Signals from the Field

HubSpot is constantly rolling out new product updates and betas that can help credit unions work smarter and more efficiently.

Caroline Prettyman, Senior Manager of HubSpot Strategy at WebStrategies, shares her expertise on how these updates can help credit unions leverage HubSpot even more across their organizations. 

Let’s dive in! 

Every Credit Union aims to attract new members and serve their existing ones better. But what happens when prospective members visit your website and leave without taking any action?

This scenario—passive engagement—is a common challenge for Credit Unions. It results in lost opportunities.

We’re proud to announce that WebStrategies have achieved the HubSpot Onboarding Accreditation!

This recognition isn’t just another badge—it’s a reflection of our team’s dedication to helping clients get up and running with HubSpot in a way that drives real results. From seamless onboarding processes to integrating complex systems, this accreditation highlights the expertise and effort our team brings to every project.

When credit unions onboard HubSpot to take advantage of the benefits that the CRM provides, it can be daunting to know where to start in creating workflows and how they are built. We’ve onboarded HubSpot for dozens of credit unions and found there are some that benefit practically every one.

When you first start using HubSpot at your credit union, it's important to get some early wins.

Quick win campaigns demonstrate the value of HubSpot, build confidence in the platform, and generate momentum for future efforts.

In this post, we'll explore two high-impact quick win campaigns you can run in HubSpot in your first 6 months, as well as some additional quick win ideas.

Data is the lifeblood of a successful HubSpot implementation. The rich data HubSpot provides powers personalization, segmentation, and ROI tracking - essential for effective credit union marketing. But to get the most out of HubSpot, you need to make some key decisions about your data upfront.

In this post, we'll explore the critical data decisions you need to make when implementing HubSpot at your credit union.

Implementing new software like HubSpot at your credit union can be a game-changer for your marketing efforts, but laying the groundwork for success is crucial. 

Preparation ensures your HubSpot implementation is smooth, efficient, and effective. In this post, we'll explore the steps you should take in the first 6 months to set your credit union up for success with HubSpot.

The theme of HubSpot's annual conference, INBOUND 2022, was "Connections". This was accurately named after the return of the first in-person INBOUND conference since 2019. After two years of an entirely virtual conference, HubSpot’s 2022 INBOUND conference offered an unmatched in-person experience in addition to a digital option for those who couldn’t make it to the land of HubSpot in Boston, Massachusetts.