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HubSpot
Sales Hub

Turn leads into customers.

 

Engage potential buyers, automate mundane processes, and close deals.

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Service
Sales
Marketing

Small team, going above and beyond.

We deliver short and long term projects -contact Martin to discuss your needs.

  • Looking for a little reorganisation?
  • Know you could be getting more value from your subscription?
  • Or simply want your teams to better adopt 'HubSpot'?

We're here to help.

Sales Workspace Optimisation

  • Centralised command centre with AI-guided actions to highlight high-impact opportunities
  • Predictive Deal Scoring to focus on your most promising prospects
  • Instant deal context through AI-generated insights for better decision making
  • Automated meeting preparation capturing key prospect information

AI-Powered Sales Enablement

Key Benefits:

  • Breeze Copilot for real-time call guidance and instant insights during live conversations
  • AI-powered prospecting tools that research targets and craft personalised outreach
  • Automated lead research and qualification to focus your team's time on closing deals
  • Smart email sequence recommendations that adapt to your selling strategy

Advanced Pipeline Management & Forecasting

Key Benefits:

  • Custom forecasts using any deal date and currency field for more accurate projections
  • Line item revenue tracking and analysis for precise revenue management
  • Sales Performance Workspace for managers to monitor team metrics in one dashboard
  • Deal waterfall reports to visualise pipeline health and identify potential gaps

Sales & Marketing Alignment

Key Benefits:

  • Target Accounts home to help sales and marketing align on high-value prospects
  • Comprehensive lead scoring based on both engagement and fit criteria
  • Automated lead routing to ensure timely follow-up on qualified marketing leads
  • Campaign performance tracking to see which marketing initiatives drive the most sales

Integration & Automation Ecosystem

Key Benefits:

  • LinkedIn CRM Sync for seamless integration with LinkedIn Sales Navigator
  • 95+ new app integrations including Google Chat for collaborative customer engagement
  • Multi-Account Management to handle complex business units from a single view
  • Custom automation workflows to reduce manual tasks and streamline your sales process

People love their experience...

We've had the pleasure working with Plus Your Business (PYB) over the last 12 months to handle the migration of our CRM from Sugar to HubSpot. It's fair to say we under estimated the size of the task, yet Elisa, Martin and the team are a highly valued partner having demonstrated an unrivalled commitment to our success, coupled with a friendly and professional manner. Facing a number of high-pressure, non-standard requests, PYB have consistently delivered the results for us. From the initial stages of CRM implementation and migration to continued technical projects, their expertise has been invaluable. PYB's ability to organise, optimise and customise the CRM, whilst helping to automate some of our business processes is unparalleled and has helped to streamlined a sizeable portion of our BAU. We highly recommend Plus Your Business for any CRM, marketing, or technical needs.

Mark Winn
Head of Site Acquisitions, SMS plc

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, Device Atlas

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
Buisness Development, Social Wonder

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, ROTA

We turned to Plus Your Business after finding the initial onboarding experience with HubSpot too generic for our business needs. Martin and Elisa stepped in and provided a very Pro, tailored and speedy service face to face with our team. Exactly what we were looking for. Ongoing support after the initial sessions proved swift and easy, particularly as Elisa understood our business needs and could provide targeted advice. We would highly recommend them as a valuable alternative to the standard onboarding package offered by HubSpot.

Marie de Tito Mount
Group Director of Marketing & Admissions, Westbourne School

Martin and Elisa have made the transition to HubSpot so much easier for us as a business due to their tried and tested onboarding process. They’ve ensured that our specific needs have been met throughout, and have provided updates and training via a number of channels including video, Sales Team Training and 1-2-1 sessions. Elisa has been extremely patient, and no question seems too big or too small – if she doesn’t have the response to hand, she’ll always come back to you with a solution.

Emma Robinson
Head Of Marketing, Frontline IT Consultancy

Martin and Elisa have been great support to us on our journey of implementing a CRM system within our organisation. I could not have asked for better for better consultants to help us along our journey! I really recommend them to anyone looking to get started with CRM.

