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HubSpot Implementation Success Stories in Software & Technology

  • Name workforce.com
  • INDUSTRY Software & Technology
  • SIZE 80 people
  • LOCATION USA

Highly Recommend

CRM migrations are always scary but the PYB were everything you could ask for + more - knowledgeable, responsive and took the time to understand our business requirements. The ongoing support from both Martin and Elisa has been outstanding and I wouldn't hesitate to recommend them to anyone looking for a migration partner.

Justin Powick
Head of Growth
  • Name Deviceatlas
  • INDUSTRY Software & Technology
  • SIZE 50 people
  • LOCATION UK

Stellar Experience with Plus Your Business (PYB)

Our team has had the pleasure of working with Plus Your Business (PYB) over the past three years, and their support in 2024 has been exceptional. Facing numerous high-pressure tasks, especially with our CRM HubSpot, PYB has consistently delivered outstanding results. From the initial stages of CRM implementation and migration to ongoing technical projects and marketing services, PYB's expertise has been invaluable. Their ability to organise and optimise our current setup, customise our CRM, and automate our business processes has significantly streamlined our operations. Martin and Elisa, the husband-and-wife team behind PYB, have demonstrated remarkable knowledge and responsiveness. Their consulting services, technical proficiency, and client-centered approach make them stand out. They have expertly handled our CRM migration from Salesforce, integrated custom APIs, and managed our lead generation and SEO efforts with finesse. In 2024, their support has been particularly noteworthy. They tackled several high-pressure tasks with agility, ensuring our HubSpot CRM operates seamlessly. Their dedication to our success, coupled with their friendly and professional demeanor, has made them a crucial partner in our growth. We highly recommend Plus Your Business for any CRM, marketing, or technical needs. Their commitment to excellence and client satisfaction is unparalleled. Alan Kerrigan Vice President of Sales and Marketing, DeviceAtlas

Alan Kerrigan
VP Sales & Marketing
  • Name Datapharm
  • INDUSTRY Software & Technology
  • SIZE 70 people
  • LOCATION UK

Knowledgeable and professional

We worked with the Plus your business team during Q4 2022. They displayed excellent knowledge of B2B businesses and HubSpot. Everyone in our sales, customer success and marketing teams found them to be helpful, professional and knowledgeable. They took the time to learn about our business and our issues/needs, then suggested ways in which HubSpot could better support us. We are very happy with the results.

Karina Gómez
Digital Marketing Manager
  • Name Cloudsense
  • INDUSTRY Software & Technology
  • SIZE 200 people
  • LOCATION UK

A very strong HubSpot optimisation provider

We have been working with Plus Your Business for about 3 months now, and they have already shown themselves to be very strong in terms of responsiveness, speed of delivery, and proactive suggestions about how we should solve problems. I am very confident that our HubSpot integrated website, as well as our marketing emails, are in very good hands with them.

Edward Chamberlin
Senior Content Marketing Manager
  • Name Social Wonder
  • INDUSTRY Software & Technology
  • SIZE 5 people
  • LOCATION USA

Great service from a group of experts

Elisa, Jamie and Martin were great! They knew everything I wanted to know about HubSpot and help us migrate successfully from Pipedrive. They were very service oriented, and completed everything on time and to my full satisfaction. Will definitely recommend them.

Dan Bendler
CEO
  • Name Decisionfocus
  • INDUSTRY Software & Technology
  • SIZE 60 people
  • LOCATION UK

Great services

We’ve been working with Martin and his team for a couple of years. They’ve supported our adoption of HubSpot, sales process and marketing strategy/implementation. We work with Martin and Luke on a daily basis around branding and website - which is also built-in HubSpot. We’re delighted with their services and pleased to recommend them.

Soren Krautwald
Partner
  • Name Risk Ledger
  • INDUSTRY Software & Technology
  • SIZE 70 people
  • LOCATION UK

Incredible

Moving CRMs can be incredibly daunting but Plus Your Business took all the stress out of it. They are knowledgeable, attentive and supportive. Would highly recommend them to anyone and everyone.

Tom Baker
Marketing Manager
  • Name ROTA
  • INDUSTRY Software & Technology
  • SIZE 200 people
  • LOCATION UK

Outstanding Support

Our business made the decision to centralise all of our CRM needs via HubSpot. This meant moving away from multiple systems which we expected to be a difficult project. However, PYB took all of that stress away, leading us through each part of the process superbly, ensuring our whole team was comfortable and our transition was seamless. 10/10 ! Thank you PYB !

