Signals from the Field

At WebStrategies, we understand the challenges credit unions face in staying competitive in today's digital landscape. HubSpot offers a comprehensive solution to many of these challenges, but we know that securing budget approval can be a daunting task.

This guide will help you navigate the process of proposing HubSpot during your strategic planning discussions and ultimately gain that crucial budget sign-off.

In the manufacturing industry, one of the biggest challenges marketers face is translating complex technical information into engaging, accessible content.

The knowledge gap between subject matter experts and marketing teams can lead to missed opportunities and ineffective messaging.

However, with the advent of AI language models, we now have powerful tools to bridge this gap. Here's how you can leverage AI to transform technical expertise into compelling marketing content.

Salesforce is a powerful CRM platform, but its value is only as good as the data that lives within it. For industrial manufacturers, poor data quality in Salesforce can lead to missed opportunities, wasted time, and frustration for sales and marketing teams alike.

Integrating Salesforce with HubSpot can help enhance your Salesforce data quality and usability, leveraging HubSpot's intelligence to fill in gaps, correct inaccuracies, and surface valuable insights.

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.

In today's competitive landscape, alignment between sales and marketing is more critical than ever. However, many industrial manufacturers struggle with disconnected systems and processes that create blind spots and missed opportunities.

Integrating Salesforce and HubSpot can help close the loop between sales and marketing, providing full visibility into a lead's journey and enabling seamless handoffs between teams.

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.

As an industrial manufacturer, your sales team likely relies on Salesforce to manage customer relationships and close deals. But if your marketing activities are disconnected from your Salesforce data, you miss valuable opportunities to nurture leads and drive growth. 

Integrating Salesforce with HubSpot's marketing automation platform can help you amplify your Salesforce data and elevate your marketing efforts.

As a credit union, safeguarding your members' sensitive financial information is a top priority. HubSpot recently announced significant updates to its compliance offerings that cater to financial institutions like credit unions' unique requirements. 

Let’s dive into how this help credit unions:

When implementing HubSpot at your credit union, it's easy to think it is primarily a marketing tool.

However, involving other departments early in the process is crucial to truly maximize HubSpot's value. This article will explore which departments you should engage in and why their early involvement is significant.

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.