If your company delivers services and runs on Salesforce, there’s a good chance you’ve felt this disconnect:

Sales closes the deal in Salesforce.
Delivery manages the project somewhere else.
Time tracking lives in another tool.
Finance pulls numbers from spreadsheets to invoice.

And leadership? Trying to understand margins from exported reports.

This is exactly where Klient for Salesforce comes in.

What Is Klient?

Klient is a Professional Services Automation (PSA) solution built entirely on Salesforce and available on AppExchange.

That “built on Salesforce” part matters more than most people realize.

Klient is not an external platform that syncs with your CRM. It lives inside your Salesforce org. Your opportunities, projects, resources, time entries, budgets, and billing data all operate in the same system.

No connectors.
No duplicate records.
No reconciliation between tools.

For services businesses, that changes everything.

Who Should Consider Klient PSA?

Klient is a strong fit for companies that deliver projects, bill by time, and already rely on Salesforce as their CRM.

We typically see success with:

• Consulting firms (IT, marketing, HR, management, Salesforce partners)

• SaaS companies with onboarding or professional services teams

• Manufacturers running project-based or engineer-to-order work

• Teams from 5 to 500+ employees

The size matters less than the complexity.

If your team is juggling Excel sheets, struggling to forecast accurately, missing billable hours, or discovering margin issues too late, you don’t have a time-tracking problem. You have a systems visibility problem.

That’s what Klient solves.

Connecting Sales to Delivery Inside Salesforce

Most PSA tools focus heavily on tasks and timesheets.

Klient focuses on performance.

When a deal closes in Salesforce, Klient allows you to immediately convert that opportunity into a structured project. From there, you can:

• Assign resources based on real availability

• Track time against budgets

• Monitor estimated vs. actual hours

• Forecast revenue tied to delivery

• Generate invoices directly from project data

All without leaving Salesforce.

For leadership, this creates real-time dashboards tied to live operational data. Not projections based on assumptions, but forecasts based on actual capacity and utilization.

For operations teams, it removes the handoff friction between sales and delivery.

No more “What exactly was sold?” conversations.

How to Roll Out Klient the Right Way

One of the biggest mistakes in PSA implementations is trying to configure everything at once.

A phased approach works better.

Start with:

Project Templates
Standardize how work is delivered. Define tasks, roles, scope, and completion criteria upfront.

Resource Management
Get visibility into who is available and when. Staffing should be proactive, not reactive.

Time Tracking
Accurate time capture protects revenue. In many cases, recovering just one additional billable hour per consultant per week justifies the investment.

Budget and Margin Tracking
Review estimated vs. actual hours regularly. Don’t wait until the project closes to discover overages.

Automated Invoicing
Connect project delivery directly to billing to improve cash flow.

The priority is visibility first. Optimization comes next.

Why Native to Salesforce Is a Competitive Advantage

Because Klient is fully native to Salesforce:

• Data lives in one place

• Reporting is real time

• Dashboards pull from actual operational records

• Deployment is typically faster than external PSA tools

There’s no need to reconcile data between systems. What sales sells, operations delivers, and finance bills all exist in the same ecosystem.

When that alignment happens, leadership stops flying blind on margins.

A Real-World Example

Klient showcases multiple customer stories, including Bolt Data, where improved visibility into utilization and project health led to measurable improvements in profitability and operational control.

The takeaway is consistent: when service businesses unify sales, delivery, and billing inside Salesforce, performance improves.

Implementing Klient with the Right Structure

Installing Klient in Salesforce is straightforward.

Designing the right structure around it is where most of the work lives.

A successful implementation requires:

• Clear delivery processes

• Defined roles and responsibilities

• Alignment between opportunity stages and project readiness

• Dashboards built for decision-making, not decoration

• Team adoption and accountability

At Palm Consulting, we approach Klient implementations with that operational lens. The technology supports the process. Not the other way around.

If your professional services team is running Salesforce but still managing delivery in disconnected tools, Klient may be the missing layer.

And if you’re evaluating PSA options for Salesforce, it’s worth having a conversation about whether Klient is the right fit for your growth stage.