Toby Nelson
Director of Customer Success
  • Name Cincom
  • INDUSTRY Software & Technology
  • SIZE 500 people
  • LOCATION USA
Shelly Cook
Marketing Manager
  • Name VIOOH
  • INDUSTRY Software & Technology
  • SIZE 200 people
  • LOCATION UK

Conscientious and hard working

During the pitch process, PYB really took the time to understand our CRM scoping requirements, and also made some great suggestions on how we could add functionality to the new website that we wanted to build. This conscientious approach continued throughout the 4-5 months of the project, from the custom developments needed by our Sales team, to working with the Marketing team to develop and launch a new website with password-protected learning management system. Throughout it all, Martin, Elisa, Luke and the team went above and beyond to fulfill our requirements, often working at weekends to keep on track, despite some scope creep from our side. Happy to recommend them!

Helen Miall
Chief Marketing Officer
  • Name Plumm
  • INDUSTRY Software & Technology
  • SIZE 170 people
  • LOCATION UK
Nabil Ismail
CEO
  • Name Duffusion Data
  • INDUSTRY Software & Technology
  • SIZE 50 people
  • LOCATION UK

Excellent migration and outcome

We gave PYB some challenges in supporting the migration from Salesforce to HubSpot but they met them. There is deep knowledge in the team both of HubSpot and of links to other systems and we were able to get all of the migration completed without a hitch albeit slightly later than originally anticipated. We are now starting our optimization journey with PYB....

Andrew Greenwood
CFO
  • Name Brooklyn
  • INDUSTRY Software & Technology

CRM Migration

Elisa & Martin were a great help in migrating from our previous CRM & marketing tools to HubSpot. We had a few issues early on in the migration that they and their team went above and beyond to solve. A really great team that I'd highly recommend.

Ellie Ross
Account Development & Sales Operations Lead
  • Name Kim
  • INDUSTRY Software & Technology
  • SIZE 60 people
  • LOCATION UK

Great service, we'd highly recommend!

We started looking for someone to help us develop our website as we grew our product offering. We spoke to several organizations, but when we spoke to Martin, he immediately understood what we were looking for, and 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. The team is always very responsive, and using their knowledge has helped us develop our site. We look forward to continuing to work with them and would highly recommend them to anyone!

Becky Roberts
Marketing
  • Name Silico
  • INDUSTRY Software & Technology
  • SIZE 10 people
  • LOCATION UK

Excellent HubSpot Training and CRM Management

Martin, Elisa and team were excellent in helping us to streamline our HubSpot processes and train our team up on HubSpot at Silico. From creating automation, emails and contact organisation, Elisa has incredible HubSpot knowledge and was always there to support us through meetings, videos and emails. Highly recommend! Review from https://www.silicoai.com/

Gemma Hughes
Marketing Manager
  • Name Credas
  • INDUSTRY Software & Technology
  • SIZE 50 people
  • LOCATION UK

Great quick service

We needed our sales setup reconfigured to allow for accurate reporting and efficiency. PYB stepped and sorted all within a few days having not looked at our system before.

Jonathan Bennett
Digital Marketing Manager
  • 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 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
  • Name Compleet
  • INDUSTRY Software & Technology
  • SIZE 100 people
  • LOCATION Germany

Very professional agency for fast implementation of complex issues | Strong recommendation

Fast project onboarding and quick but accurate implementation. Constant availability and first-class communication during the project phase. Very transparent and solution-oriented communication. Extra mile when complexities arose that could not be planned. Great team and very pleasant collaboration. 100% satisfaction over several projects.

Florian Losert
BusDev & Sales
  • Name FSB
  • INDUSTRY Software & Technology
  • SIZE 200 people
  • LOCATION UK

Fantastic service and team to work with!

Martin and Elisa are a fantastic company and consultancy to use. They have been a brilliant resource in migrating our Sales CRM to HubSpot. They are knowledgeable, patient and efficient and have over delivered on our expectations. I whole heartedly recommend them and would not hesitate to use them in the future.

