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Our Salesforce Partner Summit and World Tour Experience

Our Salesforce Partner Summit and World Tour Experience

Apr 30, 2024 | Consulting Businesses, Events, Salesforce Consulting Partners

7 Great Reasons for Using Salesforce for Project Management

Our Salesforce Partner Summit and World Tour Experience

Our Participation Overview

At Klient, we are committed to staying at the forefront of innovation and industry advancements. In this blog entry, we are thrilled to share our CEO’s, Yanick Abraham, exhilarating experience at the last Salesforce Partner Summit and World Tour that took place last week in New York. Join us as we delve into the highlights of our team’s participation, showcasing our dedication to operational excellence in the Salesforce ecosystem.

Klient CEO, Yanick Abraham, and TruSummit Solutions CEO, Jordan Joltes, connecting at the last Salesforce Partner Summit in NYC.

Embracing Innovation

The Salesforce Partner Summit and World Tour in New York served as a pivotal platform to immerse ourselves in the latest technological breakthroughs shaping our ecosystem. From cutting-edge solutions to forward-thinking strategies, the event provided a comprehensive overview of advancement in big AI, data, and CRM:

  • GA Today: Einstein Copilot
  • Zero Copy Partner Network
  • Slack AI + Slack Sales Elevate for Leaders
  • Salesblazer & Serviceblazer Communities

Get up-to-speed on the announcements here.

Collaborative Engagement

Our team actively engaged in collaborative sessions, fostering meaningful connections with industry peers and thought leaders. Through insightful discussions and networking opportunities, we solidified our position as frontrunners in driving digital transformation through PSA technology and operational innovation.

Empowering Insights

The summit and world tour offered a wealth of empowering insights, equipping us with invaluable knowledge to propel our clients towards success. From keynote speeches to interactive workshops, every moment was brimming with inspiration and actionable takeaways.

Key Takeaways

Harnessing the Power of Salesforce

As avid proponents of Salesforce, we were thrilled to explore the latest advancements in the platform. From AI-driven solutions to the ability for cloud based systems to communicate as one without physically moving the data (Zero Copy Integration), Salesforce continues to revolutionize the way businesses connect with their customers.

Navigating Digital Disruption

In an era defined by digital disruption, adaptability and deep industry expertise is key to staying ahead in the consulting game. Our experience at the summit and numerous discussions with partners reaffirmed the importance of automating operations to control growth and shift towards revenue generating activities.

Driving Tangible Results

With a renewed focus on automation-driven strategies and Partner-centric approaches, we are poised to drive tangible results for our ecosystem. The insights gained from our trip empower us to create bespoke solutions that resonate with Salesforce Partners looking to deliver measurable impact and added value in consultative problem solving.

In conclusion, our participation in the last Salesforce Partner Summit and World Tour in New York was a resounding success, underscoring our unwavering commitment to Salesforce Partners success and innovation. As we continue to leverage the latest advancements in technology and industry trends in this exciting and human-driven ecosystem, we remain steadfast in our mission to empower Salesforce Partners and Professional Services firms deliver successful projects every time!

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

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Auventa, Jumpr, Rouge Marketing graduate from Klient University

Auventa, Jumpr, Rouge Marketing graduate from Klient University

Apr 29, 2024 | News, Success Stories

7 Great Reasons for Using Salesforce for Project Management

Auventa, Jumpr, Rouge Marketing graduate from Klient University

Klient Celebrates Three New University Grads!

Klient University is a learning journey associated with the Klient PSA platform, designed to help Salesforce Partners start, run and scale-up their consulting businesses. It offers training related to the use of the Professional Services Automation (PSA) software developed by Klient, which a Salesforce native app designed to streamline operations, manage projects, and optimize resource utilization. This university may provide valuable knowledge and skills to individuals or organizations seeking to enhance their proficiency in utilizing Klient PSA software or mastering concepts related to professional services management.

We are deeply happy to announce that the following organizations have completed their university training with Klient:

AUVENTA
Auventa is a premier Salesforce Consulting Partner based in Toronto. Auventa specializes in High Tech/SaaS, Financial Services, and Professional Services.

