What will we cover?
We'll explore how marketing automation can be a powerful tool set for credit unions, with features and benefits including:
- CRM integration
- lead capture opportunities
- current member retention and upsell
- improved customer onboarding experience
- segmentation opportunities
- sales enablement
Why should you watch?
There are huge opportunities for credit unions to make their marketing more effective and efficient using a marketing automation platform. Getting started, or understanding how to use your software more effectively, can be overwhelming though.
We'll cover how to choose a marketing automation system, how to better integrate your sales and marketing activities, key features, and how to get started.
