HubSpot Operations Hub Consulting

to supercharge your
RevOps strategy

 

Leverage the power of a unified toolset, bi-directional sync, cleaned and
curated record data, and advanced workflow functionality all within your HubSpot CRM

Companies that implement a RevOps strategy have seen a 10-20% increase in sales productivity and a 100-200% increase in digital marketing ROI

Operations Hub is an add-on product that functions natively within your HubSpot CMS. It is designed to empower your RevOps teams with one source of truth for data, more sophisticated workflows and rules, custom properties, automated data cleaning, improved teams and permissions settings, and programmable automation.

Operations Hub Features & Benefits

Data Sync

This is the most powerful feature of the OpsHub product as it increases data transparency and cleanliness by seamlessly integrating HubSpot with all the tools in your tech stack.

  • bi-directional data flow enables data to be ingested by HubSpot, scrubbed and cleaned, and sent back out to another platform
  • import existing AND historical data when integrating with third-party tools
  • provides real-time data sync vs. trigger-based data sync
  • customizable data sync integrations where you can pick and choose which data to sync
  • centralize customer data and provide one source of truth for data

The HubSpot Marketplace currently offers over 90 new HubSpot-built integrations for all the tools your organization uses.

Data Quality Automation

Trust that your data is clean and correct. Automatically clean data across all of the tools in your tech stack, including integrations powered by Data Sync.

Create more tailored marketing campaigns with a new set of workflow actions that format property values in certain ways, such as capitalizing letters, fixing date properties, updating phone numbers, and more.

Data Quality Automation

Trust that your data is clean and correct. Automatically clean data across all of the tools in your tech stack, including integrations powered by Data Sync.

Create more tailored marketing campaigns with a new set of workflow actions that format property values in certain ways, such as capitalizing letters, fixing date properties, updating phone numbers, and more.

Datasets

Help your Ops team succeed with better insights, more control over data, and reduced need for Excel spreadsheets.

  • Prepare and segment data into clean, reusable tables that can be used by other teams to create end-state reports
  • Calculate formulas directly in HubSpot reporting and workflows, such as date differences (e.g., time to first conversion), sales cycle speed (e.g., time in deal stages), sales commissions, and more

Programmable Automation

Custom automations in HubSpot were historically limited in functionality, and Ops Hub has stepped in to fill a broader role. Keep your team efficient and customers happy, with custom-coded automations for nearly any business process.

Programmable automation encompasses 3 automated actions in HubSpot: a new “custom code” action in workflows, the “create a webhook ” action in workflows, and custom-coded bot action in chatflows.

HubSpot has built a small library of programmable automations to help you get started.

Programmable Automation

Custom automations in HubSpot were historically limited in functionality, and Ops Hub has stepped in to fill a broader role. Keep your team efficient and customers happy, with custom-coded automations for nearly any business process.

Programmable automation encompasses 3 automated actions in HubSpot: a new “custom code” action in workflows, the “create a webhook ” action in workflows, and custom-coded bot action in chatflows.

HubSpot has built a small library of programmable automations to help you get started.

Custom Properties

Full customization of all properties for contacts, companies, and deals in HubSpot. Create tailored, specific reporting to answer all of your organizational KPI questions.

Workflow Extensions

Integrate your third-party tools directly into workflows and chatbots to get more from your tech stack, like sending a trigger-based Slack message or Zoom invite.

Workflow Extensions

Integrate your third-party tools directly into workflows and chatbots to get more from your tech stack, like sending a trigger-based Slack message or Zoom invite.

Custom Report Builder

Create advanced custom reports based on newly-available information from Data Sync and Custom properties. Build dashboards for each team that includes data for contacts, companies, deals, events, campaigns, and more.

Custom Report Builder

Create advanced custom reports based on newly-available information from Data Sync and Custom properties. Build dashboards for each team that includes data for contacts, companies, deals, events, campaigns, and more.

Snowflake Data Share

More advanced HubSpot users might prefer to reconcile their data in Snowflake, an industry-leading data platform that creates a best-in-class business intelligence stack.

