# Klient PSA

> Klient PSA is the AI-powered, 100% Salesforce-native professional services automation (PSA) platform — projects, resource management, time, and billing on one platform inside your existing Salesforce org, with nine AI agents. Built for professional-services firms of 50–1,000. Humans lead. Agents deliver.

> Full index of public pages and articles. For the curated guide, see https://klient.com/llms.txt

## Pages

- [28 North Consulting](https://klient.com/partnerhub/28-north-consulting/): 28 North Consulting is a certified Klient PSA partner helping teams streamline project delivery, resource management & billing natively in Salesforce
- [Accueil](https://klient.com/fr/): 
- [Agents IA Salesforce pour les services professionnels](https://klient.com/fr/agents-ia/): 9 agents IA Salesforce + 1 serveur MCP pour les équipes de services professionnels. SCOPEY1, PLANNY1, TIMEY1, STAFFY1 et plus encore — 1 000 $ US chacun,…
- [Alto Consultants](https://klient.com/partnerhub/alto-consultants/): Specialists in Rootstock Cloud ERP on the Salesforce platform — delivering tailored, end-to-end solutions for manufacturing and financial operations.…
- [Appel d’introduction](https://klient.com/fr/appel-decouverte/): Réservez votre appel d’introduction gratuit Assemblons les pièces du casse-tête! Pendant une démo de 30 minutes de Klient PSA, nous discutons de votre…
- [Apricity Group](https://klient.com/partnerhub/apricity-group/): A global business and technology consulting company specializing in Salesforce and Professional Services Cloud solutions. The Apricity Group focuses on the…
- [Billing and Financials – PSA Tools for Salesforce Partners](https://klient.com/psa-software/billing-invoicing/): Billing & Financials Close your months faster, prevent revenue leakage, and increase your cash flow with Klient’s foolproof Billing and Financial tools.…
- [Blog](https://klient.com/blog/): Klient Blog Professional Services Industry Insights linkedin youtube NEW SERIE HOW I SOLVED IT with KLIENT Search by category Explore our blog posts Replace…
- [Book a demo](https://klient.com/request-demo/): Schedule a demo to see Klient PSA in action. Request a demo today and experience firsthand the capabilities of Klient PSA. Purpose-built for professional…
- [Case Study: How Bolt Data doubled in revenue with Klient PSA](https://klient.com/bolt-data-success-story/): Discover how Bolt Data doubled in size and revenue in under 18 months by using Klient PSA.
- [Case Study: how Flexia increased 900% with Klient PSA](https://klient.com/flexia-success-story/): Discover how Flexia increased 900% in business volume in 5 years with Klient PSA!
- [Case Study: how Incloud reduced costs with Klient PSA](https://klient.com/incloud-success-story/): Discover how Incloud managed to cut down on software fees, save time and increase productivity with Klient PSA!
- [Case Study: Maximizing the power of data with Klient PSA](https://klient.com/case-study-dunsky-with-klient-psa/): How Dunsky Energy + Climate Advisors maximized its data with Klient PSA. Streamline projects, automate workflows, & enhance forecasting.
- [Case Study: Saasinct’s Strategic Blueprint for Scalable Growth](https://klient.com/case-study-saasincts-strategic-blueprint-for-scalable-growth/): Saasinct’s Strategic Blueprint for Scalable Growth How a woman-owned Salesforce consulting partner built the foundation to scale. Saasinct, a…
- [CASEY 1 · Customer Support Agent — Klient PSA](https://klient.com/ai-agents/casey-customer-support-agent/): CASEY 1, a customer support agent picks up every support case instantly, searches the Knowledge Base, resolves L1 cases, and routes complex cases with full…
- [CASEY1 · Agent de soutien client](https://klient.com/fr/agents-ia/casey-agent-soutien-client/): 
- [Cobra](https://klient.com/partnerhub/cobra/): Cobra is a Klient PSA and Salesforce Implementation Partner in the Netherlands. They help consulting firms and SaaS businesses implement and optimize Klient…
- [Collaboration client](https://klient.com/fr/logiciel-psa/experience-client/): 
- [Comment TruSummit Solutions a bâti un moteur de réalisation à forte marge](https://klient.com/fr/trusummit/): Comment TruSummit Solutions a bâti un moteur de réalisation à forte marge Une firme-conseil Salesforce en croissance a troqué un assemblage d’outils de…
- [Comparez Klient PSA aux meilleurs outils PSA](https://klient.com/fr/comparer/): Voyez comment Klient PSA se compare aux principaux logiciels d'automatisation des services professionnels et de gestion de projet — selon de vrais avis G2.
- [Connecteurs comptables](https://klient.com/fr/integrations/): Klient PSA se connecte à votre plateforme comptable — Intuit QuickBooks, Sage Intacct, Xero et Accounting Seed — pour que la facturation et les données…
- [Contact Sales](https://klient.com/contact-sales/): Request a Call Connect with our team to discuss your projects and discover how Klient can drive your growth. All-in-One Project Management suite 100%…
- [Contact Us](https://klient.com/contact-us/): Contact Klient PSA to learn more about our Salesforce-native PSA software, request a demo, or get support for your professional services automation needs.
- [Customer Collaboration – PSA Tools for Salesforce Partners](https://klient.com/psa-software/customer-experience/): Customer Collaboration Exceed client expectations, boost engagement, and elevate service quality with Klient's customer collaboration tools. Genuine feedback…
- [Customer Stories](https://klient.com/customer-stories/): Real results from consulting, HR, energy, and Salesforce services teams running projects, resourcing, time, and billing on Klient PSA — the 100%…
- [Customer Success](https://klient.com/customer-success/): ONBOARDING SERVICES Our tailored onboarding services ensure you get the most out of Klient from day one. Partner with our experts to seamlessly integrate…
- [De l’opportunité au projet](https://klient.com/fr/logiciel-psa/opportunite-au-projet/): PSA natif Salesforce · De l’opportunité au projet Concluez la vente. Lancez le projet. Sans rien ressaisir. L’automatisation du passage de l’opportunité au…
- [Devpresso – Klient Implementation Partner](https://klient.com/partnerhub/devpresso/): Devpresso is a Klient Partner driving recurring revenues with Klient. Join Klient Partner Program, earn lifelong commissions by co-selling and implementing…
- [DEVY 1 · Software Development Agent — Klient PSA](https://klient.com/ai-agents/devy-software-development-agent/): DEVY 1, a software development agent reads a requirement from a Klient PSA task, connects to your dev environment, writes working code, runs tests, and…
- [DEVY1 · Agent de développement logiciel](https://klient.com/fr/agents-ia/devy-agent-developpement-logiciel/): 
- [Discovery Call](https://klient.com/discovery-call/): Book Your Free Discovery Call Let’s Put the Pieces Together! During a 30-minute demo of Klient PSA, we’ll discuss your business and how Klient can…
- [Download Your Ebook](https://klient.com/ebook/): A buyer’s guide to choosing the right Professional Services Automation (PSA) solution. Share your email and we will send you a copy of our buying guide.…
- [Du manuel à l’automatisé : comment Vera Solutions a transformé la gestion de ses ressources et de ses projets](https://klient.com/fr/vera-solutions/): Du manuel à l’automatisé : comment Vera Solutions a transformé la gestion de ses ressources et de ses projets Vera Solutions a remplacé son système maison et…
- [eLearning](https://klient.com/klient-psa-elearning/): Level up your Klient PSA skills with free eLearning courses. Master time tracking, approvals, invoicing, and project management with interactive lessons.
- [Englhard Consulting](https://klient.com/partnerhub/englhard-consulting/): Englhard Consulting partners with Klient PSA to help B2B businesses unify Lead-to-Quote-to-Execution on Salesforce and scale from challenger to champion.
