Automate Your Business by using the Workflow Manager

Manage and organise your business using CREDEMA

If you implement workflows into your sales and marketing strategy, you can save time and achieve more. A workflow is a series of activities that are triggered and completed in a logical sequence. They help you become more efficient and provide the lead and/or customer with a consistent experience no matter what.

CREDEMA’s workflow manager empowers you to build both simple and complex workflows to help implement specific business processes and allow for you and your team to stay organised and on top of follow-ups, projects, and tasks. It also provides tracking so that you can see which workflows have been activated the most over a specific time range. Workflows help automate your business, so you can focus on what you do best.

Trigger workflows for seamless sales and marketing execution.

You can trigger a workflow in several ways through clicks, website page visits, social interactions, signup forms, lead scoring, and much more.

Workflows are a fundamental tool for any part of your business, no matter what the task. For example, you can set up a follow-up workflow

Features and benefits of CREDEMA’s Workflow manager:

• Assign different activities to anyone in your team
• Track workflows to see when they were triggered and who triggered them
• Limit the number of times a workflow can be triggered daily
• Set up hot and cold lead automation campaigns to keep them engaged
• Set up social interactions for your marketing team and never miss a chance to respond or reply
• Improve lead nurturing with workflows based on conversions, clicks, videos watched and more
• Create a consistent user experience with sales, marketing and operations workflows

The Most Complete CRM Solution on the Market

Close more deals and boost your bottom line

CRM, commonly known as Customer Relationship Management, is a critical part of every business. CREDEMA’s Complete CRM is your one-stop-shop for managing business interactions with customers, clients and sales prospects. It starts with our robust contact records which can record any custom data about your contacts, extending out to lead scoring, workflows and other essential features that will assist the entire team in targeting the appropriate contacts at the right time. Our platform is designed to organise and automate all of your processes for customer engagement and tracking. This includes information about customers, browsing history, email interaction, social media activity and any other trackable data, which is accessible at all times, from anywhere.

Engage and grow your business with CRM

A few of the powerful tools at your fingertips with CREDEMA’s Complete CRM:

• Lead Scoring – trike while the iron is hot. Identify the leads and customers that have the most significant value to you with a single, robust, fully customisable lead scoring system.
• Marketing Automation – Your CRM works directly with tools to save you time and ties into your storefront, analytics, forms, and more
• Workflows – Set up sequences that assign activities to contacts and automatically send emails.
• Instant Feedback from Email, Mobile, and More – The CREDEMA CRM shows you real-time information about your contacts, wherever they are.
• Built-in IMAP Email Integration – Keep your CRM in sync with your inbox! It works just like your smartphone to keep up with your one-to-one email communication.
• Keep Track of Payments – Send invoices and track payments from your clients. We support 17 different currencies and integrate with Paypal and Authorize.net
• Sales Pipeline Management System – Track your leads from start to finish with our sales pipeline graphics and manager.
• Track Website Visitors – Track the activity on your website from anyone in your CRM
• Phone Integration – Add click-to-call, inbound call handling, SMS texting, and more, all integrated automatically with your CRM.
• Predictive Analytics – See what causes your contacts to purchase from you and predict who is likely to take action next. By combining demographic and activity data, you can easily see at a glance who your hottest leads are.

A new breed of intelligent CRM

With CREDEMA, you can build your database and manage your contacts from one easy-to-use, web-based software. CRM tools help you to keep track of all interactions with every contact, including emails sent, events attended, and any notes you want to take. Create as many custom user-defined fields for each contact as you would like. With our software, you can automatically connect your inbox to your CRM with our IMAP integration. Creating a client relationship can be the most critical tool for your sales team. Integrating CRM into your targeted email marketing campaigns will allow you to identify potential leads. By tracking these leads, your sales team will be able to quickly and efficiently move them through the sales funnel.

The combination of email marketing and CRM provides you with a sales and marketing tool that is as powerful and smart as your process. Some of the benefits include expanding lead generation, improving services and increasing sales. Create specific and targeted messages to your leads by combining CRM data with your email marketing. By placing the right message in front of the right lead, the probability of converting leads into sales substantially rises. Your CRM solution will enable your sales team to recognise and take advantage of opportunities to upsell products and services to current customers.

