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.
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
%
Revenue Growth
%
%
Projects Margin
All the features you need to manage your projects like a pro.
DELIVERY STANDARDS
Show project accountability and deliver beyond expectations.
Get a complete view of all your customer projects.
Tim Nash,
Partner,
APR LLP
FASTER SALES CYCLE
Avoid overruns by monitoring your project metrics closely.
Unify every department under one single source of truth
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
Paul Webster,
Senior Technical Project Manager,
Protirus
See Klient PSA in action.