Built on Salesforce Klient
Klient
12 min read

Table of Contents

Built on Salesforce Klient
Klient
12 min read

Table of Contents

Klient

1. Introduction

Scroll It To Right
Cloud Coach Ultimate
Cloud Coach Ultimate
Cloud Coach Enterprise
Cloud Coach Enterprise
CLOUD COACH TEAM
CLOUD COACH TEAM
CLOUD COACH STARTER
CLOUD COACH STARTER

Klient is one of a trio of solutions along with Mission Control & Arrow PSA that sit as lower priced PSA alternatives to FinancialForce & Kimble. All three cover large amounts of functionality in their solutions but perhaps not at the depth of the bigger players.

Read on to see our side by side comparison between the Cloud Coach Enterprise tier and Klient.

2. Plays Nice With Salesforce

Cloud Coach

Cloud Coach is built 100% natively on the Salesforce platform and offers seamless connection to Salesforce Sales and Service Clouds, meaning you can:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals

 

Importantly with Cloud Coach your data is stored and managed 100% on Salesforce, so you don’t need to worry about data security issues.

Klient

Klient is also built natively on the Salesforce platform, so you get access to all the same capabilities as described to the left with Cloud Coach, including:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals
goal

Cloud Coach 1 v 1 Klient

Plays Nice With Salesforce - Opinion

Result: Tie

If you want a solution that works seamlessly on Salesforce, there’s not a lot to separate between these two solutions.

3. Project Management

Cloud Coach

Cloud Coach has a strong set of feature support for project management including:

  • Waterfall Projects
  • Agile (Kanban) Projects
  • Water-Scrum-Fall
  • Project Templates
  • Project Health Views

Klient

Klient has a broad (but not advanced) set of project management feature support that includes:

  • Gantt Views
  • Board Views
  • Project Templates
  • Opportunity to Project
goal

Cloud Coach 2 v 1 Klient

Project Management - Opinion

Result: Cloud Coach

There’s much more project management capability available to your team with Cloud Coach than with Klient, so if that’s the focus of your search, you should engage with Cloud Coach.

4. Resource Management

Cloud Coach

Managing people, resources and skills is key to the success of any organization, and a key piece of functionality in any professional services automation (PSA) solution, here Cloud Coach has extensive capabilities including:

  • Capacity Planning
  • Project Assignments by Work Type / Skill
  • Soft & Hard bookings
  • PTO & Out of Office Handling

Klient

Klient as you would expect from a vendor in the PSA space has resource management built into its solution including support for:

  • Project Forecasting
  • Resource Planning
  • Resource Management
  • Resource Utilization
goal

Cloud Coach 3 v 1 Klient

Resource Management - Opinion

Result: Cloud Coach

With multiple resource management processes supported, Cloud Coach has greater abilities for managing large teams, but that doesn’t mean Klient couldn’t work for a smaller team.

5. Time Tracking

Cloud Coach

Tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPIs, here Cloud Coach has support for:

  • Multiple ways for users to enter time
  • Estimated vs Actuals
  • Track time on any Salesforce record
  • Time entry and timesheet approval

Klient

Klient comes with inbuilt time tracking including many of the same capabilities of Cloud Coach including:

  • Log time on Multiple Projects
  • Billable / Non Billable
  • Timesheet approval
goal

Cloud Coach 4 v 2 Klient

Time Tracking - Opinion

Result: Tie

Both solutions have time tracking capabilities, although they differ a little in their approach and user friendliness, so it’s worth taking a detailed look at both solutions to see which one best matches your needs.

6. Financials

Cloud Coach

Tracking financial metrics are key to profitable professional services teams and here Cloud Coach has capability in abundance including:

  • Invoicing
  • Revenue Recognition
  • Resource Utilization
  • Project Profitability
  • Multi Currency Support

Klient

Klient list a large number of financial capabilities including:

  • Invoicing
  • Expenses
  • Billing
  • Utilization
goal

Cloud Coach 5 v 3 Klient

Financials - Opinion

Result: Tie

While the two solutions both broadly support the same project financial functionality, both do it in different ways, so talk to each vendor about how they meet your requirements.

7. Meetings & Documents

Cloud Coach

Managing documents and meetings are integral to any successful onboarding project, Cloud Coach excels in this space with.

  • Meeting agenda templates
  • Coaching notes
  • Meeting automation
  • File storage against on projects

Klient

Managing documents and meetings are integral to any successful onboarding project, Klient provides:  

  • File storage against on projects
goal

Cloud Coach 6 v 3 Klient

Meeting & Documents - Opinion

Result: Cloud Coach

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. Cloud Coach’s meeting module gives it the clear edge here.

8. Reporting & Dashboards

Cloud Coach

As a Salesforce partner Cloud Coach get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time
  • Reports available on any device
  • Customize reports to your needs
  • Tableau CRM Analytics

Klient

As a Salesforce partner Klient also get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time 
  • Reports available on any device
  • Customize reports to your needs
goal

Cloud Coach 7 v 4 Klient

Reporting & Dashboards - Opinion

Result: Tie

When it comes to the core underlying reporting technology, there’s not a lot to separate between these two solutions, however due to its more extensive overall functionality / capabilities you will have more data to report on, give you insights and act on, with Cloud Coach.

9. Implementation & Tailoring

Cloud Coach

Implementing a PSA solution in your business is something that you’re going to want to do by engaging a professional consulting team. Cloud Coach or one of its certified partners can help with this.

Klient

Unlike Cloud Coach, Klient is typically a self implementation or you can call on one of the vendor’s partners for implementation assistance.

goal

Cloud Coach 8 v 4 Klient

Implementation & Tailoring - Opinion

Result: Cloud Coach

If you’re looking for a self implementation solution, then Klient is your winner here, however it should be disconcerting that two solutions that supposedly have similar features sets have such vastly different implementation/support/development strategies. This should serve as an indication to better understand the flexibility and scalability of each and a fair warning to not evaluate solutions just on a list of features.

10. Overall Opinion

It’s difficult to compare Klient side by side with Cloud Coach, as  Klient is perhaps a more natural competitor to Cloud Coach Team tier than our Enterprise tier, however as Klient pitches itself as a full fledged PSA we have compared it here to Cloud Coach Enterprise tier, where it comes up a little short.

For small teams with simpler needs and smaller budgets, Klient may on occasions be a solid alternative to Cloud Coach, FinancialForce and Kimble, however for mid to large sized teams and organizations Cloud Coach has the clear benefit of both more capabilities along with additional product tiers that you can move up to seamlessly as your needs evolve.

11. Other AppEx Apps to Consider

Learn about similar solutions to Klient and discover more about the capabilities and benefits of the Salesforce platform for PSA, Onboarding & Project Management for your business.

Compare AppEx Apps

Disclaimer

Information contained herein is based on the companies’ posted Salesforce AppExchange listings and other publicly available websites as of the date of this publication.

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