0:00 – Introduction
Greetings everyone. Dominic, for another ‘How I Solved It with Klient’. This time we’re going to review how we can manage the lifecycle of a fixed fee project using milestones. Here we go! A project can be created directly from your customer Account page. From here, you’ll be asked a few questions like using project templates or task templates so that you can benefit from your business knowledge relating that to the account and any other fields that might be required for you to create the project. Here we’ll select the start date of the project.

0:41 – Project Creation
From here we will be creating that new project referencing to the selected template. Cloning tasks, assignments, and other information from the project. We now have a new project created where we can reach the Workspace to review the project itself. Adjustments can be done to dates either on the graphical side, moving milestones around, or selecting dates to be a bit more precise. Any task identified as a milestone with a milestone payment will be billable once they are marked as Completed.

1:17 – Managing Milestones
Back to the Project page, we’ll have list views, like dynamic lists here, showing unvoiced items so that we can keep track of our project. Obviously, reports and dashboards will also be available. From here, we can generate invoice, listing all available items for billing. The milestone that we have marked previously as completed is now available so that we can create the invoice record. The items will be listed on the invoice, and the related item, the milestone, will be also marked as invoiced.

1:54 – Invoicing
We can generate the PDF document right from our record and use the one click button to email to our customer using an email template and selecting the contacts from the accounts. There you go, project creation to invoicing, in just a few clicks. Thanks!

0:03 – Introduction
Greetings everyone! Dominic for another ‘How I Solved It With Klient’. Today I want to do an overview of how we can manage fixed fee projects with installments, from beginning to end. Here we go! A Klient fixed fee project can easily be created directly from an opportunity if we are using Salesforce Sales Cloud Native Objects. We can achieve that by relating our project templates to different opportunity products that we have in our system. Meaning that when we are changing a status or at the click of a button, we can have that project created automatically.

0:47 – Project Creation
This project will inherit the information from the opportunity products related, so that we have the information transferred automatically. Also on top of other components like Klient tasks and project assignments that have been created from our project template, we will have project billing lines so that we can proceed with the invoicing. If ever we need to change and create installments, we can easily edit and clone the existing lines. Editing the first project billing line we have, we can reduce the amount, set it as the initial amount, and then using the clone for that same line we can create a second installment with the remaining percentage to a later date.

1:40 – Managing Installments
Back to the project, dynamic list views will help us keep track of what needs to be invoiced. We can now proceed to the invoicing reaching the Generate Invoice UI, that will help us gather what is ready for invoicing. Selecting our project and creating the invoice will capture that information and generate an invoice record automatically. We can validate the information and generate the PDF to send the invoice directly from our system using the one click ‘Email send’ to the contact of the account and using an email template to standardize how we are sending our emails.

2:23 – Conclusion
Fixed fee project, from quote to cash in just a few screens. Thanks!

1. Introduction (0:00 – 0:13)
Greetings everyone! Dominic for another ‘How I Solved It with Klient’. This time on the lifecycle of a project, in the case of a fixed fee with installments. We’ll cover from beginning to end. Here we go! Starting on the customer account page,

2. Project Creation (0:13 – 0:39)
We can directly create the new project from here. We can leverage project templates or task templates to quickly create a project leveraging our business knowledge. Obviously we can create a project from scratch, but using past experience is always a plus. Information that is preloaded based on the template selected can be kept as is or modified.

3. Task Management (0:39 – 1:21)
The project cloning process will take tasks or any other informations to the project reference and bring it over into our new project. Already, we have a project billing created based on an immediate payment, but if we wanted to change that for multiple installments, we can quickly modify our project configuration. Then we can change the project billing that was automatically created, maybe to create a 50% payment upfront and then use that same project billing line and clone it to create the final payment.

4. Monitoring and Reporting (1:21 – 2:02)
And that’s it. We now have two configured project billing lines for installments, and we can also use dynamic list views to list all uninvoiced items on our project. Now ready to generate the invoice for a certain period, listing may be just installments so that we can quickly create that invoice record to send the PDF to our customer. After reviewing, the document can be generated directly from our system so that we can with one click, send an email, leveraging email templates and also our contacts related to our account.

