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