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Provident CRM
Ireland
Приєднався 9 тра 2013
Provident CRM is a CRM consulting company, specialising in managing full cycle customer experience. We are among the top SugarCRM Partners worldwide holding the coveted Elite Partner status.
Provident CRM - Passionate about Customer Happiness
Provident CRM is a CRM consulting company specialising in managing full cycle customer experience, from Marketing to Sales to Service. Here at Provident CRM we are passionate about customer happiness. We have 10+ years experience helping organisations foster engagement and enhance customer experience through technological channels. We execute projects from your first seed of an idea to the final stage of growth. We believe we can help customers improve upon their ideas, or come up with even better solutions. We treasure partnerships and love teamwork. We believe creativity, quality and sustainability are paramount. With offices in Dublin, Cork, London, Manchester and Edinburgh we have shared our experience and knowledge with organisations across
Provident CRM - Passionate about Customer Happiness
Provident CRM is a CRM consulting company specialising in managing full cycle customer experience, from Marketing to Sales to Service. Here at Provident CRM we are passionate about customer happiness. We have 10+ years experience helping organisations foster engagement and enhance customer experience through technological channels. We execute projects from your first seed of an idea to the final stage of growth. We believe we can help customers improve upon their ideas, or come up with even better solutions. We treasure partnerships and love teamwork. We believe creativity, quality and sustainability are paramount. With offices in Dublin, Cork, London, Manchester and Edinburgh we have shared our experience and knowledge with organisations across
SugarCRM Lunch & Learn: Q2 2024 - New Releases Uncovered
Check out the recording of our latest SugarCRM Lunch & Learn where we cover the latest from Q2 2024.
Our Customer Success expert from Provident CRM, Rachael Sheridan, is joined by Nicky Dunn and Andy Yeates from SugarCRM who tackle:
- Sugar Market: One-click unsubscribe
- Sugar Sell: Feature enhancements, mobile app, meeting scheduler, Generative AI
- Sugar Serve: Feature enhancements, Generative AI
- User Interface: Improved email error message, enhancement for yearly calls and meetings, product catalogue
- AI Updates
- And more!
Our Customer Success expert from Provident CRM, Rachael Sheridan, is joined by Nicky Dunn and Andy Yeates from SugarCRM who tackle:
- Sugar Market: One-click unsubscribe
- Sugar Sell: Feature enhancements, mobile app, meeting scheduler, Generative AI
- Sugar Serve: Feature enhancements, Generative AI
- User Interface: Improved email error message, enhancement for yearly calls and meetings, product catalogue
- AI Updates
- And more!
Переглядів: 19
Відео
monday.com's New Portfolio Solution
Переглядів 29День тому
Do you find it challenging at times to keep track of multiple projects and ensure your team stays aligned? In this month's MUG, discover how monday.com's new Portfolio Solution can simplify project management, explore the exciting future updates on the Product Roadmap, and learn best practices for maintaining an organised and secure workspace.
monday.com's Powerful Automations
Переглядів 37Місяць тому
Explore awesome new automation features from monday.com with Provident CRM's Customer Success Representative Cian Brennan at our latest MUG (monday.com User Group).
What are the main benefits of using monday CRM?
Переглядів 49Місяць тому
monday CRM empowers you to streamline sales activities from pre- to post-sales, creating a comprehensive and frictionless sales cycle. There are several key elements that set this CRM software apart from others. Watch as our Practice Leader from Provident CRM, Martin MacNamara, explains.
monday.com's Categorise AI
Переглядів 292 місяці тому
Explore the amazing new Categorise AI from monday.com with Provident CRM's Customer Success Representative Cian Brennan at our latest MUG (monday.com User Group).
SugarCRM's Sugar Hint Demo
Переглядів 812 місяці тому
Provident CRM's Senior Sales Executive Trevor Hint walks you through how you can maximise your time and effort using Sugar Hint. Sugar Hint is a relationship intelligence service that links external data such as social media accounts, work information, and company details with the contacts and leads in Sugar based on their email address. Sugar Hint is included with Sugar Sell Premier and can al...
monday.com User Group: The Power of Automations - 13 June 2024
Переглядів 1892 місяці тому
In this month's MUG, we've taken the time to focus specifically on how monday.com's automations can supercharge your productivity and simplify your workflows. Learn firsthand from Provident CRM Customer Success Representative, Cian Brennan, new tips and best practices tailored to different use cases, and discover how you can harness the power of automations to propel your projects forward.
SugarCRM FAQs Answered: Can I download my reports and forecasts directly from SugarCRM?
Переглядів 72 місяці тому
When it comes to accessing your reports and forecasts in SugarCRM, our Senior Sales Executive Trevor Rogerson explains that you have convenient options for extracting this valuable data.
SugarCRM FAQs Answered: Can I make calls directly from my SugarCRM mobile app?
Переглядів 122 місяці тому
Provident CRM's Senior Sales Executive Trevor Rogerson explains how SugarCRM's mobile app seamlessly integrates with your device's native calling functionality. This means you can initiate calls directly from the app while viewing relevant records, making it easier to track communication activities and ensure that call history is captured within the CRM system.
SugarCRM FAQs Answered: Who owns by data within SugarCRM?
Переглядів 62 місяці тому
Our Senior Sales Executive, Trevor Rogerson, explains the care and accountability SugarCRM takes when storing your personal data.
SugarCRM FAQs Answered: How can I optimise and streamline sales processes within SugarCRM?