JUMPR
Jumpr is dedicated to transforming the way SaaS companies approach Revenue Operations, driving accelerated, predictable, and repeatable revenue growth.

ROUGE MARKETING
Rouge is a marketing agency combining the expertise of top specialists in design, advertising, strategic and media planning, digital solutions, and branded content creation.

To learn more about Klient University, connect with us!!

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Want a productivity boost? Try these new Klient PSA tools!

Want a productivity boost? Try these new Klient PSA tools!

Apr 28, 2024 | PSA New Features

Klient PSA Surveys

Want a productivity boost? Try these new Klient PSA tools!

Boost Productivity with These New Klient PSA Tools!

Discover our latest features built to boost your team’s productivity across projects!

  • Invoice Generation Improvements: We added the Invoice Default Language picklist field to the Account Object. It defines the language for the PDF version of newly created Invoices related to the account.
  • Customizable Survey Labels: Take your customers’ experience to the next level thanks to our enhanced multilingual support for Klient Surveys! Survey buttons and labels, which were previously hard-coded, are now customizable, allowing you to fully localize the survey interface and align the content with your brand messaging.
  • Export and Import Klient Projects Utilities: You can now export and import Klient Project records in a few clicks thanks to two new Klient Utilities features designed to help you easily share projects from one Klient environment to another.

Learn more about these new productivity tools in our Release Notes section.

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Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery

Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery

Apr 26, 2024 | Collections, Consulting Businesses, Project Management, Project Management on Salesforce, SaaS, Salesforce Consulting Partners

7 Great Reasons for Using Salesforce for Project Management

Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery

With Salesforce CPQ (configure, price, quote), sales reps can create accurate quotes for their customers, going beyond rudimentary Opportunities Products and Quotes. CPQ is a perfect solution to efficiently sell complex product sets and bundles, think Netflix subscriptions. By providing a great level of customizations, salespeople can generate proposals and quotes fast, reach their targets, and avoid errors and delays. Under the right configuration, CPQ increases the odds of winning engagements and overall efficiency of your sales team. 

 

 

200 hrs/rep/yr
Time spent creating quotes and getting approvals.

Source: State of Sales

 

Julian Ricciardi leading a Q&A session on best practices for securing CPQ engagements.

 

Why is CPQ a lucrative niche for Salesforce Consulting Partners?

CPQ is a complex product to deploy. Because of the extensive array of features, potential use cases, and the complexities involved in implementing Salesforce CPQ, mastering CPQ may entail a challenging learning curve. Given the scarcity of qualified implementation resources, CPQ configuration projects can quickly evolve into lucrative opportunities for Salesforce Consulting Partners, potentially becoming a profitable niche expertise and avenue for revenue growth.

A fast-evolving product line

CPQ, also known as Revenue Cloud, is expected to mix with the new Revenue Lifecycle Management, promising to deliver capabilities beyond Salesforce CPQ, Products and Pricebooks. Salesforce customers can leverage this transition by working with experienced partners familiar with the fast-paced evolution of this product line.

Leverage project templates for repeatable success

Salesforce Consulting Partners can also drive massive gains when selling CPQ solutions by leveraging project plans early in their opportunity phase. By linking deployment recipes, proposal templates and project structures early, consulting partners can secure and deliver CPQ engagements more efficiently, all while collaborating frictionlessly with both internal and external stakeholders.

1. STREAMLINE SALES TO DELIVERY
PSA and Project Management frameworks will help partners win profitable gigs faster. By aligning with their Professional Services teams earlier on (Opportunity stage), sales teams can confirm that their firm’s offerings are aligned with customers needs and best practices. Breaking down silos + building on a common thread is the perfect runway to delivering high CPQ value to customers.

2. IMPROVE FORECASTING WITH CLEAR BENCHMARKS
Another significant benefit Ss’ could expect when championing this approach is a direct improvement of the way sales teams forecast revenues, bench, and estimate efforts to deliver engagements. Existing baselines are helpful for estimating outcomes because they provide precious reference points for predicting and managing outcomes more effectively.

