Klient Tips
For project managers, business leaders, team managers & customers
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How to Migrate Your Smartsheet to Salesforce and Boost Project Margins
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8 Reasons We Share Our Project Roadmap with Prospects and Customers
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3 Pros and 3 Cons of Collaborating on Your Projects with Your Customers
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Project Managers Sleep Better When Exposing Their Project Statuses
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Building Trust Through Customer Transparency
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How to survive Salesforce Multi-Factor Authentication Update
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Improve Team Productivity with Unread Messages View in Slack
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3 Benefits of Salesforce’s Rich Ecosystem
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Automate and Elevate Your Projects with Salesforce
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Scale Your Professional Services with Salesforce
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Salesforce: The Project Collaboration Powerhouse
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Centralized Data: The Heartbeat of Your Project Decisions
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Master the Familiar: Use Salesforce as a PM Tool
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How and Why You Should Write Down Your Ideas
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The Benefits of Taking Vacations to Boost Team Productivity
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Stay Up to Date with Salesforce Last 7 Days Filter
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Boost Your Salesforce Adoption Success with a Named ORG
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Get Your Priorities Right with Salesforce Pinned Tabs
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Boost Business Performance by Putting the Right People in the Right Seats
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Grow Your Team with Quality Talent
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Keep Your Work Breakdown Structure (WBS) Simple
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Streamline Project Management with Salesforce Next Step Field
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Streamline Your SOC 2 Compliance Journey with an Automation Platform
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Find Your Ideal Candidates with Psychometric Tests
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Boost Productivity with Salesforce Favorites
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Boost Collaboration and Productivity with Kanban Boards
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Keep Your Projects In Scope with A Backlog or GapList
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Create Dashboards to Showcase Important Data
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Send handwritten cards to build stronger customer relationships
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Adapting your user interface for visual accessibility
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Always lead with your “why”
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Use EOS to run your business
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Create Checklists to Manage Fewer Tasks
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Leverage Salesforce LWC to take control of your workflow!
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The power of an email recap
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Have you scheduled your next meeting?
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Send a project status weekly to build customer trust