- [Estimate & Forecast Module in Klient PSA](https://klient.com/psa-software/estimate-forecast/): Estimate & Forecast Streamline your sales cycle, enhance project planning, and improve collaboration with Klient's Estimate & Forecast tools. Bridge the…
- [Estimation et prévisions dans Salesforce](https://klient.com/fr/logiciel-psa/estimation-previsions/): 
- [Étude de cas : comment Bolt Data a doublé ses revenus avec Klient PSA](https://klient.com/fr/bolt-data/): Comment Bolt Data a doublé sa taille et ses revenus en moins de 18 mois avec Klient PSA Une entreprise SaaS de premier plan avec une solution IdO novatrice.…
- [Étude de cas : comment Flexia a augmenté de 900 % son volume d’affaires avec Klient PSA](https://klient.com/fr/flexia/): Découvrez comment Flexia a augmenté son volume d'affaires de 900 % en cinq ans avec Klient PSA, en gérant ses projets, ses ressources et sa facturation…
- [Étude de cas : comment Incloud a réduit ses coûts avec Klient PSA](https://klient.com/fr/incloud/): Comment Incloud a généré plus de 40 000 $ d’économies opérationnelles avec Klient PSA Une firme-conseil Salesforce de premier plan qui mène les…
- [Étude de cas : le plan stratégique de Saasinct pour croître à grande échelle](https://klient.com/fr/saasinct/): Le plan stratégique de Saasinct pour croître à grande échelle Comment une firme-conseil partenaire de Salesforce appartenant à une femme a bâti les bases de…
- [Étude de cas : tirer le plein potentiel des données avec Klient PSA](https://klient.com/fr/dunsky/): Tirer le plein potentiel des données : le succès de Dunsky avec Klient PSA Faire avancer l’énergie propre grâce aux données et à la stratégie. Dunsky Energy +…
- [Événements et webinaires Klient PSA](https://klient.com/fr/evenements/): 
- [Facturation dans Salesforce](https://klient.com/fr/logiciel-psa/facturation/): 
- [Form Submission Problem](https://klient.com/form-submission-problem/): There was a problem with your submission We couldn’t process your form. This usually means a required field was missing, or the submission looked…
- [Formation Klient PSA pour les consultants Salesforce](https://klient.com/fr/consultants-salesforce/): Pour les consultants Salesforce, les administrateurs et les personnes en réorientation de carrière Apprenez Klient PSA et ses neuf agents IA. Dix cours…
- [From Manual to Automated: How Vera Solutions Transformed Resourcing and Project Management](https://klient.com/vera-solutions-success-story/): Vera Solutions replaced its homegrown system and Google Sheets with Klient PSA, creating a single, Salesforce-native source of truth for projects, resourcing,…
- [Gestion de projet dans Salesforce](https://klient.com/fr/logiciel-psa/gestion-de-projet/): 
- [Gestion des ressources dans Salesforce](https://klient.com/fr/logiciel-psa/gestion-des-ressources/): 
- [Growteq](https://klient.com/partnerhub/growteq/): Growteq is a certified Klient PSA partner helping teams streamline project delivery, resource management & billing natively in Salesforce
- [GUIDY 1 · Customer Onboarding Agent — Klient PSA](https://klient.com/ai-agents/guidy-customer-onboarding-agent/): GUIDY 1, customer onboarding agent reads your onboarding plan, monitors every task daily, nudges owners when things stall, escalates go-live risk, and tracks…
- [GUIDY1 — Agent de mise en route client](https://klient.com/fr/agents-ia/guidy-agent-mise-en-route-client/): 
- [Headless Project Delivery](https://klient.com/headless-project-delivery/): A new delivery model for professional services automation Headless Project Delivery Delivery without the wait in between. Your client drives Agents execute…
- [Headless Project Delivery](https://klient.com/fr/headless-project-delivery/): Un nouveau modèle de réalisation pour l’automatisation des services professionnels Headless Project Delivery La réalisation, sans l’attente entre les étapes.…
- [How TruSummit Solutions Built a High-Margin Delivery Engine](https://klient.com/case-study-high-margin-delivery/): See how TruSummit Solutions, a Salesforce consultancy, built a high-margin delivery engine on Klient PSA, the only PSA platform native to Salesforce.
- [Incloud – Klient Implementation Partner](https://klient.com/partnerhub/incloud/): Incloud is a Klient Partner driving revenues with Klient. Join Klient Partner Program and earn lifelong commissions by co-selling/implementing Klient PSA.
- [Industries — PSA Built for How Your Firm Delivers](https://klient.com/industries/): Klient PSA is built for the way your industry delivers — SaaS, consulting, IT services, cybersecurity, HR, manufacturing, Salesforce SI partners, and…
- [Intégration bidirectionnelle Jira et Salesforce](https://klient.com/fr/logiciel-psa/integration-jira-salesforce/): Synchronisez les projets, les tâches, les responsables et les champs entre Klient PSA et Atlassian Jira Cloud, automatiquement, dans les deux sens, sans…
- [Integrations](https://klient.com/integrations/): Klient PSA is fully integrated with your accouting platform such as Intuit QuickBooks, Sage Intacct, Xero & accounting seed.
- [Jira Salesforce Integration](https://klient.com/psa-software/jira-salesforce-integration/): Bidirectional Jira Cloud integration for Klient PSA — sync projects, tasks, assignees & fields with Salesforce, no double entry. 100% Salesforce-native.
- [Klient – Data Processing Agreement (DPA)](https://klient.com/dpa/): Klient MSA
- [Klient – MSA – December 3rd 2025](https://klient.com/klient-msa-december-3rd-2025/): CLICK HERE TO VIEW PREVIOUS VERSIONS OF THIS AGREEMENT ______________ Klient MSA – December 3rd, 2025 MASTER SUBSCRIPTION AGREEMENT This Agreement governs…
- [Klient Blog](https://klient.com/klient-blog/): Klient Blog
- [Klient for Cybersecurity Firms — Stop Over-Delivering, Start Over-Earning](https://klient.com/industries/cybersecurity/): Klient for Cybersecurity Firms Stop over-delivering.Start over-earning. Your analysts are your product. Every untracked hour on a pentest, every retainer…
- [Klient for HR Consulting — People Are Your Product](https://klient.com/industries/hr/): Klient for HR Consulting People are your product.Treat their time that way. HR consulting firms sell expertise by the hour but track it on spreadsheets. When…
- [Klient for IT Services — Scale Your Practice Without the Chaos](https://klient.com/industries/it-services/): Klient for IT Services Scale your practicewithout scaling your chaos IT services firms grow by adding clients. Then chaos grows faster — projects slip,…
- [Klient for Manufacturing — The Operating System for Your Service Factory](https://klient.com/industries/manufacturing/): Klient for Manufacturing The operating system for your service factory You have an ERP for your widgets. You need Klient for your workers. Manage engineering…
- [Klient for Salesforce SI Partners — Run Your Practice on the Platform You Sell](https://klient.com/industries/salesforce-si/): Klient for Salesforce SI Partners Run your practice onthe platform you sell You implement Salesforce for a living. But your own projects, timesheets, and…
- [Klient Insights](https://klient.com/products/klient-insights/): Klient Insights puts margin, capacity, unbilled time and client health on one live screen inside Salesforce, starting from ready-made PSA dashboard templates.
- [Klient Lunch & Learn sessions for Salesforce™ SI Partners](https://klient.com/lunchandlearn/): Lunch & Learn Master Project Management with a 100% Native Salesforce™ App Reserve Your Lunch & Learn This dedicated learning session will be tailored to your…
- [Klient Master Subscription Agreement ( MSA )](https://klient.com/msa/): Klient MSA
- [Klient Partner Program](https://klient.com/partners/): Join Klient Partner Program, earn lifelong commissions by co-selling Klient PSA licenses. Salesforce Partners create recurring revenues by joining our program.
- [Klient Partners](https://klient.com/partnerhub/): Join Klient Partner Program, earn lifelong commissions by co-selling Klient PSA licenses. Salesforce Partners create recurring revenues by joining our program.
- [Klient PSA | Professional Services Automation for Salesforce](https://klient.com/): Run an agentic services business with Klient PSA, a leading Professional Services Automation software. Streamline project management, optimize resources, and…
- [Klient PSA Alternatives | Compare PSA Software](https://klient.com/compare/): Discover the best Klient PSA alternatives and project management software comparisons. See how Klient PSA stacks up against Cloud Coach, FinancialForce,…
- [Klient PSA Events & Webinars](https://klient.com/klient-psa-events/): Stay up-to-date with Klient PSA webinars. Learn how our Salesforce-native PSA streamlines workflows, explore on-demand content, and discover best practices…
- [Klient PSA for Consulting & Advisory Firms — Turn Expertise Into Profit](https://klient.com/industries/consulting/): Klient PSA for consulting firms: real-time margin on every engagement, cross-practice resource visibility, and AI agents that handle the admin. 100%…
- [Klient PSA for Salesforce Admins](https://klient.com/salesforce-admins/): What Klient PSA installs in your Salesforce org, what it changes, and how to test it in a separate 30-day trial org.
- [Klient PSA for Salesforce AEs & SEs — Grow Your Deal, Hit Your Number](https://klient.com/klient-psa-for-salesforce-aes-ses-grow-your-deal-hit-your-number/): Attach Klient PSA to any Salesforce deal. Earn up to 20% PNR quota credit, drive Flex Credit consumption with AI agents, and expand platform footprint. 100%…
- [Klient PSA for Technology & SaaS — Turn Implementation into a Profit Center](https://klient.com/industries/saas/): Klient PSA for SaaS companies: connect onboarding, implementation, and success — from closed deal to recognized revenue (ASC 606), 100% native on Salesforce.