3. FOSTER PRODUCTIVE COLLABORATION
Under these ideal circumstances, sharing project documentation, timelines, and deliverables internally and externally becomes fluent. Moreover, improving communication and stronger business relations will also nurture trust within projects. Improved collaboration through repeatable frameworks fosters a more dynamic and adaptable business environment, leading to improved decision-making, efficiency, and ultimately, better sales and project outcomes.

 

🚀 BONUS TRACK: CPQ Certification advice from Salesforce expert Omar Sameh.

 

Salesforce consultant Omar Sameh shared with our readers the following tips on how to leverage training and certifications to elevate your team’s CPQ game!

Learning CPQ and passing the CPQ specialist certification might not be as straightforward as other more popular certifications. However, there’s more than enough resources online and here’s how I did it in four easy steps:

1– Start by completing the exam preparation on Trailhead. After that, take on a bigger challenge, get hands-on and complete the Billing Specialist Super Set, one of seven super sets available on Trailhead!

2- The popular Apex Hours offers a great free series on Youtube, that covers all the basics of CPQ. Watch it while tackling step 3.

3- Get Hands-on! Find a product that you love so much, like configuring your next tropical experience travel package, or that you use on a daily basis, like your mobile phone service and try to replicate the functionality in CPQ. This step will give you a great understanding of the capability of the platform and how things could be done.

4- Unfortunately, Focus on Force has not blessed us with a CPQ course, yet! Nonetheless, there are more than enough questions that a quick Google search would be able to answer. Take your time to understand each question and validate the result!

 

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

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New Task Management Tools Now Available in Klient PSA

New Task Management Tools Now Available in Klient PSA

Mar 28, 2024 | PSA New Features

Delete Task from Workspace Right-Click Menu on Klient PSA

Get More with These New Task Management Upgrades!

Discover our latest Klient PSA features built to improve your team’s task management capacities across projects!

  • Alignment of Project Assignments and Task Assignments: We made some improvements to the behaviour of Project Assignments and Task Assignments so that your data stays aligned when updates are made.
  • Delete Task from Workspace Right-Click Menu: You can now easily delete Tasks on Klient PSA using the new right-click menu option in the Project Workspace.
  • Task Hours and Health Indicators: We added fields to the Klient Task object that now allow you to display colour-coded indicators for the status of your tasks.

Learn more about these features in our Release Notes section.

Rosalie Chassat and Sean Nazaria Join the Ranks of Klient

Rosalie Chassat and Sean Nazaria Join the Ranks of Klient

Mar 28, 2024 | Klient, News

Top talent joins Klient crew!

Meet the superstars who are bringing fresh perspectives and expertise to propel our company forward!

Rosalie Chassat: Customer Success Manager
Role: support Klient PSA newcomers in their journey from freshmen to power users, focusing on brand loyalty and seamless collaboration within our platform!

Rosalie Chassat joins Klient as Customer Success Manager

Sean Nazarian: Senior Account Executive
Role: develop strategic partnerships, drive sales growth, and deliver exceptional value to Klient customers by combining our world-class PSA software and our continued focus on advisory excellence!

Sean Nazarian joins Klient as Senior Account Executive

Klient Renews and Extends Partnership with Sage Intacct

Klient Renews and Extends Partnership with Sage Intacct

Jan 17, 2024 | News, PSA New Features

Klient Renews and Extends Partnership with Sage Intacct

Exciting News! Klient PSA is now officially part of the Sage Intacct Marketplace, boasting a robust network of over 200 applications and deepening its integration with Sage financial management and accounting cloud.

PSA power for delivering successful projects every time 
Klient PSA is a specialized software solution and a top-rated Salesforce automation app tailored for professional services organizations. It is designed to automate and streamline various operational aspects such as project management, resource allocation, time and expense tracking, and billing and invoicing. With these functionalities, Klient PSA facilitates efficient project execution, optimal resource utilization, accurate financial management, and improved overall productivity for service-oriented businesses. Its integration capabilities, like those with accounting platforms such as Sage Intacct, enhance its utility by providing seamless data flow and real-time financial insights, making it a valuable tool for modern service management.