Snowflake Data Share

More advanced HubSpot users might prefer to reconcile their data in Snowflake, an industry-leading data platform that creates a best-in-class business intelligence stack.

Build a solid RevOps strategy with an experienced HubSpot Diamond Partner

MRM is one of the first HubSpot Advanced Implementation Certified partners that uses a proprietary Revenue Operations methodology to unite Marketing, Sales, and Customer Success teams. We have experience with all HubSpot products and can help you create one source of data truth, enable RevOps for success, automate processes, and double your digital marketing ROI.

We understand OpsHub

We can help your organization determine the best use cases for OpsHub and build a roadmap to create a clean, unified tech stack.

Technical expertise

Our team thrives on difficult and sticky integrations. Let us help you clean, organize, and prepare your data for a successful OpsHub integration.

Capable & certified

Our team has experience with all HubSpot products. No matter which HubSpot products you use, we know how to make OpsHub work for your organization.

See our full certification list

Onboarding & training

Empower your RevOps team and hit the ground running with personalized, thorough onboarding and training.

We know your industry

B2B is our focus and we use a proprietary RevOps methodology to create customized solutions that guide your organization toward success.

75

advanced tech assessments completed

90%

of assessments find critical fixes required

10+

Years’ experience and software expertise

Our work speaks for itself

Speak to an Operations Hub Expert



Our Certifications

Advanced Sales Hub Implementation
Client Management
Contextual Marketing
Delivering Client Success
Developing a Sales Plan
Digital Marketing
Email Marketing
Frictionless Sales
Guided Client Onboarding
HubSpot Certified Trainer HubSpot Certified Trainers
HubSpot CMS For Marketers
HubSpot Marketing Software
HubSpot Reporting
HubSpot Sales Software
HubSpot Solutions Partner
Inbound
Inbound Marketing (2018 Version)
Inbound Sales
Marketing Hub Implementation
Platform Consulting
RevOps
Sales Enablement
Sales Hub Implementation
Sales Management
Selling Sales Services
SEO
Service Hub Software

We Support All HubSpot Products!

MRM knows what it takes to succeed with HubSpot and has the expertise to fully implement and integrate any HubSpot product. We work to understand your unique needs, and then tailor the software to fully support your business.

HubSpot Onboarding & Training

HubSpot Marketing Hub
HubSpot Sales Hub
HubSpot CMS Hub
HubSpot Service Hub
HubSpot Operations Hub

HubSpot Consulting Services

HubSpot Technical Assessments  
HubSpot Demos
Complex Implementations
Campaign Attribution

HubSpot CRM 

Property Development and Management
Object Development and Management
CRM and Sales Process Training
HubSpot CRM Implementations
Sales Process Workshops   
Notification and Alert Configuration  
Sales Reports and Dashboards

HubSpot Marketing Hub

HubSpot Onboarding & Training
HubSpot Implementation and Configuration 
Migrations to HubSpot from other Software
Migrations Between HubSpot Portals
Existing HubSpot Optimization

HubSpot Sales Hub 

HubSpot Sales Hub Training
Live Chat Configuration  
Complex Deal Stage Implementation and Automation
Sales Sequences Configuration  
Meetings Tool Configuration
HubSpot Quote Customization
Email Integration  
Sales Hub Optimization for Marketing Hub and CRM

HubSpot Integrations

Salesforce CRM
Webinar and Event Software
Data Enrichment Tools
Deliverability Solutions
Social Media and Advertising Accounts
Specialty Sales Enablement Apps
Project Management Tools
Financial Software
Data Warehousing

HubSpot Service Hub

Ticketing Stage Development
Service Automation
Conversations and Service-Based Chat
Knowledge Base Development and Organization
Satisfaction Surveys
Third Party Project Management Integrations

HubSpot Operations Hub

Specialized Integrations
Data Management Solutions
Data Quality Automation
Data Aggregation and Matching

Marketing Automation

Lead Scoring Models  
Lead Management Process Consulting 
Automated Nurture Campaign Build  
Email and Landing Page Template Creation  
Marketing Attribution Reporting  
Ongoing Marketing Operations Support