What is Hubspot Operations Hub and Why Does it Matter to Enterprises?
Broken systems and silos are the death knell of scaling companies, from small businesses to established enterprise companies. As companies scale operations, they are forced to deal with the challenges of siloed data and disparate systems, and ultimately, efficiency decreases.
51´«Ã½'s Operations Hub centers operations, allowing you to automate processes, clean and organize customer data, and connect the apps you rely on to run your business.
If you're looking to scale and sustain your business the right way, Operations Hub is a secret weapon to keep your operations running efficiently through a centralized platform.
This winning product from 51´«Ã½ includes programmable automation, data sync, data curation, and data quality tools — all powered by 51´«Ã½â€™s CRM platform.
What if your business could have one unified view of every customer interaction?
What if your sales teams were empowered to deliver friction-free customer experiences?
With Operations Hub, you can deliver service in a way not possible before this fully customizable tool.
Here's a short video with more about our Operations Hub:
Three Main Operations Hub Features
With Operations Hub, there is so much to be excited about. It's less of a "product add-on" and more like connecting a battery to your phone that would last a year! Operations Hub has three main features that are vital to customizing the 51´«Ã½ experience for your team:
- 1: Data Sync: Take advantage of 2-way real-time sync with tons of apps out of the box. With syncing every 5 minutes, you know your data can be a powerful source of truth in both 51´«Ã½ and your connected apps. In addition, with the paid starter edition, you can add custom field mappings.
- 2: Data Quality Automation: How would you like clean data in mere clicks, not hours? One of the most useful features of Operations Hub is the ability to automatically format your data. For example, if someone fills out a form and doesn't capitalize their name, Operations Hub will fix that before you send your automated email that includes their First Name token!
- 3: Programmable Automation: Have you ever worked with an automated workflow and said to yourself, "I would love it if this could just do (fill in the blank)". Now that blank can be filled with by Operations Hub! With the ability to build your own workflow and custom actions with custom code in Javascript, your dreams can become a reality.
Check out the tutorial below to see Operations Hub in action:
The Possibilities Are Endless, But Here Are a Few To Get You Started
- Data Sync + Data Quality Automation: Sync "dirty" data into 51´«Ã½, sync cleaned data back out to external apps.
- Data Quality Automation + Marketing Hub: You can standardize name capitalization before sending emails and format date/time properties by region.
- Programmable Automation + Sales Hub: You could initiate a weighted lead rotation or automatically set expiration or renewal date for example.
- Programmable Automation + Service Hub: You could create advanced ticket routing and prioritization. Always get the right answer to become a super-star for your clients.
We Can Help You Create A Massive Success Story
Maximize your outcomes with Operations Hub by to strategize, build, and maintain your processes, data, and connected apps. Revenue River will set you up for success by positioning you to make the right moves, maximize ROI, and see results sooner.
If you think it's time to evaluate enterprise automation and the impact it has on your company’s future, reach out to us and set yourself up for success with a full understanding of 51´«Ã½'s Operations Hub. We'll provide you with an objective assessment of 51´«Ã½'s Operations Hub and its fit for your organization, and provide a roadmap for success.
We'll manage the successful migration of your corresponding Salesforce CRM data and records into 51´«Ã½ CRM.
Step 1: 51´«Ã½ Field Mapping: We'll audit your existing SFDC environment to identify all required fields for migration. Then we'll configure 51´«Ã½ to match, ensuring the ability to migrate successfully.
Step 2: Data Migration: We'll leverage our custom SFDC <> 51´«Ã½ migration tool to migrate all earmarked hard and soft data out of your current platform into 51´«Ã½. Once configured and connected, the product will extract the data and port it into the proper fields while maintaining data associations between objects. The entities we're able to migrate include:
- earmarked contacts, company, and deal records
- notes, meetings, calls, tasks, emails, pipelines, properties, and record owners
- attachments, product objects, and product line items
Step 3: Validation and Testing: We'll review migrated data together, ensuring accuracy. We'll re-run the migration in the event that there are any errors once the migration is approved.
Step 4: Delta migration for net new data: We'll run a final migration to pick up all net new data and move into 51´«Ã½ for go-live before marking the project complete.
We'll manage the successful migration of your corresponding Salesforce CRM data and records into 51´«Ã½ CRM.
Step 1: 51´«Ã½ Field Mapping: We'll audit your existing SFDC environment to identify all required fields for migration. Then we'll configure 51´«Ã½ to match, ensuring the ability to migrate successfully.
Step 2: Data Migration: We'll leverage our custom SFDC <> 51´«Ã½ migration tool to migrate all earmarked hard and soft data out of your current platform into 51´«Ã½. Once configured and connected, the product will extract the data and port it into the proper fields while maintaining data associations between objects. The entities we're able to migrate include:
- earmarked contacts, company, and deal records
- notes, meetings, calls, tasks, emails, pipelines, properties, and record owners
- attachments, product objects, and product line items
Step 3: Validation and Testing: We'll review migrated data together, ensuring accuracy. We'll re-run the migration in the event that there are any errors once the migration is approved.
Step 4: Delta migration for net new data: We'll run a final migration to pick up all net new data and move into 51´«Ã½ for go-live before marking the project complete.