Custom Objects: CRM Your Way

When it comes to using your CRM, you need the flexibility to design your storage information the way you need it. One option is to use the custom user-fields. However, you can take it to the next level by using custom objects.

Data Matters

The importance of data cannot be underestimated. It’s what keeps your sales team on top of leads, and allows your marketing team to pinpoint where and when messaging is required the most. If your CRM doesn’t have built-in flexibility to store and use that data, it will cost you time and money to try to make it fit into the way you do business.

CREDEMA is built around the principles of “all in one”. Unlike many other “all in one” CRM platforms, we present custom objects as a way to manage your information to your specific requirements. Accept no substitutes – a CRM without custom objects is not a CRM.

To better illustrate how custom objects work, we will use real estate as an example. Imagine you’re a real estate agent with clients who have purchased homes with your help. This is just an example, but once you see how custom objects work, you will know how you can apply this capability to your own business.

What’s The Difference Between a Field and an Object?

You can store your data in ways that connect information to contacts and companies. Sometimes that data is in a one-to-one relationship, such as “I have helped Brenda purchase three homes”. A custom field called “Number of Homes” could store the number 3 for Brenda.

But what if you wanted to store more information about each home? This historical data would help you remember the details of previous transactions and would organise the information in the system allowing you to serve your clients in the future better. To do this, you create custom objects to define what you want to store. For each home, you might want to know square footage, number of bedrooms, lot size, amenities, or other attributes. Brenda could have any number of homes in your CRM, so you would create a separate object for each home and attach it to Brenda’s contact record in your CRM.

This kind of flexibility is critical to the management of relevant data in your CRM. With CREDEMA, custom objects are easy to design and use on a daily basis. They simplify the way you manage your relationships and all the data that goes with them.

Sales Opportunities

Stay on top of your leads and give yourself the best chance of securing deals with Opportunities. CREDEMA wants your team to be prepared for every lead that progresses through your funnel, until they are eventually a long-lasting client. The Opportunities section of the CRM empowers salespeople to forecast deals, set custom phases, and track with a multitude of detailed graphs and charts. Setting up an opportunity is a simple process, but also allows the salesperson to customise how the opportunity will look regarding products, and which phases will be available.

Automation is greatly embedded throughout the platform, and Opportunities are no different. As leads move through each custom phase, a workflow for that contact can be set to trigger. It can contain a customised email that gets sent to the contact, or a follow-up CRM activity set for a sales manager. Workflows are highly customisable just like your business, so you can effortlessly automate the tedious tasks, and enable your team to become more productive with their free time.

Opportunity Paths

In most circumstances, the different products that you sell require a different sales process. This is where Opportunity Paths are useful. Opportunity Paths are a subset of the phases that you define in your account. For example, take a look at this sales process:

• Initial conversation
• Lead qualification
• Comprehensive design specification
• Proposal creation
• Proposal evaluation
• Closed (Deal Won/Lost)

Opportunity Phases in CREDEMA allow you to define each step of the way in your lead’s journey to becoming your customer. CREDEMA gives you the ability to set as many, or as little, phases as you wish – catering to your business’ sales process.

Opportunity Checklists

Each phase of an opportunity can have an associated list of items. Checklists are useful as they ensure that everyone in the sales team is on the same wavelength.

For example, if you have documents that need to be signed before proceeding to the next step of the sales process, the checklist feature is useful because it eliminates the need to communicate back and forth via email threads, chats, or other channels of communication. You can monitor the status of every deal.

Sales opportunity tracking

After the initial creation of a CRM opportunity, several ways to track and analyse opportunities become available. The salesperson can view:

• Long range forecasts
• Percentage of deals closed
• See which products your leads are interested in

The Opportunities section of the CRM will become a daily hub to track all possible deals in the funnel. Not only do each of the graphs and charts give the salesperson a useful overview, but they also have clickable elements that drill down that specific opportunity for a more detailed view.

Immersing your business with CRM opportunities in CREDEMA is the best and most efficient way to evaluate potential deals and eventually close at a higher rate.

Telephony

Reach your leads and customers where they spend most of their time, on their phones! With CREDEMA, you have several different tools to help you connect, engage, and convert all of your contacts.

