Caroline Prettyman
Caroline was born and raised in Richmond, VA, and earned a bachelor’s degree in Marketing from the VCU School of Business. She has over a decade of experience in digital marketing and is passionate about all things HubSpot from data management to content marketing and automation. Caroline’s proudest professional achievement to date was winning a HubSpot Impact Award for a client’s inbound marketing campaigns and outcomes that utilized HubSpot’s CRM, Marketing, and Sales Hubs.
Prior to WebStrategies, Caroline has experience working in agency account management, HubSpot strategy, as well as digital marketing execution for a national nonprofit health organization. Her professional mission statement is to identify processes and communication that can be automated and create the digital infrastructure to support that automation thus making space for teams to focus on the human work that can’t (and shouldn’t) be replaced by automation for businesses to create better relationships with their prospects and customers.
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.
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Topics
Marketing Automation,
Credit Union Marketing,
HubSpot for Credit Unions,
Data Integration
One of our latest initiatives in the last few months here at WebStrategies, involves piloting Supered, a software designed to layer seamlessly on top of HubSpot utilizing a Google Chrome extension. By testing this platform, we aim to uncover new ways to enhance operational efficiency, provide effective training solutions, and streamline processes for our credit union clients.
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Topics
Web tools,
Hubspot,
Digital Marketing,
Credit Union Marketing,
HubSpot for Credit Unions,
Data Integration
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.
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
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.
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
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.
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Topics
Hubspot,
Credit Union Marketing,
HubSpot for Credit Unions,
Credit Union Marketing Benchmarks
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.
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Topics
Hubspot,
HubSpot for Credit Unions
