Introduce Yourself!

[mbarba]

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group!

One of the best ways to learnData Management & Reporting is by implementing strategies and sharing ideas with other professionals just like you.

That’s why we’re so excited to create this community of professionals to learn and grow better together!

To get started, say hello and introduce yourself. Here are some questions to help you get started:

1. What's your current role?
2. What industry do you currently work in?
3. What excites you most about Data Management & Reporting?
4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting?
5. Is there any new content that you’re working on right now?
6. What are you hoping to get out of this study group?

[PRush]

1. Hi there - I am a new Sales Operations Manager
2. I work at a digital marketing agency that specializes in eCommerce brands
3. I am looking forward to cleaning up the records we use in HubSpot to make sure they're all filled out correctly so that I can do accurate reporting for my organization
4. No, but I'm interested in seeing what others say about this!
5. Hoping to find others who are new to their Sales Operations career, and those who are entrenched enough to share their wisdom and tidbits toward success

[MBowman]

"Marvelous Care at Home Consultant LLC is dedicated to supporting
individuals facing dementia and their caregivers with compassionate,
customized services. From caregiver training to spiritual support and
entertainment, we prioritize quality care and a strong community. Let’s
collaborate to enhance lives together—one supportive step at a time."

[vp14]

Hi! My name is Victoria.

1. I am currently a Real Estate Agent and I also work at a doctor's office doing medical insurance collections. I am also a college student majoring in General Management Leadership. I

2. I work in the residental and commerical Real Estate industry. For my full-time job, I work in the medical orthopedic industry working on medical insurance claims.

3. I find data management and reporting interesting because at my full-time job, I know my manager works a lot with accounting and A/R, and I would like to grow and have the opportunity to experience and learn new skills. I like to learn and try new hobbies and jobs, and obtain new skills as I believe you can apply anything you previously you learned onto something new.

4. I do not have any favorite blogs or podcasts to recommend at this time.

5. I am currently trying to grow my Real Estate social media accounts and create content there to attract new followers and potential clients.

6. I want to learn new skills to apply in my job, school, and daily life.

[RPrescott]

I currently work in the K12 Ed Tech space as a consultant supporting start-up organizations with Revenue Operations. I love seeing all the puzzle pieces of a business develop until teams have rails to run on and be successful. I hope to gain a more formal understanding of the Rev Ops function and enhance my Hubspot skills. 

[PPulido]

What’s your current role?

I’m currently working as a Sales Operator, where I manage data-driven insights, reporting, and operational efficiencies to optimize our sales processes and improve team productivity.

What industry do you currently work in?

I’m in the tech industry, specifically within influencer marketing and app-based services that facilitate connections between brands and creators.

What excites you most about Data Management & Reporting?

The ability to transform raw data into actionable insights is what excites me most. I enjoy the strategic decision-making that data management enables, as well as the opportunities it provides for innovation and process improvement. Watching how a well-structured report can reshape business goals or uncover new opportunities is highly rewarding.

Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting?

Yes, I’d recommend Data Skeptic (podcast) for in-depth discussions on data science and management topics. Towards Data Science (Medium blog) is also excellent for quick, accessible articles, and Data Science Weekly for a well-rounded newsletter on trends, insights, and tutorials.

Is there any new content that you’re working on right now?

Right now, I’m focusing on building interactive dashboards to better visualize performance metrics and streamline our internal reporting process. I’m also working on automating a few reporting tasks to increase efficiency and allow the team to focus on analysis rather than manual data entry.

What are you hoping to get out of this study group?

I hope to gain new perspectives and techniques in data management, particularly around innovative reporting methods and automation. I’m also interested in learning how others tackle common challenges in data quality and integration, as well as sharing insights from my own experiences.

[MZHRAN]

Head of quality assurance. 

I work in airline industry.

Learning relation between data and active operations to improve the process. 

I don't. 

[CFloriano]

Hi! 

- What's your current role?

I'm Claudia, currently Head of Marketing and Growth but my role is now evolving into Revenue operations.

- What industry do you currently work in?

I work in the MedTech industry for a company called MyC.

- What excites you most about Data Management & Reporting?

I'm excited to learn about the correlation between data and active leads growth.

Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting?

I don't currently listen to any podcasts related to data management and reporting. 

Is there any new content that you’re working on right now?

I'm currently working on Use Case testimonials in video format using new and experienced clients. 

What are you hoping to get out of this study group?

I'm hoping to learn more about the impact of a RevOps role on growth. 

[ShawnMcKenna]

1. What's your current role?
   **Sales Operations Manager
   
2. What industry do you currently work in?
   **Commodities, specifically plant-based oils
   
3. What excites you most about Data Management & Reporting?
   **How important both data management and reporting are to the success of a company and the value they provide to company stakeholders. It's exciting because it makes me appreciate the fact that I'm directly influencing the decisions and direction of my company.
   