Inbound and outbound call management

The conversations you have with your customers are important, as is the experience they get when calling your company. With inbound call management, you can:

• Set up phone trees
• Forward calls to the appropriate department
• Transcribe and record calls so that you have the details of every conversation

Set up a phone tree to ensure that your customer’s calls are directed to the proper place

*Additional call/msg rates may apply

SMS/MMS marketing

Send your marketing messages directly to your contacts mobiles phones via SMS or MMS. Schedule an SMS/MMS broadcast or send one immediately. It’s up to you and only takes a few mouse-clicks. You can also track your text messages to see how well they are being received. Along with SMS marketing, use inbound messages for SMS opt-in. Every contact that opts-in via SMS is automatically saved in the CRM.

Click-to-Call

Use our click-to-call features that enable your sales team to leave electronic messages or directly call contacts within your CRM. With this feature, all of your conversations are recorded and saved in the CRM for future reference.

Booking Calendar

Manage your appointments with the CREDEMA calendar

Let your meetings come to you. CREDEMA is all about saving you time, and the booking calendar is another element that can help with time efficiency. The booking calendar is a convenient feature for those prospective clients who need a specific date and time to meet with you, or for scheduling a demo or discovery call. It starts with setting up your event types, which as a sales professional will probably include demos, discovery calls, etc. to ensure that your leads know precisely what the meeting will entail.

Customise away

The beauty of the booking calendar is that you can customise it to suit your style. The custom meeting types are only the beginning. Here are some other ways that you can customise:

• Setting up open time slots
• Open box for a comment section
• Custom email confirmation
• Set local time zone to support global business

Setting up open time slots is where you can modify your agenda to avoid those dreadful scheduling conflicts. These time slots can be a one time slot or you can make them recurring over the next few days. Once you have your times set up to fit your schedule, you can start adding your branding to the comment section. This is an open box, so whether it is meeting notes, a marketing message or anything in between, the comment box empowers your team to add a personal touch that resonates with the lead. After this, you are ready to send the booking calendar public link to your contacts. Once they view it and pick a time slot, a notification email (either your own or a system generated email) will be sent to an email address of your choosing, so that you can confirm/deny the appointment. If you choose to accept, the time slot will disappear from your booking calendar. Your sales team is now prepared for all future meetings with CREDEMA’s powerful yet straightforward booking calendar.

CRM Activities

CRM Activities are an integral component of your CRM and will assist your salespeople in following up and taking notes about current and prospective clients. CRM Activities are a fantastic way to remind members of your team to perform specific tasks. By default, CREDEMA provides the essential types of activities, including:

• Phone call
• Email
• Setting a meeting
• Presentation
• Much more

As with many other aspects of CREDEMA’s complete platform, you can customise them to your heart’s desire! Creating custom CRM Activity types will ensure that our platform can meet your custom business requirements. To take it a step further, you can now assign lead scoring points to each activity type. This empowers your team to see which leads are being engaged with the most quickly.

Activity reporting

Analytics are vital when measuring performance, success and everything in between. CREDEMA makes it simple to see your sales team achievements with activity reporting. Processing your CRM Activity reports will give you insight into team performance, overdue and completed activities and the most popular types of actions being performed. In a few simple steps, CREDEMA makes it straightforward to import and export these activities so you can utilise them however you wish.

Automation

Spice up your CRM Activities with a dash of automation for more efficiency and productivity. The real magic of CRM Activities occurs when you pair them with workflows. Your business processes are open to endless possibilities when you set up activities to be created after a workflow is triggered. Whether you want a phone call activity to trigger after someone fills out a signup form, or you want to set a meeting after someone clicks on a specific tracked link from an email, CREDEMA gives you the capacity to reach your leads and clients more smartly.

An Online Store Means You Can Sell More To Your Happy Customers

Sell anything you want (well, anything legal) with your CREDEMA e-commerce platform. Your storefront is easy to setup, and you can configure it in minutes.

Make it easy for your customers to buy your products and services online, and because your store is integrated with your CRM, it is straightforward to manage your customers and provide them with personalised promotions and product/service upsells.

Examples of how your store can look using one of our responsive templates

Add items, item categories, custom options, recommended items, and more, so that you can increase revenue and make it effortless for customers to purchase your products and services.

