Ireland Flag Contact Icon +353 1 693 0000   UK Flag Contact Icon +44 203 411 6799 Mastery: Video FAQs Unveiled with Provident CRM




In our previous instalment, we uncovered the myriad of reasons why project managers across the globe hail as a game-changer in work management tools. Its user-friendly interface, visually appealing boards, and unparalleled adaptability have cemented its status as the go-to platform for enhancing productivity and streamlining workflows.

However, offers more than just project management capabilities. It has evolved into a versatile tool that caters to various organisational needs such as sales, CRM, marketing, and product development. So who truly stands to benefit from’s offerings, and how can one unlock its full potential?

At Provident CRM, we understand the importance of addressing these inquiries head-on. Whether you’re just starting out with or seeking to maximise its capabilities, our seasoned Practice Leader, Martin MacNamara, is here to guide you through Part 2 of tackling your most frequently asked questions about, empowering you to use the platform with ease.

Navigate directly to the topics that pique your interest using the links provided below. For a deeper comprehension, each question is accompanied by a corresponding video, featuring Martin’s expert guidance through every answer.

  1. What are some quick tips for optimising project management in
  2. What can I be doing daily/weekly in to help improve my processes?
  3. How can both internal and external teams benefit from using
  4. How can’s automations help to streamline reporting?
  5. How can Provident CRM help you get the most out of


1. What are some quick tips for optimising project management in

While it may be tempting to create numerous boards for different projects or tasks, Martin advises that less is more when it comes to board management. By consolidating related information into fewer boards, users can enhance visibility, streamline collaboration, and simplify project management processes.

And be sure you’re taking advantage of advanced functionalities offered by, such as connected boards and mirrored columns. These features enable you to establish relationships between different boards, synchronise data across multiple boards, and maintain consistency in information representation. Watch here to see these features in action at our recent MUG ( User Group) session.

Optimising project management in requires a combination of strategic planning, leveraging advanced features, and seeking expert guidance. With a partner like Provident CRM, you can uncover hidden features and functionalities within that may not be immediately apparent, whether it’s implementing custom automations, utilising integrations, or optimising board structures for your specific use cases.


2. What can I be doing daily/weekly in to help improve my processes?

Above, Martin explains that while the abundance of resources available for navigating, from tutorials to product update articles to newsletters is indeed helpful, generic resources can only take you so far.

General how-to advice often lacks the personalisation necessary to truly optimise your experience. By working with a partner like Provident CRM, you gain access to expertise that goes beyond cookie-cutter solutions. Our team takes the time to understand your specific workflows, challenges, and goals, allowing us to tailor to suit your needs perfectly. For example, we host live bi-monthly MUGs ( User Group sessions) exclusively designed for our customers and users. Here, you can experience the latest exciting features on the platform, and learn how to adapt them to your specific use case directly from our experts.

With our guidance, you can unlock the full potential of, optimising your daily and weekly processes with precision.


3. How can both internal and external teams benefit from using

Internally, Martin highlights the value of’s robust collaboration features, such as the ability to comment directly within records. This functionality enables internal teams to stay informed about ongoing activities, track communication history, and maintain visibility into project progress. By centralising communication within, teams can streamline collaboration and reduce reliance on scattered email chains and disjointed communication channels.

One stand-out feature of is the ability for companies to invite external users or guests to collaborate on projects free of charge. This opens up a world of possibilities for partnering with third-party vendors, clients, or stakeholders, enabling seamless communication and collaboration across organisational boundaries.

In essence, empowers both internal and external teams to collaborate effectively, regardless of geographical location or organisational affiliation. By embracing as a central hub for communication and collaboration, companies can break down silos, foster stronger partnerships, and achieve greater success in today’s dynamic business environment.


4. How can’s automations help to streamline reporting?

Martin highlights that one of the most significant advantages of using is its ability to automate recurring reporting tasks. By setting up automations, companies can streamline the generation and distribution of reports, eliminating the need for manual intervention and freeing up employees to focus on more strategic tasks.

With, you can easily create live, up-to-date reporting dashboards that can be automatically shared with designated individuals or teams on a regular basis. No more wasting Friday’s afternoon putting together recurring reports! can also automate the generation and sharing of dashboards or reports directly within the platform. Whether it’s distributing weekly performance metrics or sharing project updates with stakeholders, can automate these processes, saving companies valuable time and effort.


5. How can Provident CRM help you get the most out of

As full-time professionals specialising in, Provident CRM’s team possesses in-depth knowledge of the platform’s features, functionalities, and best practices.

With new features, products, and functionalities continually being introduced, it can be challenging for users to stay abreast of the latest developments. Provident’s team, however, remains at the forefront of these changes, ensuring users receive timely guidance and support to make the most of’s capabilities. One way we do this is via our MUGs, or User Groups, which are free virtual sessions for you to connect with other platform users, learn about the latest features and improvements on the platform from our experts, and discover insider tips for your specific use cases.

When you partner with Provident CRM, you’re not just buying a product; you’re investing in a partnership that’s dedicated to your success. So why settle for mediocrity when you can have mastery?



Want more guidance? Reach out to us!

At Provident CRM, we believe that success is not just about using the right tools; it’s about using them in the right way. With our team of dedicated experts by your side, you can navigate the complexities of with confidence and finesse. Whether you’re embarking on your journey or seeking to optimise your existing workflows, we’re here to help you every step of the way.

We’re here to help you if you need further advice. You can reach out to us directly via the link below anytime with your queries or to book a personalised expert consultation.

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