- [Klient PSA pour les administrateurs Salesforce](https://klient.com/fr/admins-salesforce/): Pour les administrateurs Salesforce Vous avez trouvé le PSA. Maintenant, il faut vous en porter garant. Klient PSA pour les administrateurs Salesforce — ce…
- [Klient PSA pour les AE et SE de Salesforce](https://klient.com/fr/klient-psa-pour-representants-salesforce/): 
- [Klient PSA Training for Salesforce Consultants](https://klient.com/salesforce-consultants/): For Salesforce consultants, admins & career changers Learn Klient PSA and its nine AI agents. Ten free courses. A 30-day org to build in. And 10–15%…
- [Klient PSA Trial](https://klient.com/klient-psa-trial/): Empower your team · Streamline your work · Increase your revenue Start Your Klient PSA Trial Klient PSA handles the full lifecycle of all project types,…
- [Klient PSA Videos](https://klient.com/watch/): 
- [Klient PSA vs Certinia — la meilleure alternative à Certinia](https://klient.com/fr/comparer/alternative-certinia/): Vous cherchez une solution de rechange à Certinia (FinancialForce)? Voyez pourquoi les équipes conseil et SaaS choisissent Klient PSA : plus rapide, plus…
- [Klient PSA vs Certinia | Best Certinia Alternative](https://klient.com/compare/certinia-alternative/): Looking for a Certinia (FinancialForce) alternative? See why consulting and SaaS teams choose Klient PSA — faster setup, easier to use, 100%…
- [Klient PSA vs Cloud Coach — la meilleure alternative](https://klient.com/fr/comparer/alternative-cloud-coach/): Vous cherchez une solution de rechange PSA à Cloud Coach? Voyez pourquoi les firmes conseil et SaaS choisissent Klient PSA : mise en route plus rapide, PSA…
- [Klient PSA vs Cloud Coach | Best PSA Alternative](https://klient.com/compare/cloud-coach-alternative/): Looking for the best PSA alternative to Cloud Coach? Discover why consulting and SaaS firms pick Klient PSA for faster onboarding, deeper PSA features, and…
- [Klient PSA vs Kantata — la meilleure alternative à Kantata](https://klient.com/fr/comparer/alternative-kantata/): Vous cherchez une solution de rechange à Kantata (Mavenlink)? Klient PSA est 100 % natif Salesforce, sans intégration ni synchronisation. Voyez le comparatif…
- [Klient PSA vs Kantata | Best Kantata Alternative](https://klient.com/compare/kantata-alternative/): Looking for a Kantata (Mavenlink) alternative? Klient PSA is 100% Salesforce-native — no integration or data sync — with deeper PSA fit. See the G2 2026…
- [Klient PSA vs Mission Control](https://klient.com/compare/mission-control-alternative/): Klient PSA vs Aprika Mission Control — both 100% Salesforce-native. See how Klient PSA adds full billing, revenue recognition, and nine AI agents.
- [Klient PSA vs Mission Control — la meilleure alternative](https://klient.com/fr/comparer/alternative-mission-control/): Klient PSA vs Mission Control d'Aprika : deux PSA 100 % natifs Salesforce. Voyez comment Klient PSA ajoute la facturation, la constatation des revenus et neuf…
- [Klient PSA vs Precursive — la meilleure alternative](https://klient.com/fr/comparer/alternative-precursive/): Vous cherchez une solution de rechange à Precursive? Klient PSA couvre tout le cycle de réalisation, de la portée à la facturation, nativement dans…
- [Klient PSA vs Precursive | Best Precursive Alternative](https://klient.com/compare/precursive-alternative/): Looking for a Precursive alternative? Klient PSA covers the full delivery lifecycle — scoping to billing — natively on Salesforce. See the G2 2026 comparison.
- [Klient PSA vs Rocketlane — le PSA natif Salesforce](https://klient.com/fr/comparer/alternative-rocketlane/): Klient PSA vs Rocketlane : Rocketlane est un PSA autonome à intégrer à Salesforce; Klient PSA fonctionne dans Salesforce, une source unique de vérité, avec…
- [Klient PSA vs Rocketlane — The Salesforce-Native Alternative](https://klient.com/compare/rocketlane-alternative/): Klient PSA vs Rocketlane: where Rocketlane is a standalone PSA you integrate with Salesforce, Klient PSA runs 100% natively inside it — one source of truth…
- [Klient Software License Addendum](https://klient.com/software-license-addendum/): Klient Software License Addendum SOFTWARE LICENSE ADDENDUM TO THE KLIENT MASTER SUBSCRIPTION AGREEMENT This Software License Addendum (this “Addendum”) is…
- [KNOWWY 1 · Knowledge Agent — Klient PSA](https://klient.com/ai-agents/knowwy-knowledge-agent/): KNOWWY 1, knowledge agent finds knowledge gaps, researches closed cases and project data, and drafts structured Salesforce Knowledge articles. Powered by…
- [KNOWWY1 · Agent de connaissances](https://klient.com/fr/agents-ia/knowwy-agent-connaissances/): 
- [Le meilleur outil de suivi du temps dans Jira pour les équipes Salesforce](https://klient.com/fr/logiciel-psa/suivi-du-temps-jira/): Klient PSA aide les équipes qui travaillent dans Jira et Salesforce à rester parfaitement alignées. Gérez le suivi du temps dans Jira et voyez-le…
- [Logiciel de gestion de projet pour consultants — Salesforce PSA](https://klient.com/fr/industries/consultation/): 
- [Logiciel PSA](https://klient.com/fr/logiciel-psa/): 
- [Managing your Growth with Resource Management in Klient PSA!](https://klient.com/psa-software/resource-management/): Resource Management in Salesforce Optimize your resources, streamline scheduling, and ensure efficient project delivery with Klient's resource management…
- [MCP Admin1](https://klient.com/products/mcp/mcp-admin1/): 
- [MCP Admin1](https://klient.com/fr/produits/mcp/mcp-admin1/): MCP pour Salesforce PSA : MCP Admin1 met un consultant en route en une phrase et diagnostique les accès en quelques secondes — l'administration sans interface…
- [MCP Data1](https://klient.com/products/mcp/mcp-data1/): 
- [MCP Data1](https://klient.com/fr/produits/mcp/mcp-data1/): MCP pour Salesforce PSA : avec MCP Data1, votre IA crée des projets et des tâches, affecte des ressources et saisit le temps directement dans votre org Klient…
- [MCP Knowledge1](https://klient.com/products/mcp/mcp-knowledge1/): 
- [MCP Knowledge1](https://klient.com/fr/produits/mcp/mcp-knowledge1/): MCP pour Salesforce PSA : avec MCP Knowledge1, votre IA recherche, rédige, versionne et publie dans Salesforce Knowledge — tout le cycle de vie, sans…
- [MCP Servers](https://klient.com/products/mcp/): 
- [MCP1 · Klient PSA MCP Server — Connect Any AI to Live Project Data](https://klient.com/ai-agents/mcp-klient-psa-mcp-server/): CP1 is a Salesforce-native MCP server that connects Claude, GPT-4, Gemini, and Cursor to live Klient PSA data. Query projects, tasks, SPI metrics in real…
- [Merci — Appel d’introduction](https://klient.com/fr/merci-appel-decouverte/): Merci d’avoir réservé votre appel d’introduction. Assemblons les pièces du casse-tête! Vous pouvez modifier votre rendez-vous en tout temps à l’aide du…
- [Merci — Demande de démo](https://klient.com/fr/merci-demo/): ✓ Merci d’avoir demandé votre démo! Pas besoin d’attendre : réservez dès maintenant votre appel d’introduction de 30 minutes. Vous recevrez une invitation de…
- [Merci — Guide](https://klient.com/fr/merci-guide/): 📘 Votre guide est prêt The Salesforce PSA & AI Agents Playbook (en anglais) Merci! Votre exemplaire est prêt à télécharger dès maintenant, et nous vous…
- [Merci — Nous joindre](https://klient.com/fr/merci-nous-joindre/): ✓ Merci de nous avoir écrit! Votre message a bien été envoyé. Nous vous répondrons sous peu, mais vous n’avez pas à attendre. Vous préférez parler? Planifiez…
- [Merci — Parler aux ventes](https://klient.com/fr/merci-ventes/): ✓ Merci d’avoir communiqué avec notre équipe des ventes! Votre message a bien été envoyé. Un membre de notre équipe des ventes vous répondra sous peu, mais…
- [Merci — Programme de partenaires Klient](https://klient.com/fr/merci-partenaire/): Merci d’avoir soumis votre candidature de partenaire!  Et maintenant? Analyse en cours : notre équipe analysera votre candidature. Surveillez votre boîte de…
- [Nous joindre](https://klient.com/fr/nous-joindre/): 
- [Parler aux ventes](https://klient.com/fr/parler-aux-ventes/): 
- [Plan de succès standard](https://klient.com/fr/plan-de-succes-standard/): Plan de succès standard Généralités Le Plan de succès standard est fourni sans frais supplémentaires aux utilisateurs du client. Le soutien est offert tous…
- [PLANNY 1 · AI Project Management Agent — Klient PSA](https://klient.com/ai-agents/planny-project-management-agent/): PLANNY 1 is an AI project management agent for Salesforce that delivers prioritized project briefs every morning and night — and on demand.
