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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.

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.

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 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. But to truly maximize HubSpot's value, involving other departments early in the process is crucial. In this article, we'll explore which departments you should engage in and why their early involvement is so important.

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.

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.

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.

Your member service team likely shines at personalized service when members walk into the branch, but how does the credit union interact with members who perform a large percentage of interactions digitally? It takes a concerted effort to maintain relationships with members who aren’t frequent visitors and to stay top of mind for financial services.