State-of-the-art accounting and financial management software platform
Sage Intacct is a sophisticated cloud-based financial management and accounting software, primarily catering to small and mid-market businesses. Its core strength lies in providing comprehensive financial management tools, including advanced functionalities for general ledger, accounts payable, accounts receivable, cash management, and order management. A standout feature of Sage Intacct is its ability to deliver real-time financial reporting and analytics, enabling businesses to make informed decisions based on the latest data. Additionally, its cloud-based nature offers the flexibility to manage financials remotely, a crucial aspect in today’s dynamic work environments. The software is known for its customization options and scalability, ensuring that it can adapt to the unique needs of a business and grow alongside it. Moreover, Sage Intacct’s robust integration capabilities, particularly with other business management tools and platforms, streamline operations and enhance overall financial management efficiency.

Klient and Sage are coming together to drive optimal financial performance
Integrating Klient PSA with Sage Intacct revolutionizes the way businesses handle their operations and finances. This seamless connection between professional services automation and accounting means data flows effortlessly and accurately from one platform to the other, eliminating the time-consuming and error-prone process of manual data entry. Real-time data synchronization offers up-to-the-minute financial insights, essential for strategic decision-making and effective financial management. This integration not only enhances operational efficiency but also ensures accuracy and compliance with financial regulations, contributing to a more streamlined, cost-effective, and scalable business model. Moreover, the improved backend processes lead to a better customer experience, with quicker and more accurate billing. In essence, the Klient PSA and Sage Intacct integration is a game-changer, transforming the way professional services businesses manage their projects and finances, paving the way for growth and success in a highly competitive marketplace.

This expansion into the Sage Intacct Marketplace marks our strengthened presence in the realm of the financial management and accounting cloud solutions provided by Sage, boasting a robust network of over 200 software integrations.

More Klient PSA features are coming soon
In the coming months, we’ll be rolling out several new features that will significantly enhance our connector’s performance. These updates are designed to streamline processes and provide more flexibility and control over the way you manage your financial data.

One of the key new features is the introduction of “Expense Sync”. This function will allow for seamless synchronization of expense data between platforms, ensuring that all financial records are up-to-date and accurate. This feature is particularly beneficial for professional services businesses looking to maintain precise financial records and improve expense management.

Additionally, we’re introducing “Custom Fields Mapping & Sync”. This feature will allow users to create and map custom fields between our system and connected platforms. This enhanced level of customization ensures that specific data unique to your business can be accurately synced and reflected in your financial reports.

These new features are part of our ongoing commitment to provide you with a robust, user-friendly connector that adapts to your growing business needs. We believe these enhancements will greatly improve your experience and efficiency in managing your financial data. Stay tuned for more updates as we continue to innovate and evolve our services to serve you better.

Sage and Klient partnership

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

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Klient PSA to Enforce Multi-Factor Authentication in 2024

Klient PSA to Enforce Multi-Factor Authentication in 2024

Jan 10, 2024 | PSA New Features, Security & Privileges

Salesforce will enforce Multi-Factor Authentication (MFA) for direct logins when Spring ‘24 rolls out in the January – February 2024 timeframe. This is a significant step towards providing sufficient protection against cyberattacks and improving the security of your data within your CRM platform and Klient PSA app.

Where will this change apply? It applies to Lightning Experience, Salesforce Classic, and all Salesforce mobile apps in all editions.

When will this change go into effect? On April 8, 2024 (Source: Salesforce release notes).

Read on to learn how your team can prepare for Multi-Factor Authentification auto-enablement in all UI logins to your Salesforce org.

