Klient PSA Overview

 

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Estimate & Forecast
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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:

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Reduced costs by automating repetitive workflows
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Higher project visibility and predictability
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Increased reliability of ressources
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Enhanced financial and sales performances

The best kept secret to grow your consulting practices.

Klient helps overcome operational challenges and common barriers to scale. These operational gains include:

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Improved resource management and allocation
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Increased billable utilization and profit margins
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Avoiding project scope creep and red accounts
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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

Estimate & Forecast

Increase project visibility and profitability.

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Improve your project estimates and forecasts

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Generate accurate forecast to achieve sustainable growth

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Go From Hero Culture to Project Excellence

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Accelerate your Sales Cycle and Increase your Win-To-Bid Ratio

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Unify Every Department in your Professional Services Business

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Project Management

Use proven recipes to deliver unmatched quality.

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Establish a repeatable methodology to deliver quality projects

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Show accountability and deliver beyond expectations

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Get a complete view of all your customer projects

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Avoid overruns by monitoring your project metrics closely

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Unify Every Department in your Professional Services Business

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Resource Management

Find the right resource for every project.

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Take control of your bench and manage it properly

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Plan your hiring process based on tangible metrics

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Give the right task to the right people

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Increase your retention by building career paths projects

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Unify Every Department in your Professional Services Business

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Task & Time

Unlock your team’s full potential.

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Let the repeatable methodology do the work for you

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Improve your delivery with standard cycle time

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Reduce friction and increase team unity

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Keep your accounting on track with absolutely zero effort

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Unify Every Department in your Professional Services Business

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Customer Collaboration

Make your customers’ experiences unforgettable.

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Make everyone on the same page with great project status

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Collaborate with your customer and offer better visibility

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Enhance your customer loyalty with brand

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Unify Every Department in your Professional Services Business

Estimate & Forecast

Billing & Financials

Save time and money with faster invoicing.

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Create and send invoices quickly

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Start invoicing with flexible and easy-to-use tools

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Keep your accounting on track effortlessly

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Grow your business with seamless accounting
and project management

Replace your disconnected
tools with Klient PSA >

Run your entire business on a single Professional Service Automation platform native to Salesforce.