The ABCs of the HubSpot Operations Hub

If you use HubSpot, you’re already familiar with its sales, marketing, and customer service capabilities. The platform assists with efforts to create awareness, attract customers, and retain loyal supporters of your brand. So, why do you need Operations Hub, and if you have it, how can you fast-forward your learning and start reaping the benefits of this tool? 

With HubSpot Operations Hub, you can connect your apps, automate your business processes, and sync essential data about your customers. With Hubspot CMS and inbound marketing tools, it creates a powerful platform for your tech stack. Learn more about the capabilities and benefits of Hubspot Operations Hub and review use cases you can explore with your own brand.

HubSpot Operations Hub

 

Why Implement HubSpot Operations Hub

HubSpot Operations Hub is a set of tools designed to help businesses streamline and automate their operations. Some key benefits of implementing Operations Hub include:

  1. Improved efficiency: Operations Hub can help businesses automate repetitive tasks, freeing time for more important work.

  2. Enhanced collaboration: The platform includes tools for managing projects and coordinating with team members, making it easier to stay organized and work together.

  3. Greater flexibility: Operations Hub is a cloud-based platform, accessible from anywhere and on any device.

  4. Better decision-making: Operations Hub includes tools for tracking and analyzing data, which can help businesses make more informed decisions.

  5. Increased scalability: As a business grows, it can be challenging to keep up with the increasing demands on operations. Operations Hub can help businesses scale more easily and efficiently.

 

What Does the Operations Hub Do?

HubSpot created the operations hub to take on challenges reported by operations teams. This includes synchronizing data stored in different apps and locations. However, it goes beyond that to innovate reporting and assist your automation efforts. Ultimately, it aims to improve the customer experience while simplifying workflows. 

Reliable data lies at the heart of a successful Operations Hub implementation. Now that you're considering making it one of your core applications, here are the main benefits you can look forward to.

Data Synchronization

With more SaaS tools becoming available every day, data synchronization is critical. Midsize companies use an average of 137 applications, and larger ones use nearly 300 tools, according to one study. In each application, dozens or hundreds of exchanges produce many points of contact and information exchange. 

What happens if each one of these applications sends data to your CRM in a synchronized, organized workflow? Accurate information at a common meeting point can enhance your operations on all levels.

The data sync feature lets you integrate Salesforce, Google, Mailchimp, and many other applications under one umbrella. Plus, the data flow goes both ways. So, you can update databases and external tools directly from the Operations Hub.

Automated Maintenance

Once data travels from various applications to the Operations Hub, you can automate maintenance. For example, you can prevent duplicate data and inconsistent information from flowing into the centralized repository and automate formatting functions to ensure that all contacts follow the same rules. Do you want all contact information stored in upper- or lowercase letters? Automate this in your operations hub settings.

Customized Automation

With the help of a savvy developer, you can take advantage of Operation Hub’s flexibility. This starts with designing workflows that won't slow down your business. Typically, a code, webhook, or action determines the workflow assignment. This can improve customer experiences and internal interactions.

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Advantages of the Operations Hub

There are many advantages to implementing Operations Hub and other HubSpot tools to enhance your inbound marketing processes. It’s easy to implement and aligns with different areas of your business. 

Here’s a closer look at the benefits that come along with an Operations Hub implementation:

  • Easy to Implement: You don't have to be a programmer to take advantage of the integration capability in Operations Hub. However, a partner agency can help you maximize the tool and start benefiting immediately.
  • Affordable: Although cost is relative to how you use the tool, it's certainly affordable when compared to similar tools offered at much higher price points. It also has different tiers available, which makes it easier to scale along with your business. Additionally, you can implement features in tiers. 
  • Aligns Different Areas: Because it focuses on revenue operations, there are clear benefits to implementing Operations Hub. It is the most equipped tool to help you reach your goals and improve the customer experience. Along with HubSpot CMS, it can help you win over and retain loyal customers. 
  • Less friction with Your Clients:  To expand on the customer experience under Operations Hub, you can create frictionless interactions by maintaining consistent data about who your customers are and what they need. Because all your information is in one spot, you're less likely to contact the same person multiple times or send them the wrong information. If a customer fills out a form and your CSM records it, it might conflict with information obtained from the customer via other channels. You can avoid confusion and angry responses by limiting mishandled and duplicated information.
  • Clean Data: With a unified source of information, it's easier to scrub your data. As soon as it's loaded into the Operations Hub, customer contact and other data have already been cleaned and synchronized. So, the tool provides reliable data to all collaborators.

 

Three Ways to Use Operations Hub to Evolve Your Business (There Are Many More!)

Here are a few use cases to help you implement the HubSpot Operations Hub as your business grows.

Focus on Platform, Process, and Perspective

Providing a platform to connect your data, Operations Hub gives your team essential data that comes from a single source of truth. At the same time, it enables updates to other applications, creating synergy with tools favored by different departments.

Of course, the tool also streamlines your process. Once you upload data into Operations Hub, it's clean, consistent, and available to multiple partners immediately. This improves communication between different levels of the business without impeding the independence of any single operator.

You can also gain perspective by making data essential to business decisions. Business-level intelligence can help your brand scale to add new products and services, locations, and partners.

Use Data Sync to Connect 100+ Apps

If you tried to integrate other apps with HubSpot unsuccessfully, you might find it easier with Operations Hub. That's because it has a powerful integration engine. HubSpot’s Data Sync integrates with more than 100 population applications. 

How does this differ from other integration tools?

  • 2-way sync (upload or download data from Ops Hubs)
  • Customizable (you choose the information to update)
  • Fast (real-time integration)

You might have many applications in your tech stack, and who doesn't these days? However, you can now migrate them to HubSpot without building a separate integration process.

You could then use Data Sync to push qualified leads to other tools. You can also integrate with Salesforce using HubSpot to add valuable information about various deals. 

Many other possibilities become available with reliable data and repeatable processes. 

Amp Your Reports With Datasets

If you’re like many companies, you have a lot of information in your CRM applications. Unfortunately, various challenges may prevent you from using it to gain valuable insights into your customers and prospective customers. HubSpot Operations Hub makes it simple to create reports by using datasets. Data sets are reusable tables that enable consistent reporting without damaging your team with data preparation.

Datasets allow you to create advanced calculations executed on customized source data. They also let you curate data into smaller Datasets for reporting purposes. This adds agility to the reporting process, making it more relevant and timely than ever before.

 You can use datasets to accomplish the following:

  • Calculate custom KPIs
  • Customize asset names by truncating or merging text fields
  • Manipulate data to calculate commissions, ROI, etc.

By aligning your company around efficient processes and clean data, you can empower your operations team. More reactive data functionality makes HubSpot’s Operations Hub beneficial to the success of your brand.

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Nicole
Nicole
Nicole is a copywriter turned content manager, experienced in all things writing and editing. Based in Brooklyn, NY, she is always on the hunt for the best New York-style pizza, in addition to being an avid reader and traveler.

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