Blog

As HubSpot is a CRM tool, you can integrate all of your member and account data into HubSpot. So, anytime a new membership is created in your core banking system, it also gets created in HubSpot. This is also the case with accounts.

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.

The Challenge: Outgrowing Act-On Our manufacturing client has been using Act-On for their email marketing campaigns for several years, and it is integrated with their on-premise Microsoft Dynamics CRM via nightly batch updates. However, they faced growing frustrations: Difficulty setting up workflows Inconsistent workflow performance Limited platform usage (primarily quarterly emails) Underutilized landing pages for regional sales managers

In the manufacturing industry, technical documents like data sheets, manuals, and specifications are treasure troves of information. However, these documents often remain underutilized in marketing efforts due to their complexity and technical nature. With the power of AI, marketers can now unlock the potential of these resources and transform them into engaging marketing materials. Here's how you can use AI to breathe new life into your technical documents.

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.

In the manufacturing industry, one of the biggest challenges marketers face is translating complex technical information into engaging, accessible content. The knowledge gap between subject matter experts and marketing teams can lead to missed opportunities and ineffective messaging. However, with the advent of AI language models, we now have powerful tools to bridge this gap. Here's how you can leverage AI to transform technical expertise into compelling marketing content.

Salesforce is a powerful CRM platform, but its value is only as good as the data that lives within it. For industrial manufacturers, poor data quality in Salesforce can lead to missed opportunities, wasted time, and frustration for sales and marketing teams alike. Integrating Salesforce with HubSpot can help enhance your Salesforce data quality and usability, leveraging HubSpot's intelligence to fill in gaps, correct inaccuracies, and surface valuable insights.

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.