Partner Resource

Operations Hub

Your go-to place for Operations Hub resources across all tiers and packages.

Note: this page is not customer-facing and is intended only for partner education and enablement.

OperationsHub_Automate-processes

Operations Hub Overview

Operations software that lets your team easily sync, clean, and curate customer data, and automate business processes.

What's New?

Operations Hub Pitch Deck

Looking to pitch a prospect or client on Operations Hub? Use this resource to showcase the value of adopting Operations Hub for their business. Make a copy of this deck and customize it to your needs.
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Additional Resources

Operations Hub Product Overview Page

Learn more about Operations Hub and its features on the product page.

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Solutions Partner Guide to Operations Hub

If you're new to Operations Hub, we suggest reading this guide, which outlines some advice on expanding, packaging, and delivering services with Operations Hub.

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Value Proposition

Operations Hub unlocks HubSpot as a crafted CRM platform by making it simple to connect, clean, and automate your customer information from across apps, and to build sustainable business processes around it in HubSpot. Unlike siloed data tools, Operations Hub combines an ops team’s full toolkit into a CRM platform, uniting all your customer data on one connected platform. The result: a more efficient, aligned, and agile business, an unhindered and strategic ops team, and a friction-free customer experience.

Operations Hub Packages Available:

Operations Hub is available in four packages: Operations Hub Free, Starter, Professional, and Enterprise. Learn more about each tier below:

Integrate the essentials with the free version of Operations Hub. Get 500+ integrations, including 30+ powered by HubSpot Sync. Features include:

HubSpot Sync

  • Two-way data sync 
  • Default Field Mappings 

Ecosystem Integrations

  • All 3rd Party Integrations 

Good-fit clients:

Has more than one SaaS application they have integrated, or want integrated.

Integrate everything with Operations Hub Starter. Get everything included in Free, plus:

HubSpot Sync

  • Custom field mappings for data

Good-fit clients:

  • Has a diverse tech stack
  • Uses custom properties
  • Requires segmentation

Automate everything with Operations Hub Professional. Get everything included in Free and Starter, plus:

Programmable Automation:

  • Custom Code Actions in Workflows and Bots (programmable actions)
  • Webhooks 

Data Quality Automation

Additional Portal Capacity 

  • Additional Reports 
  • Additional Lists 
  • Additional Workflows

Good-fit clients:

  • Technical resources on staff or available
  • Large and expanding tech stack
  • Custom processes

Overview:

For operations teams and data leaders at scaling companies who want to spend less time on one-off data and reporting requests and more time driving business strategy, Operations Hub Enterprise makes it easy to prepare and curate data into reusable tables, so downstream business users can more easily build their own reports. This saves ops teams time and empowers their companies with quicker, easier, and more consistent insights.


Pairing Operations Hub Enterprise with the vastly improved custom report builder available across all hubs, HubSpot now provides BI-style reporting that grows with you, enabling HubSpot’s CRM platform to support even more sophisticated use cases.

Features:

Datasets:

As your business scales, your data proliferates. More objects, more fields, more metrics. It gets harder and harder for everyday users to build meaningful reports. Too often, they’re forced to lean on ops teams and analysts to answer one-off reporting requests. The result: slow, inconsistent, and often ad-libbed reporting for business users, and a reactive ops team struggling to stay afloat.

With datasets, operations people, analysts, and other data leaders can curate reusable tables of data — pre-select fields, run calculations, and more— for downstream users to build reports from. Datasets save ops people time and give them more control, and enable easy, fast, and consistent reports for business users.

Snowflake Data Share:

With Snowflake Data Share, pass your data from HubSpot to Snowflake quickly, securely, and comprehensively, so you can curate and analyze your HubSpot data within your existing data stack. With all your data united in Snowflake, you’ll get deeper customer insights faster, so you can create even better customer experiences in the future.

HubSpot’s Snowflake Data Share integration is currently available only if the region of your Snowflake account matches the region of your HubSpot account.

Additional Capacity:

  • 3000 Additional Reports 
  • 300 Additional Dashboards
  • 100 Additional Lists 
  • 100 Additional Workflows 
  • 10 Additional Custom Objects

Visit the Operations community to network, learn, and grow with Operations Hub

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Key Resources

Here are some of the best resources for you and your team to learn, adopt, and use Operations Hub.

Partner-Only Training:

Additional Education:

Promotional Kit:

Product pages:

Knowledge Bases:

Developer Documentation:

Educational resources:

Shareable resources:

Sales Training:

Collateral:

Demo Materials:

Find a Partner to Help: Consulting Resources:

Knowledge Articles:

Developer Documentation:

"Overwhelmed Ops" Persona:

One key persona for Operations Hub, is HubSpot's new 'Overwhelmed Ops' persona. Below are some details to keep in mind with this persona, and how Operations Hub can help them.

Overwhelmed Ops is a specialized ops professional in either marketing ops or sales ops at a 50-100 person company. While their title indicates specialization, they get pulled into fires across all go-to-market functions.

They’re in charge of setting up tools and systems, building process, and running reports. Their goal is to help their business run smoothly: to make better decisions, to do jobs more efficiently, to make things run better.

