Credentially is a SaaS platform focused on simplifying healthcare onboarding and compliance for agencies and healthcare providers. Credentially automates critical onboarding processes, reducing timelines significantly. This empowers candidates through faster placements, helps recruiters minimise administrative tasks and candidate dropouts and enables healthcare organisations to quickly staff positions, easing burnout. Credentially’s vision is to reduce administrative burdens, allowing healthcare workers to fully dedicate themselves to patient care.

The Challenge

Credentially faced significant hurdles in streamlining their marketing and sales processes. Their existing systems were fragmented, resulting in disconnected user experiences, inefficient lead capture and inadequate visibility into marketing effectiveness. Relying heavily on manual interventions, Credentially struggled to leverage data effectively and lacked seamless integration between their marketing initiatives and Salesforce CRM, which limited their ability to scale and optimise campaigns efficiently.

The Solution

Aspire CRM conducted a thorough one-day discovery workshop with Credentially’s marketing team to precisely understand their specific challenges and objectives. Following this, we implemented Salesforce Marketing Cloud Account Engagement, including full integration with Salesforce. Additionally, we integrated essential external tools like Calendly and LinkedIn, migrated existing active email templates from MailChimp, converted Credentially.io’s capture forms into Account Engagement forms, and created new targeted lead capture forms with automated actions.

The Results

Following the go-live, Credentially immediately benefited from a cohesive marketing automation environment. They gained actionable insights through comprehensive reporting dashboards tracking CTR, open rates, campaign ROI and prospect lifecycles, significantly enhancing campaign visibility and decision-making capabilities. With customised Engagement Studio journeys in place targeting new customer acquisition, existing customer growth and customer success, Credentially reported improved lead nurturing and conversion rates. The provision of structured segmentation lists allowed Credentially’s marketing team to deliver tailored, relevant communications, resulting in increased engagement, streamlined sales operations and higher overall customer satisfaction and retention.