Pricing
Celebrating our first Klient Community-driven University Onboarding Success with Maven TM!
Their thirst for knowledge and dedication surpassed expectations, going above and beyond assigned homework. We applaud Brian Byrne, Neil Kane, and Michelle Larkin’s remarkable achievements.
We’re excited they selected Klient to drive and grow their business!
Congrats Rockwater Associates on a successful Klient University journey!
Using our Trial org for testing your business scenarios made the process seamless.
Special thanks to John Shaw, Ryan Martin, AJ Arroyo, and Ron Jost for their invaluable support. Excited about our continued growth together!
FOR PROJECT MANAGERS
Let’s take a look at Kanban board benefits…
The Kanban board allows you to see all your Tasks and their status at a glance. This helps you to stay focused and organized which will increase efficiency.
As a visual management tool, it also allows users to quickly understand what’s in progress, what needs to be completed and what has been completed so far.
This collaborative tool encourages team members to work together and communicate efficiently. Team members can use the tool in order to coordinate their work by making it easy to share information and progress updates. Ultimately, this provides transparency as well.
The Kanban tool needs to be flexible in order to be adapted to fit the needs of the user that will use it. Our Kanban board allows you to apply different types of filters, based on your needs!
Improve your team’s productivity, collaboration, and delivery time by giving Kanban a try.
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
FOR PROJECT MANAGERS
Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
Whenever your customer makes a request, always be transparent about the fact that it’s out of scope. Creating a backlog list to house every request makes this process much easier and ensures that nothing falls through the cracks while also adding visibility to the process.
Here’s why you should consider this approach:
By adding a backlog list to your workflow, your customers will appreciate the extra visibility while also feeling heard.
Go ahead and create your backlog list today!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
FOR PROJECT MANAGERS
Are you struggling to keep track of all the important reports and metrics you need to access daily?
By creating your own custom dashboards in Salesforce, you can conveniently showcase all your important data in a single view by pulling information from multiple reports.
Furthermore, customizing your dashboards can help you to:
Here are some tips for creating an optimal dashboard for SaaS and consulting services:
Keep in mind that you can iterate on your dashboard over time!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
FOR BUSINESS LEADERS
How do you build your customers relationship?
A handwritten card or note is a thoughtful and personal gesture that shows you care and appreciate the recipient.
For employees, receiving a handwritten note from their employer can 𝗯𝗼𝗼𝘀𝘁 𝗺𝗼𝗿𝗮𝗹𝗲 𝗮𝗻𝗱 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲𝗺 𝗳𝗲𝗲𝗹 𝘃𝗮𝗹𝘂𝗲𝗱. It can also:
For customers, a handwritten card can be a great way to thank them for their business and show that you care about their satisfaction.
𝗜𝘁 𝗰𝗮𝗻 𝗮𝗹𝘀𝗼 𝗯𝗲 𝘂𝘀𝗲𝗱 𝘁𝗼 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝗽 𝗮𝗳𝘁𝗲𝗿 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴 𝗼𝗿 𝘀𝗮𝗹𝗲 𝘁𝗼 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲𝗺 𝗳𝗲𝗲𝗹 𝗺𝗼𝗿𝗲 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗲𝗱 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗰𝗼𝗺𝗽𝗮𝗻𝘆.
It also contributes to:
Customize every handwritten note with a personal comment to get the best results.
By sending handwritten notes to your employees and customers alike, you can build deeper relationships with the people who move the needle for your business.
Thx to our Business Leader Ariane Darche for sharing this Klient Tip!
Send your first note today to see how powerful it can be!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
What does implementing a PSA system do to a company’s business results? Let’s talk dry numbers.
A thought-provoking survey by MGI Research states that PSA systems were a common link between the most successful companies of 2022. These companies had 20% annual growth and also reduced revenue leakage to less than 3%. Businesses run without a PSA system didn’t have any positive results to show.
Did PSA solutions actually contribute to a profitability boost? Can software be an answer to more efficient management and productive collaboration? Let’s find out.
Book A Meeting With A Klient PSA Expert
A PSA system is a software solution for more efficient management. PSA stands for Professional Services Automation. Its key advantage is combining various management tools into one convenient platform.
PSA software is a system for planning and controlling a company’s
The purpose of PSA systems like Klient, for instance, is to run the entire business on one platform.
PSA software replaces dozens of separate applications every service company uses daily. Instead of dozens of platforms designed for different purposes — project and resource management, delegating and planning, time tracking, invoicing — a company can opt for a single PSA system.
Professional Services Automation software will be a great tool for companies that aim at less time-consuming and messy management.