- [PLANNY1 · Agent IA de gestion de projet — Klient PSA](https://klient.com/fr/agents-ia/planny-agent-gestion-de-projet/): 
- [Pricing](https://klient.com/pricing/): Klient Pricing Deliver success every time with a fully customizable project platform on Salesforce™. Our pricing includes Salesforce licenses Yep, you read…
- [Privacy Policy](https://klient.com/privacy-policy/): Privacy Policy Welcome to the website (the "Website") of Klient inc. ("Klient", "we", "us" or "our"). Before accessing or using the services provided on the…
- [Prix](https://klient.com/fr/prix/): 
- [Products](https://klient.com/products/): Klient PSA products Everything Klient builds for professional-services teams on Salesforce — the PSA platform, the AI agents, and the MCP servers that connect…
- [Produits](https://klient.com/fr/produits/): Découvrez la famille de produits Klient PSA : la plateforme PSA 100 % native Salesforce et ses modules, neuf agents IA Agentforce et des serveurs MCP qui…
- [Programme de partenaires Klient](https://klient.com/fr/partenaires/): 
- [Project Management in Klient PSA](https://klient.com/psa-software/project-management/): Project Management in Salesforce Empower your team, streamline workflows, and achieve on-time delivery with Klient's project management tools. Manage complex…
- [PSA ou CRM : quelle différence, et avez-vous besoin des deux?](https://klient.com/fr/psa-vs-crm/): 
- [PSA Software Built for Salesforce](https://klient.com/psa-software/): Discover Klient PSA: the #1 PSA software built 100% native on Salesforce. Empower your delivery, from project planning to invoicing.
- [PSA vs CRM](https://klient.com/psa-vs-crm/): 
- [Répertoire des partenaires Klient](https://klient.com/fr/partenaires/repertoire/): 
- [Réserver une démo](https://klient.com/fr/demande-de-demo/): 
- [Réservez votre appel d’introduction](https://klient.com/fr/reserver-une-demo/): Réservez votre appel d’introduction 30 minutes avec l’équipe Klient. Choisissez une heure : vous recevrez une invitation de calendrier avec un lien Google…
- [Revenue Recognition in Salesforce](https://klient.com/watch/revenue-recognition/): Watch how Klient PSA recognizes revenue on uneven milestones, inside Salesforce, in 71 seconds.
- [Saasinct – Klient Implementation Partner](https://klient.com/partnerhub/saasinct/): Saasinct is a Klient Partner driving revenues with Klient. Join Klient Partner Program and earn lifelong commissions by co-selling/implementing Klient PSA.
- [Salesforce AI Agents for Professional Services — Klient PSA](https://klient.com/ai-agents/): 8 Salesforce AI agents for PS teams. SCOPEY, PLANNY, TIMEY and more. Each does one job. Each costs $1,000 one-time. Humans lead. Agents deliver.
- [Salesforce Headless 360](https://klient.com/salesforce-headless-360/): Salesforce Headless 360 makes every platform capability callable as an API, MCP tool or CLI command - and what that changes for a services firm.
- [Salesforce Headless 360](https://klient.com/fr/salesforce-headless-360/): Ce que c’est Ce qui a été livré Deux sens Pour les firmes de services FAQ La place de Klient Plateforme Salesforce · Explication · Mis à jour le…
- [Salesforce Native PSA for Consulting Firms | Klient PSA](https://klient.com/salesforce-native-psa-for-consulting-firms/): Looking for a Salesforce native PSA for consulting firms? Klient PSA lets you manage delivery, billing, and forecasting 100% in Salesforce.
- [Salesforce Opportunity-to-Project](https://klient.com/psa-software/opportunity-to-project/): Turn a won Salesforce opportunity into a staffed, tracked, billable project — natively, with no middleware, sync jobs, or re-keying.
- [Salesforce PSA for Life Sciences](https://klient.com/industries/healthcare-life-sciences/): 
- [Salesforce PSA pour la cybersécurité — protégez votre marge](https://klient.com/fr/industries/cybersecurite/): 
- [Salesforce PSA pour la fabrication — conception sur commande](https://klient.com/fr/industries/fabrication/): 
- [Salesforce PSA pour le SaaS et les technos — rentabilisez la réalisation](https://klient.com/fr/industries/saas/): 
- [Salesforce PSA pour les intégrateurs partenaires — sur votre plateforme](https://klient.com/fr/industries/integrateurs-salesforce/): 
- [Salesforce PSA pour les sciences de la vie](https://klient.com/fr/industries/sante-sciences-de-la-vie/): 
- [Salesforce PSA pour les services-conseils en RH — facturez chaque heure](https://klient.com/fr/industries/ressources-humaines/): 
- [SCOPEY 1 · Business Analysis Agent — Klient PSA](https://klient.com/ai-agents/scopey-business-analysis-agent/): SCOPEY 1 is an AI business analysis agent for Salesforce that scopes every task before work starts. One clarifying question, one structured scope, tasks…
- [SCOPEY1 — Agent IA d’analyse d’affaires pour Salesforce](https://klient.com/fr/agents-ia/scopey-agent-analyse-affaires/): 
- [Secteurs d’activité](https://klient.com/fr/industries/): Secteurs d'activité Un PSA conçu pour votre façon de réaliser vos mandats Chaque entreprise de services facture à sa façon, affecte ses ressources à sa façon…
- [Serveurs MCP](https://klient.com/fr/produits/mcp/): MCP pour Salesforce PSA : connectez votre org Klient PSA en direct, avec Claude, Cursor ou Copilot, pour que votre IA fasse du vrai travail, sans interface,…
- [Services TI](https://klient.com/fr/industries/services-ti/): 
- [STAFFY 1 — Resource Management Agent](https://klient.com/ai-agents/staffy-resource-management-agent/): STAFFY 1 reads your Klient PSA projects and tasks to surface capacity gaps, staffing gaps, and over-allocations — then proposes the right resource for every…
- [STAFFY1 — Agent IA de gestion des ressources pour Salesforce](https://klient.com/fr/agents-ia/staffy-agent-gestion-des-ressources/): 
- [Standard Success Plan](https://klient.com/standard-success-plan/): STANDARD SUCCESS PLAN GENERAL The Standard Success Plan will be provided to Customer's Users at no additional charge. Support is available everyday, during…
- [Submit a Referral – Klient Partner Program](https://klient.com/referral/): As a Klient Partner, submit a referral and earn lifelong commissions by co-selling Klient PSA licenses. Salesforce Partners create recurring revenues by…
- [Succès client](https://klient.com/fr/succes-client/): 
- [Suivi du temps et feuilles de temps dans Salesforce](https://klient.com/fr/logiciel-psa/feuilles-de-temps/): 
- [Task & Time Module in Klient PSA](https://klient.com/psa-software/delivery-execution/): Task & Time Boost your productivity, stay on top of tasks, track time effortlessly, and be the hero with Klient's task and time management tools. Empower…
- [Témoignages clients](https://klient.com/fr/temoignages-clients/): Témoignages clients Klient PSA Découvrez comment des équipes de services-conseils, de RH, d’énergie, d’impact social et de services Salesforce mènent des…
- [Time & Execution](https://klient.com/psa-software/time-execution/): Klient PSA helps you to build a consistent workflow that empower your employees with tools that make more efficient and productive.
- [Time Tracking in Jira for Salesforce Teams | Best Jira Time Tracker App](https://klient.com/psa-software/time-tracking-in-jira-for-salesforce-teams/): The best Jira time tracker app built for Salesforce teams. Manage time tracking in Jira and connect projects, billing, and utilization in Salesforce.
- [TIMEY 1 · Timesheet Agent — Klient PSA](https://klient.com/ai-agents/timey-timesheet-agent/): TIMEY 1 is a timesheet agent that reads your Klient PSA schedule, calendar, email, and Slack to pre-fill your timesheet automatically. Review and approve.…
- [TIMEY1 · Agent de feuilles de temps](https://klient.com/fr/agents-ia/timey-agent-feuilles-de-temps/): 
- [TOUCHY 1 · Touchpoint Agent — Klient PSA](https://klient.com/ai-agents/touchy-touchpoint-agent/): TOUCHY 1, a touchpoint agent that builds the meeting agenda, reads the transcript, updates Klient PSA, and sends the recap email staged for human approval.…
- [TOUCHY1 · Agent de points de contact](https://klient.com/fr/agents-ia/touchy-agent-points-de-contact/): 
- [TruSummit Solutions](https://klient.com/partnerhub/trusummit-solutions/): TruSummit Solutions is a Klient PSA partner offering Salesforce consulting, implementation & managed services to reduce technical debt and accelerate value.

## Articles

- [Klient Launches Klient Insights: Live PSA Dashboards Inside Salesforce](https://klient.com/blog/klient-launches-klient-insights/): Klient Insights puts margin, capacity, unbilled time and client health on one live screen inside Salesforce, rolling out now with Klient PSA 51.13.
