This SugarCRM case study details how Methodist Homes (MHA), a national charity supporting older people, revolutionized its administrative and service delivery processes. Prior to implementing SugarCRM, MHA faced significant challenges with outdated, manual, paper-based systems for member sign-ups, assessments, and activity planning. This resulted in time-consuming, repetitive data entry and strained local teams, hindering service improvements. By adopting SugarCRM, MHA successfully eliminated multiple data keying, leading to substantial savings in administrative time and improved operational standardization. The intuitive nature of the SugarCRM platform, coupled with comprehensive training and ongoing support from Provident CRM, ensured high user adoption and engagement across teams with v

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