5. Conclusion (2:02 – 2:09)
That’s it. Project creation to invoicing in a breeze. Thanks!

0:00 – Introduction to Agile Sprint Planning & Release Management
Hi everyone! In today’s video, I’ll be talking about How I Solved It With Klient to do agile sprint planning and release management. In today’s agenda, we’ll cover the topics such as seamlessly creating epics or projects using templates such as administration projects and development projects. Then we’ll look at the process of categorizing tasks such as story or a bug and prioritizing them along with tagging them to the right sprint and assigning them to the resources. Then we’ll look into the process of release management, where we tag projects into releases so they can be shipped out as planned. Before we start the video, I want to look at some of the key challenges and how Klient helps solve them.

0:35 – Key Challenges & Klient Solutions
Klient provides a centralized platform where business requirements are documented and managed. It allows for easy collaboration between stakeholders, project managers, and development teams. We maintain these requirements in Quip, which is integrated with the project module, allowing me to easily translate these requirements into user stories. Klient offers resource management functionalities that enable product managers to allocate tasks efficiently based on the team member’s skill, availability, and workload. I personally use Workspace to efficiently assign stories and bugs to resources. Klient supports Agile methodologies by providing tools for sprint planning, tracking and monitoring progress. It allows my team to prioritize tasks within the sprint, set the sprint goals, and track progress and manage communication across the team. Klient also offers portfolio management capabilities that provide a holistic view of all projects and releases across the organization. Managers can track the status of releases, identify dependencies between projects and allocate resources strategically to ensure timely delivery.

1:33 – Creating Epics & Projects Using Templates
In this video, I’ll be talking about how I use Klient as a product manager and manage my day-to-day, which is essentially creating epics or projects, adding stories to them, tagging them into a sprint, assigning resources to them, and then finally tagging them to a plan release. We use templates to create projects so that all the tasks which are predefined to be worked on our project comes along with the template. Then I go about and write stories and acceptance criteria for those stories. After that, I sit with the team and groom those stories so we come up with dependencies and estimated hours. Once the grooming is done, we assign the story to team members and then tag them into a sprint. Once that’s done, I can see a holistic view of what’s happening in the sprint.

2:05 – Managing Requirements with Quip
So let me take you through the process of creating a new project. So for that we’ll just click the ‘New’ button here. We’ll specify the type of the project so in our case it’ll be ‘Development’ project. After that, the new project creation page will be opened up. In here we’ll define the record type for the project. After that, we can give the project the name. And this is where we choose the template. So in our case, in our example, we’ll choose the ‘Klient Development’ template. Although there are multiple options I can pick from. On clicking ‘Save’, new project creation wizard will run, and this is gonna clone all the tasks which are part of the template. It will pair in those tasks, it will create all the task assignments, and then finally it will create task sections and when I’ll be redirected to the new project page, I will be able to see all those tasks created. So the process is finished and this is where I can open up the Workspace and I will see all the tasks that came along along the template. Important tasks such as the architecture, document, release notes, QA document, any requirements approval we need, and this is where I then start and add user stories.

3:04 – Assigning and Prioritizing Stories
So as an example, we’ll take an existing project. The way we manage requirements is through Quip and we have requirements tab here. So this is integrated with Klient and this is where all the business requirements are kept. And after that, we simply translate them into user stories. I’ll open up the Workspace, this is where I’ve already added user stories for the project. The description and the proposed solution with any mockups. Then there is a concept of task type. So stories, story bug or task, we can specify it. We can prioritize the stories. This is where we tag them into a sprint so that we can have a holistic view on the sprint. All the estimated hours can be added. And then finally a resource can be assigned. In order to do that, I simply choose assignee button. If I need to assign multiple tasks to the resource, I can also do that and I can mass assign the resource to multiple tasks. As a resource they also use Workspace. They can come here if they need to do any collaboration with the team. To get unblocked on anything they can simply use the chatter option and they can tag the relevant team members.