- [September 2026 Klient PSA Product Update Webinar](https://klient.com/blog/september-2026-klient-psa-product-update-webinar/): Watch the September 2026 Klient PSA webinar: how Klient rolls out the Klient PSA MCP and skills internally, a live demo of AI organizing and delivering a real…
- [August 2026 Klient PSA Product Update Webinar](https://klient.com/blog/august-2026-klient-psa-product-update-webinar/): Everything new in Klient PSA 51.11 and 51.10 — the flexible work schedule that topped the Ideas Exchange, timesheet and resourcing improvements, and the…
- [7 Benefits of a Salesforce-Native PSA](https://klient.com/blog/benefits-salesforce-native-psa/): A Salesforce-native PSA runs projects, resourcing, time, and billing inside your CRM. The seven benefits that matter most when you evaluate one — and who gets…
- [Workspace Resource View: Manage Resource Allocation Directly in Your Salesforce Gantt](https://klient.com/blog/workspace-resource-view-salesforce-resource-allocation/): Klient PSA's Workspace Resource View adds Group By Role and a Resource Workload histogram to the project Gantt — spot overallocation and plan capacity without…
- [July 2026 Klient PSA Product Update Webinar](https://klient.com/blog/july-2026-klient-psa-product-update-webinar/): Watch the July 2026 Klient PSA Product Update Webinar (v51.9): Mass Timesheet Operations, Sage Intacct expense sync, and logging time faster with the TIMEY1…
- [The Salesforce Sales-to-Delivery Handoff: From Closed-Won to Project](https://klient.com/blog/salesforce-sales-to-delivery-handoff/): The sales-to-delivery handoff is where signed deals become live projects. Why it breaks, what a clean Salesforce handoff looks like, and how to set it up so…
- [What Is Salesforce PSA? Professional Services Automation on Salesforce, Explained](https://klient.com/blog/what-is-salesforce-psa/): Salesforce PSA is professional services automation software that runs natively on Salesforce — connecting sales and project delivery on one platform. What it…
- [Best Salesforce PSA Software: Top Tools Compared (2026)](https://klient.com/blog/top-salesforce-psa-software/): The best Salesforce PSA software is the tool that runs professional services automation — projects, resourcing, time, and billing — natively inside your…
- [Klient PSA MCP Webinar: Connect Any AI to Your Salesforce Org](https://klient.com/blog/klient-psa-mcp-webinar/): Watch the special Klient PSA MCP webinar — how the Model Context Protocol connects any AI (Claude, Copilot, Cursor) to your Salesforce org through Klient PSA:…
- [RAID in Project Management: Log, Method & Examples](https://klient.com/blog/raid-in-project-management/): RAID in project management means Risks, Assumptions, Issues, Dependencies. How to build, run and review a RAID log — and track it natively in Salesforce.
- [What Is a Retainer — and Why Yours Quietly Loses Money on Unbilled Hours](https://klient.com/blog/what-is-a-retainer/): What is a retainer in professional services? The model, the two types, and the hidden margin killer — unbilled hours you can't see, and how to make them…
- [June 2026 Klient PSA Product Update Webinar](https://klient.com/blog/june-2026-klient-psa-product-update-webinar/): Watch the June 2026 Klient PSA Product Update Webinar (v51.7): the new Project Workspace Resource View, the TOUCHY 1 touchpoint agent, the Klient PSA MCP…
- [May 2026 Klient PSA Product Update Webinar](https://klient.com/blog/may-2026-klient-psa-product-update-webinar/): Watch the May 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient Feature Hub: One Place to Discover, Learn, and Shape Klient PSA](https://klient.com/blog/klient-feature-hub-one-place-to-discover-learn-and-shape-klient-psa/): Discover features, follow learning paths, submit ideas, and track the roadmap. The Klient Feature Hub centralizes the Klient PSA customer experience.
- [AI Agents in Professional Services: How consulting firms are changing the way they deliver](https://klient.com/blog/ai-agents-in-professional-services/): AI agents in professional services are autonomous task executors — scoping, status reports, time capture — with humans approving every output before it ships.
- [Klient PSA at Agentforce World Tour London 2026](https://klient.com/blog/klient-psa-at-agentforce-world-tour-london-2026/): Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour London on June 18th, 2026.
- [Klient PSA at Agentforce World Tour Toronto 2026](https://klient.com/blog/klient-psa-at-agentforce-world-tour-toronto-2026/): Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour Toronto on May 7th, 2026.
- [April 2026 Klient PSA Product Update Webinar](https://klient.com/blog/april-2026-klient-psa-product-update-webinar/): Watch the april 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [ERP vs PSA: Differences and Which You Need](https://klient.com/blog/erp-vs-psa/): ERP vs PSA: PSA manages projects, resources, and billing for services firms. ERP manages finance, inventory, and operations.
- [Salesforce PSA solutions : Native vs Integrated](https://klient.com/blog/salesforce-psa-native-vs-integrated/): A Salesforce PSA tool runs natively inside your CRM. Learn why salesforce-native PSA beats integrated and what to look for when evaluating.
- [Klient PSA at Agentforce World Tour New York 2026](https://klient.com/blog/agentforce-world-tour-new-york-2026/): Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour New York on April 29, 2026 at the Javits Center.
- [What Is PSA Software? Professional Services Automation Explained](https://klient.com/blog/what-is-professional-services-automation/): PSA software manages projects, resources, timesheets, and billing. Learn what Professional Services Automation does, how it compares to ERP, and how to choose.
- [Klient PSA Introduces Hybrid Project Delivery](https://klient.com/blog/klient-psa-introduces-hybrid-project-delivery/): Nine specialized Agentforce agents now work alongside human consultants inside Salesforce. That’s Hybrid Project Delivery.
- [The Best Time Tracking App for Salesforce: A Consultant’s Guide](https://klient.com/blog/salesforce-time-tracking/): Discover Salesforce Time tracking the smarter way. Explore Klient PSA’s powerful time tracking app, weekly timesheet, keyboard nav, and PTO automation.
- [March 2026 Klient PSA Product Update Webinar](https://klient.com/blog/march-2026-klient-psa-product-update-webinar/): Watch the march 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [February 2026 Klient PSA Product Update Webinar](https://klient.com/blog/february-2026-klient-psa-product-update-webinar/): Watch the february 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Capture, Compare, and Analyze Project Performance Over Time](https://klient.com/blog/snap-workspace-project-analytics/): Capture project snapshot, compare baselines, and visualize project performance with Snap Workspace in Salesforce. Burndown charts, KPIs, & Agentforce ready…
- [January 2026 Klient PSA Product Update Webinar](https://klient.com/blog/january-2026-klient-psa-product-update-webinar/): Watch the January 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient PSA Launches Project Agent on AgentExchange](https://klient.com/blog/klient-psa-launches-project-agent/): Klient's customers can now accelerate project delivery with an AI agent — one of Klient PSA's nine AI agents — designed to enhance human performance and…
- [Klient PSA 50.11: Clearer Project Delivery Through Smarter Time Tracking and Resource Planning on Salesforce](https://klient.com/blog/klient-psa-50-11-clearer-project-delivery-through-smarter-time-tracking-and-resource-planning-on-salesforce/): Learn how Outlook calendar time tracking, flexible time entry, and survey forms improve project delivery and resource planning on Salesforce with Klient PSA…
- [Bulk Edit Tasks Faster in Salesforce: Introducing Mass Update Fields](https://klient.com/blog/mass-update-fields-project-salesforce/): Klient PSA 50.9 introduces Mass Update Fields, an easy way to bulk update tasks in Salesforce. Save time, ensure data consistency, and eliminate repetitive…
- [December 2025 Klient PSA Product Update Webinar](https://klient.com/blog/december-2025-klient-psa-product-update-webinar/): Watch the December 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient PSA 50.9: Faster Timesheets and Task Management in Salesforce](https://klient.com/blog/klient-psa-50-9-timesheets-task-updates/): Discover Klient PSA 50.9, explore Project Workspace Mass Update capabilities, automated month-end timesheets, QuickBooks Bill Sync in Salesforce
- [November 2025 Klient PSA Product Update Webinar](https://klient.com/blog/november-2025-klient-psa-product-update-webinar/): Watch the November 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Time Tracker for Jira | Klient PSA Time Tracking App](https://klient.com/blog/time-tracker-for-jira/): The Klient PSA Time Tracker for Jira lets teams log hours directly from Jira issues into Salesforce. No switching apps, no lost billable time.
- [Klient PSA Launches Time Tracker for Jira](https://klient.com/blog/klient-psa-time-tracker-for-jira/): Work in Jira, forecast & bill in Salesforce We’re excited to announce the release of the Klient PSA Time Tracker for Jira, now available on the Atlassian…
- [Klient PSA 50.8: Log Time from Google Calendar & Automate Project Schedules](https://klient.com/blog/klient-psa-50-8-automate-project-schedules/): Discover Klient PSA 50.8 with Google Calendar time logging, smarter timesheets, automated project transposition, and improved QuickBooks syncing.
- [Top 10 Apps on Salesforce for Project Management (2026 Guide)](https://klient.com/blog/top-8-apps-on-salesforce-for-project-management/): Discover the 10 best project management apps on Salesforce in 2026. Compare PSA, timesheet, resource, and RFP tools to streamline your operations.
- [TSIA Envision 2025 Insights: 4 Shifts Redefining Professional Services Delivery](https://klient.com/blog/tsia-envision-2025-insights-4-shifts-redefining-professional-services-delivery/): Explore key takeaways from TSIA Envision 2025. Learn how AI, connected delivery, and outcome-based models are transforming Professional Services and SaaS…
- [September 2025 Klient PSA Product Update Webinar](https://klient.com/blog/september-2025-klient-psa-product-update-webinar/): Watch the September 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient PSA at TSIA ENVISION 2025](https://klient.com/blog/klient-psa-at-tsiaenvision/): Meet Klient PSA at TSIA ENVISION 2025 in Las Vegas. Visit Booth #601 and join CEO Yanick Abraham’s session with 5 practical lessons for SMBs and services teams.