Some PSA systems will suit smaller companies better than a business behemoth. So, it is always smart to understand the difference between PSA software solutions and know your management needs.
PSA systems save time and visualize business processes. That’s what lies on the surface. But let’s look for more specifics to understand what it brings to the entire business.
So, here is how PSA software can benefit professional services businesses.
PSA systems provide real-time service performance insights into project performance.
They visualize client, financial, resource management, and other key performance indicators. This helps organizations identify bottlenecks and take corrective actions on time.
PSA systems help standardize workflows and centralize project management.
Collaboration and sharing information across teams become easier.
PSA systems automate many manual processes. It frees up employees to focus on more important tasks.
This can lead to greater productivity and efficiency across the organization.
PSA systems prompt more effective communication in a team. And the employees’ physical location won’t matter.
Staff can share updates, discuss tasks and deadlines, and access documents from anywhere.
PSA systems reduce errors and inaccuracies, especially in time tracking, billing, and invoicing.
PSA systems = optimized workflows + real-time insights into company performance + fewer errors + clear communication + more time for important tasks.
PSA systems = Productive Management = Higher profitability = Growing business.
So, PSA systems are one of the keys in a bunch all businesses must have. These keys open the doors to higher profits, reduced expenses, hitting your KPIs, and faster growth.
You might be needing a PSA system for Salesforce if your company has at least two of the worrying symptoms below.
If your business suffers from 1 or 2 (or 10!) issues from the list above, the best time to invest in PSA software has come.
Bigger problems of a company root in poor management, we hope you’d agree with that. Business can’t progress when it lacks order on the inside. Automated software deals with issues of a lower level and helps to move forward.
PSA systems save time and make communication inside a service organization more efficient. It all leads to achieving business goals and boosting professional services KPIs.
What to look for when choosing a PSA software, you might ask when a vast variety of options takes you aback. Remember that the ultimate goal of implementing a PSA system is not just convenience. It is improving business results and profitability.
A PSA system that can assist you and your team in doing so has to
These are minimum requirements. Let’s be more specific and see whether Klient checks all those boxes.
First off, let’s talk about the core operation of any service company – project management. Is there anything PSA software can do better than a human being? Let’s see what Klient suggests.
With a quality PSA system for Salesforce, you can optimize project management and deliver better projects or products.
Estimating and forecasting tasks might seem secondary, but they’re crucial for customer satisfaction.
All these changes lead to improved service delivery and higher client satisfaction.
Klient’s customers report that better visibility of resource utilization has increased their annual revenue by 13%.
Resources are the base and the heart of any business. PSA systems provide detailed insights into resource requirements and employee workloads. They help you take care of the most valuable asset of your company.
PSA repeatable processes can be a game-changer for a professional services business.
Free up your employees from repetitive manual tasks! Let them brainstorm new strategies and launch projects instead.
It’s important to keep customers in the loop. They have to be aware of upcoming milestones. That’s how you manage their expectations and keep them happy with the project outcome. And again, a PSA solution comes in handy.
And you know: a happy customer is the best business strategy of all.
Automatic invoices save time and let organizations focus on delivering value to their customers. A PSA system can be your little helper here as well.
All in all, tracking payments within the application means keeping a close eye on cash flow and ensuring everyone is paid accurately and on time.
While there are several PSA systems on the market, you’ll find that Klient PSA is one of the best!
Here’s what implementing Klient PSA means for professional services companies:
All these features make Klient the best PSA system for small businesses. The Klient PSA system is a perfect fit for professional services firms, consultants, Saas companies, and Salesforce partners.
Plus, Klient is the only PSA software that offers professional services recipes — or templates — to help you improve your business. We have years of experience in the industry and know what it takes to be successful. With our recipes, you can streamline your processes, increase efficiency, and boost profits – all without building your system from scratch.
Klient PSA was designed with you in mind. We offer project frameworks specifically tailored for professional services organizations, so you can improve your business and get more work done. You’ll be able to see an immediate improvement in your business with just a little bit of effort. And if you need help implementing them, we’re here for you every step of the way.
But another detail that makes Klient PSA stand out is that it’s built by a team of professional services enthusiasts! As such, we know what it’s like to be in your shoes.
We designed this PSA system to make your life (and ours) easier. From creating and assigning tasks, to tracking deadlines and communicating with team members, we’ve got you covered.
PSA stands for Professional Services Automation. It is software that helps services organizations manage resources, optimize workflows, and deliver quality products.