Since Klient is natively built on Salesforce, any MFA-related hiccups could impact your seamless access to our software. We strongly recommend setting up MFA before the implementation date to ensure a smooth transition. Consider these guidelines when enabling multi-factor authentification (MFA) in your Salesforce accounts:

  1. When Salesforce enables MFA, users who already have this enabled won’t experience any changes.

  2. Users who weren’t previously logging in with MFA will be guided through the process to register. Users will need Salesforce’s Authenticator app (screenshot below) on their mobile device to login with MFA.

  3.  To manage at the org level, your Salesforce admin can enable MFA for all direct UI logins (see screenshot below). There will be a 30-day grace period where users can skip registration and login without MFA.

If you need assistance or would like Klient to perform your MFA upgrade, please let us know by booking a meeting with our team.

Multi-Factor Authentification (MFA) on Klient

Download Salesforce Authenticator app

 

5 New Klient PSA Features to Boost Productivity You Need to Know

5 New Klient PSA Features to Boost Productivity You Need to Know

Dec 11, 2023 | PSA New Features

Over the past few months, our team has been quite busy delivering numerous platform upgrades and collaborating closely with our power users to chart the optimal evolution path for our product.

These enhancements reflect our commitment to continuous improvement and respond to the valuable insights shared by our fantastic user community! Based on your latest releases, here’s a recap of the top 5 features you should know.

1. **New Workspace Now Generally Available (Release 48.9)**: This major update officially launches our new Workspace, which was previously in beta. It includes enhancements like task filters in the Global Workspace, export capabilities, a refresh button, and the ability to edit rich text fields directly from the Workspace Grid.

2. **Teams Enhancements (Release 48.8)**: This release presents significant improvements in team management. It simplifies the synchronization between Team and Project Resource Team objects, allowing for easier addition or removal of team members, and introduces a new feature for assigning teams from the Task Side Panel.

3. **Timesheet Approval Enhancements (Release 48.7)**: The Timesheet Approval and My Timesheets interfaces have been made more flexible, with customizable fields in the grouping header and the ability to save last used search values for quicker access.

4. **Manual Scheduling Mode (Release 48.8)**: A new Manual scheduling mode is introduced, giving more control over work schedules and task assignments. This feature allows for changes in tasks and assignments without automatically updating the existing Task Assignments’ dates and schedules.

5. **Invoice PDF Preview Page & Onboarding Wizard Enhancements (Release 48.8)**: The Invoice PDF Preview Page, previously a Beta feature, is now fully available, allowing users to review invoice content before generating a PDF.

These features represent significant strides in enhancing the functionality and user experience of our software, catering to the evolving needs of project management and team coordination.

We look forward to the continued feedback of our users as we strive to enhance their experience with our product further!

————————————–

BONUS TRACK: (Re)watch our last webinar for a comprehensive overview of the cutting-edge Klient PSA features launched last Fall.

Klient webinar December 2023

Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem

Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem

Nov 15, 2023 | Consulting Businesses, News

Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem

[Montreal, November 15th, 2023] — Klient, the trusted global name in Professional Services Automation software, is thrilled to announce its Klient Partner Program, an enticing opportunity for Salesforce Partners and digital transformation businesses evolving in the professional services space to supercharge their earnings by co-selling and implementing our industry-leading platform: Klient PSA. This program promises lifelong commissions, setting the stage for a successful, mutually beneficial partnership.

Happy Customers, Recurring Revenue

Klient’s Partner Program is designed to bring smiles to Salesforce customers and a steady stream of income to our business partners. By joining our ranks, Salesforce Partners can tap into the potential for recurring revenues while helping their clients deliver successful projects every time with Klient PSA, and Klient’s outstanding Advisory Services.

Four North American Partners Officially Join the Program

Klient Partner Program helps Salesforce Partners and Professional Services firms turn happy customers into revenue streams and business growth. Klient’s first partner cohort includes the following companies: Saasinct (USA), Incloud (Canada), Devpresso (Canada) and Ownly (Canada).

