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Klient PSA
Was ist Klient PSA?
Wenn du nach einer Möglichkeit suchst, deine professionellen Dienstleistungsprojekte von Anfang bis Ende zu verwalten, dann ist Klient PSA (Professional Services Automation) die Plattform für dich. Die Lösung stellt die Kundschaft in den Mittelpunkt, was eine problemlose Kollaboration mit ihnen während des gesamten Vertriebs- und Servicebereitstellungsprozesses ermöglicht.
Darüber hinaus kannst du mit dieser modernen Plattform alle Aspekte deines Projektlebenszyklus verfolgen und verwalten – von Angeboten und Verträgen bis hin zur Zeiterfassung, Rechnungsstellung und Berichterstattung.
Möchtest du sehen, wie Klient PSA dein Unternehmen verändern kann?
Wer verwendet Klient PSA?
Entwickelt von/für professionelle Dienstleistungsenthusiasten. Der Anbieter versteht deine Situation. Der Anbieter stammt aus der professionellen Dienstleistungsbranche. Das Unternehmen hat die Software entwickelt, um dein Leben zu erleichtern.
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Bewertungen über Klient PSA
A great discovery
Kommentare: We optimised day to day processes with tasks automation so we can focus on priorities
Vorteile:
This PSA is so easy of use and powerful. It's definitely a great help conducting day to day business, manage projects and work load!
Nachteile:
Project Gantt still needs some small bugs fix but almost fully functional
A Comprehensive and Streamlined Project Management Tool
Kommentare: Overall, my experience with Klient PSA has been positive. It has allowed me to manage projects effectively and efficiently, and I would recommend it for larger teams. The features are robust, and the user interface is intuitive.
Vorteile:
Klient PSA is an incredibly powerful project management tool that allows teams to easily assign tasks and collaborate on projects. The user interface is intuitive and the features are robust, making it a great choice for all levels of project management.
Nachteile:
While Klient PSA is a great tool for project management, it can be difficult to customize for very specific needs. Additionally, some of the features can be confusing to navigate and the pricing structure can be complicated.
Benefits of Klient PSA
Kommentare: Overall, experience has been good. The support was a bit slow in the beginning however has improved over the last 18 months.
Vorteile:
Friendly team and helpful support. Overall system capabilities are good and has helped improve how we manage our services business. Provides good visibility for projects within our delivery teams.
Nachteile:
Project management capabilities are not optimized as well as they could be. We have provided feedback for improvements to resource mgt. and time tracking. We would really like to see Smartsheet like collaboration capabilities in Klient.
Antwort von Klient
vor 3 Jahren
Hi James, thanks for the review! With the merger of Drakya, we'll be able to accelerate our product development and our support services. Don't hesitate to reach out to Dominic if you want better visibility on our roadmap. Thanks, Fred
Great system and exciting plans ahead
Kommentare: Klient has quickly become a key tool in our business processes, and we are very pleased with the system. While there are undoubtedly improvements that could be made, the team have an ambitious road-map and are always willing to consider new ideas for enhancing functionality.
Vorteile:
Very flexible and highly configurable. It uses standard Salesforce structure, so we're able to tweak the out-of-the box functionality to suit our specific business needs. The team at Klient are friendly and helpful, and while there are some features we would like to see as standard, they are genuinely eager to find solutions for any non-standard use-cases we have.
Nachteile:
The feature that we would value most is the ability to switch between hours and days as the unit of measurement on a project by project basis (currently everything works from hours as standard). We have a number of workarounds that allow us to deal with this, but it means we have deviated more than we would have liked from the core functionality of the system.
Review
Kommentare: So far, working with [SENSITIVE CONTENT] has been wonderful, he is always there to answer any questions and provides tutorials on how he did something I asked of him, so that I could learn for future use. I also think Klient Support has been amazing and super transparent on what they can help with. Klient PSA so far has been great, it just has some minor issues, like page loading under My Work, Gantt Chart tasks, and some reporting issues I mentioned above.
Vorteile:
I liked how seamless look wise it blended into Salesforce and the features we currently used before implementation.
Nachteile:
I feel as though I don't have a grasp on easy reporting for our teams purposes based on the time tracking, profitability, team availability, and utilization data.
Antwort von Klient
vor 3 Jahren
Hi Gina, thanks for the review. We'll add to our video's priorities to create good training on reporting. Until then, don't hesitate to reach out to Dominic if you need help with reporting. Thanks, Fred