3:56 – Holistic Sprint View & Release Management
So this is how I tag a particular project into a sprint and a plan release and I repeat this process for multiple projects. And once that is done, I can have a holistic view on the sprint. So for that, we’ll go to the Klient tasks. This is an example sprint, which is ongoing. It has multiple projects being worked upon by different resources. And this is how easy it is for me to manage an ongoing sprint and this is very handy in running daily scrums because we can have the updates from the team members and unblock them if need be. The other important thing is the key KPIs that are maintained as the project progresses. So all the estimated hours, the logged hours from the resources, any costs, they’re all maintained at the project level. The other important thing is plan release. So as you can see, we have this plan release module and this is where we tag a project or a story into a given release. And on the plan release we have some key dates, the release date, the GA date, internal QA dates, and all the release highlights. And if I scroll down, I’ll see the tasks and the projects which are planned on a given release.

4:52 – Conclusion
So that’s it from my side and this is how easy it is to manage Agile teams and do sprint planning, sprint execution, and release management using Klient. Thank you everyone for watching and let us know if you have any questions!

1. Introduction (0:00 – 0:13)
Running a successful professional service team requires robust operational rigor. Whether it is challenges such as failing to define a project scope accurately, understaffing or assigning tasks to team members without the relevant skills, absence of clear roles in responsibilities, not keeping stakeholders informed about progress and changes, or failing to monitor progress effectively can all significantly impact business financials, shrinking the margins even when profit grows.

2. Collaboration Between Sales and Services (0:14 – 0:45)
Klient handles the collaboration between sales and services with intuitive interfaces designed to accelerate the sale cycle and simplify the scoping process. Customizable proposal based on project templates are also available, ensuring you can easily replicate successful deliverables, every time.

3. Resource Allocation and Skill Matching (0:46 – 1:10)
Once an opportunity is won, Project Managers can easily begin assigning the necessary resources, matching the right skills and availability, ensuring all projects meet the customer’s expectations and are delivered on time.

4. Defining Roles and Responsibilities (1:11 – 1:35)
Projects of all kinds require a sturdy foundation when it comes to defining who is responsible for delivering at what time. Simplify this essential procedure with the workspace, a collaborative interface that allows you to always be on the same page, shedding a light on commitments across the project lifecycle.

5. Progress and Budget Updates (1:36 – 2:00)
Klient also makes it easy for Project Managers to share progress and budget updates with their customers in a refined and intuitive format. Project updates can be sent and seen, anytime, anywhere, with a single click.

6. Access to Latest Data (2:01 – 2:30)
Finally, the unified platform allows leadership and managers to access the latest data, at all times. It allows for rapid risk assessment and issues, empowering the team to make better decisions faster, therefore increasing revenue per project and overall customer satisfaction.

7. Elevating Business Efficiency (2:31 – 3:00)
Klient is definitely your partner in elevating business efficiency and maximizing revenue as it helps you repeat best practices and delivery methods, allocate the right resources to the right task, clarify the responsibilities of each contributor, improve the customer experience with frequent updates, and finally manage rising risk and issues in a timely manner.

8. Conclusion (3:01 – 3:13)
Yes, Klient can help you bring your business to new heights, ensuring growth is just around the corner. Next, let’s connect and evaluate how Klient can help you reach your goal. Thanks!

1. Introduction (0:00 – 0:13)
Hello everyone! Dominic here for another ‘How I Solved It With Klient’ focusing on the invoicing aspect of a project and how we can leverage the dashboards to prevent revenue leakage.

2. Challenges in Revenue Management (0:14 – 0:45)
Probably we’ll be stating some obvious things here, and it’s just a limited list, but revenue leakage is obviously one of the challenges here, often caused by a limited data visibility so we have disconnected systems, the information is in different areas, and we don’t have that holistic view of what needs to be addressed or done before we can actually generate our invoice. So we don’t know if there’s any revenue left on the table.

3. Causes of Revenue Leakage (0:46 – 1:15)
One of the causes of that also is the lack of an intelligence system, a disconnected system, or just a structured approach to our data processing. That is also an issue where we have things that are stuck into process because we don’t have tools to help us on getting that process correctly. And then slow cash flow often cause a bit of, for all those reasons, there’s a lot of manual work. We need to reconciliate information from different places, areas, spreadsheets, run after people or send emails so obviously you know the drill.

