Introducing Operations Hub Enterprise

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by: HubSpot Product Team
HubSpot Product Team

The key to a great customer experience is great customer data. A clean, connected, and well-curated database enables a clean, connected, and well-curated customer experience. But friction in your database — disconnected apps, inconsistent properties, messy data models, and more — cause friction for your customers. As you scale, data problems proliferate, and ops teams get saddled with cleaning up the mess. Ops struggles to stay above water, your company’s efficiency tanks, and your customer experience suffers.

 

CRM platforms are supposed to solve your data problems, uniting all your customer info in a single source of truth. But traditional CRMs deliver patchwork solutions that require extra bolted-on software and tons of manual effort to live up to that promise. HubSpot’s CRM platform is built differently. It’s crafted, not cobbled, and it unites your company instead of crippling it with complexity.

 

Operations Hub unlocks HubSpot as a crafted CRM platform by making it simple to connect, clean, and curate your customer information from across apps, and to build sustainable business processes around it in HubSpot. 

 

To bring this dream to life, earlier this year, we launched Operations Hub Free, Starter, and Professional, which connect and clean your customer data, and automate your business processes, so your business stays aligned and efficient as you scale — and your ops team stays afloat. 

 

Today, we’re thrilled to announce Operations Hub Enterprise, which enables data leaders to curate reusable tables for their business users — pre-selecting fields, calculating values, and more — to enable easier downstream reporting and give businesses more consistent and compelling insights. Operations Hub Enterprise brings business intelligence features into HubSpot for the first time, enabling HubSpot reporting to support even more sophisticated businesses

 

The best part? Operations Hub Enterprise makes it easy to curate your customer data for reporting — even if it’s not in HubSpot. We’re excited to announce our new Snowflake Data Share, a native integration with Snowflake, the industry’s leading data warehouse. Share your customer information from HubSpot CRM platform to your Snowflake instance quickly and easily, and slice and dice it there instead. With Operations Hub Enterprise, your data can stay clean, connected, and curated, no matter where it lives.

 

In this post, we’ll answer all your biggest questions about Operations Hub Enterprise.

 

 

What are the new features in Operations Hub Enterprise?

Operations Hub Enterprise includes two net new features, both of which make it easier to curate data for reporting through HubSpot’s CRM platform:

 

  • Datasets.  As your business scales, your data proliferates. More objects, more fields, more metrics. It gets harder and harder for business 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, ops teams can curate data into clean and reusable tables that can then be used by downstream users to create reports. This saves ops teams time and gives them more control over their data, and gives their downstream business users faster, easier, and more consistent insights.

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

 

Combined with HubSpot’s vastly improved custom report builder, custom behavioral events, and more, HubSpot’s CRM platform provides complete front-office reporting for businesses of all shapes and sizes.

 

To boot, Operations Hub Enterprise also includes all the features in Operations Hub Free, Starter, and Professional:

  • Data sync. Fast and comprehensive integrations — built by HubSpot — with more than 60 of the most popular SaaS applications, including Intercom, Mailchimp, Microsoft Dynamics, Google Contacts, and more. Align your team around consistent data across apps.
  • Data quality automation. Automatically format data — capitalize names, fix date fields, and more — using HubSpot workflows. 
  • Programmable automation. Write workflow actions using JavaScript to automate even the most advanced business processes. Stay fast and efficient as you scale.

 

Anything else?

Operations Hub Enterprise packs an extra punch: 

 

As a part of datasets, for the first time, you can now calculate values directly in the context of HubSpot reporting — no need to bog down the CRM with additional fields solely for reporting purposes. With this new feature, calculate date differences (e.g. time to first conversion), sales cycle speed (e.g. time in deal stages), sales commissions, and more.



What sets Operations Hub's reporting apart?

The key to great reporting isn’t charts and dashboards; it’s the data that power them.

 

Operations Hub Enterprise is all about the data. It connects, cleans, and curates customer data, which makes powerful reporting not only possible, but approachable for everyone at your company (not just the data experts).

 

The feature that actually builds the charts and dashboards — the custom report builder — is available in Professional and above, across all hubs (including Operations Hub).

 

Here’s an illustrative example:

 

Take a sample company, Acme.

 

Acme’s sales team uses Pipedrive. They want to leverage HubSpot for Account-based Marketing (ABM).

 

So they use data sync (available for free) to connect their Pipedrive contacts, companies, and deals to HubSpot.

They use data quality automation and programmable automation (available in Operations Hub Professional and above) to clean the data (e.g. ensure correct capitalization) and enrich it with insights from a third-party site like Clearbit. This enables better email personalization and more targeted advertising.

With the launch of Operations Hub Enterprise, they can use datasets to curate the data into reusable tables, pre-selecting the most important fields and calculating engagement scores, so that every marketing and sales manager can run their own ABM reports.

They then use the custom report builder (in Professional tiers and above across all hubs) to build their reports and dashboards. Because the data is connected, clean, and curated, those reports are more robust, more consistent, and easier to build.

 

What else can I use datasets for?

Datasets make reporting easier, faster, and more approachable for every department. With that in mind, the early adopters of Operations Hub Enterprise have created datasets for each go-to-market function, in order to make monthly and quarterly reporting for marketing, sales, and service leaders a breeze.

 

As an example, you might create a dataset of important sales data to streamline sales reporting for sales leaders. What would that look like, in practice? With datasets, you’d create a table of common deal properties (deal stage, amount, and owner), and add some custom calculations, too (commision, time in deal stages, MRR/ARR, etc.). Once you’ve created and saved the dataset, every user in your account will have the option of using that table as a starting point for their reports. In other words, Instead of having to start from scratch every time — with a wall of unfamiliar CRM  data — users from across your company can use the dataset as a jumping off point, enabling them to do more self-service reporting and ensuring they’re using the right data every time.

 

 

What's the deal with Snowflake Data Share? 

Snowflake is an industry-leading data warehouse, and can be combined with an enterprise reporting tool like Looker to create a best-in-class business intelligence stack. 

 

While many customers choose to do all their front-office reporting in HubSpot, some of HubSpot’s most advanced users prefer to unite their data in Snowflake (or another data warehouse). To make this process  easy, Snowflake Data Share gives you easy and secure access to your HubSpot data in your Snowflake instance. For all the technical details, read through the technical documentation.

 

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

 

 

How much does Operations Hub Enterprise cost?

It starts at $2000, and is also included in the HubSpot CRM Suite, which includes access to every Starter, Professional, or Enterprise product, bundled together at a discounted rate.

 

 

How can I get started?

Try it out for yourself in a free 14-day trial or talk to sales for a guided demo