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7 Reasons For Running SOC 2 and GRC Policies on Salesforce
Discover the advantages of managing your SOC 2 Control Matrix and IT GRC Policies directly on Salesforce, a guide for ISV Partners.
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Grow Your Team with Quality Talent
Looking to hire top talent to grow your organization? Setup a well-defined, efficient and repeatable HR process to benchmark and compare candidates at scale.
Keep Your Work Breakdown Structure (WBS) Simple
Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don’t let unnecessary details derail your journey to project management success.
Streamline Project Management with Salesforce Next Step Field
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.
Klient-Tips for Team Leaders
The power of an email recap
Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
Have you scheduled your next meeting?
Always book your next meeting…. before you end your call, book the next one.
There’s many benefits to this:
• You’ll be able to plan throughly beforehand.
• You can structure the agenda, so that both sides will be prepared.
• You can easily handle action items for the following week.
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.
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Klient PSA New Update For Spring 2020 Release
We are excited to share recent product updates from the Spring 2020 Release. Klient continues to push forward on innovation, user experience, and mobility with these releases, including the addition of many new Lightning Components, and a...
Klient New Features Deliver Enhanced Customer Experience
New Products and Expanded Features Deliver Unmatched Innovation in Professional Services Automation and Client Onboarding Technology. Klient Software, the service experience platform developed to build long-term customer relationships through...
Project Going Over Budget? How To Get Back On Track And Achieve Customer Success
Even the most world-class Professional Services Organizations (PSOs) with the best project managers and service team members will encounter problematic projects every once in a while. When this happens, projects can run over budget and...
3 Things to Keep in Mind When Evaluating PSA Software
Evaluating a new software for your business can be a challenging process. Software tends to be a substantial investment for companies, and as such, requires a comprehensive evaluation process to ensure the right product is selected. Choosing...
Gantt Charts: How They Improve Project Planning and Drive Success For Services Teams
Gantt Charts are a tool that many professional services organizations (PSOs) have found useful for project planning, and for driving the overall success of their services team. What is a Gantt Chart? For those who don’t know, a Gantt Chart is...
Ideagen In Strategic Partnership With Klient Software To Enhance Its Professional Services Operations
Ideagen has entered into a strategic partnership with a leading professional service automation software provider as it looks to enhance its resource management operations. The Nottingham-based Governance, Risk and Compliance (GRC) leader...
The Top 5 Professional Services Metrics You Need To Be Tracking For Customer Success
The most mature professional services organizations and the ones who consistently deliver successful projects and foster long-term customer relationships, are those that offer high levels of organizational visibility across departments, have...
Revenue Recognition For Professional Services Organizations
Revenue recognition is an accounting principle, which refers to how revenue is treated or recognized. While relatively straightforward in many sectors, revenue recognition can be a particularly complex matter in professional services, due to...
4 Client Retention Strategies for Professional Service Firms
Service-based clients can differ wildly from purchase-based customers — especially when you want to build lasting relationships with them to create repeat business. That’s why client retention can be so different from customer retention....
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