Why
Klient PSA?
Salesforce Automation:
A winning recipe for growth
Professional Services Automation on Salesforce help service-based companies streamline and automate various aspects of their internal processes. The most cited benefits of Klient PSA are:
Reduced costs by automating repetitive workflows
Higher project visibility and predictability
Increased reliability of ressources
Enhanced financial and sales performances
The best kept secret of top-tier Salesforce Partners
Klient PSA is particularly beneficial for Salesforce System Integrators (SIs), helping them overcome operational challenges and common barriers to scale. These operational gains include:
Improved resource management and allocation
Increased billable utilization and profit margins
Avoiding project scope creep and red accounts
Fast adoption of best project management methodologies
Klient PSA is the Business Operating System you need to grow!
Klient PSA modules are state-of-the-art Salesforce automation tools to unlock growth and achieve project mastery.
Estimate & Forecast
Increase visibility on your upcoming projects.
Improve your project estimates and forecasts.
Generate accurate forecast to achieve sustainable growth.
Go From Hero Culture to Project Excellence.
Accelerate your Sales Cycle and Increase your Win-To-Bid Ratio.
Unify Every Department in your Professional Services Business.
Project Management
Use proven recipes to deliver unmatched quality.
Establish a repeatable methodology to deliver quality projects.
Show accountability and deliver beyond expectations.
Get a complete view of all your customer projects.
Avoid overruns by monitoring your project metrics closely.
Unify Every Department in your Professional Services Business.
Resource Management
Find the right resource for every project.
Take control of your bench and manage it properly.
Plan your hiring process based on tangible metrics.
Give the right task to the right people.
Increase your retention by building career paths projects.
Unify Every Department in your Professional Services Business.
Task & Time
Unlock your team’s potential to maximize productivity.
Let the repeatable methodology do the work for you.
Improve your delivery with standard cycle time.
Reduce friction and increase team unity.
Keep your accounting on track with absolutely zero effort!
Unify Every Department in your Professional Services Business.
Customer Collaboration
Make your customers’ experience unforgettable.
Make everyone on the same page with great project status.
Collaborate with your customer and offer better visibility.
Enhance your customer loyalty with brand.
Unify Every Department in your Professional Services Business.
Billing & Financials
Save time and money with faster invoicing!
Create and send invoices quickly.
Start invoicing with flexible and easy-to-use tools.
Keep your accounting on track effortlessly!
Grow your business with seamless accounting
and project management!
and project management!
Replace your disconnected
tools with Klient PSA >
tools with Klient PSA >
Run your entire business on a single Professional Service Automation platform native to Salesforce.