4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting?
   **No, none of the podcasts or videos I watch are related to data management or reporting.
   
5. Is there any new content that you’re working on right now?
   **Not content per se, no. But I'm working on growing my company's Sales team with Hubspot.
   
6. What are you hoping to get out of this study group?
   **An understanding of best practices and how Hubspot can help me produce insightful reports for my exec team.

[nehimya]

1. Operations Manager

2.Import company

4. Not right now

5. Not at a Moment

[JennieLynn]

Hi I'm Jennie

I work for a Communications Marketing agency as Head of Operations.

I complete a finance degree at University and have always enjoyed numbers and problem solving.

I visit LinkedIn daily and read articles shared by colleagues and connections.

Right now, I'm working on improving the sales team experiance on our HubSpot platform and I hope that this study group can support with that goal.

[Mohdjunaid]

Sure! Here’s a structured response based on those questions:

**Current Role:** I’m a Data Analyst.

**Industry:** I work in the healthcare industry.

**What Excites Me:** I’m passionate about how effective data management can lead to improved patient care and operational efficiency.

**Recommendations:** I highly recommend the "Data Skeptic" podcast for its practical insights and discussions on data science topics.

**Current Projects:** Right now, I’m developing a reporting dashboard that consolidates key health metrics.

**Goals for the Study Group:** I hope to exchange ideas, learn best practices, and connect with other professionals to enhance my skills in data management and reporting. Looking forward to collaborating with everyone!

[iosama87]

Hi my name is Osama Ahmad and I am based out of Toronto, Canada heading revenue operations for factoring company Rev Capital.

1. What's your current role? - Revenue Operations Lead
2. What industry do you currently work in? - Finance/Factoring
3. What excites you most about Data Management & Reporting? - Identifying trends and/or bottle necks and acting upon them to better streamline processes, expedite deal velocity and impact bottom line.
4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting? - I follow Salesforce Ben when it comes to operational challenges using SFDC and hoping to utlize this community for HubSpot related queries.
5. Is there any new content that you’re working on right now? - I am currently working on moving email marketing pactice inhouse from an agency and see how we can utlizie multiple platforms for accomplishing marketing and sales goals.
6. What are you hoping to get out of this study group? - Templates for enhancing revenue operations practice across my team and review strategy to incorporate different departments under one parent company and streamline sales and marketing efforts.

[VKMaggs]

1. What's your current role? Ops Manager
2. What industry do you currently work in? SaaS
3. What excites you most about Data Management & Reporting? Visibility and data driven decision making
4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting? N/A
5. Is there any new content that you’re working on right now? N/A
6. What are you hoping to get out of this study group? Knowledge sharing to help boost my own personal learning

[MarcoKebonte]

1. What's your current role? I am an Account Executive
2. What industry do you currently work in? I currently work in the tech industry, software focused to be specific.
3. What excites you most about Data Management & Reporting? I particularly enjoy how specific outcomes can be achieved from making sense of the current status of a team or system. 
4. Do you have a favorite blog, podcast, video series, or newsletter that you would recommend to other professionals interested in Data Management & Reporting? Not right now no.
5. Is there any new content that you’re working on right now? Not at the moment.
6. What are you hoping to get out of this study group? I am hoping to be equipped with the neccessary skills to be an effective memeber of the RevOps community.

[AkshatAkhavi]

1. I am Akshat Akhavi currently working as a RevOps Analyst at Mindtickle, where I focus on optimizing revenue operations processes, managing data, and delivering insights to drive business growth.
2. I work in the technology industry, specifically in the enablement and revenue operations space, helping sales teams enhance performance through data-driven strategies.
3. What excites me most about Data Management & Reporting is the ability to transform raw data into actionable insights. The challenge of organizing complex datasets, ensuring data accuracy, and uncovering trends to inform strategic decisions fascinates me. I also enjoy creating intuitive dashboards and reports that empower teams to make more informed decisions quickly.
4. I recommend the "Data Skeptic" podcast, which explores data science, machine learning, and AI topics
5. Currently, I am focused on improving data hygiene and automation within our Salesforce and Demandbase platforms, as well as refining the reporting structure for our Account Executives and Business Development Representatives to streamline sales performance tracking.
6. I'm hoping to deepen my understanding of HubSpot's data management capabilities and learn best practices for integrating HubSpot with other platforms. Additionally, I look forward to exchanging insights with peers on effective reporting techniques and leveraging HubSpot to its fullest potential for revenue operations.

[Paulo604]

Hi there!