Responsibilities:

  • Set up and organize data and systems for sales, marketing, and/or service; enable operators to use them effectively (awareness, training, best practices, etc.).
  • Implement and maintain processes, including data hygiene and cleansing, annual planning, compensation, disputes, policies, handoffs, notifications, and more.
  • Create, distribute, and analyze insights to department leads, execs, and board. Run reports and models, and pull strategic business takeaways.

Today's operations teams are underwater. They feel:

Dragged down by tech debt:

Ops is  drowning in legacy processes and systems, trying to dig their way out of inherited tech debt.

Siloed:

Ops teams work separately. Their tools, systems, and processes are disconnected, so they spend their days reinventing the wheel. 

Siloed teams and siloed tech lead to siloed influence. They either report through a single go-to-market function — which forces them to do that leader’s bidding — or to an ancillary function (e.g. IT), which gives them no leverage to impact change and bogs them down with cross-team politics.

Reactive:

Ops is constantly losing the battle with their to-do list. They receive asks from all levels of the company, and don’t have enough hands to keep up. They’re doing busywork, not building strategy; focusing on “run-the-business” not “change-the-business.” They feel like a bottleneck, and sometimes want to share the load, but aren’t sure how to do so in a safe and scalable way.

Misunderstood:

Their job is transactional, and their impact on any given project is small and “invisible.” When things go right, nobody notices. Their company doesn’t understand their true value and strategic potential.

  • Creative problem solving
  • Being an objective “check and balance” for go-to-market teams; playing “chief diplomat.”
  • Improving other people’s routines; making things more efficiently.

Key Features to Highlight:

  • All in one / ease of use
  • Custom objects
  • Integrations
  • Customizable, out-of-the-box reports
  • Security features (SSO, permissions)
  • Scalability (limits)
  • Operations Hub features such as custom coded actions in workflows and other programmable automation, data quality automation, and data sync.
  • Webhooks

Qualifying Your Customers

Install Base: already a HubSpot customer - using multiple hubs, such as Marketing Hub, Sales Hub, Service Hub or CMS Hub. Ideally they're a multi-hub customer.

Workflows: has 20+ workflows, and might have workflows across 2+ objects (Contacts, deals, etc.). The might be using webhooks action in workflows or custom code actions in bots.

Systems: has used data cleansing tools in the past

UX: experiencing issues with messy data that is disrupting their internal processes, reporting and even their marketing, sales and service teams.

Tech Stack: has multiple systems, tools and integrations (or wishes to).

  • Has a diverse tech stack
  • Uses custom properties
  • Requires segmentation

  • Technical resources on staff or available
  • Large and expanding tech stack
  • Custom processes

To start, you can ask yourself about the prospect or client:

  • What applications are they using that they'd like to sync?
  • Is the application they want to sync supported by Operations Hub? Check the list of apps, and if not, ask your channel account team if it's on the roadmap.
  • What information do they need to be passed from that application to HubSpot? In this question, you're looking to understand which HubSpot object (contact, company, deal, ticket, call) they're looking to sync.
  • Is the object supported? If not, reach out to your channel account team. 

Listen for automation use cases:
  • Repetitive actions that currently require manual intervention.
  • The need for logic - If X happens, then Y should happen (Triggers and Actions - Think Zapier.

If that logic is not possible with a standard workflow action then “this sounds like a great use case for custom code workflow actions.”

  • Provide a high level demo and reference knowledge base articles
  • Set them up with a trial if necessary
  • Showcase some use-case examples
  • If you do not have the resources to develop custom coded actions, find a partner in the ecosystem who offers this service on a project basis. 
  • Consider, not how to code the solution but how to represent the data in HubSpot (Objects, Segmentation, Reporting)

If you hit a roadblock and need support, reach out to your channel account team.

  1.  

  • 50+ employee companies. The purpose of datasets is to make reporting easy for 'normal' business users.
  • If they have a lot of CRM data, custom properties, lists, and workflows, then data sets is a good fit.
  • If they're already leveraging HubSpot reporting, then datasets can supercharge the custom report builder for them.

  • If your customer is using Snowflake, then they're a good fit for data share
  • If their Snowflake instance is in US-East-1, it'll be supported by HubSpot.

Demo Resources for Operations Hub

Watch the below videos to see how to demo some of the key features in Operations Hub. Additionally, make sure you navigate to your demo account to check out the latest features.

Weighted Lead Rotation Using Programmable Automation

Data Sync

Data Quality Automation

Data Sets in Enterprise

Remember, you can demo Operations Hub using your Demo Account. To learn how to access your demo account, visit this resource page.

Building workflows into our demo environment is technically challenging, and we’re actively working on this. For now, we advise building your own workflows within your demo account using this step by step guide to setting up programmable automation. In addition, you can leverage some screenshots of workflows which are linked in the document above.
Finally, you can take a guided demo tour of Data Sync in-app, right here (and share with clients).
 
Demo Resource Page

Learn From Your Peers

Hear partners in the community on how they're positioning, selling and servicing Operations Hub to grow their business and solve for the customer.

Why Partners Should Get Excited

Monetizing Services

How Operations Hub Makes HubSpot a CRM Platform

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The Operations Hub Playbook

Download the Operations Hub Playbook by Elite partner, Aptitude 8. In this playbook, you'll get the how-to blueprints for what's possible with the newest hub, so you can get a jumpstart on building solutions for clients.