Populate the back end to show your items on your website

CREDEMA’s e-commerce feature includes:

• Upselling capabilities
• Recurring payments
• Discount codes
• Automation associated with purchasing actions or shopping cart abandonment
• Customer purchase and checkout options
• Integration with Magento
• Custom reporting

Use the reporting area to see how your sales are doing.

Engage Your Audience With Social CRM

There is no argument that social media is a powerful marketing tool. Not only is it great for marketing, but it is also great for customer service, sales, and much more. From social media management to social CRM and automation, CREDEMA’s got the tools you need to help you be successful with social media.

Connect, engage, find leads, and sell more when you manage and monitor your social media with CREDEMA.

View, post, manage and track your Facebook, Twitter and LinkedIn activity with the CREDEMA Social Dashboard. Schedule posts, view your analytics and engage your audience. No need for third-party software to help you with social, CREDEMA has your back!

Social CRM for the win

Social CRM integrates social media with your contacts. You want to know when your contacts like, share, and message you on social media channels, and you want to know what effect it has on your business. With CREDEMA’s Social CRM, social interactions flow directly into your contacts’ CRM records. It means our dominant lead scoring, predictive analytics, and marketing automation tools can immediately come into play. When your marketing and sales are connected to your social media, your reach is broader, your engagement becomes more personal, and your leads and clients will react positively to you.

CREDEMA’s social automation tool lets you trigger workflows when a contact engages with you on any of your social networks, including LinkedIn, Twitter, and Facebook. It is a great way to connect and engage with your contacts socially for both sales and marketing.

Real-time social tracking

A great social media strategy means that you have to post, listen, and engage continually. Since CREDEMA has social media management built-in, the results of your efforts are easy to view and analyse. Find out which networks are performing best, and let our tracking inform you of the best times to post for maximum engagement!

Sales Analytics

All information, any time it’s required

You collect as much data as you can about your contacts through hours of engagement. With CREDEMA’s contact filtering, you can easily customise your reports to gain a better picture of a subset of your contacts. The default data fields will first allow you to collect basic information, but it doesn’t stop there. You can also create custom fields that suit your business requirements. As the custom data starts flowing in, your reporting and filtering will become all the more unique when segmenting your lists.

Why segment?

Segmenting your contacts is useful for reaching out to the right contacts with ease by merely filtering or selecting the proper group that you have set up in your account. For example, if you wanted to see a list of only your leads, you would merely select your Leads group, which can also have an intake signup form attached to it. To take this a step further, you could view leads based on their industry with a custom data field. You are then ready to run reports and see which data is most valuable for your company.

With CREDEMA’s CRM, segmenting your contacts is readily achievable with groups. Groups are the backbone of the platform, and you can use them in a variety of ways to assist you with your business’ needs. You can easily divide your groups by hot and cold leads, current clients, clients who have purchased a product, etc. The possibilities are endless, which means that you receive the level of customisability that your team needs for their workflow. Not only is this crucial for the sales team and their reporting, but your marketing personnel will be able to focus specific messages to each client type.

Affiliate Marketing Software

Offering an affiliate program to people in your network is an efficient and cost-effective method of growing your business and brand. If you are struggling with the scope of a particular industry, having affiliates that can influence these markets can expand your reach and make more connections than ever. Having an affiliate tracking tool directly in your CRM solution means that your team won’t have to pay for an additional affiliate software.

How it works

As soon as you find your perfect candidate to be an affiliate for your company, you can set them up with a specific link that they can send to potential leads. This unique campaign link will show you all the traffic that your affiliate has brought in so that you can pay them accordingly in our Campaign & Affiliates section of the platform. This section of the platform will focus on the conversions made through this campaign link, while other and more advanced tracking can be found in the website tracking area.

Creating a network

There are two additional levels of commission that can be calculated, based on percentages of the amount of commission given to the affiliate. It allows you to create a small network of “downlines”, meaning people who can generate commission from people they have referred. These are called “tiers”, and you can define contacts who are Tier 2 and Tier 3 recipients of commissions earned by the affiliate.

Each campaign can also measure return on investment, or ROI. By entering the average daily cost of the campaign, you can easily see if your campaign is generating profit for you or not.