“At Klient, we believe in empowering our ecosystem partners for mutual success. Together, we can create new possibilities, foster innovation, and fuel growth in the world of Professional Services Automation.”
Yanick Abraham, CEO
Klient, Salesforce Partner

“As a Salesforce Partner, we’re always searching for innovative ways to delight our clients and expand our horizons. Joining the Klient Partner Program allows us to bring Klient’s PSA technology to the forefront of our service offerings. We’re enthusiastic about the prospect of recurring revenues and empowering our clients with the best PSA tools available.”
Katie Bluth, CEO
Saasinct, Salesforce Partner

“We are thrilled to announce our strategic partnership with Klient, a recognized leader in the market. Their cutting-edge solution outperforms all others currently available in the PSA space, empowering us to provide unparalleled value and productivity to our esteemed customers. It is a privilege to be among the inaugural partners embarking on this extraordinary journey with Klient.”
Dave Lechasseur, Founder
Devpresso, Salesforce Partner

“Klient’s reputation in the global market for Professional Services Automation software is unmatched. We’re proud to be part of the inaugural Klient Partner cohort, alongside such esteemed global companies. This partnership is a testament to our commitment to delivering exceptional solutions to our clients. Together, we’re prepared to lead the way in the industry and make a significant impact.”
Eric Bourret, VP of Business Solutions & Partner
Incloud, Salesforce Partner

“Our journey as a Klient Partner promises not only financial success but also the satisfaction of knowing we’re delivering outstanding project success to our clients. The Klient PSA platform provides the means to streamline operations, and that aligns perfectly with our mission. Lifelong commissions and a consistent revenue stream add an extra layer of excitement to our journey towards operational excellence.”
Richard Maltais, Managing Partner
Ownly, Salesforce Partner

Our partners have long tapped into the power of Salesforce business solutions. As the digital transformation landscape continues to evolve, we are committed to working alongside our partners to provide the best PSA technologies and resources our ecosystem has to offer. By championing Klient PSA across their regional markets, our partners will continue to deliver innovative, growth-focused solutions to their customers.

Global customers across five regional markets are using Klient PSA as a powerful Business Operating System that allows them to run their entire firms on Salesforce and propel their growth forward. The timing couldn’t be better for Salesforce Partners to embrace our technology and lead the way toward operational excellence!

Become a Klient Partner

As a Klient Partner, you can embark on a journey toward increased profitability. We understand the unique challenges and demands of the professional services industry. That’s why Klient PSA, our all-in-one Professional Services Automation platform, is trusted by businesses around the world. It’s designed to make projects successful, every time.

Key Program Benefits

Lifelong Commissions: Earn money on every Klient PSA license sold, and enjoy this revenue stream for life. Klient Partners can earn commissions of up to 15% ARR (Annual Recurring Revenue), creating a consistent source of income.

Enhanced Earnings: Partnering with Klient allows you to diversify your revenue streams and increase your profitability. By providing your customers with Klient PSA, you’re helping them deliver successful projects, which in turn, will lead to long-lasting relationships and more business opportunities.

Lead Generation Content: Klient commits to boosting the brand awareness of its partners by crafting engaging customer success stories aimed at increasing the visibility of its service offerings and expert teams.

Lead the Way: Stand out as a leader in the industry by offering your customers a comprehensive solution for managing and scaling professional services businesses. Klient PSA empowers teams to streamline their operations, enhance project delivery, and achieve greater success.

How to Join

Becoming a Klient Partner is your runway to financial success and more happy customers! To apply to this exciting program, simply visit our website at https://www.klient.com/partners and follow the easy steps to get started. Our dedicated team is ready to assist you in your journey toward sustainable growth and increased profitability!

About Klient

Klient’s leading Professional Services Automation platform, Klient PSA, allows you to make customers happy and keep them coming back for life! Trusted by businesses worldwide, our platform helps organizations deliver successful projects, optimize their operations, and drive growth. With a commitment to excellence, we empower businesses to thrive in the competitive professional services landscape.

Explore our Partner Profiles

For media inquiries and further information about Klient’s Partner Program, please contact:

Andres Restrepo
Marketing Advisor
[email protected]
438-438-4204

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Replace all your tools with Klient, Salesforce #1 PSA platform

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

BOOK A DEMO