Rebecca Bower
Marketing Manager, BB7

Our organization was new to the world of CRM and felt quite overwhelmed by the prospect of fitting our processes into HubSpot. Martin, Elisa, and their team made the process so easy - they listened, asked thoughtful questions, and made smart recommendations for set-up. Everything was quick and efficient, and their team was so helpful and responsive. They definitely delivered value above and beyond what we'd expected or hoped for. We would hire them again (or refer them to anyone else) in a heartbeat!

Caroline Horste
Marketing, Be more with Anu

Martin and Elisa are an amazing team. We tried HubSpot many years ago and felt we did not get value from it, we did the initial setup ourselves. With HubSpot developments it was decided we would give it another go, but this time have a team assist us with the setup. I would highly recommend anyone to do this, they made the process quick, easy and we are already seeing the benefits throughout our business

Craig Alliss
Head of Sales, Wolfestone

Elisa and Martin have been an absolute pleasure to work with over the last couple of months. Their understanding of HubSpot and its capabilities is unparalleled and they are happy to go the extra mile to find out anything that might be relevant to you and your business. I would wholeheartedly recommend working with them and couldn't fault their approach or work ethic.

Alistair Malins
Founder & CEO, Luxury Cottages

Onboarding to new CRM seems very hard and is most of the times. But our implementation was very smooth with Plus Your Business. I had all the attention and help from them. I haven't heard any ''No'' from them with any of my queries. Thanks to them we are a very happy user of the HubSpot. Since our journey was amazing that helped us to decide get Marketing side of the HubSpot as well. We will work with Plus Your Business of implementation of Marketing as well. I can say this with confident that I can and will recommend them to everyone. Lastly money well spent :) Thank you Martin and Elisa.

Zeki Mehmet Ilmen
Business Development Executive, RD

Elisa, Martin and Justin have been fantastic. I decided to go with PYB because I just had a feeling they'd be more hands on and more suitable for my small business. As a director that was using HubSpot for the first time, it was important for me to feel connected with the company that would be helping us onboard and they haven't disappointed. Always willing to provide advice, great technical support with videos showing me how to achieve anything I didn't understand. Also found them to be super responsive to my emails even though I know they are busy and have other clients. Biggest compliment I could give is I feel like they are part of our team. Happy customer and would 100% recommend.

Emeka Ikechi
Photography & Marketing Entrepreneur, Founder & CEO , Vanity Studios

Plus Your Business have been excellent throughout the implementation process. This included understanding our specific business challenges and training us to build solutions ourselves. Where this proved difficult Elisa was always willing to build for us and then walk us through the solution. We had particular challenges with producing bilingual content and automation but Elisa directed us towards a sustainable and easy-to-implement solution. Would definitely work with PYB again.

Jonathan Batty
Director of Marketing and Communications, UWTSD

Martin & Elisa have been working with us for the last 3 months, helping us to optimise HubSpot for our business plans going forward. Their professional but friendly approach ensured that the sessions we had with them were very engaging, whilst delivering the training needed to be self-sufficient. They are very responsive to questions & queries and provided numerous “how to” video content that allowed us to also work through the solutions. I have no reservations whatsoever in recommending them to any other potential HubSpot users.

Kevin Wilcox
Head of Sales & Marketing, Ligtas

We couldn’t recommend Matin and Elisa more. They helped us migrate over to HubSpot from our previous CRM, implementing a structure based on what we needed and also providing post-migration training for our teams. They made what would have been a chaotic transition for us easy, and from start to finish were extremely helpful, knowledgeable, and delivered quality work. They are quick to respond to emails and flexible in problem solving; sweet people who treat you with intentionality and as if you’re their only client. They truly were a great team to work with, and we would highly recommend them for any migration into HubSpot!