PSA software is like a Swiss Army knife for businesses! It can do so many things: managing resources, expense tracking, invoicing, and keeping an eye on customer relationships. PSA software helps businesses work smarter, faster, and with fewer mistakes.
Top-performing organizations use PSA software to improve their profits and deliver better services. PSA helps them optimize their resources and manage their projects more efficiently.
PSA software delivers external billable work to customers, while PPM software focuses on managing internal resources.
A PSA solution sits between the CRM and accounting software. It serves as the operational backbone for service organizations.
There are different types of PSA platforms available in the market. Businesses need to understand their needs and choose the best PSA solution for them. For instance, Klient is a perfect choice for small companies (200 employees or fewer), professional services firms, and Salesforce partners.
Professional Services Automation (PSA) originated in the 1990s from the need to manage business more efficiently. Professional services firms grew and took on more clients. They needed a better way to manage their resources and projects.
PSA tools can help organizations manage revenue generation by
PSA tools can also streamline billing processes and ensure accurate and timely payments.
PSA in Salesforce refers to a Professional Services Automation system that is native to the Salesforce platform. It helps organizations manage their resources, projects, time and expenses, invoicing, and customer relationships all in one system.
ERP and PSA are two types of software. They manage different aspects of business operations.
ERP software focuses on core business processes like project accounting, inventory management, and supply chain management.
PSA software suits professional services organizations better. It focuses on project management, resource management, time tracking, invoicing, and customer relationship management.
Additionally, it can help to close the gap between sales and delivery.
While both types of software can be beneficial to businesses, they serve different purposes. Different kinds of organizations use them.
If you’re interested in learning how a PSA system can help you grow your business, we’d love to talk!
You can request a custom demo of Klient PSA below to see it for yourself:
You liked this Klient Tip? Share it with your team!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
Business processes have been streamlined and data consolidated using enterprise resource planning (ERP) solutions.
Despite knowing the potential benefits of ERP, professional service firms may wonder if it’s the right choice for their industry!
This article will provide a comprehensive overview of ERP solutions for professional services. It will weigh the pros and cons, and discuss the alternatives available.
Keep reading to find out if an ERP is the best solution for your professional services company!
Book A Meeting With A Klient PSA Expert
ERP systems handle a variety of business management functions, including:
Professional services ERP systems are designed to meet the unique needs of industries like consulting, legal, accounting, and architecture. They emphasize resource allocation, billing, and project-based functionality.
With an ERP, a professional services company can:
In a single, unified platform, they assist businesses with managing financial transactions, monitoring deadlines, allocating resources, tracking expenses, and evaluating performance.
Project management can be streamlined with an ERP system for professional services. For example, team members can collaborate more effectively and complete tasks on time and within budget!
As a result, businesses can deliver high-quality projects…
… which leads to higher customer satisfaction and repeat business.
Resource management is another key feature of professional services ERP systems. These systems ensure that the right people work on the right projects at the right time.
With their data, businesses can allocate resources more effectively. This can improve project outcomes and profitability and minimize overbooking and underutilization of resources.
Business owners can also automate the billing process with ERP systems for professional services. By automating the billing process, these systems help businesses generate accurate invoices and track payments more efficiently.
Billing errors and delays get reduced and everyone gets paid on time!
A professional services ERP system can also offer additional functionality, such as:
In short, these systems provide businesses with a comprehensive suite of tools for managing all aspects of their business.
It’s like having a GPS system for your business – you know where you are, where you’re headed, and can adjust the course as needed to reach your destination!
The average ROI of Enterprise Resource Planning (ERP) implementations is $7+ for every dollar spent. But ROI alone isn’t the only benefit!
Here are just a few more benefits of these systems.
ERP systems track timelines, tasks, and costs. As a result, the organization works faster and more collaboratively!
It’s easy to monitor a project’s progress with an ERP system and identify potential roadblocks before they become big problems.
With detailed insights into workforce availability and utilization, resource allocation can be made more efficient.
Managers can make better resource allocation decisions with real-time data about employee schedules, skills, and workload.
Team productivity goes up, and revenue goes up.
ERP software automates complex financial processes, supports multiple currencies, and analyzes real-time data.
Then you can forecast your finances and manage your cash flow better.
Finance teams can track the financial health of the organization and make informed budgeting and spending decisions with an ERP system.
With ERP systems, you can create customized reports and gain valuable insights to help you decide what to do.
Managers can easily access real-time data about project profitability, resource utilization, and revenue growth with ERP.
With a professional services ERP solution, you can manage client relationships more effectively, which means more satisfaction for your clients!
It’s a great way to keep track of client info, including project history, communication logs, and billing information.