Team Calendar

Manage your calendar and all of your events with CREDEMA

You’re busy. To help you stay on top of your day, we would like to introduce you to the CREDEMA calendar. Manage your day-to-day tasks, CRM activities and meetings and events. For maximum efficiency, our calendar also lets you link to/from any other calendars or systems you use. CREDEMA’s calendar helps you organise your life, so you can focus on what you do best, sales. Your team can filter by:

• Reminder emails
• CRM Activities
• IMAP emails
• Opportunities
• Birthdays
• All project tasks

The different types of calendar items are divided by colour, so you will always have a quick idea. By having this level of separation, forecasting and focusing on a singular type of calendar event will leave your sales team spending less time planning their day and more time to convert. As a sales manager, all of your team’s to-do items will be under one calendar, simplifying your process of checking in with team members to see what their responsibilities are for the day.

Syncing

We understand how attached you may be to another calendar, and that’s why CREDEMA has full capability to mirror an external calendar to simplify your workflow! By connecting your external calendar, we will streamline your work life, so you never miss another important event. Not only can you sync external calendars, but you can also take your CREDEMA calendar and sync it to another calendar. Whichever way you choose, be sure to fill up that calendar to increase productivity!

Document Management and Digital Signature

Document management and signing are now easier than ever. Effortlessly integrate your documents and contracts directly within our CRM. Customise, collect, and connect – it’s that simple.

Customise Proposals, Contracts, and Other Documents

Create customised proposals, contracts, and other documents directly within CREDEMA. The document creator empowers you to use standard editing tools, along with merge functions that automatically personalise information based on your contacts’ data. Create unlimited and unique templates, then save them for future editing and reuse. Our built-in documentation tools make it quick to close deals and easy to collaborate.

Collect Digital Signatures and Information

Quickly collect information and data with just a few clicks. Your customised documents can be sent directly from CREDEMA to your contacts, including tracking capabilities of when it has been reviewed and signed. You can securely and safely collect initials and electronic signatures. Signatures and approvals can be sent, received, and studied within minutes.

Connect Documents to Your Contacts

Safely send and store your documents on our comprehensive platform. Keeping your data centralised and organised improves management and productivity. CREDEMA automatically attaches your documents to the associated contact profile so that you can review all of your contact’s details in a single, easy to view profile.

Legality and Security

Documents shared and signed through CREDEMA are legally binding in compliance with the United States Electronic Signatures in Global and National Commerce (ESIGN) Act, and the Uniform Electronic Transactions Act (UETA). Under these requirements, the involved parties must provide their intent to sign, and grant consent to use electronic documentation. The document must also have an associated and retainable record that presents the signature creation, generation, and execution. CREDEMA meets and exceeds these requirements, in addition to providing IP address tracking to ensure security and legitimacy.

Lead Scoring

Predict and ensure success when you actively score your leads

Identifying which leads bring you the highest value is why having an integrated lead scoring tool built into your CRM is so important. You no longer have to guess which leads are hot and most likely to convert as CREDEMA provides you with this data! Assign scores and track both demographic and activity-based data, so your salespeople know which of your leads are actively engaging with your brand. With lead scoring, you are more productive which results in better sales and overall revenue.

Take your lead scoring one step further with automation. Set up both Hot and Cold lead automation, and trigger workflows when a lead hits or falls below a certain point threshold. This is a great tool for making sure no lead slips through the cracks.

At CREDEMA, we simplify a lot of things for you, and this is another place where harnessing our tools will save you time and money while helping you bring in the clients and revenue you deserve. With a simple interface to customise your contacts’ key data fields and actions, you can easily see who is ready for your next sale. You no longer have to guess who is the best candidate for a personal email or phone call – it’s all there for you to see in our software! Use CRM and marketing automation to actively score leads and gauge their interest.

One of our easy-to-use and easy-to-read charts showing contacts taking action

Because CREDEMA’s intelligent CRM (and therefore our automation tools) are integrated, you can measure the impact of contact data combined with activity data (for example, website visits, email reads or clicks, or support tickets). All of this information is no longer something to be feared – we collect all of it for you in a meaningful way that affects your top and bottom line!

