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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.
Latest Posts
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.
Klient-Tips for Team Leaders
Boost Collaboration and Productivity with Kanban Boards
Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their workflows, improving communication and collaboration and achieving better outcomes. It provides a visual and flexible approach to manage your tasks and projects.
Keep Your Projects In Scope with A Backlog or GapList
Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
Create Dashboards to Showcase Important Data
Are you struggling to keep track of all the important reports and metrics you need to access daily? By creating your own custom dashboards in Salesforce, you can conveniently showcase all your important data in a single view by pulling information from multiple reports.
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From Scope to Success: A Guide to Professional Services Project Management
As a professional services firm, your clients rely on you to deliver projects on time, on budget, and to their satisfaction. In a competitive marketplace, delivering successful projects can make all the difference in retaining and attracting...
From Good to Great: How Competencies Can Elevate Your Project Management Skills
Project management is a challenging profession that requires a combination of technical, behavioral, and contextual competencies. As a project manager, your ability to successfully plan, execute, and close projects are largely dependent on...
Top Salesforce PSA Software for Efficient Project Management – A Complete and Honest Guide 2023
If you're running a services business, you know how important it is to keep track of projects, resources, time and expenses, and finances. Managing all these processes manually or with separate software can be time-consuming and frustrating....
Maximizing Efficiency and Growth: The Benefits and Features of Professional Services Automation PSA Software
Project management (PM) can be a complex procedure that involves juggling several factors: resource planning, project management, billing, invoicing, and more. Without Professional Services Automation (PSA) software to help consolidate...
Mastering Resource Balancing: Key Strategies for Successful Project Management
I. Introduction to Resource Balancing: I. Introduction Definition of resource balancing in project management Importance of resource balancing in project success II. Identifying Project Resource Requirements Assessing the project scope and...
Techstep has graduated from Klient University!
Congratulations to the Techstep team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
Rosov Consulting has graduated from Klient University!
Congratulations to the Rosov Consulting team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
CEE has graduated from Klient University!
Congratulations to the cee (Center for Energy and Environment) team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
R3 has graduated from Klient University!
Congratulations to the R3 team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
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