How SharpSpring Helps Credit Unions with Marketing Automation

As Credit Union 2.0 (CU2) grows, we’ve come to appreciate the little things. Our team is small but mighty, just like most of the credit unions in the United States. One of the tools that has allowed us to operate more efficiently is the marketing automation software SharpSpring.

It took us months of shopping around and demoing different Client Relationship Management (CRM) software. Eventually, we settled on SharpSpring. Here’s why, and more importantly, here’s why it should matter to you.

But before we get too far, we should put a little disclaimer here: this blog is intended specifically for credit unions, fintechs, and CUSOs who are looking for marketing automation tools to take their enterprise to the next level. Okay! You’ve been warned!

What SharpSpring’s Automated Marketing System Does

SharpSpring is a CRM designed to help businesses monitor client and member engagement. It allows companies to see who’s looking, who’s interested, and who’s still on the fence.

From there, SharpSpring helps businesses stay in front of prospective and current members (or customers) with sophisticated automation. Some of its key capabilities include:

  • Running blogs
  • Integrating with social media
  • Manage landing pages
  • Handling forms
  • Initiate email nurturing campaigns
  • Scoring leads in real time

The lead scoring in particular is what keeps SharpSpring at the cutting edge of CRM software. By tracking the digital engagement of current and prospective members or clients, SharpSpring helps your credit union (or fintech or CUSO) see who’s interested in what, and when.

By the way, did we mention CU2.0 is SharpSpring certified?

Why We Like SharpSpring

We’ve already outgrown another CRM that couldn’t do what we needed it to. SharpSpring’s functionality is much better, as is its training and support. However, that’s not the only reason we like SharpSpring for CU2.

There are many marketing tools out there, and we know from experience that choosing the right one isn’t easy. Some are difficult to use or don’t have sufficient training, responsive support, or adequate capabilities.

We use SharpSpring because they fit with the core values of the credit union industry. Their goals are to enable businesses to connect with people on a closer, more personal level and to facilitate better interaction between companies and their customers.

Another thing that we appreciate about SharpSpring is that while they prefer developing relationships with their clients, they also protect their clients’ bottom line. SharpSpring is very competitively priced, while still offering the same level of function and support as their more expensive competitors.

Why We Promote SharpSpring Adoption

We actually don’t suggest that all of our clients adopt SharpSpring. SharpSpring’s robust automation abilities make it more appropriate for larger credit unions and businesses who are focused on growth and member retention.

SharpSpring’s automated workflows, triggered emails, and dynamic list segmentation make it a very powerful tool. It allows businesses to quickly and efficiently manage their lead generation and sales.

However, we do think that marketing automation software for most credit unions and related financial companies is near-essential. Automated marketing software gives you the information you need to assess member/client engagement and interest.

Without a good understanding of member/prospect habits, companies have less information to work with. It’s hard to stay in front of members with relevant offers if you don’t know which offers are relevant to them. Similarly, it’s tough to bring in new clients if you let the slip through the cracks.

Want to Learn More About Credit Union Marketing Automation?

Do you work for a credit union and want to learn more about credit union marketing automation? Chris Otey from CU2.0 is happy to answer all your questions and help you make informed decisions!

Feel free to contact him at:
Chris Otey: (310) 463-6913

Also, our blog is filled with tips, tricks, and most importantly, actual resources to help your credit union, fintech, or CUSO thrive.

Follow the links below to learn more about how to increase lead generation and growth in the credit union industry.

What Credit Union Marketing Automation Is, and Why It Matters

What Does Marketing Automation for Credit Unions Cost?

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