1. I'm Paulo at SalesRepeat which offers opportunity generation, sales enablement and revenue ops services. I am a revenue ops specialist leveraging my HubSpot sales ops expertise. 
2. We focus on B2B enterprise companies primarily in the industrial manufacturing space but also servicing SaaS companies whose B2B clients are in the industrial vertical.
3. Being a former Sales Director I'm wired to build processes and data transparency that ultimately impact a company's bottom line. 
4. The Game w/Alex Hormozi. Not necessarily focused on data management but very valuable insights on building and scaling a company
5. Focus is more on assisting a client first clean up their mess, create a pipeline that represents their enterprise SaaS subscriptions integrated with Maxio and with that organized now beginning to address reporting and sales to service hand off and required process to ensure a smooth customer journey through onboarding and renewal/expansion.
6. What I'm looking for in this community is to continue to learn from those who have insights and experience that could provide the spark I need to push through blocker and/or improve processes.
   
   Thanks everyone... looking forward to connecting when circumstances allow!

[AHudson4395]

Hi everyone,

I'm Alicia, currently Growth Operations Manager at a Climate-Tech organisation. I'm hoping to expand my knowledge and understanding of RevOps alongside continued company growth and hopefully implement the learnings as I go along.
Great to be part of the community!

[Nbeard00]

Hello I am Nick based out of Granada, Spain originally from Brooklyn! Currently I am a Senior Director of Strategic Partnerships at Hotel Trader in the travel industry. What excites me most about data management is the growth potential for my teams from the insights and clarity gained. I don't currently have a fav content source nor do I make any. I am bit new to all of this so would appreciate recs. Hoping to come away with tangigble skills that I can immediately use to impact my work and my team. 

[Joannacrh]

Hello! Joanna Harrison here, I am based out of the Pacific NW. 

1. I am a Commercial Real Estate Broker, Consultant and Educator that specialized in reprsenting historically marginzalied business owners and individuals with their business and commercial real estate transactions.

2. I work in the Commercial Real Estate industry. 

3. The ability to transform raw data into valuable insights, make informed decisions, and drive business growth is truly exciting. Additionally, the opportunity to streamline processes, enhance business efficiency, and optimize performance through data-driven strategies is something that I find extremely compelling.

4. I dont have any recommendations at the moment but would love to see what others may have.

5. I am not currently working on new content

6. Support and just overall being with people going through the same course is helpful. 

[lnorden]

Hello!

My name is Lindsey, I am the CRM & Sales Administrator for our Company, Dealer eProcess (although, working on a title Change to "RevOps" lol). We are total website solution providers for Automobile/RV/Powersports dealerships.

I love Data Management because I understand numbers and I love to learn, and with this role there is always something new to figure out or solve. I like analyzing and finding better ways to improve things and I enjoy collaboration amongst other teams to achieve common goals. 

I do not have a favorite Blog or Podcast to recommend, but I do recommend viewing any HubSpot trainings put on by Kyle Jepsen.

Regarding new Content in the works: Holy cow what am I NOT working on right now? LOL Currently in the works to roll out - Help Desk for Support Team, Sales Space for Sales Team, Prospecting Agent, Customer Agent, Social Agent (once we get into the Beta), Integrations with our other systems, using "Leads", Data Enrichment, so many things.

I am hoping to find a good way to not only handle the workload that comes with RevOps, but to figure out how to get the company on board with unified processes. We have several "silos" (other departments) that want to be their own island, but also want full acccess to our CRM and the information within it, without having to use it according to our standards, so I'm really hoping this course will help me find better solutions to unify all the teams and get everyone aligned within our CRM.

[TheBear]

Hi Mary and others,

1) My name is Jorma (pronounced like Yorma) and I'm a Finnish citizen living in Thailand since 2017. I run my own management consulting business helping other business (process) owners and managers to automate business processes to minimize the time it takes to get their jobs done.

2) My company is a HubSpot Solution Provider and reseller of a few other solutions targeting B2B accounts. The target accounts are companies, who are looking for solutions for CRM Automation or companies that are looking for solutions for enterprise asset management or maintenance process automation.

3) Data management and reporting are important functions included in the systems (HubSpot, Zero CMMS, etc.) that I provide to my customers so I want to learn how to sell the value of data management and reporting. For example, Zero CMMS is a cloud-based maintenance management software that integrates with Microsoft Power BI (Business Intelligence) software to enable visual reporting and data analytics.  Maintenance managers can view dashboards and reports in real-time and analyze data collected and stored in Zero CMMS with Power BI. Implementing the tailor-made dashboards and reports is relatively costly so the value of data manamement and reporting must be siginificantly more than the initial investment and ongoing subscription costs.

4) ...

5) I'm currently working on marketing collateral (webpage, landing pages, blog posts, social media posts, marketing emails and LinkedIn inmails) for a new solution I will launch in Thailand in Q4/24.

6) Learn to sell the value of data management and reporting to the management teams and buying committess of my target accounts.

Looking forward to the upcoming bootcamps!

BR Jorma