PSA Tools for Salesforce Partners

Project Management

Use proven recipes to deliver unmatched quality with our Project Management tools tailored for Salesforce Partners.

For many companies, accurate project estimating is essential to success. Getting a clear picture of what projects entail can take time and could lead to misaligned kickoff dates or unrealistic delivery expectations. Stay ahead of the competition with our PSA tools built for growth. A lack of structure can lead to improper allocation of resources and hurt your project delivery. Klient PSA allows you to import successful projects as templates, allocate resources and plan more efficiently. Plus our advisors will support you at every step, with the best Salesforce automation practices to succeed.

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 with Salesforce automation:

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

What are the positive impacts of using Professional Service Automation software?

The benefits of using integrated PSA software are impressive, according to SPI Research’s 2022 Professional Services Maturity™ Benchmark, PSA tools that are native to Salesforce seamlessly improve sales and delivery process, paving the way for significant growth in all aspects of your business.

Increase in
Win-to-bid Ratio

Professional Services
Revenue Growth

Expand New Clients Acquisition

Rise Your
Projects Margin

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

DELIVERY STANDARDS

Show project 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

Rally all project stakeholders around a common goal

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.

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

“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

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 to:

Take back control of your projects’ scope, backlog and requests

Standardize recipes and methodologies to execute better and faster

Have real visibility of your projects progress through insightful indicators

Know the most frequent issues & risks that can affect your success

Over-communicate and realign the customer and your team

UNIFIED SYSTEMS

Unify every department under one single source of truth

What are the benefits of having a single platform to manage all your company’s information?

Centralized BI: Access critical customer data, project documents and essential financial reports from a single business operating system

Improved Project Performance: Enhances performance across all departments by providing easy access to historical project details

Streamlined Collaboration: Facilitates better collaboration as resources throughout the organization can efficiently share and retrieve information

Customer Interaction: Enables better customer interaction by ensuring that all team members are well-prepared with comprehensive project details when following up with customers

Why use a PSA software running on Salesforce?

World’s #1 CRM

Integrated platform, Al, app de-velopment, 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

Community Success

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

See Klient PSA in action.

Discover the best growth secret of top-tier Salesforce Partners. Experience firsthand the capabilities of Klient PSA.

Schedule Your Demo Now >