4. Best Practices for Prevention (1:16 – 1:45)
So these are often challenges that we need to address when we have discussions with customers and how we can structure that with Klient and the different tools we have on the Salesforce platform. So best practices, just to name a few: clear billing models, obviously, so that each of the projects and what it needs to be invoiced on each of those projects and have the system help you gather the information eventually.

5. Efficient Approval Processes (1:46 – 2:10)
Efficient approval process, time and expense. Most likely for those timesheets and those expense reports that needs to be invoiced, we need to have a clear and efficient, or simple way to have that approved so that we get it on the right task, on the right project, and eventually generate the invoice only once. Project ownership, accountability is core to all operations.

6. Comprehensive Dashboards (2:11 – 2:45)
I think we need to make sure that we know who we need to go to and see if there’s information that needs to be reviewed, or addressed, and get everything or wrap everything together here, a comprehensive set of dashboards. You should have dashboards for each part, portion of your process and then one for each mindset that needs to be in. In this case, I’m going to talk about the ‘Pre-Invoicing Dashboard’ that is core, or out-of-the-box in Klient. It is often a starting point.

7. Dashboard Features (2:46 – 3:15)
If you have any specifics, you can take that one and spin one for you, with more or less components. But obviously this one here is, a very good starting point, we think based on the feedback we got from customers, and it’s been worked on, as we have been working with customer obviously. So my color code here is: blue is stuff that needs still to be processed or addressed by someone before we can get it on an invoice.

8. Tracking Invoices (3:16 – 3:45)
So usually stuff that are unapproved, billable timesheets, expenses that are in your system that are supposed to be invoiceable. You’ll want to make sure that you have that discussion with your PMs or whomever is responsible for approving. So here I have that grouped by project, but also by PMs so that we can either send a chatter, call on the phone and say ‘Okay, can you process your different projects? I’m trying to do the invoicing.’

9. Team Coordination (3:46 – 4:15)
So teamwork here, not trying to blame anyone, but more on trying to address that as a team, make sure that the information is progressing correctly in our system. So timesheets, expenses, and milestones. If you’re more of a deliverable type of business, milestones is the term that we’re using in Klient for those items that needs to be completed to be invoiced.

10. Conclusion (4:16 – 4:45)
So do we have stuff in the past that needs to be rescheduled or marked as completed? So again, having that discussion with the PM so that the data quality remains as high as possible, and we are sure that when we click on ‘Generate invoice’ as we’ll see later, everything is included. Hopefully that helps. Let us know if you have any questions, comments. It’s always a pleasure to get in contact with you. We’re here to help. Thanks. Have a great day!

1. Introduction (0:00 – 0:13)
Greetings, everyone! Dominic here for another ‘How I Solved It With Klient’! I wanted to do a few minutes here on Agile and how we did epics and we’re doing epics and sprint management, in the workspace and how we slightly personalized based on some requests from customers. I thought it was interesting also to show how we can manage Agile projects within Klient.

2. Main Challenges (0:14 – 0:40)
Main challenges or requests we’re here were managing the stories and planning the sprints while we’re maintaining the story relationship with the epics. Here’s how we did that and, hopefully it spurs a few ideas to you too.

3. Workspace Flexibility (0:41 – 1:10)
Here, jumping right away into the workspace which is, very flexible. You can have several lenses, through your structure of your project, your different tasks or components of the project. If you’re looking initially to a project to scope it all the way to eventually managing it you’ll see that there are different ways we can look into it.

4. Set Project Structure (1:11 – 1:50)
So for now, really high level where I have some information for my project and also briefly mentioning here even if we’re doing Agile, there’s usually a set structure to how we like to deliver it in our business, to customers. So you might have some preset sprints for the intro and the outro of the project so for your sprint one, you’re doing your planning sales to ops, documentation review, preps and stuff like that. So usually that would be a set one that you would have every time you start a new project.

