesforce Project Management App

In the realm of business, technology is a game-changer. Salesforce, today’s leading CRM platform, has emerged as a driving force for numerous companies — from Salesforce Partners to Consulting Firms. When it comes time to optimize project management operations, Trailblazers-led businesses demand tools that seamlessly integrate with their Salesforce systems. But with so many Project Management software options available on Salesforce’s app marketplace, one might ask: what makes one truly stand out?

If you’re a Business Leader in the decision phase of your PSA purchasing process, you’ll be searching for comprehensive software solution that caters to your unique needs. This post will walk you through the 10 must-have Project Management Salesforce features that can elevate your business to the next level.

1. Unified Data Management

In today’s fast-paced business environment, decision-makers need a consolidated data source. Integrating your project management tool with Salesforce ensures that data flows smoothly across departments, providing a unified view for better decision-making

2. Collaborative Features

Facilitating seamless interactions across all stakeholders is a cornerstone for successful project management. Collaborative tools like Project Status updates, Customer Community features, and dedicated collaboration channels make communication fluid and ensure everyone stays on the same page.

3.  Efficiency-Oriented Workflows

Resource management, paired with automated workflows, can drastically reduce manual input. This feature not only speeds up processes but also helps in the optimal allocation of resources, ensuring that projects are completed in a timely manner.

4. Real-time Customer Experience Tools

Customers appreciate being in the loop. Tools like Project Surveys, real-time Project Status insights, and platforms for Customer Homework create a transparent ecosystem where clients feel valued and informed.

5. Comprehensive Forecasting and Estimation

To anticipate the future, businesses need tools that provide comprehensive project estimates. Features like Project Templates, Pipeline Projects, and Forecasted Revenues enable businesses to plan, predict, and prosper.

6. Robust Resource Management

Maximizing resource utilization is key. The right Project run in a Salesforce software will provide features for Skills & Certifications, Onboarding, Performance & Utilization, and even aspects like Holiday Schedules & PTO. This ensures that every team member is at their productive best.

7. Task Management and Execution Tools

From simple task lists to comprehensive Kanban Boards, having a system that caters to various project execution styles is essential. Features like Timesheets, Email Apps and Expense tools further streamline operations.

8. Streamlined Billing & Invoicing

Cash flow is the lifeblood of any business. Integrated billing features such as Approvals, Fixed Fee/Milestone/T&E billing, and streamlined Collection/Payment systems ensure that revenue generation is smooth and hassle-free

9. Connectivity with Accounting Software

Integrations make life easier. The best Project Management software on Salesforce offers connectors to popular accounting tools like Sage Intacct, Xero, Quickbooks, and Accounting Seed. This ensures that financial data is synchronized, reducing any manual reconciliation needs.

10. Client-Centric Tone and Style

Finally, while features are crucial, the way the software communicates with its users is equally important. The platform should carry a tone that’s professional yet friendly, catering to clients in a concise, informative, and client-centric manner.


As the business landscape becomes more dynamic, the demand for robust project management tools that integrate seamlessly with Salesforce is growing. Investing in a platform with these 10 essential features ensures that your organization stays agile, informed, and ahead of the curve.

If you’re an ambitious Business Leader, it’s time to consider a Salesforce-powered PSA built for professional services teams, such as Klient. Not only does it encapsulate all these features, but it also simplifies operations, thereby meeting your project management needs effectively. Choose wisely, and steer your organization towards unparalleled growth.

See Klient PSA in action! Schedule a FREE demo with a Klient advisor.

Master the Familiar: Use Salesforce as a PM Tool

Master the Familiar: Use Salesforce as a PM Tool

Klient Tips #25


Master the Familiar: Use Salesforce as a PM Tool

Why You Should Start Running Your Projects on Salesforce.

You’re already accustomed to Salesforce’s CRM functions. Why not take it to the next level? By leveraging Project Management in Salesforce, you’re not diving into unfamiliar waters but rather harnessing amplified capabilities in a well-known terrain. Boost your PM skills with these tips:

  1. Build Upon Existing Knowledge: Use the Salesforce software interface you are familiar with and have grown to love.
  2. Efficient PM Tools: Dive deeper into a toolbox crafted for Project Management excellence.
  3. Effortless Transition: Move seamlessly from CRM to PM functions without missing a beat.

With Salesforce, it’s not just about maintaining relationships with your customers, it’s also about managing efficiently their projects. Don’t forget to explore Klient PSA for an enhanced project management experience!

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How and Why You Should Write Down Your Ideas

How and Why You Should Write Down Your Ideas

Klient Tips #24


How and Why You Should Write Down Your Ideas

Have you ever had a brilliant idea only to forget it later? Ideas can be fleeting creatures. Some will stick with us, while others will be gone forever. Getting your brain unclogged is easy when you take the time to put your ideas on paper.

Writing your ideas by hand activates something called the Reticular Activating System (RAS), which is another reason it’s so powerful. Essentially, this filter separates information based on urgency and importance. When you have a goal to achieve, this part of the brain helps. If you write it down, it gives it urgency, makes it specific, and makes it more important.

Additionally, it lets you take advantage of what Neuropsychologists call the Generation Effect, which says that ideas we generate are more easily remembered and, therefore, more likely to be actionable.

The benefits of writing down your thoughts are multiple:

  • Unclog, free up headspace space, reduce stress, and make room for new ideas.
  • Preserve, recollect your thoughts, even those that appear in fleeting moments.
  • Operationalize, create tangible records to review, refine, and methods for implementing your ideas later.

Follow our in-house recipe for getting better at writing and organizing your ideas:

1- Always carry a logbook or have a digital tool like Klient (voice memos are also good options) at your fingertips.
2- When a good idea pops into your mind, jot it down immediately, don’t wait.
3- Don’t judge or overanalyze the raw input at this stage. Just write it down as it comes.
4- Review your idea log periodically and determine which to develop further (Explore > Eliminate > Execute).

Use these simple tips to relieve your mind and ensure your brilliance isn’t forgotten! This is how we generate the insightful topics we explore in our Klient Tips series, by simply writing down our ideas immediately, wherever we are.

Keep another great idea from slipping away into oblivion! Start writing them down now by establishing a consistent method of recording so you can always retrace and develop them later. Teams can also use Klient to organize their ideas and transform them into actionable items.

Losing a great idea can lead to frustration and, who knows, great opportunities. Remember, an idea not written down is an idea lost forever. Unburden your brain, empower your creativity, write your best ideas, and witness the wonders of ideation done right!

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Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!