- [Klient PSA 50.7: Smarter Reporting, Stronger Financial Tracking, and Clearer Resource Planning](https://klient.com/blog/klient-psa-50-7-smarter-reporting-financials-resource-planning/): Discover how Klient PSA v50.7 delivers smarter reporting, deeper financial tracking, and clearer resource planning for consulting firms.
- [Klient PSA at Dreamforce | Exploring Agentforce & AI](https://klient.com/blog/klientpsa-at-dreamforce-2025/): Klient PSA at Dreamforce 2025. Join us in San Francisco to explore Salesforce innovation, Agentforce, and connect with peers.
- [August 2025 Klient PSA Product Update Webinar](https://klient.com/blog/august-2025-klient-psa-product-update-webinar/): Watch the August 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient PSA 50.6: Smarter Reports, Timesheets & Resource Planner](https://klient.com/blog/feature-spotlight-release-50-6/): Discover Klient PSA 50.6: customizable project status reports, Salesforce calendar-integrated timesheets, and new resource planning tools.
- [Klient PSA 50.5:  Automate Scheduling, Timesheets & Expenses in Salesforce](https://klient.com/blog/klient-psa-50-5-automate-scheduling-timesheets-expenses-in-salesforce/): See how Klient PSA 50.5 automates scheduling, timesheets & expenses in Salesforce. Deliver faster, bill sooner.
- [July 2025 Klient Product Update Webinar](https://klient.com/blog/july-2025-klient-product-update-webinar/): Watch the July 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Can Salesforce Be Used as a Project Management Tool? Yes. Here’s How.](https://klient.com/blog/tip-25-salesforce-as-a-project-management-tool/): Want to manage projects directly in Salesforce? Discover how Salesforce as a project management tool can be powerful with the right setup.
- [June 2025 Klient Product Update Webinar](https://klient.com/blog/june-2025-klient-product-update-webinar/): Watch the June 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Klient PSA 50.4: Automating Project Billing & Time Reconciliation in Salesforce](https://klient.com/blog/feature-spotlight-release-50-4/): Explore what’s new in Klient PSA 50.4 — Enhanced Salesforce project management software for consulting firms and SaaS businesses.
- [Feature Spotlight: Time-Based Scheduling](https://klient.com/blog/feature-spotlight-timebased-scheduling/): Flexible Resource Scheduling in Salesforce: Align resources, plan projects, and boost delivery with Klient PSA, 100% Salesforce native.
- [Klient PSA v50.3.2: Enhanced Resource Planning & Time Tracking in Salesforce](https://klient.com/blog/feature-spotlight-release50-3-2/): Explore smarter time tracking, efficient resource planning, and new Klient PSA 50.3.2 features to streamline project delivery inside Salesforce.
- [How to Migrate Your Smartsheet to Salesforce and Boost Project Margins](https://klient.com/blog/how-to-migrate-your-smartsheet-to-salesforce-and-boost-project-margins/): Subscribe to the Klient newsletter to receive fresh tips in your inbox! Klient Tips #38 FOR BUSINESS LEADERS Projects are the backbone of your business, and…
- [May 2025 Klient Product Update Webinar](https://klient.com/blog/may-2025-klient-product-update-webinar/): Watch the May 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [April 2025 Klient Product Update Webinar](https://klient.com/blog/april-2025-klient-product-update-webinar/): Watch the April 2025 Klient Product Update Webinar about our newest professional services automation (PSA) functionalities.
- [Why TSIA World INTERACT 2025 Matters for Professional Services Leaders](https://klient.com/blog/klient-tsia-world-interact/): Join Klient PSA at TSIA World INTERACT 2025, the premier event for professional services leaders. Visit Booth #829 for live demos & expert strategies.
- [March 2025 Klient Product Update Webinar](https://klient.com/blog/march-2025-klient-product-update-webinar/): Watch the March 2025 Klient PSA Product Update Webinar to learn how our newest functionalities could be leveraged to add value to your organization.
- [Boost Project Success & Engagement: The Power of Project Surveys](https://klient.com/blog/boost-project-success-engagement-the-power-of-project-surveys/): Discover how project surveys enhance client satisfaction, streamline project execution, and boost employee engagement. Learn best practices inside!
- [February 2025 Klient Product Update Webinar](https://klient.com/blog/february-2025-klient-product-update-webinar/): Watch the February 2025 Klient PSA Product Update Webinar to learn how our newest functionalities could be leveraged to add value to your organization.
- [January 2025 Klient Product Update Webinar](https://klient.com/blog/january-2025-klient-product-update-webinar/): Watch the January 2025 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our…
- [December 2024 Klient Product Update Webinar](https://klient.com/blog/december-2024-klient-product-update-webinar/): Watch the December 2024 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our…
- [November 2024 Klient Product Update Webinar](https://klient.com/blog/november-2024-klient-product-update-webinar/): Watch the November 2024 Klient PSA Product Update Webinar. Discover 5 exciting features with insights from Yanick & Rosalie to enhance your Salesforce-native…
- [Feature Spotlight: Project Import Wizard](https://klient.com/blog/feature-spotlight-project-import-wizard/): KLIENT FEATURE SPOTLIGHT Project Import Wizard The Power of Project Templates Quickly set up projects with our Project Import Wizard, leveraging pre-built…
- [Feature Spotlight: Save time with Klient Preload](https://klient.com/blog/feature-spotlight-klient-preload/): Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this…
- [Feature Spotlight: Workspace Milestone View](https://klient.com/blog/feature-spotlight-workspace-milestone-view/): Every project needs its milestones. They provide clarity and set expectations for your customers. Easily toggle between all tasks and an uncluttered milestone…
- [Feature Spotlight: Checklists](https://klient.com/blog/feature-spotlight-checklists/): Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this…
- [October 2024 Klient Product Update Webinar](https://klient.com/blog/october-2024-klient-product-update-webinar/): Watch the October 2024 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our…
- [Simplify SaaS Product Development with Agile and Sprint Planning in Salesforce – The Klient Inception S2.E2](https://klient.com/blog/simplify-saas-product-development-with-agile-and-sprint-planning-in-salesforce-the-klient-inception-s2-e2/): One platform to run your entire product life cycle. With Klient PSA in Salesforce, use projects to manage development tasks and timelines, keep your team…
- [8 Reasons We Share Our Project Roadmap with Customers](https://klient.com/blog/8-reasons-we-share-our-project-roadmap-with-prospects-and-customers/): Wondering if you should share your project roadmap? Discover 8 key reasons why transparency with prospects and customers builds trust, aligns goals, and…
- [See The Future With Product Roadmap](https://klient.com/blog/see-the-future-with-product-roadmap/): This video reveals the power of sharing a product roadmap with your customers. Key topics include: NView-only project access NCustomizable columns NPreset…
- [Customer Success equals Project Success – The Klient Inception S2.E1](https://klient.com/blog/customer-success-equals-project-success-the-klient-inception-s2-e1/): The five projects that drive success and revenue for Salesforce SI Partners. How to structure projects to organize tasks and deliver results on time. Best…
- [Feature Spotlight: Read-Only Project Sharing](https://klient.com/blog/feature-spotlight-read-only-project-sharing/): KLIENT FEATURE SPOTLIGHT Read-Only Project Sharing Smoothly share project information with your customers using Klient Customer Community With Klient Customer…
- [Achieve more with your customer with Klient Customer Community](https://klient.com/blog/achieve-more-with-your-customer-with-klient-customer-community/): This video showcases how to improve project success using Klient's Custom Community. N User-centric design N Integrated automation N Task tracking N Chatter…
- [Feature Spotlight: On-Demand Project Status Report](https://klient.com/blog/feature-spotlight-on-demand-project-status-report/): KLIENT FEATURE SPOTLIGHT On-Demand Project Status Report Keep Your Customers in the Know with Live Sharing of Project Status through Customer Community…
- [The 3 Biggest Pros and Cons of Collaborating with Customers](https://klient.com/blog/3-pros-and-3-cons-of-collaborating-on-your-projects-with-your-customers/): Collaborating with customers boosts communication and relationships but can add workload. Discover the key pros and cons of customer collaboration in projects.
- [Share project development in real-time with Klient Customer Community | How I Solved It With Klient](https://klient.com/blog/share-project-development-in-real-time-with-klient-customer-community-how-i-solved-it-with-klient/): This video explores how Klient Customer Community revolutionizes project status sharing.  NTransform customer experienceNReal-time project sharingNLive Gantt…
- [Feature Spotlight: Collaborative Tools: Chatter & Files](https://klient.com/blog/feature-spotlight-collaborative-tools-chatter-files/): Centralize information, enhance communication, and provide project insights to build trust and keep customers engaged with Klient’s Customer Community.