5. Utilizing Templates (1:51 – 2:20)
Outros, project closeouts, lessons learned and stuff like that… Usually you want to have those in, using templates, so that when you spin a new project, you get that set structure, it’s very efficient. You can get and spin a new project, with a few clicks. So even if you’re Agile, project structure is very important and you should leverage the template feature here.

6. Maintaining Epic Relationships (2:21 – 3:00)
So back to our main topic here, the epics and how we can relate the stories. So as you’d be building your project you’d build your epics, maybe having a rough sketch or, rough estimate of the effort that are required for each of those epics. As you’re detailing further you’ll create your stories. And as we’re going to eventually use those stories into sprints, the request was ‘I want to keep and maintain that relationship, a meta red relationship between the stories and my epics’.

7. Task Management (3:01 – 3:30)
So it’s the tiny detail but just adding a field here, which is a lookup to an epic task and leveraging the task type field that we have here, we can now have that relationship created so that if I take and drag a story within an epic or create a new one, you see that the epic gets related and stamped. So I’m gonna bring that back right here, just so that I keep the information where it should be.

8. Planning Sprints (3:31 – 4:00)
So here I’m related to my project management which brings me to whenever we get to a point where we need to start planning our sprint. The same would remain here, but react slightly differently, meaning that now if I have a sprint, in this case my task is set to a sprint, if I drag and drop it here you’re just using simple record trigger and flow in the background. I did get an update on my sprint number here I’m flying that now, that story part of a sprint but I’m maintaining my epic relationship right here.

9. Developer Workflow (4:01 – 4:30)
So, a tiny change but in a meta perspective on the projects and the structure of the tasks here, I’m gonna keep those relationships so when I look back at my project I’ll still have that knowledge of where the stories are coming from. And then doing reporting, data analysis, I’ll have that information. That being said, I’d like to wrap up on how we can as a team, or dev, review those tasks and work on them. Different things or tools will be available, just different lenses to look at the data.

10. Kanban View and Conclusion (4:31 – 5:00)
Clicking on the pencil here, I will have access to my descriptions, which is probably the story descriptions maybe my acceptance criteria, how we’re defining that, so that we can agree with the customer what it should be looking like. And we’ll see that we have other fields that are available right from here for quick review. We can, directly interact with the data from here, obviously. Maybe if we’re more of a developer and we want to be heads down working on a task ‘I wanna concentrate on that’, obviously we can pop that task open and really have a full page just working on that story specifically. So same information, obviously but then I can be focusing on the proposed solution, detailing what other custom fields I want maybe, so anything you might need, leveraging the flexibility of the page layout in Salesforce, makes it very efficient. Also, maybe having different checklists, brain dump, that I need to have for that story. Here I could be leveraging that for different reasons. An also an interesting aspect is the issues. As we’re doing the UATs, we can relate our issues to our different stories and eventually, look at it as a holistic view on our project by epics and all those type of things, neat things that we can do in Salesforce, so issues here could be also related and highly visible within our story. Last thing, I promise, is the Kanban view. So often we wanna look at our project when it’s Agile using Kanban boards. Obviously we can do that here and then if I just wrap up, being consistent with the epic and story relationship, here I have a view where I’m looking at only my stories within my project. So looking at only those four tasks that I had now, maybe I want to tell my team that I’m actually working on that task and I just want to mention that that task is in progress. So we can move those cards around but I could also be wanting to look into our stories, but by epics. We can also use those lookup fields to group our cards right on our Kanban board and kind of have that neat view of all the stories, but by epics here. So hopefully that helps, spurs a few ideas. Let us know if you have any questions, it’s always a pleasure to get in, in touch with you and discuss further on how we can help your business drive and be more efficient. Thanks. Have a great day!

1. Introduction (0:00 – 0:13)
Greeting everyone! Dominic here for another ‘How I Solved It With Klient’, focusing today on resources onboarding, and structure to get better.

