HubSpot Implementation Success Stories in Information Technology

Information Technology Case Studies

IT services live in the gap between vendors and end users

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IT consultancies, managed service providers and tech enablement businesses translate vendor capability into client outcomes.
IT clients include Frontline IT Consultancy, IT Hotdesk, HCI Group (TechMahindra), Cleartec, AutomatePro.
Existing systems often inherited from previous setups that didn't deliver expected value.

Diagnosis, reconfiguration and team enablement

Reworking previous CRM setups that didn't deliver — IT Hotdesk turned to PYB after lacking support from a previous provider.
HubSpot website redesign alongside CRM optimisation — HCI Group, Frontline IT, AutomatePro.
Picking up previously unsuccessful integrations and seeing them through.

Patience with shifting requirements, focus on outcomes

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Patience with complex and shifting requirements — AutomatePro flagged this as a defining quality.
Implementation, training and reporting all delivered in one partnership.
Inbound marketing and CRM operating together, not in separate departments.

Name It Hotdesk
INDUSTRY Software & Technology
SIZE 5 people
LOCATION UK

Professional & Great Service by Martin & his team!

Martin & Elisa have supported us in "getting to grips" with the HubSpot system after we had not got the support we needed from our current provider. We were not disappointed. They are both very knowledgeable, patient and they were quick to pick up on any issues with the current set up that needed corrected. As a team here, we felt very motivated after our weekly calls, and it was a pleasure working with them!

Jane Christie

Business Development

Name Hcigroup
INDUSTRY Software & Technology
SIZE 600 people
LOCATION USA

PYB Delivered!

I recently had the pleasure of working with PYB to redesign our corporate website, and I couldn't be happier with the results. From start to finish, Martin, Colman and the team were incredibly easy to work with and always responsive to our questions and requests. I highly recommend PYB to anyone looking for a talented website design team that excels at design and inbound marketing. PYB truly went above and beyond to create a website that not only looks great but also functions seamlessly.

Chris Parry

Marketing

Name Cleartec
INDUSTRY Software & Technology
size 10 people
location UK

Thank god for Plus Your Business

We were lucky enough to be put in touch with PYB to help us with the on-boarding of HubSpot. From our first conversation, I knew that we were in safe hands. We were completely new to HubSpot and Martin's approach was clear, strategic and made the whole process a very understandable step-by step process. Elisa was AMAZING when it came to helping us with all the finer details and gave us helpful tips and pointers to ensure our new CRM was working as efficiently as it could be. Having their support has given us the best chance of maximizing the best results from our new CRM. I can't thank them enough and I look forward to a continued partnership with them for years to come. THANK YOU MARTIN AND ELISA!

Mark Perkins

Co-Founder & Director

Name TXO
INDUSTRY Software & Technology
size 500 people
location UK

Experts through and through!

A team of true HubSpot gurus! Whether it's onboarding & set-up, teaching & training, or creating reports and dashboards, Martin & Elisa continue to deliver 'best in class' in all things HubSpot. It's great to work with a partner who has the passion and 💯 commitment you do. Give them a call 👍

Patrick Lloyd-Bradley

Group Chief Marketing Officer

Name EkkoSense AI
INDUSTRY Software & Technology
SIZE 200 people
LOCATION UK

CRM Migration & Training HubSpot

We set out nervously on our journey to transit all of our CRM over to HubSpot. We need not have worried. Elisa's patience and fast understanding of how our business was set up, paired with Darian's (super) speedy work, making the system fit perfectly for our needs. We had a lot of data. Working with our teams for a varied understanding the data migrated over to HubSpot to become usable on day one. The PYB team were so good at supporting us we have returned for more as its helping us get the best from HubSpot, our CRM, and our Sales and Marketing technique. Thank you Elisa, Darian and Martin 5*

Michelle Wainwright

Operations Director

Name AutomatePro
INDUSTRY Software & Technology
SIZE 50 people
LOCATION UK

PYB

Martin and Elisa have the patience saints in (a) wating for me to get around to posting this review (b) making sense of our often complex and shifting set of requirements and (c) helping to deliver same requirements.

Sam Statham

RevOps Support

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Information Technology HubSpot FAQs

Technology companies sell through multi-stakeholder evaluations and run on connected systems. Many arrive carrying data spread across Salesforce, Pardot and several other tools. These answers cover how Plus Your Business configures HubSpot for technology businesses specifically.

Can HubSpot handle complex B2B technology sales cycles?

Yes. We model multi-stakeholder deals, buying committees and consumption or seat-based revenue on the record. Long evaluations stay visible end to end. RevOps teams get reporting they can forecast on rather than rep optimism.

Can PYB migrate a technology company from Salesforce to HubSpot?

Yes. Diffusion Data moved from Salesforce with its pipeline and history intact. We map objects, properties and automations before the switch. The migration completes without losing deal context.

"We gave PYB some challenges in supporting the migration from Salesforce to HubSpot but they met them."

- Andrew Greenwood, CFO, Diffusion Data.

Can PYB consolidate several systems into one HubSpot instance?

Yes. DeviceAtlas moved away from multiple systems into HubSpot in a single transition. We sequence the migration so the team keeps working throughout. Records, history and associations arrive in one place.

"We were moving away from multiple systems so we expected the migration to be stressful and difficult, but Plus Your Business made this process and transition very easy for us."

- Liz Herssens, Data Administrator, DeviceAtlas.

Can HubSpot support RevOps and changing requirements?

Yes. For AutomatePro we built around complex and shifting requirements as the business evolved. We adjust the configuration as processes change. The system keeps pace rather than locking the team into an early decision.

"making sense of our often complex and shifting set of requirements and helping to deliver same requirements."

- Sam Statham, RevOps Support, AutomatePro.

Can HubSpot connect to product, billing and support tools?

Yes. We connect HubSpot to product, billing and support systems through Operations Hub and the HubSpot API. Data flows between platforms rather than sitting in silos. We scope each integration around your stack, not a template.

Can PYB build and develop a HubSpot CMS website for a tech company?

Yes. For Kim Technologies we developed the HubSpot site as the product offering grew. We build for performance and search from the start. Marketing and the website run from the same platform as the CRM.

"it was clear that Martin, Elisa and the team would be able to help us take our HubSpot site to the next level whilst providing insight, support and guidance along the way."

- Becky Roberts, Marketing, Kim Technologies.

Can HubSpot improve automation and train a technical team?

Yes. For Silico we built automation and trained the team to run it. Processes that were manual become repeatable workflows. The team keeps the knowledge after launch through sessions and recorded guides.

"excellent in helping us to streamline our HubSpot processes and train our team up on HubSpot."

- Gemma Hughes, Marketing Manager, Silico.

Does HubSpot meet the security standards technology buyers expect?

HubSpot holds SOC 2 Type II and ISO 27001. Plus Your Business is independently certified to ISO 27001, ISO 9001 and ISO 42001. We configure permissions so records stay visible only to the right teams. That evidence matters when tech firms sell into security-conscious enterprise buyers.

How long does a technology implementation take?

Most projects reach initial functionality in four to six weeks. We prioritise the sales pipeline and core reporting. Migrations from Salesforce and multi-system consolidations extend the full build, delivered in phases.

What HubSpot products does a technology company typically need?

Marketing Hub for demand generation. Sales Hub for the pipeline. Operations Hub for integration and data quality. Custom Objects model products, subscriptions and accounts. We confirm tiers during scoping.