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Powerful CRM Analytics Solution in Development at Klient
Klient’s new CRM Analytics product in development is a powerful business intelligence solution for driving growth in the Professional Services and SaaS sectors.
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How to survive Salesforce Multi-Factor Authentication Update
Salesforce will implement Multi-Factor Authentication (MFA) for all users at the beginning of 2024. Follow our guide to prepare for this update.
Improve Team Productivity with Unread Messages View in Slack
Make Slack feature Unread Messages View a standard practice within your teams to ensure collaborators never miss out on important project information.
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.
Klient-Tips for Team Leaders
Salesforce: The Project Collaboration Powerhouse
Boost team synergy on your projects with Salesforce’s powerful, unified and integrated collaboration tools. Make bad communication a thing of the past!
Centralized Data: The Heartbeat of Your Project Decisions
Centralized data equals empowered decisions. Dive into all-in-one access & make quicker, more informed choices with Salesforce. Data-driven success awaits!
Master the Familiar: Use Salesforce as a PM Tool
You’re already accustomed to Salesforce’s CRM functions. Leverage the popular app platform for Project Management to improve margins and productivity.
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Centralized Data: The Heartbeat of Your Project Decisions
Centralized data equals empowered decisions. Dive into all-in-one access & make quicker, more informed choices with Salesforce. Data-driven success awaits!
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.
5 Challenges of Implementing PM Software in Salesforce
These 5 challenges of implementing Project Management software in Salesforce can hold back your growth. Apply these actionable solutions to overcome them.
10 Must-Have Features of a Salesforce Project Management App
Discover 10 essential features that your Salesforce Project Management software should have if you want to manage projects more efficiently and effectively.
Master the Familiar: Use Salesforce as a PM Tool
You’re already accustomed to Salesforce’s CRM functions. Leverage the popular app platform for Project Management to improve margins and productivity.
How and Why You Should Write Down Your Ideas
Want to improve your ideation process and avoid missed opportunities? Read our tips for getting better at writing down, organizing, and exploiting your ideas.
The Benefits of Taking Vacations to Boost Team Productivity
Taking a break from the job during long periods can lead to greater productivity. Follow our tips for charging your team’s batteries during vacations.
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