2. Challenges in Onboarding (0:14 – 0:45)
Obviously, there are a few challenges when onboarding, focusing on those five for now: The information overload on day 1, so improper schedule of expected material to be consumed by our new onboardee. Not setting clear expectations and goals which may lead to a lack of employee engagement. If they don’t see what’s upcoming, what level they should be performing at a certain point, it might disengage them. Improper way of providing or grabbing the feedback so that we can do continuous improvement and eventually also inconsistent onboarding across different managers. So we don’t have one way of doing, so we are not able to reproduce and get better and improve on the process.

3. Importance of a Project Template (0:46 – 1:15)
So to me, this feels a lot like a solution to these issues are to have a project structure, to have a project template that we can leverage every time that we have a new employee onboarding with the business so that we have a structured way of onboarding the employees either by providing set goals or expectations by definition and by timing so that we can have a certain project plan for those employees so that we have clear visibility on when they should be completing those components of onboarding.

4. Using a Project Plan (1:16 – 1:45)
Using the project plan here to visualize and eventually even to have a certain scheduling and have them already from day one under your scheduling board so that you can see what their occupation will be from the beginning. Using that project here also is a good way of getting some details of things that they need to cover while they’re doing their onboarding. Either through a certain definition or different checklists items they need to mark as complete to set the status and the progress of each of those tasks on their project. It’s a very good way of structuring what they are expected to do.

5. Providing Training Material (1:46 – 2:10)
Providing some external links to trailheads or expert sites for their training material or to your LMS software, why not? So that you have different items that they need to cover and complete for their training. Or why not leverage those QR codes here where you can have some additional information that might be consumed on a cell phone or some other external screens, so take a look at that one, you might be interested into this one.

6. Feedback and Continuous Improvement (2:11 – 2:45)
So that structured approach here, using a project template that can be leveraged and assigned to a new onboardee every time they come in, is a good way also to gather, and a good container to get the feedbacks and then continuously improve as you will be able on your project closeout lessons learned. When you’re complete, you’re done with that onboarding project to get that feedback into that template so next time some other manager needs to onboard an employee, they will benefit from your experience and you will be able as a business to develop a good onboarding experience.

7. Conclusion (2:46 – 2:55)
Hopefully that helps and spur some ideas for you. Let us know if you have any questions, it will be a pleasure to have a discussion. Thanks! Have a great day!

1. Introduction (0:00 – 0:13)
Hello everyone. Dominic for another ‘How I Solved It With Klient’, talking about how we can add value to a project closure using surveys amongst other things.

2. Challenges in Project Closure (0:14 – 0:35)
Challenges we’re all facing here: getting better at what we do. As I always say, life is a project, but how can we prevent repeating the same mistakes over and over? How can we do in the context of a project for implementation? How can we do a better transition planning to the rest of the team that will need to interact with our customer after. Recording and reporting customer feedback.

3. Importance of Project Closure (0:36 – 0:55)
How can we do that within the context of one system or our project so that we can have better visibility on that. Making the project closure as an added value activity. How can we convey to the rest of the team that this step is key for us to get better?

4. Best Practices for Project Closure (0:56 – 1:30)
So, two best practices here, there could be a longer list but focusing on those two. First is to make project closure part of your delivery recipe. So it needs to be there so that we build that habit and then getting the feedback from the customer, but especially take action on that and on the results that you’re getting from those probings.

5. Incorporating Project Closure in Templates (1:31 – 1:50)
So first thing is that it needs to be part of your recipe, it needs to be part of your project templates. When you spin a new project for an engagement with a customer, the project closure step should be there so that we have visibility on that, we can foresee it, we can plan it, and we can make sure that we have visibility as a team on those steps.

6. Using Checklists for Project Closure (1:51 – 2:20)
So making it as a milestone most likely on our project, makes a lot of sense so that you can include it as a task as part of your project template, have some key information descriptions, maybe guidance of what you’re expecting to be done and how we want to do that as a business, when we’re doing that project closure, so key information here on the task that can be brought over when we’re spinning that new template.

