Signals from the Field

B2B companies often struggle with systems that don't 'talk' to one another. This is a waste of time and a matter of frustration for those using incompatible systems. 

But here's the good news: if your website is on Wordpress and you are using Salesforce as your CRM, you may be able to integrate the two. 

Tracking the results of marketing spending is an area that many industrial B2B companies struggle with.

Failure to do so makes it hard for you to understand what's working, whether you are investing in the right marketing channels and generating a positive ROI, and hampers your ability to attract and convert new customers.

The credit union industry is unique compared to most B2C industries. Credit union data is collected and stored across multiple different platforms like their website, perhaps a CRM, their core and LOS. This can make it more complicated for credit union marketers to accurately track their marketing ROI compared to other industries that only rely on a CRM to maintain their data.

To get an accurate ROI measurement from each marketing channel, your goal should be to track a customer’s journey from the moment they begin an application to when they hit submit, and beyond.

What do our credit union clients want most? Tracking! Many of our credit union clients come to us because they want better tracking and reporting. They want to be able to show that their digital marketing efforts are making an impact on business, leading to submitted applications.

Credit union marketing teams are often pulled in multiple directions, so where should marketers really focus their attention? 

What do our credit union clients want most? Tracking! Many of our credit union clients come to us because they want better tracking and reporting. They want to be able to show that their digital marketing efforts are making an impact on business, leading to submitted applications.

What do our credit union clients want most? Tracking! Many of our credit union clients come to us because they want better tracking and reporting. They want to be able to show that their digital marketing efforts are making an impact on business, leading to submitted applications.

LinkedIn advertising is rapidly growing in popularity in the B2B space. But just because a platform is popular doesn't mean it will be successful for your business. Is LinkedIn advertising worth considering as a digital tactic for your company? Let's consider the benefits.

What do our credit union clients want most? Tracking! Many of our credit union clients come to us because they want better tracking and reporting. They want to be able to show that their digital marketing efforts are making an impact on business, leading to submitted applications.