Elizabeth Gilwit
Stacker

We have been working with Elisa and Martin for the last 6 months and their professionalism and support has been fantastic in getting us up and running using HubSpot. They have helped with the initial set up to onboarding the various departments and training staff. They have also assisted in setting up various reports and dashboards and importing all our data so we could start using the software quickly, their "how to" videos were very helpful and their projects helped us work through the initial set up quickly. Would recommend their services to anyone looking to use HubSpot.

Simon Johnston
Sparq

Working with Elisa and Martin on our HubSpot implementation has been an absolute pleasure. Their level of support has been outstanding, and they truly took the time to understand our business needs in order to provide the most effective solutions. Their approach and work ethic is exemplary and I have no hesitation in highly recommending them for any HubSpot related projects. They are truly a great team to work with

Ajeet Marwaha
Director Operations, Genus

The Plus Your Business team have been such amazing support during our HubSpot onboarding. It has not been the most straightforward, but they have gone the extra mile to help and support. We couldn't have done it without them, and I look forward to continuing our work in the new year.

Leah Parslow
Digital Marketing Manager, Asembl

This year Plus Your Business was instrumental with the implementation of HubSpot Marketing Hub. Cegos has been using HubSpot CRM for a number of years and this year we took the leap and implemented the Marketing element of the system. Plus Your Businesses helped up every step of the way. We have had some minor issues, but these have been quickly dealt with by Elisa, Martin or Colman.

Jaci Hale
Marketing Specialist, Cegos

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, Silico

Martin and Elisa provided the kind of support you hope for. Elisa was extremely patient and went the extra mile to find a solution that worked for us, not that works for the software. Elisa also made many helpful videos that demonstrated what she was doing and gave us that reference point afterwards for training. I could not recommend them more.

David Nauth
Commercial and Business Development Director, EDGE10

Elisa and Martin, have been a pleasure to work with. They quickly respond to queries and take the time to explain how to implement the changes or reports we require. They took the time to understand how we want the CRM to perform. I Would highly recommend them.

Michael Mathlin
Business Development Manager, Capital On Tap

Great customer support from beginning to end of the migration and onboarding process. Elisa and Martin are really knowledgeable and go the extra mile at every stage. I would recommend them unreservedly. A fantastic organisation!

Dame Medarski
Digital Marketing Director, Guided Solutions

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, Hobarts

"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."

Helen Miall
Chief Marketing Officer @VIOOH

Martin and Elisa were great to work with from start to finish. 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. We got training on the Sales and Marketing Hub and Elisa made the whole transition from one system to another easy for myself and the team using the database. Their patience in learning our operational process helped in getting the setup right for us and the communication lines to them were so easy through HubSpot projects. Lovely company to work with who went above and beyond for Windsor! Thank you both.

Sarah Parsons
Marketing Manager, Windsor

Martin and Elisa have been great to work with during our HubSpot onboarding process. They're incredibly knowledgeable of the platform, very patient and have managed to find easy solutions to what felt like complex questions from HubSpot novices! Elisa has been a huge support and has been brilliant at responding to our questions and queries super quickly. If you're looking for a partner to support you through a hands-on approach, I'd recommend Plus Your Business.

Dani Goodwin
Head Of Marketing, Twentysix

Martin and Elisa took the time to really understand our requirements and were always available to answer any questions we had, even before we formally engaged them. We needed a lot of support to set up and roll out HubSpot and Martin and Elisa were there every step of the way.

Beth Brown
Marketing Executive, hlk

Martin & Elisa are very experienced, pragmatic with a "can do" attitude. I'd happily recommend

Andrew Smith
Marketing, FSEW

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, Turmec

Not only are Martin and Elisa experts in their field, their level of service is second to none. They are incredible responsive, have a 'can do' attitude and always go the extra mile. They made what was a daunting and overwhelming migration a seamless process and we cannot thank them enough. It was a pleasure to work with them - we would highly recommend Plus Your Business

Jessica Pearson
Marketing Manager, 3 Vision

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, Artichoke

Plus Your Business helped us set up our first CRM system, we're a small company but growing and they were able to help us upload our contacts, organise our HubSpot and provide in-depth training on how to use the system. They were always super quick at getting back to my questions and taking the time to show me the platform / guide me through what I needed. Hopefully we'll eventually grow into using the Marketing Hub as well and I'll definitely be using Plus Your Business to help with this - I would highly recommend!

