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Professional Services Industry Insights
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Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem
Klient launches Partner Program to unlock lucrative revenue streams for the North American Salesforce ecosystem.
Latest Posts
7 Great Reasons for Using Salesforce for Project Management
There are plenty of good reasons why professional services teams should adopt Salesforce to manage their projects. We’ve listed our Top 7 in this article.
How to Convince Your Boss to Purchase a Salesforce PM App
Use these 6 KPIs to convince your boss that purchasing a native Salesforce Project Management software is the best way to grow faster in any economic climate.
The Future of Project Management in Salesforce is AI
Salesforce’s Einstein AI is also shaping the future of Project Management in Salesforce. This article explores where this transformative journey might lead us.
Klient-Tips for Team Leaders
Streamline Your SOC 2 Compliance Journey with an Automation Platform
Simplify your SOC 2 compliance process. Centralize all policies, procedures, and tasks on a single platform. Streamline audits and foster effective risk management.
Find Your Ideal Candidates with Psychometric Tests
Can’t seem to find candidates with the right aptitudes and culture fit for your business?
Here’s how to leverage psychometric tests in your HR recruiting process.
Boost Productivity with Salesforce Favorites
You’re struggling to navigate through the go-to items and project records you need every day? Use Salesforce Favorites to keep frequently used items at your fingertips and boost productivity!
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Quantilope has graduated from Klient University!
Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Send a project status weekly to build customer trust.
Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the budget, scope, and timeline.
Gail Perry has graduated from Klient University!
Congratulations to the Gail Perry team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
From Finance to Resource Management: ERP for the Full Spectrum of Professional Services
The professional services industry is undergoing a major transformation driven by digital technologies and changing customer expectations. To remain competitive and profitable in this rapidly changing landscape, professional services firms...
The Essential Guide to Creating Invoices for Professional Services
As a professional services provider, invoicing is a critical aspect of your business operations. Invoicing is the process of sending a bill to your clients for the services you have provided. It's not just a way to get paid, but also an...
The Power of Data: Leveraging CRM for Professional Services for Better Insights
Are you making the most of your data? If you're using a CRM for professional services, there are several ways you can use this data to help both your business and your customers. Data collected through customer relationship...
Top 8 Apps on Salesforce for Project Management
Project management is essential for any business to succeed. It includes planning, tracking, and collaborating to ensure projects are finished on time, within budget, and reach the desired goals. But did you know that with the right tools,...
Top 5 Project Management Applications for Salesforce : Which Project Management Application is Right for Your Business?
Salesforce is a cloud-based Customer Relationship Management (CRM) software that allows organizations to manage and analyze their interactions with customers and prospects. It was founded in 1999 and has grown to become one of the leading CRM...
Managing Resource Constraints in Project Management: Insights from Industry Leaders
Have you ever found yourself in a situation where you had a great idea for a project but had to shelve it because of limited resources? If so, you're not alone. Resource constraints are a common challenge in project management, and they can...
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