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HubSpot for Credit Unions 

Powered by Nook, a CUSO

As a Credit Union Service Organization (CUSO) and certified HubSpot Solutions Partner, Nook can offer credit unions an integrated, seamless experience to improve operational efficiency and overall member satisfaction.

With our in-depth understanding of both HubSpot's powerful tools and the unique needs of credit unions, we tailor our services to drive real results. Whether you're looking to automate marketing, optimize CRM systems, or improve analytics, Nook is here to help you unlock your full potential.

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What is HubSpot? 

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. It's easy to use, provides value fast, and gives all teams a unified view of the customer at every stage in their journey. Each product in the platform is powerful on its own, but the real magic happens when you use them together.
 
Your business runs on trust, that's why it runs on HubSpot.

Security, Privacy, and Control

With HubSpot’s end-to-end approach to data security, privacy, and control, each product includes tools that empower your teams to achieve compliance with confidence and security infrastructure that keeps your data safe.

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Crafted, not Cobbled
Secure by Design
Data and Privacy
Compliance with Confidence

Crafted, not Cobbled

When your tools are cobbled together without a solid foundation, each tool has a different standard for security or protocols for controlling data. Too much data spread across systems leaves gaps and cracks.

HubSpot is crafted, not cobbled.

Our product team takes a forward-thinking approach to privacy and security with the “Mainsail”, a framework for building a secure, reliable, and consumer-grade product. HubSpot doesn’t build anything new unless they are meeting the security and privacy standards we’ve laid out.

Credit Union Expertise

As a CUSO, our team understands the unique challenges credit unions face, and we tailor every HubSpot solution to meet those specific needs.

Proven Results

We’ve helped credit unions boost member engagement, streamline operations, and increase retention through our HubSpot expertise.

End-to-End Support

From implementation to ongoing support, we’re with you every step of the way, ensuring you get the most from HubSpot.

Certified Partner

As a certified partner, we bring in-depth knowledge of the HubSpot ecosystem, ensuring you leverage the platform’s full capabilities.
 

Exclusive Discounts

Take advantage of special discounts, including waived HubSpot onboarding fees, ensuring better value for your investment.

Collaborative Resources

Access shared resources and insights from other credit unions within the CUSO network, creating opportunities to collaborate and learn from peers.

Long-Term Partnership

A CUSO relationship is built on collaboration and ongoing support, helping your credit union grow with HubSpot over time.

Our Services

Nook offers a unique combination of deep expertise in both HubSpot tools and the credit union industry. We understand the specific challenges and opportunities credit unions face, allowing us to deliver tailored solutions that maximize member engagement and operational efficiency. As a HubSpot Solutions Partner, we don’t just implement technology—we provide ongoing support and strategic guidance to ensure you achieve measurable results. With a proven track record of success and a commitment to personalized service, Nook is the partner you can trust to help your credit union grow and thrive.

Implementation
Customize HubSpot CRM for seamless member management

Custom CRM Setup: Tailored HubSpot CRM configuration for credit union workflows.

Data Migration: Seamless transfer of member and marketing data into HubSpot.

Integrations: Connect HubSpot with other essential tools.

Ongoing Support: Post-implementation assistance to ensure smooth operations.

Outsourced Marketing
Automate and streamline your campaigns

Full Campaign Management: Design, execute, and manage marketing campaigns on your behalf.

Content Creation: Develop email templates, blogs, landing pages, and more aligned with your brand.

Marketing Automation: Set up workflows for lead nurturing, member outreach, and retention.

Email Marketing Services: Create and manage effective email campaigns to engage members.

Analytics & Reporting
Track member activity and campaign performance

Custom Dashboards: Set up dashboards to track KPIs relevant to your credit union.

Member Behavior Analysis: Insights into member actions, interests, and trends.

Lead Tracking: Monitor how leads move through the sales funnel and convert into members.

Regular Reports: Scheduled delivery of analytics reports with recommendations for improvements.

Support & Maintenance
Assistance available whenever you need it

Dedicated Account Manager: A single point of contact to guide your team through HubSpot tools and strategies.

Regular Check-ins: Ongoing consultations to review progress and optimize processes.

Troubleshooting & Issue Resolution: Fast, effective solutions to any technical difficulties or challenges you encounter.

A Growing Number of

Household Names Trust HubSpot

HubSpot offers ultimate security, reliability, performance, usability, and value. 
It is trusted by growing mid-market B2B companies, enterprise brands, high-growth unicorns, B2C brands, and many others.

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HubSpot Quick Stats

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HubSpot is trusted by over 228,000 customers in over 135 different countries.
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Uptime

If you are contemplating HubSpot as your CRM, stop thinking about it and do it. We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.

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Cassy Rubis

Marketing Director | Zoom

We chose HubSpot as our marketing automation system because our team was scaling quickly, and it's intuitive and easy to integrate HubSpot with our data and marketing tech stack. Using HubSpot with Netlify to run our web infrastructure is a highly performant and powerful combination.

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Lauren Snell

VP of Marketing | Netlify

As the global leader in online social fundraising, GoFundMe Charity helps nonprofits raise funds for important causes. Sales Hub Enterprise has allowed our team to reduce the volume of manual work in their roles, automate the onboarding experience for our new platform users, and dedicate more time to understanding the needs of the nonprofits we serve. The reporting tools are powerful, and help us make informed decisions to increasingly provide value to our nonprofits.

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Navin Watumull

Senior Product Marketing Manager | GoFundMe Charity

Ready to Get Started?

Contact Nook Today

HubSpot for Credit Unions