Hannah Barry
Marketing & Client Onboarding Manager, Rare Group

PYB were very helpful throughout the implementation and onboarding process. They were always responsive to emails and flexible to suit our needs. If you're looking for a HubSpot implementation/onboarding provider, you can't go wrong with PYB.

James Bilton
Marketing Executive, ASAP

It was an absolute pleasure to work with Plus Your Business - finding an off the shelf CRM has been a challenge in our sector, and so it's great that this service helped us customise HubSpot to the needs of the business. I wouldn't hesitate to use Plus Your Business again.

Laurance Bridge
Head of Sales, Water Bear

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, Brooklyn

Working with Plus Your Business has been a pain-free experience! We worked with Plus Your Business to set up the integration of HubSpot with our Microsoft Dynamics CRM system, and also to get up to speed with all things HubSpot from a Marketing perspective (ie. landing pages, emails, workflows etc.) The team have been so helpful and always on hand to answer any questions that we had. Would recommend Plus Your Business to anyone looking for assistance with integrations and want it taken care of completely.

Jessica Mitchell
Marketing Campaign Manager, Carousel

From initial consultation Martin & Elisa have been fantastic. We knew we had to change the way we ran our business, in particular the sales & marketing and customer journey so we looked at various crm platforms. What Plus your Business presented to me as a solution far exceed our expectations and has increased sales, revenue and customer satisfaction far more than expected. We continue to work with them as HubSpot is constantly offering updates and having Martin & Elisa provocatively monitoring these updates ensures we continue to grow as a business. I cannot thank Plus Your Business enough!

Michael Cornish
Sales Manager, Warma-Uk

We have used Plus Your Business for various works on our CRM. They're always very helpful, fast, knowledgeable. I would certainly use them again and would recommend them to anyone.

Kieran Mytton
Sales Director, Atlantis

Working with Elisa and Martin was frictionless. They made a seemingly difficult task much less daunting! Highly recommended!

Mark Woodcock
Commercial Director, RIFT

Working with Martin and Elisa (and the wider team) has been an absolute pleasure. They have been very accommodating, listened to our needs and worked with us every step of the way. Their flexibility and the way that the engaged with us was first class.

Neil Chivers
Chief Sales Officer, Chorus

We recently swapped our CRM system to HubSpot and engaged Martin to design, build, implement and then train our team on the new system. I’m very pleased with how it went. So – if introducing or changing a CRM system is on your horizon, I recommend a chat with Martin.

Timothy Barnett
Ex-Director , Educ8

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 and transition very easy for us. What a super hands on team of professionals with a can do attitude. We would have no hesitation in recommending them, they really are HubSpot experts!

Liz Herssens
Data Administrator, Device Atlas

We are one month into a three month on-boarding project with Martin and Elisa and we already ahead of schedule because of their professionalism and their understanding of our digital sales enablement objectives. They are very responsive and always available immediately to help.

James Treacy
CEO and Co-Founder, AML Intelligence

We had been testing 3 different agencies, before we started working with Martin and Elisa from Plus Your Business. This is finally the agency we were looking for. Their responsiveness is outstanding and they have engaged with us to learn our business domain like no one else we have worked with. The breadth of knowledge in marketing, their true interest in helping us succeed is unconventional - and frankly above and beyond.

Jon Tollerup
CEO, Decision Focus

Myself and Martin were both given the honor of being made 'Google Small Business Advisors' by Google in 2016. We worked together on digital marketing projects and I found his expertise to be second to none. I'm delighted he is now focused on HubSpot - his skills of Content Marketing, Social Media, SEO, PPC and years of consulting will be fantastic assets for his clientele.

