In case you haven't heard yet: HubSpot keeps growing! In recent months it has launched a new Hub designed to facilitate the work of the operations team: Operations Hub ™. With it, your entire team will be coordinated through an organized and connected data source, allowing them to adapt to the constantly changing needs of your audience.
Keep reading if you'd like to know exactly what this Hub is all about and why it should not be missing in your strategy!
About the Operations Hub
The Operations Hub is an extension of the HubSpot CRM, and allows you to easily synchronize all your customer data with external systems and automate business processes. This software is based on the RevOps (or operations center), and puts at your disposal full visibility of the different departments of your company so that you can coordinate all the tasks, and have your entire team aligned.
The module includes data synchronization, programmable automation, and data quality automation. This will provide you with a unified view of each interaction with a contact, allowing you to offer what they need depending on the stage of the lifecycle they are in.
To whom is it addressed?
As companies grow, internal systems tend to break, as teams start to build their own systems. Operations Hub is primarily aimed to companies that want to unify several operations teams within the marketing, sales and services groups, with the goal of creating a single and centralized Revenue Ops team. You may be wondering if you need professional help to use this HubSpot module; The answer is no, because with built-in automation and contextual targeting, you can start expanding your operations in minutes. However, if you are looking for (even more) customization and you know how to use code, the customization of this module can go as far as you want and need.
Moreover, if you need help getting started with this Hub, HubSpot will quickly provide technical advice, or you can also check the Solutions Partners catalog. Remember that, at mbudo, we are Platinum Partners with HubSpot, and would be glad to help you in this process.
Operations Hub Features
Now that you know the main purpose of this extension, we are going to dive into the product. Operations Hub has three main features:
1. Data synchronization:
Data sync allows you to connect your business apps to HubSpot natively, in this sense, you will be able to synchronize the HubSpot records with all your tools, without having to waste time importing and exporting. Therefore, your customer data will always be kept up to date.
Best of all, data synchronization for a wide variety of applications doesn't require a single line of code. All you have to do is choose the application, choose the information you want to include and save the synchronization. HubSpot will communicate directly with other applications to do all the work for you. In the case where your business tool does not exist natively in Hubspot, you can still synchronize your data using webhooks with workflows.
With the Operations Hub, you can integrate dozens of new apps available on the marketplace, including Google Contacts, Mailchimp, Aircall, Zendesk, and Microsoft Dynamics. Additionally, HubSpot will expand this list in the future.
Why do you need data synchronization?
HubSpot has a lot to offer, but it is most likely not the only tool you use in your day-to-day life- As your business grows, so do all the applications and tools. HubSpot knows that joining all these apps can be difficult, therefore, with data synchronization you can seamlessly integrate your applications and have all your customer data unified and centralized, keeping your teams aligned.
Automation allows you to use code directly in HubSpot workflows.
Why do you need data quality automation?
As your company grows, the touchpoints with your customers multiply, so in order for you to maintain a good customer experience throughout the entire process without sacrificing internal efficiency, you need quality automation. These new custom workflow actions will allow your operations team to quickly adapt processes to the constantly evolving needs of your customers.
For which tasks you can use it?
Here are some examples of everything you can do with this function:
Data quality automation
Forget about endless data cleaning tasks! Now you can automatically correct the date properties, format names, etc. With this, you will get your operations team to focus on driving growth for your company instead of worrying about low value tasks.
Why do you need it?
Let's be clear, the experience you offer your customers depends largely on how clean and accessible your data is. As your company grows, this action becomes increasingly difficult and you will have to dedicate more time to it. This is where data quality automation comes in. With this new feature, you can forget about looking at spreadsheets, since your data will be continuously under control.
How does it work?
You can add this new function to your workflows. To do this, create or edit an existing workflow, add the “Format data” action and choose the rule you want to apply, the data quality automation will do the rest!
Operations Hub benefits
How can I combine it with the HubSpot Marketing / Sales Hub?
As you most certainly know, HubSpot has the following modules available: Operations Hub, Service Hub, Marketing Hub, Sales Hub and CMS Hub. When you use two or more Hubs at the same time, the data is automatically connected on the platform, which allows you to more easily monitor the entire lifecycle of the contact, from the first visit to your website, until the closing, thus ensuring that you meet all their needs and expectations..
With Operations Hub, you have the tools you need to connect all your apps, synchronize and organize contact data, and automate business processes, making operations the great strategy of your business.
To resume, if your business is growing and you want to unify several operations teams within the marketing, sales and services groups, with the aim of forming a single team, the HubSpot Operations Hub is the right solution to take, since, currently, it's the most dynamic, complete and flexible operations software that allows you to integrate all your applications and synchronize important data to more efficiently and quickly manage your business processes within your company, thus driving more profitable and lasting results.
If you have any questions about whether the Operations Hub is suitable for your business, or you want us to help you with the setup, do not hesitate to contact us. We will be delighted to help you!