Use proven recipes to deliver unmatched quality with Project Management in Klient PSA!

Does your project team have the rigor it needs to shine? In many organizations, a lack of structure can lead to improper allocation of resources and hurt project delivery. To avoid this, Klient PSA ensures a structured & repeatable methodology. You can import successful projects as templates, allocate resources more efficiently and adapt your planning. Our advisory team can help you set up correctly and use best practices to succeed.

Watch our complete Klient PSA Demo Video.

"

Our advisory team can help you set up correctly and use best practices to succeed.

The impact of using an integrated PSA Software are impressive (SPI Research, 2022 Professional Services Maturity™Benchmark.) The delivery process has been seamlessly improved, leading to better growth in all areas!

+
13%

Project Margin

+
13%

Annual Revenue per Employee

-
29%

Average project overrun

+
12%

Projects delivered on time

Compare How You Are Doing with the Professional Services Maturity™ Benchmark by SPI Research

FREEDOM WITHIN A FRAMEWORK

Establish a repeatable methodology to deliver quality projects.

 

The top-performing professional services teams have a well-defined, controlled process to measure and optimize performance. The ability to learn from past mistakes and build on the successes by establishing repeatable processes will remove risk from your projects and increase quality. Quality assurance measures are put in place, which ensures your client's satisfaction with the services delivered—and you'll never lose sight of who matters most: them.

Improve your project estimates and forecasts:

  • Define and improve your project success recipes
  • Efficiently plan your project to have day-to-day visibility
  • Transform your successful projects and tasks into templates
  • Compare project performance and identify improvements
  • Build Project Estimates to improve your margins

Want to Test Klient PSA? Request a Free Trial, and one of our specialists will reach out to set it up.

PROJECT MANAGEMENT

Klient PSA has all the features you need to manage your projects like a pro

  • Project Templates
  • Project Planning
  • Global Project Workspace
  • Cost & Bill Rate Cards
  • Communication Management
  • Standard Reports & Dashboard
  • Multi-Currency Management
  • Billable/Non-Billable Projects
  • Internal Projects
  • Gantt View
  • Document Management
  • Project Margins
  • Resources Scheduling
  • Completion Method & Tracking
  • Kanban View
  • Easy Task Management
  • Time Tracking
  • Project Baseline & Snapshot
Klient-PSA Project Template for Salesforce

"Klient has an ideal combination of robustness and flexibility that has allowed us to improve our processes without reinventing them while giving us greater business visibility."

Tim Nash

Partner, APR LLP

DELIVERY STANDARDS

Show accountability and deliver beyond expectations.

 

One of the top challenges in professional services is building your delivery and success standards. Resources often need more processes and procedures to execute the services properly. Most firms do not analyze nor compare their resources' performance to accomplish a specific task successfully and on time. Their knowledge comes from their initial training and projects they've completed with senior employees. Having standardized methodologies helps you identify and improve your project performance.

 

  • Adjust your timeline and compare it to the baseline.
  • Keep your project on scope, time, and budget.
  • Compare your team's ability to execute tasks on time.
  • Understand the time to complete current tasks.
  • Rallying the project stakeholders around a common goal.

900%

Growth in 5 Years

Robin Leonard

CEO & Founder

“Using Klient to build a single customer and project view in Salesforce has been a key factor for our growth. Since implementing Klient, our business has grown in revenue 500%, and we've come from nothing to now managing our project P&L very carefully.”

SALESFORCE CONSULTANT

A Klient Growth Success Story

 

AFDigital is a Salesforce Consulting partner which use Klient PSA to manage their business. In the 12 months following Klient implementation, they have doubled their customer retention rate and increased their opportunity conversion rate from 28% to 52%.

INCREASE VISIBILITY

Get a complete view of all your customer projects.

 

It might sound surprising, but not all PSA Software offers account management. Klient PSA's comprehensive and integrated platform allows easy managing projects under customer accounts! Account management is where you will be able to track your customer's entire relationship history: what they've done before (including all the projects, tasks, emails, documents, and much more), how much value was created out of it based on customer lifetime expectancy rates-and if there were any upsell opportunities along the way.

Stop frustrating your customers

  • Complete 360 views of your customers and their projects.
  • Ease customer transition in-between resources and departments.
  • Set up Customer Plans to grow with new services.
  • Classify projects by groups and types to compare.
  • Flag potential churn from service consumptions.

Talk to a Professional Services Advisor

"Klient has come in at the perfect time for us as we're going through an accelerated period of growth, and our previous tool wouldn't have been able to grow with us."

Oli Freeman

Salesforce Technical Lead, oe:gen Limited

FASTER SALES CYCLE

Avoid overruns by monitoring your project metrics closely.

 

You cannot improve what you don't measure. Successful project management requires monitoring key project indicators and adjusting courses along the way. Otherwise, you're left navigating in the dark and having to improvise to trick your audience into believing that you see what the future holds. To avoid surprises in Project Management, you need the following:

  • The real control of your project scope, backlog, and requests.
  • Standard recipes and methodologies to execute your project
  • Have real visibility of your progress through insightful indicators.
  • Know the most frequent issues & risks that can affect your success.
  • The ability to over-communicate and realign the customer and your team.
UNIFIED SYSTEMS

Unify Every Department in your Professional Services Business

 

There are endless benefits to having a single platform with all your company's information. Resources across the organization can now access critical customer data, project documents, and essential reports from one place, which improves performance in every department because everyone has easy access to historical project details, so they're better prepared when following up with customers!

Why Pick Salesforce as your Unified Platform?

  • World's #1 CRM: Integrated platform, AI, app development, best-in-class apps
  • Single Source of Truth: Connect sales, service, marketing, commerce, and IT, personalize experiences
  • Fast Time to Value: Ease of design and implementation at speed with high ROI
  • Scalable and Flexible: Solutions for any size company or industry
  • Trailblazer Success and Community: 96% of customers say they met or exceeded ROI expectation

"Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching.."

Paul Webster

Senior Technical Project Manager, Protirus

Curious about Klient PSA Platform?

Klient PSA has more to offer!

Explore more ways to manage your business projects with a complete set of functionalities!

Estimate & Forcecast

Enhance upcoming projects visibility.

Learn More ›

Resource Management

Let your Team Express their “ Zone of Genius”.

Learn More ›

Time & Execution

Enable your team to achieve more in less time!

Learn More ›

Customer Experience

Make their heart beat for your business.

Learn More ›

Billing & Invoicing

Stop revenue from falling through the cracks.

Learn More ›

Expand your knowledge with our Professional Services blog