Provident CRM

Today, we’re thrilled to celebrate four fantastic years with three incredible team members at Provident CRM! Kandy Kim, our Head of Customer Success, has been a driving force in delivering exceptional value to our clients. Her leadership, vision, and unwavering dedication inspire the entire team to strive for excellence every day. Emma Haines, our Customer Success Representative, has a remarkable ability to build strong relationships and deliver tailored solutions with care and professionalism. Her contributions have made a lasting impact on both our clients and our team. Matheus Reis, our Junior Developer, brings an innovative mindset and meticulous attention to detail to every project. His dedication and problem-solving skills have been instrumental in our success. We’re immensely grateful for everything Kandy, Emma, and Matheus have achieved over the past four years. Here’s to celebrating your incredible contributions and looking forward to even more success in the years to come! 🎉👏 #ProvidentProud #ThisIsProvident #ProvidentCRM #WorkAnniversary #EmployeeAppreciation #CelebratingExcellence

Did you know? 70% of CRM projects fail. We see three reasons for his - and how to succeed: 1. User Adoption Gap: Your team needs to see immediate benefits. The best CRM works FOR your people, not against them. 2. Limited Visibility: Tracking customer relationships shouldn't feel like solving a puzzle. Clear metrics and easy pipeline management are essential. 3. Delayed ROI: Waiting a year to properly implement your CRM and see the results? That's too long. Modern CRM solutions should evolve with your business to deliver value faster. Your CRM can – and should – be a strategic tool for managing your customer interactions and enhancing those relationships. With monday.com, we're revolutionising CRM by breaking down the traditional sales-only barrier with a holistic customer-centric approach. ▪️ Seamless handoffs between teams ▪️ Complete visibility of the customer journey ▪️ Continuous relationship building from pre- to post-sales 🎯 The Result? A unified customer experience where vital information flows naturally between sales, delivery, and customer success teams. #mondaydotcom #mondayCRM #CRM #CRMSolutions #ProvidentCRM #SalesTransformation #BusinessGrowth

Are your sales processes keeping up with today’s fast-paced, competitive market? In Manufacturing, Wholesale, and Distribution, traditional sales strategies are no longer enough. It’s time to embrace smarter, faster, and more proactive ways to win. In our first SugarRush session of the new year, "Selling Smarter in 2025", Ryan Popek from Provident CRM and guest speaker Harry Allen from sales-i, A SugarCRM Company, will show you how to outsell your competition and stay ahead of the curve with AI-guided selling. Join us for 30 minutes on Tuesday, 21 January at 11:30 a.m. (GMT) and discover how to: ✓ Spot high-value opportunities before your competitors do ✓ Automate insights to simplify cross-selling and upselling ✓ Monitor real-time CRM and ERP data for instant action on risks and alerts ✓ Maximise your impact by integrating sales-i and SugarCRM Register to receive the link to join here: https://bit.ly/3C8ezO0 #SugarRush #LiveChat #SugarCRM #ProvidentCRM #AI #GuidedSelling

Managing leads, qualifying them, and turning them into opportunities has never been easier with monday CRM. During our recent MUG (monday.com User Group) session, our Customer Success Rep Cian Brennan gave this quick overview of how monday CRM helps teams streamline sales workflows, avoid duplicate contacts, and keep every deal moving forward. From new leads to qualified opportunities, track every stage, manage your deal information, and stay on top of communication – all in one place. Want to see more? The full MUG session recording is available for free and packed with practical insights to help you get the most out of monday.com. Check it out here: https://bit.ly/409lwX8... #MUG #mondayUserGroup #mondayCRM #SalesProcess #SalesOptimisation #mondayPartner #ProvidentCRM

Sales teams in Manufacturing, Wholesale, and Distribution are at a turning point. Saturated markets, unpredictable customer behaviours, and rising competition are putting traditional strategies to the test. What if, instead of falling behind, you could turn these challenges into your greatest competitive advantage? Join us for our FIRST SugarRush session of the new year, "Selling Smarter in 2025" – a free, 30-minute live demo where you'll discover how to revolutionise your strategy with AI-guided selling. 📅 Tuesday, 21 January 2025 🕦 11:30 a.m. (GMT) Register FREE here: https://bit.ly/402w4rc Our own Ryan Popek, alongside guest speaker Harry Allen from sales-i, A SugarCRM Company, will highlight actionable insights and practical strategies that empower your team to work smarter, not harder. By the end, you’ll see how AI transforms complex data into clear opportunities, giving your sales team a powerful edge. We hope to see you there! #SugarRush #LiveChat #AIInSales #AI #GuidedSelling #SugarCRM #ProvidentCRM