Account managers can provide personalized service and respond quickly to client requests.
While ERP solutions offer numerous benefits, there can also be drawbacks for professional services firms. Before you invest, consider the following!
The initial investment in an ERP system can be expensive, especially for small and mid-sized firms. A mid-sized business can expect to spend anywhere from $150,000 to $750,000 on an ERP implementation.
Software licenses, hardware, and implementation costs can add up fast!
Before you make a decision, make sure you consider the long-term benefits and return on investment. Don’t just invest on a hunch.
It’s a complicated and time-consuming process to deploy an ERP system. The entire process can be disruptive and decrease productivity during the transition period if significant changes are made to existing processes and systems!
To minimize disruptions for your team, you need a clear implementation plan. But you also need to communicate with employees to keep them updated about the changes.
If your company is a professional services firm, your ERP system might not be flexible enough. Depending on the solution you choose, you may find you can’t customize the system to meet your needs.
As such, when it’s time to adapt for future growth, you may get stuck.
The right ERP systems don’t always come with the industry-specific features and functionalities professional services companies need! That’s because they’re not designed with this industry in mind.
That’s why you should carefully evaluate the system’s capabilities first. Consider customization options before making a decision so that you don’t waste money.
While ERP systems have potential drawbacks, a professional services company can successfully implement them and see significant benefits in terms of efficiency, streamlined processes, and better decision-making.
Be sure to weigh the benefits and drawbacks before making a decision, and work with experienced professionals if you want it to work.
But what if you decide an ERP isn’t the best solution for you?
Another option is to consider a PSA platform instead.
One of the key benefits of PSA tools is that they can be customized to your organization.
They can:
Unlike traditional ERP systems, PSA systems are specifically designed to meet the needs of professional services firms! That’s why a PSA tool offers industry-specific features that can be customized to meet the unique needs of different professional services companies.
Plus, it’s easy to use!
It’s also usually easier and faster to implement PSAs than full-scale ERPs, which means less downtime for your team.
Additionally, PSA tools are usually more cost-effective than ERP solutions, which can be helpful for firms that need to implement new software quickly and efficiently.
PSA systems require fewer licenses, hardware, and implementation resources, so they’re more cost-effective for professional services firms.
But they’re also scalable, which means you won’t be limited by a tool you’ve outgrown.
It’s especially important for firms looking to expand or enter new markets.
You’ve got a lot of PSA solutions out there, so it can be hard to pick the right one. Here’s what to think about:
By considering the factors mentioned above, you can select a PSA system that meets your business needs. This will improve your team’s productivity and help you achieve your business goals.
Now you should have a better idea of whether an ERP is the right solution for you.
If you’ve found that’s not the case, you can book a demo with the Klient PSA team to discuss your needs!
With the right PSA tool implemented, your professional services organization can cut down on manual processes while increasing profit margins. And we’ll let you know whether Klient PSA is that tool.
You liked this Klient Tip? Share it with your team!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions both offer unique benefits for streamlining operations and driving growth. However, there are some key differences between the two types of solutions. ERP solutions are typically more comprehensive, while PSA solutions are more focused on project management and resource allocation.
To make an informed purchasing decision, you must understand the distinctions between ERP and PSA software.
In this comprehensive guide, we will explore the definitions, benefits, and examples of ERP and PSA software. By examining their similarities and differences, you’ll gain valuable insights into how each solution impacts various aspects of your business processes!
Lastly, we’ll help you make an informed decision that aligns with your long-term goals by assessing your needs, evaluating the available options, and choosing the most appropriate solution for your specific needs.
ERP is a comprehensive set of integrated software applications that allow businesses to effectively manage their core processes. These processes include:
By centralizing data from various departments into a single system, an ERP solution enables organizations to make informed decisions based on real-time information.
Here’s how professional services firms can benefit from implementing an ERP solution:
When choosing an ERP solution for your business, you have a wide variety of options to consider. Some popular examples include:
ERP systems are powerful tools that can help businesses of all sizes streamline processes and improve efficiency.
However, PSA software is an even more specialized tool designed specifically for professional services organizations. It offers increased automation capabilities to make managing projects easier than ever before.
Professional Services Automation (PSA) refers to a suite of software tools designed specifically for businesses in the professional services industry, such as:
These tools help streamline various aspects of project management, resource allocation, time tracking, billing and invoicing while improving collaboration among team members.
By using a PSA platform, teams can communicate more effectively and efficiently. They can track and manage their tasks, allocate resources appropriately, and ensure billing and invoicing processes are accurate and up to date.