Predictive Analytics

Become the platinum standard of business intelligence with predictive analytics

Predictive Analytics, or PA, is the total of all historical, social, transactional, behavioural, and other data that make predictions about future conversions. Predictive Analytics correlate activities and behaviours of passed converters and apply them to those currently in your funnel. It’s a total game changer for your business and acts as a crystal ball, except a lot more detailed, and a lot less mystical. The data you get from PA is black and white—it gives you reliable information not only about your leads but also your sales efforts.

Small to medium-sized businesses are starting to implement predictive analytics and advanced marketing strategies, in general, to gain more foresight into how their clients could act in the future.

Any data-driven business relies on the information they collect to make well-informed decisions. A predictive analytics tool is built directly into every CREDEMA account, so you can use customer data to deepen relationships and focus on the leads that are most likely to convert. We give you all the powerful tools that are needed to help engage leads and customers, increase conversions, and drive revenue.

Here are just a few reasons you should implement Predictive Analytics, and how you, too, can start implementing it into your overall strategy:

• Focus your sales people on the leads that are ready to convert
• Help your marketing team create customer/relevant content for those that are still in the nurturing phase
• Get a better idea of your pipeline and the lead’s journey from start to finish
• Determine which processes are effective and fine-tune those that aren’t
• Enhance the customer experience by knowing exactly where your leads are in the pipeline
• Increase revenue

Customisable CRM

Custom data at your disposal

We understand that each business is different. We let you customise CREDEMA to meet your business needs. Setup as many custom user-defined fields as you want to help you obtain any data you require about your leads and customers to assist you in closing more deals and retaining more clients. Fill your CRM with essential data, run reports on that data, and use the information to establish long-lasting relationships.

In many ways, user-defined data fields are a catalyst behind the CREDEMA platform, sparking automation and generating useful reports to your team based on data fields that you define. As a salesperson, these custom fields will become a significant tool for gaining crucial data on your leads. Creating a custom user-field takes only a few minutes, and contains multiple field type options, allowing you to customise your data in a way that makes sense for your sales process. You can set your data field so that:

• One value can be entered
• Multiple values can be entered
• You can fill in any data you want about your lead with an open text field

As your company grows with CREDEMA, these fields will become deeply embedded in your account, doing everything from triggering workflows to filtering out contacts for a drip campaign

Filtering with custom fields

Not only are custom user fields important for triggering actions throughout the system, but their foundation is for providing you with advanced filtering of your contacts. Filtering your contacts based on a product in which they have shown interest, or perhaps based on their geographical location from their zip code are all possibilities with data fields. With these filters in place, you could run reports and target specific leads with emails created by your marketing department. Lead nurturing is crucial to converting, so filtering contacts to send the correct content at just the right time can be the difference in whether the client converts or not. Your team will enjoy the increase in conversions, while your clients finally receive your exceptional products and services. Being as diverse with your data as possible will only help your team in the long run, and CREDEMA’s platform is the perfect place to collect all of your data!

Mobile CRM

Access your CRM and marketing automation tools from anywhere

The CREDEMA mobile app empowers you to be anywhere and still access your data. No need to be tied to your desk! Manage your contacts, CRM activities, events and track email broadcasts all from the palm of your hand. The CREDEMA CRM app will automatically synchronise your data with the web-based client, and it’s free with all CREDEMA accounts.

Monitor leads on the go

With the App, you can add, remove or edit contacts from any of your groups at any time. You can even make direct calls to any of your contacts from within the App. Calls made to any of your contacts from your smartphone are tracked in the CRM activities.

Track and log your CRM activities as they happen

See all your CRM activities for any contacts from within the groups you have set up. CRM activities could be anything from a personal email you sent to a customer, a phone call, a visit to any of your websites, any links clicked in an email, a transaction and much much more.

Keep track of all of your events and meetings

The mobile app makes managing events less stressful. You can comfortably check-in guests with QR code or just by going down your attendee list. Add, remove or edit any of your events for any of your groups. You can also track RSVPs and see event locations in your phone’s Maps app.

Stay informed and on top of your email marketing

You can monitor your email marketing campaigns at a glance. Quickly track all your reads and clicks for any of your recent email newsletter broadcasts. You can follow all of your broadcasts, or you can also search by subject, group name, or date sent.