Klient PSA Overview
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 project visibility and profitability.
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 full potential.
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’ experiences 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
Salesforce Automation:
A winning recipe for growth
Professional Services Automation on Salesforce help service-based companies streamline and automate various aspects of their processes. The most cited benefits of Klient PSA are:
The best kept secret to grow your consulting practices.
Klient helps overcome operational challenges and common barriers to scale. These operational gains include:
tools with Klient PSA >
Run your entire business on a single Professional Service Automation platform native to Salesforce.