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Top Sales & Marketing KPIs for Professional Services
Bookmark our exhaustive list of the best Sales and Marketing KPIs for Professional Services. Learn how to measure and track these metrics to grow your business.
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Boost Your Salesforce Adoption Success with a Named ORG
Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.
Get Your Priorities Right with Salesforce Pinned Tabs
Constant distractions often undermine our ability to focus and deliver on our projects. Salesforce Pinned Tabs can help you get your priorities right by aligning your workspace with your professional mission and role, at all times.
Boost Business Performance by Putting the Right People in the Right Seats
Align your team’s passions and abilities with their roles. Boost morale and business performance with the Right People in the Right Seats principle.
Klient-Tips for Team Leaders
Use EOS to run your business
Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.
Create Checklists to Manage Fewer Tasks
Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
Leverage Salesforce LWC to take control of your workflow!
Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
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Quorum has Officially Graduated from Klient University!
Quorum, it’s a great honor to welcome you into Klient’s ecosystem. Special kudos for overperforming during your Klient University class, you were great!
Klient PSA Trivia To Give Back To NPO MCHF & Mira
On May 4th, we hosted a Klient Trivia with Salesforce Montreal. 20 AE from 2 team, SMB and GRB attended. To follow our commitment to the 1% Salesforce pledge - 1% of our time, revenue and product should be given back to the community, we did...
Congratulations SQALE! Our first Klient-University graduates!
SQALE, It’s with great honor that we welcome you into Klient’s ecosystem. A special kudos for overperforming during your Klient-University class, you were great!
Allow me to introduce myself, my name is KORG!
Klient can now count on KORG to rally its workforce! We have rebranded our Klient Internal Salesforce Org to KORG.
Klient wish you Happy Holidays 2021!
Hello, marvelous Klient customers! With the year coming to a close, I wanted to personally thank you for trusting Klient to help run your business and streamline your processes. The entire Klient team has your success and growth at heart;...
Congratulation AFDigital for your fast growth and success!
We are privileged to witness your achievements! The whole team is very proud to have you as a Klient! You liked this Klient Tip? Share it with your team! [pardot-form id="12663" height="120" title="Klient Tips...
Salesforce Economy Will Create 9.3 Million Jobs by 2026!
For those who have followed Salesforce through the years, they know the #1 CRM in the world always set ambitious goals in terms of growth. Here's some highlights: Produce $1.6 trillion in new revenues for customers by 2026. They Expect to...
5 Ways to Reach 30-35 Billable Hours Every Week
Billable hours are the lifeblood of any professional services organization. The more billable hours your consultants log, the more successful you'll be! But It's easier said than done... For a variety of reasons, consulting and professional...
Krow Software rebranded as Klient!
Today Krow Software is announcing a corporate and branding name change to Klient, representing the modern PSA developed to build long-term customer relationships through improved customer experiences and better service delivery. Combining an...
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