This helps to ensure the project is completed on time and on budget.
The market offers several leading PSA solutions catering specifically to different industries within the professional services sector. Some examples include:
PSAs are a powerful tool that can help professional services businesses streamline their processes and improve efficiency. You can determine which ERP or PSA solution is most advantageous for your business by examining the differences and similarities between the two.
Request A Custom Demo With Klient PSA
Professional services businesses need to understand the differences and similarities between Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) systems. The purpose of this section is to help decision-makers in professional services businesses determine which solution is most appropriate for their organization.
In short, PSAs are designed to make day-to-day operations easier and more efficient. They are focused on improving productivity and streamlining processes so users can get work done faster.
This translates into a more enjoyable and productive work environment. On the other hand, ERPs are designed to help organizations gain better visibility, control, and accuracy over their operations.
It can be challenging to choose between an ERP and a PSA solution when your business’s unique needs and goals are taken into consideration. In order to evaluate the appropriateness of different business solutions, you need to examine your requirements, weigh options, and consider both their benefits and disadvantages.
Let’s get into it!
To determine which system best suits your professional services business, start by identifying your organization’s specific needs. Consider factors such as:
You may also have other needs to consider. Make sure to look at your organization as a whole instead of only considering separate departments or teams.
Find candidates that meet your criteria for ERP and PSA solutions once you have a clear understanding of what you need.
Analyze the features offered by different systems by focusing on how they address pain points specific to professional services businesses.
For example, if members of your team log billable hours, the solution you pick should allow your team members to choose between billable and non-billable hours when entering their timesheets.
Here’s another example — let’s say you run a SaaS business with a professional services department. This department needs a solution to onboard customers faster without anyone falling through the cracks.
Let’s also say the rest of your company uses Salesforce to manage customer data and automate marketing. It would make much more sense to choose an ERP or PSA that’s built directly into the Salesforce ecosystem.
Otherwise, your professional services team will operate on an entirely different platform. This can lead to silos, confusion, and lack of efficiency.
By choosing a Salesforce-integrated platform, you ensure your team works with the same data and technology, resulting in better collaboration and communication.
c. Making an Informed Decision
When comparing potential solutions based on their capabilities relevant to addressing identified challenges within your organization, consider the following:
Remember that selecting the right software can significantly impact productivity, efficiency, and overall success – so invest time in making a well-informed choice.
If you’ve decided to opt for a PSA instead of an ERP, here’s what to keep in mind:
Pick a platform that integrates with (or is native to) the environment you already use. If the rest of your organization is already on Salesforce, it only makes sense to choose a PSA that’s native to Salesforce!
Otherwise, the PSA solution should fit your business goals. Nearly all PSA tools share similar features, but they’re not all built for the same types of businesses.
For instance, Klient is ideal for consulting firms, SaaS companies, and Salesforce partners with up to 200 employees.
The main difference between PSA (Professional Services Automation) and ERP (Enterprise Resource Planning) lies in their focus. While PSA software is designed specifically for professional services businesses to manage projects, resources, and finances, ERP systems cater to a broader range of industries with functionalities like supply chain management, manufacturing planning, and financial management.
PSA in an ERP system refers to the integration of Professional Services Automation features within an Enterprise Resource Planning solution. This allows organizations to streamline their project management processes while also benefiting from other core functions provided by the integrated platform such as finance or inventory control.
An Accounting Information System (AIS) focuses on managing financial transactions and generating reports for decision-making purposes. On the other hand, Enterprise Resource Planning (ERP) systems offer a more comprehensive suite of tools that include not only accounting but also operations management, human resources, procurement & logistics among others.
While ERP is more focused on financial management, PSA offers a comprehensive set of tools for streamlining operations and automating processes.
Ultimately the decision between ERP vs PSA depends on your business needs; if you require advanced automation capabilities then PSA may be the better option for you.
If you’re looking for a way to manage your professional services projects from start to finish on Salesforce, Klient PSA is the platform for you.
And no, you don’t need a Salesforce license to start using Klient PSA!
Book a free demo to start scaling your business fast:
You liked this Klient Tip? Share it with your team!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
FOR PROJECT MANAGERS
What’s the importance of the User Interface in a PSA software?
Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it. We suggested limiting the number of fields and options to essentials only. Keyboard shortcuts make up for what’s not displayed!
The goal was to limit navigation by creating a powerful yet simple interface. They loved it so much that they became a part of the Klient family. These updates made such a splash that we decided to change our own internal interface in a similar way.
Everyone wins when you prioritize accessibility!
Everyone wins when you prioritize accessibility!
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!