Переглядів 162 місяці тому
In addressing the question of optimising and streamlining sales processes within SugarCRM, Senior Sales Executive Trevor Rogerson highlights a powerful feature that can significantly enhance efficiency: automated notifications and alerts.
SugarCRM FAQs Answered: Best practices for evaluating and optimising processes within SugarCRM
Переглядів 132 місяці тому
When it comes to optimising your processes within SugarCRM, our Senior Sales Executive Trevor Rogerson emphasises the importance of setting up regular cadences for auditing and evaluating your CRM.
SugarCRM FAQs Answered: What makes SugarCRM so user-friendly?
Переглядів 122 місяці тому
Unlock the full potential of SugarCRM with Provident CRM's expert guidance. Our Senior Sales Executive, Trevor Rogerson, explains why SugarCRM is more user friendly than its competitors, and how in Sugar, you can tailor your dashboards and navigation bars based on user roles and permissions.
monday.com FAQs Unveiled: How can Provident CRM help you get the most out of monday.com?
Переглядів 413 місяці тому
Unlock the full potential of monday.com with Provident CRM's expert guidance. Our Practice Leader Martin MacNamara explains how our dedicated team empowers you to navigate new features, optimise functionalities, and maximise your investment in monday.com.
monday.com FAQs Unveiled: What are some quick tips for optimising project management in monday.com?
Переглядів 273 місяці тому
Check out Practice Leader from Provident CRM's Martin MacNamara's quick tips for optimising project management. Discover practical strategies for streamlining workflows, utilising connected boards, and maximising monday.com's functionalities.
monday.com FAQs Unveiled: How secure is my data with monday.com?
Переглядів 543 місяці тому
monday.com FAQs Unveiled: How secure is my data with monday.com?
monday.com FAQs Unveiled: How can both internal and external teams benefit from using monday.com?
Переглядів 263 місяці тому
monday.com FAQs Unveiled: How can both internal and external teams benefit from using monday.com?
monday.com FAQs Unveiled: What are the pros and cons of switching from Excel to monday Sales CRM?
Переглядів 263 місяці тому
monday.com FAQs Unveiled: What are the pros and cons of switching from Excel to monday Sales CRM?
monday.com FAQs Unveiled: How can I identify inefficiencies when managing processes in spreadsheets?
Переглядів 153 місяці тому
monday.com FAQs Unveiled: How can I identify inefficiencies when managing processes in spreadsheets?
monday.com FAQs Unveiled: How can monday.com’s automations help to streamline reporting?
Переглядів 243 місяці тому
monday.com FAQs Unveiled: How can monday.com’s automations help to streamline reporting?
monday.com FAQs Unveiled: What's your pro tip to optimise sales processes?
Переглядів 173 місяці тому
monday.com FAQs Unveiled: What's your pro tip to optimise sales processes?
monday.com FAQs Unveiled: What are the main benefits of using monday Sales CRM for sales processes?
Переглядів 303 місяці тому
monday.com FAQs Unveiled: What are the main benefits of using monday Sales CRM for sales processes?
monday.com FAQs Unveiled: What can I be doing in monday.com to help improve my processes?
Переглядів 223 місяці тому
monday.com FAQs Unveiled: What can I be doing in monday.com to help improve my processes?
monday.com User Group: Advanced Reporting in monday.com - 18 April 2024
Переглядів 1034 місяці тому
monday.com User Group: Advanced Reporting in monday.com - 18 April 2024
SugarCRM Lunch & Learn: Q1 2024 - Sugar Connect and Beyond
Переглядів 514 місяці тому
SugarCRM Lunch & Learn: Q1 2024 - Sugar Connect and Beyond
From Good to Great: Unleashing the Full Potential of monday.com's Enhanced Features Webinar
Переглядів 525 місяців тому
From Good to Great: Unleashing the Full Potential of monday.com's Enhanced Features Webinar
The Future of CRM: Navigating AI Trends Webinar
Переглядів 1815 місяців тому
The Future of CRM: Navigating AI Trends Webinar
monday.com User Group: WorkForms Unveiled - 15 February 2024
Переглядів 1126 місяців тому
monday.com User Group: WorkForms Unveiled - 15 February 2024
monday.com FAQs Solved: How to better manage leads within monday Sales CRM
Переглядів 1108 місяців тому
monday.com FAQs Solved: How to better manage leads within monday Sales CRM
Let’s gooooooooo DAD🎉 🎉🎉🎉🎉🎉🎉🎉🎉
nk buat macam mana
saya tak tahu apa saya tak faham
Very informative!!!!
þrðmð§m
Hello
😭 ᑭᖇOᗰOᔕᗰ
p̲r̲o̲m̲o̲s̲m̲
Great video, it's much better to see it like this than read it from release notes. Keep them coming! :)
I will share it with the IT department of Casimiro Ulloa regards from Peru :)
tHANK YOU FOR SHARING ALL THE BEST :)
Here in Peru they still print the stories of clients... can you imagine?
ua-cam.com/video/6AStdL1OXSA/v-deo.html
Thanks with this we will change peruvian health systme in honor to my Chinese Master :) blessings and regards from Peru :)
Hi, Ma;am you teach perfactly. Can you upload each point of Tutorila Videos for develper How can I remove Sub-panel create button from perticular module? please uplaod tutorial video ma'am
Can we send email for the user assigned of the merged account when we merge the records, is there any possible way to trigger these through code or configuration level?
This was so helpful. Thanks for the video
Glad it helped 😀