7. Sending Surveys from Project Context (2:21 – 3:00)
The checklist is also quite interesting because the checklist is really “don’t forget to do this” so there’s a certain list here connecting and sending the survey, sharing the lessons learned through a Slack channel maybe, so just providing guidance to your team of what you’re expecting to make this project closure process complete. As they are going through those steps, they’ll be able to mark complete and we’ll have an assessment of what was done in this stage here.

8. Analyzing and Using Survey Results (3:01 – 3:30)
A bit more on the send project closure, an interesting aspect here is that sending the project right from the project context, makes it quite interesting. It is a step, it’s something that will be within your system so you can easily select here ‘Send survey’ right from your project that you’re completing, which is going to use the contact information from the account of that project. You can simply select who were the contacts within that engagement you completed, sending them through a pre-built survey, it’s an email survey that they will receive and then selecting which survey that you might have.

9. Leveraging Survey Feedback for Improvement (3:31 – 4:00)
Based on context, in this case here the post go live, but selecting the right survey that they will receive that and the result, as you’ll see, will be back right into contacts in that project. The customer, as we’re sending that will receive an email from using your template where they can directly into an email take action and start filling that survey. So a combination of NPS, CSAT, star-style type of questions, open topic questions… We also have multi checklists and radio button, so all possibilities here to build a detailed survey, with whatever information that you feel are required to complete that.

10. Conclusion (4:01 – 4:30)
Submitting the response, the customer will send the information back into our project. So right in context, we will have information available to see the responses. Maybe with some high level information reports here, and dashboard report components right on our record to show NPS results, maybe or having a full detailed list of all answers per customer that we can see right from our project. Providing visibility to the team on that feedback that you’re getting from the customer will be key for the business to improve. And then feedback that knowledge within your templates to keep on improving your delivery methodology and procedure and documentation. That’s gonna be very important to get better, but leveraging that information also will be key. Thanks! If there’s any questions, it’s always a pleasure. Reach out to us and we can continue the discussion.

1. Introduction (0:00 – 0:12)
Greetings! We all know that running a professional service team smoothly requires handling customer relationships efficiently.

2. Challenges in Customer Relationships (0:13 – 0:50)
But as challenges arise, it will increase risk of hindering service quality. Whether it’s difficulty accessing all customer data at once due to disconnected systems, inconsistent interactions between customers and your team. Difficulty in gathering feedback to guide improvements, irregular contact points with your customers or slow responses to their demands. This can all significantly impact customer satisfaction and business financial results.

3. How Klient PSA Solves These Issues (0:51 – 1:20)
Klient PSA ensures easy access to up-to-date customer data, combining accounting contacts to project delivery information, proposals, projects, invoices, survey results are all on one page for easy access. Yes, that’s right! Klient PSA comes out-of-the-box with survey mechanics allowing you to capture and analyze customer feedback efficiently from any touchpoint.

4. Leveraging Customer Feedback (1:21 – 1:40)
Customer feedback is crucial for continuous improvement, obviously. Why not leverage disinformation to update how we’re delivering our next implementations, by updating our project templates.

5. Sharing Project Progress (1:41 – 2:00)
Klient also makes it easy for project managers to share project progress and budget updates with their customers in a sleek and intuitive format. With one click, updates can be sent from anywhere, anytime! It simplifies communication and will surely strengthen relationships.

6. Transparency and Monitoring (2:01 – 2:30)
Nowadays transparency is key. Klient allows customers to monitor progress live, by sharing selected information on Klient customer community. Information such as deliverable statuses, information from projects, giving customers call to action by assigning them tasks that they need to complete. Listing all sent invoices for historical review of data by the customer. Or interacting with your staff using the Salesforce platform chatter option.

7. Encouraging Engagement and Loyalty (2:31 – 2:50)
It will surely encourage engagement and loyalty. Klient is definitely a partner in elevating your customer satisfaction and business efficiency, as it helps you streamline communication, enhance and boost customer interactions, reveal insightful and actionable feedback data, enrich customer trust and optimize your project progress sharing in the snap of a finger.

8. Conclusion (2:51 – 3:10)
So yes, Klient can help you bring your professional service team to new heights, ensuring business growth is just around the corner. So next, let’s connect and discuss how we can help your business. Thanks!