Resource Management in Salesforce
Optimize your resources, streamline scheduling, and ensure efficient project delivery with Klient's resource management tools.
Maximize your team's productivity and ensure optimal resource allocation with Klient, a 100% Salesforce™ native PSA platform. Streamline scheduling, track resource utilization, and manage workloads effectively. Klient helps you deploy the right resources at the right time, ensuring projects are delivered on time and within budget.
Allocate
Optimize Resource Allocation
Allocate resources efficiently with real-time visibility into availability and skills. Ensure the right resources are assigned to the right tasks, maximizing productivity.
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Schedule
Streamline Scheduling
Easily create and adjust schedules to meet project demands. Visual scheduling tools help you manage team availability and project timelines seamlessly. Automated scheduling features minimize conflicts and maximize efficiency.
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Track
Monitor Utilization
Track resource utilization to ensure balanced workloads and avoid burnout. Real-time tracking helps you identify underutilized resources and optimize their deployment. Detailed reporting provides insights into resource performance.
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Forecast
Predict Future Needs
Use predictive analytics to forecast resource needs for upcoming projects. Plan proactively to ensure resource availability and avoid project delays. Historical data analysis aids in accurate forecasting.
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People
Centralized Resource Management
Consolidate all resource data in a central platform, making it easier to access and manage information about availability, skills, and assignments. Increase employee satisfaction by reducing the number of disparate systems and performing their full journey in one platform, from onboarding and training to offboarding.
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Achievable results you can expect with a professional services automation platform
Experience impressive results with CRM-integrated PSA software. According to SPI Research's 2024 Professional Services Maturity™ benchmark, you can achieve:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Essential Features for Resource Management
Why use a PSA software running on Salesforce?
World's #1 CRM
Integrated platform, AI, app development, and best-in-class apps — all on the world's leading CRM.
Single Source of Truth
Connect sales, service, marketing, commerce, and IT, and personalize every experience from one platform.
Fast Time to Value
Ease of design and implementation at speed, with high ROI from day one.
Scalable and Flexible
Solutions for any size company or industry, ready to grow as you do.
of customers say they met or exceeded ROI expectation
Unify Every Department Under One Source of Truth
Centralized BI
Access all data and reports in one unified platform.
Enhanced Performance
Boost performance with easy access to unified project data.
Efficient Collaboration
Seamlessly share and retrieve information across the platform.
Engaged Customers
Improve interactions with detailed, accessible project data.
“We have leveraged the power of the Klient PSA solution since 2018. The Klient solution is now a core business system for our organization and has improved our overall visibility into the business. We have improved operational efficiencies, project quality and resource management just to name a few.”
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