Is your team starting 2025 weighed down by an outdated CRM? Many B2B companies are still stuck with clunky, old systems that drain hours every day for simple outcomes. It’s like running a modern business with a rotary phone – it just doesn’t work. We recently helped a client move from a 15-year-old CRM dinosaur to a sleek, automated platform, and the transformation was incredible: ✅ Staff reclaimed hours in their day. ✅ Teams stopped wasting time on manual data entry and repetitive handovers. ✅ Communication and workflows became seamless and efficient. Modern CRM platforms like monday.com bring everything together in one place, automating the heavy lifting so your team can focus on what truly matters: growing the business. Here’s the truth: If your CRM is creating more work than it’s solving, it’s holding you back. Make 2025 the year your systems start working for you – not the other way around. #BusinessSuccess #CRMUpgrade #NewYearNewYou #ProvidentCRM #mondaydotcom #mondayCRM

New year, new sales strategy! 2025 is here, and there’s no better time to level up your sales approach. If you're tired of missed opportunities, slow processes, and reactive strategies, it’s time to take a smarter approach. Join us for our first SugarRush session of the year, "Selling Smarter in 2025", a free, 30-minute live demo on Tuesday, 21 January at 11:30 a.m. (GMT) and discover how AI-guided selling and integrated CRM tools can help you: ✅ Focus on high-value opportunities ✅ Act instantly with real-time CRM and ERP data ✅ Streamline sales processes for faster results Led by sales experts Ryan Popek from Provident CRM and special guest speaker, Harry Allen from sales-i, A SugarCRM Company, this session is your chance to kick off the year with tools and strategies to revolutionise your sales. Don’t miss out – start your year strong! Register here: https://hubs.li/Q030xlr80 #SugarRush #ProvidentCRM #SalesStrategy #AI #SugarCRM #SmarterSelling

"It's not the mistake you make – it's how you handle it that matters." At our recent SugarRush session, Kate Devos, Regional Sales Director at SugarCRM, shared how capturing and acting on customer feedback can transform your business. This is just one insight from a packed session where we explored how customer reviews can drive business growth and how our Trustpilot for SugarCRM integration makes it easier than ever to: ✅ Track customer sentiment ✅ Respond faster to feedback ✅ Turn reviews into actionable insights If you're interested in seeing how you can manage your reviews from directly within your CRM, catch our demo here: https://hubs.li/Q030x5Hh0... #SugarRush #CustomerFeedback #SugarCRM #Trustpilot #CRMInsights #ProvidentCRM

As we ring in 2025, we're excited for the opportunities the year ahead holds. Here's to continued success with our amazing clients, partners, and colleagues. Together, we'll achieve great things and make this year one to remember. Wishing everyone a prosperous and fulfilling New Year! #ProvidentCRM #2025 #HappyNewYear #NewBeginnings

Imagine having every critical piece of customer data at your fingertips – sales history, meeting notes, emails, and even Trustpilot reviews – all brought together in one place. With SugarCRM, that’s exactly what happens. It doesn’t just track the basics like sales, emails, and meetings, but it also integrates deeper insights like Trustpilot reviews to give you the full picture. Imagine this: A customer has had several negative experiences in the last six months, but their recent emails have been more positive. SugarCRM's AI surfaces this context, highlighting the opportunity to rebuild trust and improve the relationship. No guesswork, no digging through notes – just actionable insights delivered when you need them. And because the data is fully secure, it’s tailored to the right roles. Sales reps, managers, and execs each see the level of detail they need to act effectively without overloading anyone with unnecessary information. It’s not just about data – it’s about integrating smarter insights into your workflows to enhance customer experiences and consistently achieve better outcomes. #CRM #CRMSolutions #DataManagement #ProvidentCRM #SugarCRM #DataSecurity #WorkManagement