Rob Wheeler
Business Development Director
  • Name TXO
  • INDUSTRY Software & Technology

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 Mail Manager
  • INDUSTRY Software & Technology

Life Savers

We had issues with a new product called Aircall and its integration with HubSpot. This required all our numbers to be in a specific format and unfortunately, they had no standardized format to work with. Martin and Elisa worked non stop for 2 days converting over 200,000 contacts. They could not have done a better job and were a pleasure to work with. I would highly recommend them for any of your HubSpot issues.

Edmund Sharp
Sales Operations Manager
  • Name Aircall
  • INDUSTRY Software & Technology

Pleasure to work alongside Plus your Business

Plus Your Business has been a great partner in working alongside us on projects where we need extra guidance on HubSpot. They have been dedicated & thorough in ensuring we're able to meet tight deadlines & always a pleasure to work with them !

Tanieka Kargwal
Channel Partnerships
  • Name Unific
  • INDUSTRY Software & Technology

The Plus Your Business team is really great!

I had the pleasure of working with Elisa and Martin on a project for a large enterprise level customer that we have in common. Martin really helped close the gap of understanding between the technical and non-technical stakeholders in the project. I personally learned a lot from how he handled that situation and many others. I hope to have many more chances of working with such a great partner and more importantly, great people!

Parag Jagdale
CEO
  • Name Cleartec
  • INDUSTRY Software & Technology

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 Zoolz
  • INDUSTRY Software & Technology

Always there to answer our questions

We had a very smooth onboarding process. Plus your business is always there to answer all of my questions and always with a quick and easy to understand response.

Rob Thomas
Channel Marketing Manager
  • Name RMC
  • INDUSTRY Software & Technology

Fantastic onboarding experience

We used Plus Your Business to get us onboard with HubSpot. The whole process was made very easy by the team and they explained everything really well. Response times were absolutely fantastic and I am still able to refer to the videos they made us whenever I have issues remembering how to do things. I would have no hesitation in recommending them to another business.

Nicole Spencer
Managing Director

Software & Technology Sector HubSpot FAQs

Software, SaaS, and technology companies face unique CRM requirements: managing complex sales cycles, tracking subscription metrics and churn, integrating with existing tech stacks, scaling rapidly with growing teams, maintaining detailed customer success workflows, and optimizing recurring revenue models. HubSpot's flexible platform, configured by Plus Your Business, addresses these specific technology sector needs while supporting rapid growth and innovation.

How can HubSpot help software companies migrate from legacy CRM systems?

CRM migrations for tech companies can be complex due to integrations and data structures. We specialize in smooth transitions from systems like Pipedrive, Salesforce, and Excel-based processes, ensuring minimal downtime and complete data integrity throughout the migration process.

"CRM migrations are always scary but the PYB were everything you could ask for + more - knowledgeable, responsive and took the time to understand our business requirements. The ongoing support has been outstanding." — Justin Powick, Head of Growth, Workforce.com

Can HubSpot integrate with existing software development and tech tools?

Absolutely. We've successfully integrated HubSpot with development platforms, project management tools, billing systems, and specialized software applications. Our custom integrations ensure seamless data flow between your existing tech stack and your CRM operations.

"We gave PYB some challenges in supporting the migration from Salesforce to HubSpot but they met them. There is deep knowledge in the team both of HubSpot and of links to other systems." — Andrew Greenwood, CFO, Diffusion Data

How does HubSpot support software companies with complex website and marketing automation needs?

We build integrated websites with advanced functionality including password-protected areas, learning management systems, and sophisticated marketing automation. Our solutions support the complex digital marketing needs of software companies while maintaining performance and user experience.

"During the pitch process, PYB took the time to understand our CRM scoping requirements, and made great suggestions on how we could add functionality to the new website. They went above and beyond to fulfill our requirements, often working at weekends to keep on track." — Helen Miall, Chief Marketing Officer, VIOOH

Can HubSpot handle the rapid scaling needs of growing SaaS and tech companies?

Yes. We configure HubSpot to support rapid growth with scalable contact management, automated lead scoring, subscription tracking, and sophisticated reporting that grows with your team. Our implementations are designed to handle increasing data volumes, customer segments, and team complexity as your SaaS company expands.

