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In today's competitive landscape, alignment between sales and marketing is more critical than ever. However, many industrial manufacturers struggle with disconnected systems and processes that create blind spots and missed opportunities. Integrating Salesforce and HubSpot can help close the loop between sales and marketing, providing full visibility into a lead's journey and enabling seamless handoffs between teams.

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 an industrial manufacturer, your sales team likely relies on Salesforce to manage customer relationships and close deals. But if your marketing activities are disconnected from your Salesforce data, you miss valuable opportunities to nurture leads and drive growth. Integrating Salesforce with HubSpot's marketing automation platform can help you amplify your Salesforce data and elevate your marketing efforts.

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.

HubSpot is a CRM with powerful marketing automation features that can be used with its own Sales Hub or integrated with another CRM. Salesforce is a popular CRM with manufacturers but when it comes to marketing automation to nurture the leads, HubSpot is the leading platform for usability and functionality - in any industry. It integrates easily with Salesforce and Microsoft Dynamics and keeps data in a centralized location rather than maintaining data in two separate systems. HubSpot also integrates with ERP systems such as Odoo and Commercient giving one source of truth for data records.

HubSpot is a powerful CRM solution with three main "hubs" - Sales, Marketing, and Service. While these hubs work together seamlessly, they can also be integrated with other tools. For manufacturing businesses, HubSpot's Marketing Hub is an excellent marketing automation tool that can be easily integrated with other leading sales CRMs like Salesforce and Microsoft Dynamics.

I previously worked for a news agency with a large team of advertising salespeople of various tenures. The corporate office mandated the use of a customer relationship management tool (CRM) and not surprisingly, the seasoned members of the sales team resisted using it to track and measure their activity. People with decades of experience were suddenly expected to enter their hard-earned leads into a system that any of their peers could access. They'd heard that management wanted to measure and evaluate their activities with these leads. The team members expressed feeling that their value was being diminished and turning over that information made them feel "no longer necessary". What they weren’t told (not convincingly, at least) was that the CRM was actually going to help them by making their jobs easier and converting more leads to sales.

As a B2B manufacturing company are your marketing, sales, and service functions integrated and automated? An effective CRM increases sales revenue because it: