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.

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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.

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.

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:

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.

"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.

Qualifying Your Customers

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.

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.
 

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.
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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.