Optimising monday.com for business success doesn’t stop at rolling out the system. To unlock the platform’s full potential, it’s vital to get your account structures, automations and workflows set up correctly from the start. That will lay the foundations for more efficient, collaborative and transparent ways of working across your teams (in other words, the return on your software investment that you’re looking for).
But that initial setup – although it’s important – is just the beginning. To extract maximum value from your monday CRM, it’s got to keep evolving as your business does. That’s the commitment we make to our clients: ongoing consultancy and support to make sure they can get the best out of their CRM, across regular check-ins, advanced training and helping businesses adapt their workflows as they grow.
Here, Saagar Vashisht, our Head of Delivery monday.com at Provident CRM, shares why this matters and what we can offer you.
We like to work with monday.com as it’s a flexible, cost-effective solution that’s delivered well for our clients in all kinds of industries. And our decades in the CRM game have shown us time and again what a difference tailored onboarding, training and consultancy make for our clients. They’re critical to unlocking the full potential of any CRM platform for users throughout your company, thanks to:
Faster time to value: Tailored onboarding and consultancy help you get your money’s worth from investing in monday.com, faster. We’ll share the precise know-how your people need to integrate monday.com into each of their roles; no need for them to pour hours into figuring out how to configure and optimise the platform themselves. With our expert guidance to accelerate your implementation, you’ll see results – and ROI – quicker.
Customised solutions: A one-size-fits-all approach doesn’t work; tailored onboarding is the only way to make sure monday.com is set up to meet your firm’s specific needs. So we assess your processes, goals and challenges to create a monday.com environment that aligns with your business objectives. It’ll be more intuitive and efficient for your teams, accelerating you from your as-is state to your ideal way of working.
Enhanced productivity: Our personalised training makes sure all your people know how to get exactly what they need out of monday.com. From basic task management to advanced automation and integrations, we’ll help them leverage monday.com’s features effectively. We’re talking hands-on, role-specific training here – the type that actually sticks in people’s brains! And we make sure every team member knows how to use the platform in ways that directly improve their daily workflow. Ultimately, leading to increased productivity and smoother operations.
Better collaboration: One of the most common challenges our clients face is managing cross-functional teams with different workflows. And, without a proper CRM setup, this can lead to inefficiencies and miscommunications. For us, the whole point of optimising monday.com is facilitating this communication across your teams. Because the platform’s true value isn’t as a task management tool; it’s as a hub for collaboration. By integrating it with other tools and ensuring all your stakeholders are using it effectively, we can break down silos and create a more cohesive working environment for you.
Our focus is on driving real value from monday.com by aligning it with your strategic objectives, enhancing your team’s collaboration and ensuring seamless adoption. Here’s how we do that:
Aligning with your business goals: We get to know your processes and performance metrics, so we can pinpoint the Business Intelligence output you need from your CRM. Looking into this right from the discovery stage lets us shape your implementation correctly, from the basic foundations to the complex integrations and more refined reports.
Handover from Sales to Delivery, ensuring continuity: During a project kick-off, we prioritise understanding the key factors that will define the success or failure of a project from the client’s perspective. This isn’t just about ticking off use cases; it’s about aligning with every client’s broader business objectives. This ensures our projects achieve the outcomes that matter most to our clients: the CRMs we build are tools to support their growth, not just aesthetic interfaces where people can tick off tasks. To do this, we’ve got a thorough internal handover process from our Sales team to our Delivery team. This means that, when our consultants kick off a project, they’re already equipped with the background information they need, so they can focus on delivering value straight away.
Understanding your success factors: To deliver for you, monday.com has to be tailored to your specific business goals. So, that means we’ll customise your workflows, automations and dashboards to reflect your key metrics and priorities. With this, the platform can empower your teams to meet deadlines, manage resources effectively and track progress in real time. Overall, driving better decision-making at all levels of your organisation.
User Acceptance Testing (UAT), allowing time for thorough walkthroughs: If your people aren’t fully on board with your new platform — if it’s seen as a hassle, rather than as a help — your ROI simply won’t materialise. So, a successful rollout requires more than just implementation; it needs buy-in from all your users. We can help with that, through ongoing training, solving any blockers that arise, and continuously refining your platform based on user feedback. Part of this can be ‘training the trainer’, where we coach the people within your company who’ll lead monday.com internally. We can do this alongside basic training for all your monday.com users, as we’ve seen it deliver faster time to value across our clients.
