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Lack of activity in the sales funnel is the single biggest contributor to lack of success in sales, and your sales pipeline is the hub. It remains the most important metric for success. HubSpot reports that companies that master pipeline management see 28% higher revenue growth. So it's more than keeping your pipeline full - it must be well-managed to continuously achieve desired results.

When you start using marketing automation software for your credit union, you want to choose a system that prioritizes the security of your member’s sensitive information. There have been numerous reports of data security breaches in which millions of people’s sensitive data has been compromised. That’s why security is always a top priority for credit unions. Your marketing automation software should be no different.

Equipment manufacturers and B2B marketers typically have a niche target audience that makes broad advertising tactics a waste of money. Instead, campaigns targeted to specific industries, companies, and positions within those companies are more effective because the marketing budget can be honed in on the right people - potential buyers.

Generative AI has emerged as a game-changing technology, revolutionizing the digital world in unprecedented ways. From industry advancements to the potential for credit unions to leverage this technology, the impact of generative AI cannot be overstated.

WebStrategies CEO, Chris Leone, discusses GA4 with Mike Lawson on CU broadcast and a summary of the changes is below.

Ready or not, GA4 is replacing UA platform in Google Analytics on July 1, 2023.

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 spend money on marketing for your B2B manufacturing company, what kind of return on your investment should you expect? We’ll review how to calculate ROI and what ratio is considered the best for the manufacturing industry.

We update this post every month for the most current list of conferences. Credit Union conferences are a great way to learn, be inspired, and connect with industry leaders and innovators. We always come away reinvigorated with ideas for helping our clients grow. A majority of our favorite conferences have returned to in-person events, a few with virtual options. In the meantime, you can visit our credit union marketing resources page and explore various online marketing strategies for credit unions. The following 2023 conferences are currently scheduled to be in person (unless otherwise noted).