Education First Federal Credit Union
Performing a HubSpot Portal Audit to Drive Marketing Efficiency
“GreenHouse Agency assisted us with developing a custom solution for anonymizing and integrating data from our core system into HubSpot MarketingHub. The team was very thorough in learning about our desired outcome from a strategic standpoint and very thorough during the entire process. They worked directly with our IT department, all the while ensuring that we (marketing) understood the processes and were informed of progress. It has been a pleasure to work with them, and we look forward to engaging them in future projects as we move toward automated email marketing.”
— Carolyn Ridout, VP of Marketing
Audit Results
Identified High, Medium, and Low Priority Hubspot Improvements
During the Hubspot audit process, we reviewed EFFCU’s information and identified improvements and modifications to be made, classifying each as high, medium, or low priority.
Described Opportunities Linked to Improvements.
In each area we reviewed, we explained the marketing opportunities linked to our recommendations and how they could improve EFFCU’s marketing results.
Assigned Improvements to GreenHouse and EFFCU.
After our audit was completed, we assigned each improvement as a priority for either EFFCU or Greenhouse, so we can work together to optimize their HubSpot Marketing Hub and capitalize on our recommendations.
Wondering about the health of your HubSpot Portal?
Our HubSpot Portal Optimization Audit is specifically tailored to drive success within your marketing, sales, and service teams in the financial sector.