Brian Wallace
Founder, Nowsourcing

I collaborated with Martin and the Plus Your Business team on a few projects and their attention to detail and result focused efforts make them the perfect partner for your business. I would highly recommend using the team to help you grow your business.

Jim Banks
CEO, Spades Media

It's nice to work with professionals who care and know enough and care to help you grow your business. As a small business owner, it's challenging to get the digital and social media support needed to reach out and connect with those who need your services. Martin Shervington provided excellent technical and instructional resources to help me improve my marketing strategy on-line. Thank-you Martin!

James E. Novak
Owner, James E. Novak

Small is beautiful! Having spoken to a number of HubSpot partners, a number of which were big agencies, Martin and Elisa instantly shone because they not only had the answers I needed, a good understanding of our business needs, but most importantly they were incredibly responsive. They genuinely feel like an extension of our core team and have really softened the learning curve of embracing a new CRM, which could easily have been very steep. Can't recommend them enough, money well spent.

Guy Robinson
Founder / CEO, Coalition

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, Cleartec

Martin and Elisa have been so kind and helpful through our onboarding process. Any questions we had were answered promptly and with video explanation. They jumped on several calls to sort out any issues we had. They made this whole process seem so easy. We wouldn't have been able to get up and running so quickly without their support.

Madhavi Nadgouda
Co-founder and CEO, River Ark

Martin and Elisa are extremely knowledgeable about HubSpot and provide the best service hands down. They are very helpful and go above and beyond to make sure the customer gets what they asked for and also to make sure proper training is in order. Strongly recommended for all your HubSpot needs. I will surely be a return customer.

Wissam Assaf
Founder and Managing Director, Potenz

Super easy implementation experience, the team at PYB delivered on everything promised and were a pleasure to work with, good guidance, training and after-sales, would definitely recommend and will use again when we implement other modules.

Graham Bourton
Managing Director, United

Martin and Elisa were very helpful with advising us on adopting and implementing a better CRM system within the business. I hope to work with them again in the future

Huw Lougher
Managing Director, Lougher Contemporary

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, RMC

The team at Plus Your Business are everything you want from a onboarding service - they are experts in HubSpot, they are responsive, they're fun to work with, and their biggest concern always seems to be making sure they're there to support you when needed - they have gone above and beyond in answering our questions, even when initial onboarding was complete. I can't recommend them highly enough.

Dan Cardwell
Head Of Digital, Real

We were lucky enough to work with Elisa and Martin for our HubSpot implementation and onboarding. They analysed our business model and community structure carefully and came up with an efficient, sustainable plan. Elisa is exceptional in patiently training one about all the aspects of HubSpot and her CRM expertise is unparalleled. We are now successfully using HubSpot for our community management and sales campaigns thanks to Plus Your Business. I highly recommend their services.

Julia Smith
Head of Digital and Community, Hot Topics

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, FSB

Elisa and Martin provided a much needed guiding hand, and calming presence (!) during our implementation of HubSpot. Always available to help, their expertise in setting up and integrating the sales and marketing aspects of the CRM into our antiquated working practises was greatly appreciated. I strongly recommend their support and technical acumen in making what seems a daunting process, into a logical and well carried out process. Thanks!

Barry Shortt
Business Development Manager, NIBRT

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, IThotdesk

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
CRM Coordinator, Insight

Plus My Business were great to work with. We had to set up a CRM primarily for reporting, rather than for sales or marketing activity. Martin really took the time to understand what we needed from a system for our unique project and came up with some great suggestions to keep the costs within our budget. Then, once the work started Elisa was very knowledgeable, responsive and understanding when we needed extra support to meet our targets. Thank you for the service! Phil

Phil Golding
Employer Partnership Manager, SDN

This was our first time with C. R. M. and we couldn't have done it without support from Martin. Excellent advice and assistance.

