HubSpot Implementation Success Stories in Manufacturing

Manufacturing Case Studies

Manufacturers run on operational complexity

Manufacturers, industrial equipment, materials handling, fabrication and component businesses balance long sales cycles with operational data.
Manufacturing clients include Spray Nozzle, Hobarts, Horizon Platforms, Insight Systems, Turmec, Artichoke, Orthene.
Existing systems are often legacy — multi-year data, complex product structures, varied operational platforms.

Migration, ERP integration, team training

Migration from legacy CRMs handled with patience — sales and marketing teams brought up to speed alongside the data move (Spray Nozzle, Hobarts).
HubSpot configured to actual manufacturing process — Horizon Platforms hit a tight deadline on time.
Multi-week, multi-team training rather than handover-and-leave.

Operational visibility and sales execution discipline

'Saved my Life' — Orthene's Head of Global Sales credited PYB with attention to detail, response times and HubSpot expertise.
Sales journey moved to the next level through streamlined processes (Orthene).
Marketing, sales and operational data consolidated — Turmec, Artichoke, Insight all running cleaner.

Name Spray Nozzle
INDUSTRY Manufacturing
size 10 people
location UK

Professional, personable and patient

Elisa and Martin (and the rest of the PYB team) have supported us through a complicated data migration to our new HubSpot CRM and with ongoing marketing and sales team training and support to help us get the most out of HubSpot's extensive array of sales and marketing tools. They are always quick to respond, and to follow up, and are endlessly patient, calm and good humoured. Would recommend highly!

Catherine Lees

Spray Nozzle

Name Hobarts
INDUSTRY Manufacturing
size 10 people
location UK

Excellent Service, Support and Training !

Delighted with the help, service and support given by PYB, Elisa and Martin made what could have been a very difficult transition seamless. Support and training were provided through every stage of the process, nothing has been to much trouble. I would highly recommend any business moving over to HubSpot to use PYB for their onboarding !

Tracey Allfree

Sales and Marketing Manager

Name Insight
INDUSTRY Manufacturing
size 30 people
location UK

Knowledgeable, efficient and honest support

Working with Martin & Elisa and the rest of the PYB team has been a pleasure, which is something I seldom say about CRM implementation! They were both very responsive and helped to rectify any issues that cropped up during the migration from our existing CRM. This can also be said for the rest of the team; Darian has been extremely helpful and quick at rectifying any issues which have been raised. Would 100% recommend PYB to anyone looking to embark on a CRM change.

Freya Feigenspan

Marketing Manager

Name Turmec
INDUSTRY Manufacturing
size 60 people
location UK

Professional Service

We are currently in the process of onboarding with HubSpot with Plus your Business assistance. They have worked out a strategy to achieve the best possible outcome for us at Turmec Elisa & Martin have a true interest in their clients they have full command over the intricacies of the CRM system and they understood our needs from the onset. They stand by their commitments to assist with our implementation and we look forward to a successful outcome for all. To date I would have no hesitation in recommending their services. Regards Brigid Manley Marketing Manager Turmec Teoranta Athboy Co Meath Ireland.

Brigid Manley

Marketing Manager

Name Artichoke
INDUSTRY Manufacturing
size 50 people
location UK

Amazing service from genuinely nice people

Martin and Elisa are a dream team - patient and kind. I would highly recommend them for anyone considering using HubSpot - they've held our hand through the process to help us see how we can get the most out of the system. They have been on hand when I’ve got stuck to provide additional advice.

Marina Jonas

Marketing Director

Name Orthene
INDUSTRY Manufacturing
size 200 people
location UK

Saved my Life.

I’d like to express my sincere appreciation for all the outstanding support Elisa has provided through Plus Your Business. Her attention to detail, quick response times, and deep understanding of HubSpot have been nothing short of life-saving for our team. Elisa’s guidance and hands-on assistance have allowed us to streamline our processes, improve our visibility, and ultimately move to the next level in our sales journey. She has a rare combination of technical expertise and a genuinely supportive approach that makes working with her an absolute pleasure. We’re truly grateful for her dedication and the value she’s added to our business. I’d recommend Elisa without hesitation to anyone looking to get the very best from their HubSpot environment.

Mark Callaghan

Head of Global Sales

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Manufacturing HubSpot FAQs

Manufacturers run on quotes, orders and customer data that usually lives in an ERP and a separate CRM. Field sales, distributors and long product relationships add to the picture. These answers cover how Plus Your Business configures HubSpot for manufacturers specifically.

Can HubSpot manage quotes, orders and a manufacturing pipeline?

Yes. We build the pipeline around how products are quoted and won. Each opportunity carries its products and stage. Sales and management see the real position by product line rather than a single total.

Can HubSpot integrate with a manufacturing ERP?

Yes. We integrated The Spray Nozzle People's HubSpot with its Orderwise ERP. Quotes, orders and customer data stay aligned across both systems. Sales sees order status without leaving the CRM.

"Elisa and Martin (and the rest of the PYB team) have supported us through a complicated data migration to our new HubSpot CRM and with ongoing marketing and sales team training and support."

- Catherine Lees, Marketing, The Spray Nozzle People.

Can PYB migrate a manufacturer from a legacy CRM?

Yes. Windsor Materials Handling moved a large dataset from Insightly to HubSpot. We provide instructions and video guides so the team can manage data itself afterwards. Customer and order history transfers with its relationships intact.

"Elisa supported us in migrating a large amount of data from Insightly to HubSpot and whilst doing so provided comprehensive instructions and video guides to enable us to do it ourselves moving forward."

- Sarah Parsons, Marketing Manager, Windsor Materials Handling.

Can HubSpot handle migration from Sage or other finance systems?

Yes. Insight Systems migrated from its existing CRM with issues resolved as they arose. We test the data before and after the move. The team starts on HubSpot without gaps in its records.

"They were both very responsive and helped to rectify any issues that cropped up during the migration from our existing CRM."

- Freya Feigenspan, Marketing Manager, Insight Systems.

Can HubSpot support manufacturers with field sales reps and distributors?

Yes. We model reps, territories and distributor accounts on linked records. Each rep sees their own pipeline and customers. Reporting shows performance by territory, product line and channel.

"They have worked out a strategy to achieve the best possible outcome for us at Turmec... they understood our needs from the onset."

- Brigid Manley, Marketing Manager, Turmec.

Can HubSpot integrate with databases and other operational systems?

Yes. For Dastex we integrated HubSpot with Microsoft SQL Server. We connect HubSpot to the systems a manufacturer already runs through APIs and Operations Hub. Data moves between platforms rather than being rekeyed.

"I had a great experience with PYB! The training was excellent, and the support after implementation was top-notch."

- Mauro Facchinetti, Team Leader CS Benelux, Dastex.

Can HubSpot work for an established team already using it?

Yes. Atlantis Tanks Group uses HubSpot for ongoing work across its CRM. We pick up existing setups and improve them. The team gets fast, knowledgeable support rather than a rebuild it does not need.

"We have used Plus Your Business for various works on our CRM. They're always very helpful, fast, knowledgeable."

- Kieran Mytton, Sales Director, Atlantis Tanks Group.

How is manufacturing and customer data kept secure?

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 manufacturers supply regulated or framework buyers.

How long does a manufacturing implementation take?

Most projects reach initial functionality in four to six weeks. We prioritise the sales pipeline and customer data. ERP integration extends the full build, which we deliver in phases.

What HubSpot products does a manufacturer typically need?

Sales Hub for quotes and pipeline. Marketing Hub for lead generation. Operations Hub with Custom Objects for ERP integration and product data. Service Hub handles aftersales where the relationship continues.