Always lead with your “why”

Let’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface.

Why?

Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?

Or is it an arbitrary choice?

If devs don’t understand your “why”, your desired outcome may get lost in the process. And if you don’t understand your why, either — reconsider giving that specification at all.

Inspired by Start With Why by Simon Sinek, we encourage you to lead the way with your own “why” for everything you create.

Inside Klient PSA, we made this process easy by adding a “why” section at the top of all requirements document templates.

But even if you use another tool — always start with the why for every feature, idea, or process you want to pitch!

Looking for more tips on Klient PSA?

Swipe to see more tips!



How to survive Salesforce Multi-Factor Authentication Update

Salesforce will implement Multi-Factor Authentication (MFA) for all users at the beginning of 2024. Follow our guide to prepare for this update.

Improve Team Productivity with Unread Messages View in Slack

Make Slack feature Unread Messages View a standard practice within your teams to ensure collaborators never miss out on important project information.

3 Benefits of Salesforce’s Rich Ecosystem

Bet on Salesforce’s rich support ecosystem. Dive into diverse integrations, apps, plugins and custom solutions. Work with experienced experts to drive growth!

Automate and Elevate Your Projects with Salesforce

Drive project efficiency with Salesforce’s automation tools. Streamline and get rid of redundancy. Let your PSA do the work and focus on what truly matters.

Power Customer Experience on your Projects with Salesforce

Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.

Scale Your Professional Services with Salesforce

Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.

Salesforce: The Project Collaboration Powerhouse

Boost team synergy on your projects with Salesforce’s powerful, unified and integrated collaboration tools. Make bad communication a thing of the past!

Centralized Data: The Heartbeat of Your Project Decisions

Centralized data equals empowered decisions. Dive into all-in-one access & make quicker, more informed choices with Salesforce. Data-driven success awaits!

Master the Familiar: Use Salesforce as a PM Tool

You’re already accustomed to Salesforce’s CRM functions. Leverage the popular app platform for Project Management to improve margins and productivity.

How and Why You Should Write Down Your Ideas

Want to improve your ideation process and avoid missed opportunities? Read our tips for getting better at writing down, organizing, and exploiting your ideas.



Use EOS to run your business

Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.

At Klient, we’ve fully integrated EOS across our business. In fact, we’ve labeled our own internal version of it as BOS — Business Operating System. Specifically, we run BOS on KORG , our internal Salesforce Org at Klient!

(Feeling the inception yet?)

Here’s why we recommend this model:

Get constant visibility: EOS exposes all KPIs and other variables as public. You’re never left wondering what’s going on in every department.
Never lag behind: Instead of constantly playing catch up, you can forecast the future to stay in control of your business.
Improve continuously: Look at your KPIs weekly, not quarterly.

When managed properly, EOS can make it fun to run a business!

Looking for more tips on Klient PSA?

Swipe to see more tips!



Always lead with your “why”

« Klient TipsLet’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface. Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll...

Use EOS to run your business

« Klient TipsHave you heard of the EOS model - or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses. At Klient, we’ve fully integrated EOS...

Salesforce CAN be lightning-fast!

« Klient Tips Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser. But did you know that Salesforce can be lightning-fast with the right approach? Here’s what we do at...

Create Checklists to Manage Fewer Tasks

« Klient Tips 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 inside a single task. For example, instead of having 10 tasks to onboard your client, you could...

Leverage Salesforce LWC to take control of your workflow!

« Klient Tips Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager... not so much. Here’s what we’ve done to help our team: Using Salesforce...

The power of an email recap

« Klient Tips Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful...

Have you schedule your next meeting?

« Klient Tips Always book your next meeting.... before you end your call, book the next one. You'll be able to plan throughly beforehand. You can structure the agenda, so that both sides will be prepared. You can easily handle action items for the following week....

Send a project status weekly to build customer trust.

« Klient TipsSending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the...



Salesforce CAN be lightning-fast!

Apr 13, 2023

« Klient Tips

Salesforce CAN be lightning-fast!

Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser.

But did you know that Salesforce can be lightning-fast with the right approach?

Here’s what we do at Klient to speed up the Salesforce tabs we use every day:

Create a Bookmark folder
Save your favorite tabs (our CEO Yanick has 22)
Every morning, open every tab in one click

Opening your tabs first thing in the morning will preload them. For the rest of your day, your Salesforce tabs should be buttery-smooth.