Richard Morgan
Funding Director, Valleys Kids

Passionate experts in sales and digital acquisition. Specialists who offer Proservice too. I highly recommend.

James Lewis
Director of Startup & Commercial Programmes, Alacrity

We were quite green when we started with HubSpot and Plus Your Business helped us to get up to speed quickly. Elisa and Martin have also assisted us to plan our CRM and Social strategy. We feel that they are part of the team.

Andrew Butcher
Business Specialist, We Fight Fraud

Plus Your Business supported our transition to HubSpot through onboarding. They explained everything in way we could understand, helped us to get the functionality we needed from the system and presented us with ideas we hadn't thought of. This was all conducted in a pleasant, friendly, professional and timely manner. Can't recommend them enough.

Stuart Pownall
Client Engagement Manager & Head of Leadership Practice, Remarkable

Elisa and Martin have been a great team to work with when implementing HubSpot. The support they have provided has been exceptional, they have taken time to understand our business so that they can offer up the best solutions available to us. They have a great approach and work ethic and I would strongly recommend working with them.

Fraser Guignard
Duff, Direct Soccer

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, Zoolz

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
Marketing, Spray Nozzle

FAQs

Implementation and Migration

Can Plus Your Business help us migrate from spreadsheets to a structured sales CRM?

Yes. Many of our clients migrate from spreadsheets to HubSpot Sales Hub, seeking better visibility, automation, and scalability. Our migration approach includes:

  • Analysing your existing sales data structure and workflows
  • Designing appropriate pipelines, custom properties, and stages in HubSpot
  • Mapping your spreadsheet data to the new CRM structure
  • Cleansing and deduplicating data during migration
  • Establishing consistent naming conventions and processes
  • Training your team on the new system

Clients like Capital on Tap and AutomatePro have successfully transitioned from disconnected spreadsheets to a unified Sales Hub, resulting in better pipeline management, forecasting, and team alignment.

How quickly can we expect to go live with Sales Hub?

Implementation timelines vary based on your data complexity and requirements:

  • Basic implementations – 2-3 weeks
  • Complex migrations – 4-6 weeks
  • Enterprise-level deployments – 8-12 weeks

We balance speed with thoroughness, ensuring your CRM is built on a solid foundation. For example, Decision Focus went from spreadsheet-based tracking to a structured HubSpot CRM with comprehensive reporting in just a few weeks. Our proven onboarding methodology eliminates unnecessary delays while ensuring no critical elements are overlooked.

What kind of support can we expect during implementation?

We provide structured, responsive support throughout your implementation:

  • Weekly consulting sessions with clear agendas and outcomes
  • Transparent project management with visible task boards
  • Direct access to senior consultants (not junior account managers)
  • Responsive communication through your preferred channels
  • Detailed documentation of your specific setup
  • Training sessions tailored to different team roles

Our clients consistently praise our responsiveness and clarity. As one Dublin City University representative noted: "Elisa and Martin at PYB were superb in getting a team with little to no prior CRM experience up and running effectively in a matter of weeks."

We're under time pressure—can you help us move fast without missing detail?

Yes. We understand the pressure to show ROI quickly while building a sustainable solution. Our approach to accelerated implementations includes:

  • Using proven templates and frameworks to avoid reinventing the wheel
  • Focusing on your highest-priority use cases first
  • Implementing in logical phases with quick wins identified early
  • Providing interim solutions where needed during longer migrations
  • Leveraging our extensive experience to anticipate and prevent roadblocks

This allows us to move quickly without compromising on quality. As one Decision Focus representative put it: "Great services... fast responses." We adapt our proven methodologies to your specific business context so you never feel like you're getting an off-the-shelf setup.

Integration and Customisation

What happens if we need complex integrations, like Aircall or Docuparser?

We specialise in complex integrations that connect your sales tech stack with HubSpot. We've successfully implemented integrations with:

  • