Signals from the Field

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.

In today's rapidly evolving digital landscape, credit unions are seeking efficient and user-friendly solutions to meet the needs of their members. While HubSpot has established itself as a platform that delivers these essential qualities, convincing board members of its worth can be a challenging endeavor.

Measuring ROI for credit unions can be challenging due to the various systems and platforms that often operate in silos and do not communicate with each other.

If you're facing this issue, the following information will help you understand how HubSpot can simplify the process.

Additionally, if your credit union is already using HubSpot but you feel that the reporting setup is inadequate, this will provide insights into what you should be able to track and analyze.

Have you ever been in a meeting where industry jargon started flying around, and you wished for a translator? Whether you're a credit union employee navigating complex financial terms or in marketing trying to understand your client's world, it can sometimes feel like learning a foreign language. This glossary of financial institution terms is here to help!

As a credit union marketing manager, updating loan rates across multiple platforms can feel like a full-time job.

Manual updates eat up valuable time and risk inconsistency between HELOC rates, auto loans, and mortgages. That's where HubDB comes in as a game-changing solution.

The answer is yes; there are several ways to integrate core banking systems with HubSpot.

Read more to see just how step by step below.

In today's fast-paced sales environment, efficiency is vital. When one of our clients approached us with the challenge of managing over 500 monthly form submissions and assigning them to the correct sales territories and representatives, we knew we had to leverage the power of marketing automation. Here's how we used HubSpot to streamline their process and save countless hours of manual work.

In B2B sales, a "no" doesn't always mean "never." At WebStrategies, we recently helped a client turn a lost deal into a significant win, resulting in a $107,000 equipment sale. Here's how we did it and how you can apply these strategies to your sales process.

In the ever-evolving world of digital advertising, B2B companies are constantly seeking the most effective strategies to generate leads and drive sales.

A recent case study conducted by WebStrategies Inc. sheds light on the performance of Google's Performance Max (PMAX) campaigns compared to traditional Search and Display campaigns for two B2B clients.

Let's dive into the findings and explore what they mean for your advertising strategy.