Data Management With HubSpot Operations Hub

HubSpot Operations Hub is process groupware that makes it easy to sync, clean, and manage the valuable customer data that your business needs to thrive. The Hub is a single ecosystem for gathering all the data your business needs. It is built on HubSpot's unbeatable CRM system and is powered by tools that align data quality, curation, syncing, and automation. All of this means that every time you interact with a customer, it's easy and smooth, and there are no pain points.

Covered in this article

Data Sync 
Data Cleaning And Enrichment 
Custom Reports And Dashboards

HubSpot Operations Hub is the best tool for data management and data compliance. Its many app integrations and data sync engine make it the best centralised growth node on the market. The engine works in real time and has a two-way sync. This keeps your database up-to-date and includes both old data (data that has already been synced) and new data. You can also set up your own field mappings and filters.

The best thing about the HubSpot CRM tool is the support system that comes with it. This includes technical consulting, help from solution partners like Velocity, community forums, and a knowledge base at HubSpot Academy.

As your business grows, you can quickly scale up your operations. Contextual guidance is already built-in, so you don't have to write any code. For coders, programmable workflow automation gives you the keys to the city of customisability. Tiers range from free to premium, and the Operations Hub works with the Operations, Service, Marketing, Sales, and CMS Hubs to create a centralised view of client data. This gives your operations division a strategic advantage.

HubSpot Operations Hub automatically breaks down silos and brings together marketing, sales, and customer service into one powerful business hub.

Data Sync

HubSpot Operations Hub can sync data from different sources to make sure that all of the data is correct and up to date. Data sync works by automatically syncing data between multiple databases. It does this by looking for changes in structures that are synced and then updating the databases to reflect those changes.

HubSpot Operations Hub's data sync brings together your apps and tech stack so that your client data and apps are all in one CRM. This feature allows for codeless syncing, as well as syncing in both directions and custom field mappings. Data silos and disconnects are a thing of the past, thanks to the data sync engine. It makes it easy for different systems to work together.

The engine brings your whole team together around a central hub of reliable data. It does this by combining a wide range of app features with ease of use and personalisation.

By storing your databases in components that are always syncing, data syncing keeps your client data in real-time sync with HubSpot applications. This ensures that your business has a steady stream of correct and up-to-date data to draw from, like a two-way conversation fueled by accurate and timely information.

By turning on data sync, it's easy to keep track of how data moves between apps. A one-way sync lets you make changes in one tool and see them appear in another. A two-way sync lets data move back and forth between the two tools without stopping. Syncs can be changed by using filters that let you put each piece of data or database from your tools exactly where you want it to go in the sync.

Custom field mappings make sure that every piece of data, not just names and emails, goes where it should. HubSpot Operations Hub can use and sync both new and old customer data, so it's possible to move historical data that was created before the sync. This is because HubSpot Operations Hub can integrate data that was created after the sync.

Data Cleaning And Enrichment

HubSpot Operations Hub also has tools for cleaning and adding to data, which help businesses keep accurate and complete records about their customers.

In our data-driven world, it's important to keep customer and company information clean and easy to access. HubSpot Operations Hub helps you keep a high-level data model up to date by using automation to enforce uniformity and keep bad data out of your CRM. The Hub keeps an eye on the health of your data and fixes any mistakes automatically, so you can trust and use your data-driven decisions with ease.

To keep data quality high, the first step is to start with a good data system. The data quality command centre, which is part of HubSpot's model feature, lets you see right away how your data is organised. It gives you a single view of associations, properties, and standard objects.

HubSpot Operations Hub has built-in data quality management, checks for mistakes in CSV imports, and verifies that your team members are entering data correctly when they capture details in the system. Problems with spam and formatting are well taken care of, and dead properties and integration blocks are removed.

The data quality command centre lets you dig deeper into property assets, records, and data sync integrations to keep data quality at the highest level.  In addition, the properties feature lets you easily see the number of contacts and properties in your account, allows you to hide properties you don’t want to monitor, and gives you a daily trend report for any property issues, including:

• Incomplete property values
• Unused properties, not evident in any list, workflow or report
• Duplicate properties

The records feature lists the number of contact and company records, and a daily trend report for record issues, including

• Incorrectly formatted contact record property values
• Duplicate records

The data sync feature shows you the number of connected data sync apps, and a daily trend report for data sync issues, as well as the number of apps the software has identified as having issues including:

• Apps with sync failures – the app is connected and data sync is activated, but certain records aren’t syncing
• Apps with no active syncs – either the account is disconnected, syncs are paused or data sync is not set up or activated.
  
  

Custom Reports And Dashboards

You can use HubSpot Operations Hub to make custom reports and dashboards that give you information about your customers. The hub makes it easy and quick to make reliable, insight-driven custom reports. No more slow, improvised, and error-prone reporting from your pile of objects and fields. The hub gives you clean datasets that can be curated and converted to make clear reporting. This gives ops teams a firm grasp on their datasets and gives stakeholders further down-the-line insights they can use right away.

With these datasets, data leaders can pick the most valuable assets ahead of time to give internal teams access to the best data. Each member of the team can make their own reports with the help of fresh metrics, curated data, and custom calculations that highlight the best business insights for each person.

Dataset calculations let you get into the details and find differences like profit margins, sales commissions, email engagement rates, speed of the sales cycle, and time to first conversion. Only the properties that are most important to the report you want to make are used.

The custom report builder, which comes with the Professional and Enterprise HubSpot Operations Hub editions, lets you use your dataset as a starting point and is made to analyse many HubSpot data sources. The focus of good reporting is on the information that makes it possible in the first place. The Operations Hub is based on good data and is set up to clean, connect, and organise it. This makes it possible to make powerful reports based on great datasets. These include things like behaviour events, sales activities, custom objects, deals, companies, and contacts. All of these things help give your company's reports a knockout punch.

If you’d like to find out more, please speak to a CRM specialist at Velocity here.