Pre-loading Salesforce tabs is life-saving whenever you’re giving demos! Try it out and thank us later 🙂

Looking for more tips on Klient PSA?

Swipe to see more tips!



Always lead with your “why”

« Klient TipsLet’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface. Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll...

Use EOS to run your business

« Klient TipsHave you heard of the EOS model - or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses. At Klient, we’ve fully integrated EOS...

Salesforce CAN be lightning-fast!

« Klient Tips Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser. But did you know that Salesforce can be lightning-fast with the right approach? Here’s what we do at...

Create Checklists to Manage Fewer Tasks

« Klient Tips 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 inside a single task. For example, instead of having 10 tasks to onboard your client, you could...

Leverage Salesforce LWC to take control of your workflow!

« Klient Tips Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager... not so much. Here’s what we’ve done to help our team: Using Salesforce...

The power of an email recap

« Klient Tips Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful...

Have you schedule your next meeting?

« Klient Tips Always book your next meeting.... before you end your call, book the next one. You'll be able to plan throughly beforehand. You can structure the agenda, so that both sides will be prepared. You can easily handle action items for the following week....

Send a project status weekly to build customer trust.

« Klient TipsSending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the...



Create Checklists to Manage Fewer Tasks

Mar 9, 2023

« 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 inside a single task.

For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…

Create a single task and add checklists
Keep tasks high-level to simplify your workflow
Make the checklists granular

After cleaning up your dashboard, it’s time to breathe a sigh of relief!

Looking for more tips on Klient PSA?

Swipe to see more tips!



Always lead with your “why”

« Klient TipsLet’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface. Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll...

Use EOS to run your business

« Klient TipsHave you heard of the EOS model - or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses. At Klient, we’ve fully integrated EOS...

Salesforce CAN be lightning-fast!

« Klient Tips Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser. But did you know that Salesforce can be lightning-fast with the right approach? Here’s what we do at...

Create Checklists to Manage Fewer Tasks

« Klient Tips 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 inside a single task. For example, instead of having 10 tasks to onboard your client, you could...

Leverage Salesforce LWC to take control of your workflow!

« Klient Tips Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager... not so much. Here’s what we’ve done to help our team: Using Salesforce...

The power of an email recap

« Klient Tips Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful...

Have you schedule your next meeting?

« Klient Tips Always book your next meeting.... before you end your call, book the next one. You'll be able to plan throughly beforehand. You can structure the agenda, so that both sides will be prepared. You can easily handle action items for the following week....

Send a project status weekly to build customer trust.

« Klient TipsSending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the...



Leverage Salesforce LWC to take control of your workflow!

Mar 9, 2023

« Klient Tips

Leverage Salesforce LWC to take control of your workflow!

Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:

Using Salesforce Lightning Web Components (LWC),
We create our “Get Started” documentation inside Klient and it gets published automatically on our website.

Hosting our content on Salesforce Community
This way, anyone can access it online and look at the newest release notes.

That’s the power of running your business on Salesforce.

Looking for more tips on Klient PSA?

Swipe to see more tips!



Always lead with your “why”

« Klient TipsLet’s say you’re describing a new feature to your dev team. You specify the button for this feature should appear on the top right of the interface. Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll...

Use EOS to run your business

« Klient TipsHave you heard of the EOS model - or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses. At Klient, we’ve fully integrated EOS...

Salesforce CAN be lightning-fast!

« Klient Tips Salesforce is one of the most secure ecosystems for businesses online — and for your security, all tabs must be cached before loading in your browser. But did you know that Salesforce can be lightning-fast with the right approach? Here’s what we do at...

Create Checklists to Manage Fewer Tasks

« Klient Tips 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 inside a single task. For example, instead of having 10 tasks to onboard your client, you could...

Leverage Salesforce LWC to take control of your workflow!

« Klient Tips Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager... not so much. Here’s what we’ve done to help our team: Using Salesforce...

The power of an email recap

« Klient Tips Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful...

Have you schedule your next meeting?

« Klient Tips Always book your next meeting.... before you end your call, book the next one. You'll be able to plan throughly beforehand. You can structure the agenda, so that both sides will be prepared. You can easily handle action items for the following week....

Send a project status weekly to build customer trust.

« Klient TipsSending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the...