Making monday.com matter to your people: Following on from that ROI point, every person who uses monday.com in your firm should be able to get precisely what they need from it, as simply as possible. So, as we build for you, we make sure your people can easily navigate through the views they need from the same board, rather than having to jump between multiple boards. From finance to sales, we’ll set up these custom boards and views for you — whatever the ask, whatever the goal.
Handover to our Customer Success team, for continuous client engagement: One of monday.com’s biggest plus points is its dynamism. And we prioritise staying on top of all the product updates and new features, so we can pass that knowledge over to you and help you make the most of it. After we’ve completed your implementation, we’ll hand you over to our Customer Success team so they can keep the ball rolling — and if you’re an Enterprise client with us, this is included in your package.
Whatever form it takes for your business, the key thing is that our consultancy doesn’t stop after your initial setup and go-live. We’re here for ongoing support and optimisation, helping you refine how you use monday.com as your business evolves. We make sure your platform grows with your company, adapting to new needs and challenges over time. So, we’ll regularly review how your people are using monday.com, identify any areas for improvement and implement relevant updates. By staying agile and responsive to the changing needs of your business, we’ll make sure that your platform keeps delivering the value it should.
Our experience means we can get to the core of what’s not quite working in your processes — and build the setup you need. When you’re embedded in the processes day to day, it can become a can’t-see-the-wood-for-the-trees situation. So we provide a distanced pair of eyes, asking the right questions and spotting the solves you need.
Expertise across diverse use cases: We have lots of experience across multiple industries, deep technical knowledge, and we’ve encountered a wide range of challenges and use cases. This broad expertise allows us to offer insights and solutions that are innovative and proven, tailored to the unique needs of different sectors. We’ve got the technical knowledge needed to create any advanced reports and dashboards you need; to automate tasks to reduce errors; and to save you time on unique use cases using bespoke recipes (the kind that aren’t readily available from monday.com’s automation library).
Scalability and flexibility: We have eyes on monday.com’s upcoming product updates and releases, so we can rapidly bring them in for you. This knowledge means we can build solutions for you that are easy (and cost-effective) to change, adapt and enhance going forward. And we spend the hours swotting up on all the monday.com developments and certifications, so that your people don’t have to!
Best practices and advanced techniques: Being a Platinum partner means we have extensive technical knowledge of monday.com. Plus, we bring a wealth of best practices and advanced techniques to the table. We know how to leverage monday.com’s full potential, from creating complex automations to integrating with other tools, ensuring your implementation is not only functional but optimised for maximum efficiency and impact.
Scalability and future-proofing: Businesses need solutions that can grow and adapt as they evolve. Our experience across industries means we can anticipate potential challenges and scalability issues, giving guidance that ensures your monday.com setup is robust and future-proof. With this kind of foresight, you can avoid expensive reconfigurations down the line. And we’ll keep your operations running smoothly as you scale.
Innovative problem-solving: Need failsafe data migration? Complex custom integrations? Efficient delivery without business process disruption? We can help with all that. We know everything that monday.com can do out of the box, and we’re skilled at using tools like Make for more complicated add-ons (Xero, Jira and more). We know where monday.com’s strengths and limitations are — and we know how to work with and around them. And, with every custom integration we do, we use the library of knowledge we’ve gained from all our clients, across our years in the business.
All-in support and mentorship: Beyond just providing technical solutions, we’re on hand as a mentor and co-pilot. We get a lot back from sharing knowledge and empowering our clients’ teams to fully leverage the platform, so you can count on us to deliver.
Empowerment and confidence: We work hard to deliver training that balances being comprehensive and relevant for your people, equipping your teams with the skills and confidence they need to manage and optimise monday.com independently. With our training and consultancy that’s specifically designed for their roles, they’ll understand enough of monday.com to take full control of their workflows and confidently explore new features, driving innovation within their teams.
A well-structured monday.com setup makes sure your team can maximise efficiency, collaboration and transparency from day one. It stops any issues that can arise from poorly organised workflows and lets your business align its monday.com investment with its specific goals.
And we’re here to make sure you get the most out of the platform: from the day-changing tools for your team to the results your CEO wants to see. Guiding your business through the initial implementation is just phase one; the ongoing collaboration we’ll have after that is where the real value lies. So completing your roll-out is the start of deepening our relationship, revolving around support, adaptation and long-term growth.