"We have been working with Plus Your Business for about 3 months now, and they have shown themselves to be very strong in terms of responsiveness, speed of delivery, and proactive suggestions about how we should solve problems." — Edward Chamberlin, Senior Content Marketing Manager, CloudSense

How can SaaS startups use HubSpot for customer success and churn prevention?

We configure HubSpot to track customer success metrics, support ticket workflows, product adoption patterns, and churn risk indicators. Custom objects and automated sequences help SaaS companies maintain high-touch customer relationships, identify expansion opportunities, and proactively address churn risks while scaling their operations efficiently.

"Our business made the decision to centralise all of our CRM needs via HubSpot. This meant moving away from multiple systems which we expected to be a difficult project. However, PYB took all of that stress away." — Toby Nelson, Director of Customer Success, Rota

What's the typical implementation timeline for software and technology companies?

Tech company implementations vary based on complexity and integrations, but most see initial functionality within 3-4 weeks. We prioritize getting core sales and marketing operations running quickly, then phase in advanced features like custom integrations and specialized automation.

"Elisa, Jamie and Martin were great! They knew everything I wanted to know about HubSpot and help us migrate successfully from Pipedrive. They were very service oriented, and completed everything on time and to my full satisfaction." — Dan Bendler, CEO, Social Wonder

How do you handle complex CRM requirements for enterprise software companies?

We take time to understand unique business requirements and create custom solutions rather than one-size-fits-all approaches. Our implementations include sophisticated deal pipelines, custom reporting, and specialized automation that matches your software business model.

"We had the pleasure to work with Martin, Elisa and Justin for our recent HubSpot onboarding. We were moving away from multiple systems so we expected the migration to be stressful and difficult, but Plus Your Business made this process very easy for us." — Liz Herssens, Data Administrator, Device Atlas

Can HubSpot support multi-product SaaS companies with different pricing tiers and business models?

Yes. We configure HubSpot with multiple pipelines, custom properties, and segmented automation to handle different SaaS products, pricing tiers, subscription models, or business units. This allows software companies to maintain distinct processes while benefiting from unified reporting and revenue analytics.

"We needed our sales setup reconfigured to allow for accurate reporting and efficiency. PYB stepped and sorted all within a few days having not looked at our system before." — Jonathan Bennett, Digital Marketing Manager, Credas

How can SaaS and tech companies use HubSpot for product marketing and feature adoption campaigns?

HubSpot's Marketing Hub enables sophisticated product marketing campaigns, feature adoption tracking, user segmentation based on product usage, and in-app communication workflows. We help SaaS companies build marketing automation that supports product launches, trial conversions, and user engagement strategies throughout the customer lifecycle.

"We started looking for someone to help us develop our website as we grew our product offering. When we spoke to Martin, he immediately understood what we were looking for and delivered exactly what we needed." — Becky Roberts, Marketing, Kim Technologies

How can HubSpot help SaaS companies manage subscription lifecycles and recurring revenue?

HubSpot's advanced deal and subscription tracking capabilities allow SaaS companies to monitor customer lifecycles from trial to renewal, track recurring revenue metrics, and identify expansion opportunities. We configure custom properties and automation to manage subscription stages, billing cycles, and customer health scores.

"We've been working with Martin and his team for a couple of years. They've supported our adoption of HubSpot, sales process and marketing strategy/implementation. We work with Martin and Luke on a daily basis." — Soren Krautwald, Partner, Decision Focus

How do you ensure HubSpot training and adoption across technical teams?

We provide comprehensive training programs specifically designed for technical teams, including hands-on sessions, documentation, and ongoing support. Our approach ensures both technical and non-technical team members can effectively use HubSpot for their specific roles.

"Martin, Elisa and team were excellent in helping us to streamline our HubSpot processes and train our team up on HubSpot. From creating automation, emails and contact organisation, they've been incredibly helpful." — Gemma Hughes, Marketing Manager, Silicoai

Getting Started: Quick Wins for Software & Technology Companies

Immediate benefits include centralized prospect and customer data, automated lead nurturing sequences, and unified reporting across sales and marketing teams. Week 1 priorities typically focus on contact management and basic deal tracking. Month 1 goals involve marketing automation for lead generation and integration with key development or support tools.

"Moving CRMs can be incredibly daunting but Plus Your Business took all the stress out of it. They are knowledgeable, attentive and supportive. Would highly recommend them to anyone and everyone." — Risk Ledger

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