- [Project Managers Sleep Better When Exposing Their Project Statuses](https://klient.com/blog/project-managers-sleep-better-when-exposing-their-project-statuses/): How Weekly Project Status Updates Can Reduce Stress and Improve Communication
- [Feature Spotlight: Enhanced Client Portal for PSA](https://klient.com/blog/feature-spotlight-klient-customer-community/): Transform customer collaboration with Klient PSA client portal. Empower customers with real-time project transparency, document sharing, and seamless…
- [Building Trust Through Customer Transparency](https://klient.com/blog/building-trust-through-customer-transparency/): How Transparency Drives Success & Maximizes Revenue in Challenging Economic Times
- [Resource Assignment & Team Allocation](https://klient.com/blog/resource-assignment-team-allocation/): In this video, we explore resource assignment and team allocation using Klient. Key topics include: NChecking resource availabilityNAdding user…
- [Tailor Resource Planning with Scheduling Modes](https://klient.com/blog/tailor-resource-planning-with-scheduling-modes/): This video explores different scheduling modes in Klient and how they impact resource planning and task assignments. N Normal mode N Fixed duration mode N…
- [Estimate with Project Templates](https://klient.com/blog/estimate-with-project-templates/): Generating better estimates and proposals using project templates: NChallenges of manual proposals NBenefits of standardized templates NBest practices for…
- [Harness Your Business Knowledge With Project Templates](https://klient.com/blog/harness-your-business-knowledge-with-project-templates/): Harnessing business knowledge using project templates: NChallenges of manual project creation NBenefits of standardized templates NManaging templates in…
- [Optimize your project, when to use Task, Checklist and Milestone](https://klient.com/blog/optimize-your-project-when-to-use-task-checklist-and-milestone/): This video addresses managing project tasks effectively: NWhen to use tasks, milestones or checklist NCreating tasks in Kanban and Workspace N Scheduling…
- [Assign Project Resources to a Won Project](https://klient.com/blog/assign-project-resources-to-a-won-project/): In this video, Dominic addresses how to assign resources to a won project in Klient: N Using placeholders for assignmentsN Tracking skills and certificationsN…
- [Life of a Project: Fixed Fee with Milestones](https://klient.com/blog/life-of-a-project-fixed-fee-with-milestones/): In this video, Dominic addresses managing fixed fee projects with milestones: N Creating projects from accountsN Using project templatesN Adjusting milestone…
- [Life of a Project: Fixed Fee with Installments with Sales Cloud](https://klient.com/blog/life-of-a-project-fixed-fee-with-installments-with-sales-cloud/): In this video, Dominic addresses managing fixed fee projects with installments in Klient: N Creating projects from opportunities N Inheriting opportunity info…
- [Life of a Project: Fixed Fee With Installments](https://klient.com/blog/life-of-a-project-fixed-fee-with-installments/): In this video, Dominic takes us through a comprehensive guide on managing a fixed fee project with installments using Klient. He demonstrates the process from…
- [Agile Sprint Planning & Release Management](https://klient.com/blog/agile-sprint-planning-release-management/): In this video, Klient Product Manager addresses how he uses Klient as a product manager and manage their day-to-day:N Creating epics or projects using…
- [Maximize Your Margins With Efficient Implementation](https://klient.com/blog/maximize-your-margins-with-efficient-implementation/): Maximizing project margins through efficient implementation is crucial. Melodie shares key practices for effective project management using Klient. N…
- [Prevent Revenue Leakage With Dashboards](https://klient.com/blog/prevent-revenue-leakage-with-dashboards/): Preventing revenue leakage is essential for business success. Dominic shares key practices for using dashboards to optimize invoicing and revenue management.…
- [Manage Agile Epics and Sprints in the Workspace](https://klient.com/blog/manage-agile-epics-and-sprints-in-the-workspace/): Managing Agile projects effectively is crucial for success. Dominic shares key practices for managing epics and sprints using Klient's workspace. N Main…
- [Successfully Onboard Employees With a Structured Project Template](https://klient.com/blog/successfully-onboard-employees-with-a-structured-project-template/): Effectively onboarding employees is crucial for business success. Dominic shares key practices for structured onboarding using Klient's project templates. N…
- [Add Value to Project Closure Using Survey](https://klient.com/blog/add-value-to-project-closure-using-survey/): Enhance project closure with surveys to drive continuous improvement. Dominic shares key practices for effective project closure using Klient. N Challenges in…
- [Improve Customer Relationships With Collaboration](https://klient.com/blog/improve-customer-relationships-with-collaboration/): Improving customer relationships through effective collaboration is crucial for a project success. In this video, we explore how Klient facilitates this: N…
- [Prevent Budget Disasters Before They Happen](https://klient.com/blog/prevent-budget-disasters-before-they-happen/): Preventing budget disasters is crucial for project success. In this video, Yanick shares how to use Klient for effective budget control. N Importance of…
- [Ensure Project Accuracy With Contextual Timesheet Approval](https://klient.com/blog/ensure-project-accuracy-with-contextual-timesheet-approval/): In this video, Dominic discusses ensuring project accuracy with timesheet approvals: N Challenges without timesheet approval N Best practices for approval N…
- [Maintain Data Quality Using Exception Reports](https://klient.com/blog/maintain-data-quality-using-exception-reports/): In this video, Dominic discusses using exception reports to maintain data quality: N Exception reports for focused data quality N Benefits in project…
- [Improve Transparency with Efficient Project Status Updates](https://klient.com/blog/improve-transparency-with-efficient-project-status-updates/): Efficient project status updates are crucial for transparency and project success. In this video, Dominic from Klient addresses common challenges, shares best…
- [Restrict Time Entry Against Specific Tasks](https://klient.com/blog/restrict-time-entry-against-specific-tasks/): In this video, Dominic explains multiple ways to restrict time entry on specific tasks within Klient, and cover the following items: N Project SettingsN Close…
- [Our Salesforce Partner Summit and World Tour Experience](https://klient.com/blog/highlights-salesforce-partner-summit-2024/): Our Participation Overview At Klient, we are committed to staying at the forefront of innovation and industry advancements. In this blog entry, we are…
- [Want a productivity boost? Try these new Klient PSA tools!](https://klient.com/blog/klient-psa-features-showcase-april-2024/): Invoice Generation Improvements, Export + Import Klient Projects Utilities and Customizable Survey Labels, boost productivity with these new PSA tools!
- [Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery](https://klient.com/blog/improve-cpq-delivery-project-templates/): With Salesforce CPQ (configure, price, quote), sales reps can create accurate quotes for their customers, going beyond rudimentary Opportunities Products and…
- [New Task Management Tools Now Available in Klient PSA](https://klient.com/blog/task-management-updates-klient-psa-march-2024/): Experience seamless data alignment with enhanced Project and Task Assignments, intuitive task deletion and improved visibility on task status!
- [Klient Renews and Extends Partnership with Sage Intacct](https://klient.com/blog/klient-extends-partnership-sage-intacct/): Klient PSA joins Sage Intacct Marketplace, renewing its partnership and deepening its connector integration with Sage financial management and accounting cloud.
- [5 New Klient PSA Features to Boost Productivity You Need to Know](https://klient.com/blog/top-5-klient-psa-features-q4-2023/): Discover 5 Klient PSA features released this Fall that will help boost your team’s work experience and project productivity!
- [Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem](https://klient.com/blog/klient-launches-partner-program-salesforce-ecosystem/): Klient launches Partner Program to unlock lucrative revenue streams for the North American Salesforce ecosystem.
- [Top Sales & Marketing KPIs for Professional Services](https://klient.com/blog/sales-marketing-kpi-metrics-professional-services/): Bookmark our exhaustive list of the best Sales and Marketing KPIs for Professional Services. Learn how to measure and track these metrics to grow your business.
- [7 Reasons For Running SOC 2 and GRC Policies on Salesforce](https://klient.com/blog/soc-2-control-matrix-it-grc-policies-salesforce/): Discover the advantages of managing your SOC 2 Control Matrix and IT GRC Policies directly on Salesforce, a guide for ISV Partners.
- [Understanding SOC 2 for Salesforce ISV Partners](https://klient.com/blog/guide-soc-2-salesforce-isv-partners/): Understanding SOC 2 for Salesforce ISV Partners: A Quick Start Guide. Understand the basics and why it's pivotal for your business security and credibility.
- [Klient Achieves SOC 2 Type 2 Certification](https://klient.com/blog/klient-achieves-soc-2-type-2-certification/): Klient is now SOC 2 Type 2 certified, meaning even higher levels of security and trust for our customers. Try for free our SOC 2 framework for Salesforce ISVs.
- [7 Great Reasons for Using Salesforce for Project Management](https://klient.com/blog/7-reasons-why-you-should-use-salesforce-for-project-management/): There are plenty of good reasons why professional services teams should adopt Salesforce to manage their projects. We've listed our Top 7 in this article.
- [How to Convince Your Boss to Purchase a Salesforce PM App](https://klient.com/blog/why-purchase-project-management-tool-app-software-salesforce/): Use these 6 KPIs to convince your boss that purchasing a native Salesforce Project Management software is the best way to grow faster in any economic climate.
- [The Future of Project Management in Salesforce is AI](https://klient.com/blog/ai-trends-project-management-salesforce/): Salesforce's Einstein AI is also shaping the future of Project Management in Salesforce. This article explores where this transformative journey might lead us.
- [5 Challenges of Implementing PM Software in Salesforce](https://klient.com/blog/challenges-implementation-project-management-salesforce-software/): These 5 challenges of implementing Project Management software in Salesforce can hold back your growth. Apply these actionable solutions to overcome them.
