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This Webinar is available to watch on replay on our Linkedin Page.

Core to CRM: Selecting Data for Effective HubSpot Implementation at your credit union

Watch our webinar replay to learn how to effectively select and manage the required data when implementing HubSpot at your credit union. 💡

We'll dive into the planning stage of data management and explain how your goals and priorities will guide what data you will want to prepare to bring into HubSpot and which Hubs will help you deliver on those goals.

Key Takeaways:
1. 📋 Learn how to select essential data and bypass unnecessary information
2. 🔄 Understand the synergy between your core and HubSpot CRM data.
3. 🎯 Discover how your goals and priorities influence data planning

We'll explore 3-4 common scenarios credit unions face and the data required to tackle them effectively

Don't miss this opportunity to learn from our experts and set your credit union up for success with HubSpot. Register now and take the first step towards transforming your member experience! 🌟