Tailored onboarding services offer a way for the Provident CRM team to focus your platform training on the most relevant points. With tailored training from our monday.com expert team, you’ll be independently and confidently running your work in no time.
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Before onboarding even begins, our team wants to understand your knowledge of the platform, your industry or specific needs, and any crucial goals we should know before diving in.
We’ll work together to build the foundation of your account, including basic structuring, organising workspaces and folders, setting up your first use case, and laying the groundwork on the platform.
To get the full value, we believe everyone on the team should be trained and comfortable working on monday.com. At this stage, we include additional team members in some of the training sessions.
We like to build automations, integrations, and different views to make your workflow easier. Once the additions have been reviewed, we will start rolling it out to the rest of your account.
Our Professional Services team provides tailored consultation to accelerate business results
Get 5 additional hours of training to boost adoption, enhance your current workflows, or enjoy tailored training for different stakeholders.
Learn about training
Get an expert’s help on structuring complex workflows, as well as guiding organisational change to fruition.
Learn about consultancy
Get connected to the resources you need to build a custom integration through monday apps or implement a native integration to 3rd party platforms.
Learn about integrations
As a monday.com certified partner, we help customers adopt the platform according to their unique business needs.
Download our monday.com onboarding services brochure to learn more.
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