- [10 Must-Have Features of a Salesforce Project Management App](https://klient.com/blog/essential-features-project-management-salesforce-app-software/): Discover 10 essential features that your Salesforce Project Management software should have if you want to manage projects more efficiently and effectively.
- [Keep Your Work Breakdown Structure (WBS) Simple](https://klient.com/blog/simplify-work-breakdown-structure-tip-salesforce/): Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don't let unnecessary details derail your journey to project management success.
- [Streamline Your SOC 2 Compliance Journey with an Automation Platform](https://klient.com/blog/manage-soc-2-compliance-with-unified-automation-platform/): Simplify your SOC 2 compliance process. Centralize all policies, procedures, and tasks on a single platform. Streamline audits and foster effective risk…
- [Boost Collaboration and Productivity with Kanban Boards](https://klient.com/blog/klient-tip-12-boost-collaboration-and-productivity-with-kanban-boards/): Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their…
- [Keep Your Projects In Scope with A Backlog or GapList](https://klient.com/blog/klient-tip-11-keep-your-projects-in-scope-with-a-backlog-or-gaplist/): Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when…
- [Create Dashboards to Showcase Important Data](https://klient.com/blog/klient-tip_create-dashboards-to-showcase-important-data/): 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…
- [PSA System – The Ultimate Guide to Professional Services Automation Software](https://klient.com/blog/psa-system/): 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…
- [Professional Services ERP: Should you invest in this business solution?](https://klient.com/blog/professional-services-erp/): Business processes have been streamlined and data consolidated using enterprise resource planning (ERP) solutions. Despite knowing the potential benefits of…
- [Create Checklists to Manage Fewer Tasks](https://klient.com/blog/klient-tips-create-checklists-to-manage-fewer-tasks/): Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists…
- [Send a project status weekly to build customer trust](https://klient.com/blog/klient-tips-send-a-project-status-weekly-to-build-customer-trust/): Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything…
- [From Finance to Resource Management: ERP for the Full Spectrum of Professional Services](https://klient.com/blog/from-finance-to-resource-management-erp-for-the-full-spectrum-of-professional-services/): The professional services industry is undergoing a major transformation driven by digital technologies and changing customer expectations. To remain…
- [The Essential Guide to Creating Invoices for Professional Services](https://klient.com/blog/the-essential-guide-to-creating-invoices-for-professional-services/): As a professional services provider, invoicing is a critical aspect of your business operations. Invoicing is the process of sending a bill to your clients…
- [The Power of Data: Leveraging CRM for Professional Services for Better Insights](https://klient.com/blog/the-power-of-data-leveraging-crm-in-professional-services-for-better-insights/): Are you making the most of your data? If you're using a CRM for professional services, there are several ways you can use this data to help both your business…
- [Managing Resource Constraints in Project Management: Insights from Industry Leaders](https://klient.com/blog/resource-constraints-project-management/): Have you ever found yourself in a situation where you had a great idea for a project but had to shelve it because of limited resources? If so, you're not…
- [From Scope to Success: A Guide to Professional Services Project Management](https://klient.com/blog/successful-professional-services-project-management/): As a professional services firm, your clients rely on you to deliver projects on time, on budget, and to their satisfaction. In a competitive marketplace,…
- [From Good to Great: How Competencies Can Elevate Your Project Management Skills](https://klient.com/blog/from-good-to-great-how-competencies-can-elevate-your-project-management-skills/): Project management is a challenging profession that requires a combination of technical, behavioral, and contextual competencies. As a project manager, your…
- [Maximizing Efficiency and Growth: The Benefits and Features of Professional Services Automation PSA Software](https://klient.com/blog/benefits-features-of-psa-software/): Project management (PM) can be a complex procedure that involves juggling several factors: resource planning, project management, billing, invoicing, and…
- [Mastering Resource Balancing: Key Strategies for Successful Project Management](https://klient.com/blog/mastering-resource-balancing/): I. Introduction to Resource Balancing: I. Introduction Definition of resource balancing in project management Importance of resource balancing in project…
- [5 Problems Teams Have With To-Do Lists (And How Project Management Software Can Help)](https://klient.com/blog/5-problems-teams-have-with-to-do-lists-and-how-project-management-software-can-help/): Ever find yourself without the right tool for a job? Maybe the screw fell out of your glasses, but you don’t have one of those tiny screwdrivers you need to…
- [Top 43 Professional Services KPIs To Grow Your Firm](https://klient.com/blog/top-kpis-examples-for-professional-services-firms/): I’ve worked for 4 years in professional services within the management committee and many more in the software industry. From this experience, I wrote a list…
- [Complete Guide to Resource Leveling vs. Resource Smoothing In Project Management](https://klient.com/blog/resource-leveling-vs-resource-smoothing-project-management/): Without a project resource management system, it is difficult for any project (or team) to succeed. It’s all too common to have resources from different…
- [Resource Histogram: Everything To Know For Resource Management](https://klient.com/blog/resource-histogram-for-project-management/): Quick answer: A resource histogram is a bar chart that plots how much of a resource — usually people — is scheduled across a project or time…
- [5 Ways to Reach 30-35 Billable Hours Every Week](https://klient.com/blog/5-ways-to-reach-30-35-billable-hours-every-week/): Billable hours are the lifeblood of any professional services organization. The more billable hours your consultants log, the more successful you'll be! But…
- [Krow Software rebranded as Klient!](https://klient.com/blog/krow-software-is-now-klient/): Today Krow Software is announcing a corporate and branding name change to Klient, representing the modern PSA developed to build long-term customer…
- [Klient New Features Deliver Enhanced Customer Experience](https://klient.com/blog/klient-launches-latest-release-of-the-services-experience-platform/): New Products and Expanded Features Deliver Unmatched Innovation in Professional Services Automation and Client Onboarding Technology. Klient Software, the…
- [Project Going Over Budget? How To Get Back On Track And Achieve Customer Success](https://klient.com/blog/project-going-over-budget-how-to-get-back-on-track-and-achieve-customer-success/): Even the most world-class Professional Services Organizations (PSOs) with the best project managers and service team members will encounter problematic…
- [3 Things to Keep in Mind When Evaluating PSA Software](https://klient.com/blog/3-things-evaluating-psa-software/): Evaluating a new software for your business can be a challenging process. Software tends to be a substantial investment for companies, and as such, requires a…
- [Gantt Charts: How They Improve Project Planning and Drive Success For Services Teams](https://klient.com/blog/gantt-charts-how-they-improve-project-planning-and-drive-success-for-services-teams/): Gantt Charts are a tool that many professional services organizations (PSOs) have found useful for project planning, and for driving the overall success of…
- [Ideagen In Strategic Partnership With Klient Software To Enhance Its Professional Services Operations](https://klient.com/blog/ideagen-strategic-partnership-with-klient-psa/): Ideagen has entered into a strategic partnership with a leading professional service automation software provider as it looks to enhance its resource…
- [The Top 5 Professional Services Metrics You Need To Be Tracking For Customer Success](https://klient.com/blog/the-top-5-professional-services-metrics-tracking-for-customer-success/): The most mature professional services organizations and the ones who consistently deliver successful projects and foster long-term customer relationships, are…
- [Revenue Recognition For Professional Services Organizations](https://klient.com/blog/revenue-recognition-for-professional-services-organizations/): Revenue recognition is an accounting principle, which refers to how revenue is treated or recognized. While relatively straightforward in many sectors,…
- [4 Client Retention Strategies for Professional Service Firms](https://klient.com/blog/4-client-retention-strategies-professional-service/): Service-based clients can differ wildly from purchase-based customers — especially when you want to build lasting relationships with them to create repeat…
- [PSA Integration Guide: Run Your Business On One Platform](https://klient.com/blog/integrating-psa-with-the-solutions-that-drive-your-services-business/): Do you miss project deadlines more often than you'd like? Is your data unreliable and all over the place? Or do projects keep going over budget despite your…
- [Professional Services Automation (PSA) VS Project Management Software](https://klient.com/blog/professional-services-automation-psa-and-project-management-software/): How does Professional Services Automation (PSA) differ from project management (PM) software? And how can you choose the right comprehensive solution to run…
- [The 4 Benefits of Effective Resource Planning for Service Organizations](https://klient.com/blog/the-4-benefits-of-effective-resource-planning-for-service-organizations/): In almost every services deal, the salesperson has to answer the question: "When can you deliver this service?" It's often a difficult question to answer.…
- [Klient PSA is now built 100% Native on Salesforce!](https://klient.com/blog/klient-now-native-cloud-salesforce-psa/): New innovations provide the most comprehensive and modern solution for professional services organizations with one unified platform. Klient Software, a…
- [Slack is now Integrated Into Klient PSA](https://klient.com/blog/klient-psa-launches-for-slack/): New integration connects Slack's messaging app for business with Klient PSA built on the industry’s leading cloud platform from Salesforce. Klient Software, a…
- [7 Ways PSA Software Helps Sales Teams Improve Their Results](https://klient.com/blog/7-ways-psa-software-helps-sales-teams-improve-their-results/): Is your Sales & Delivery Team Aligned? There are many ways to improve business results. Selling more products and services is the strategy many sales…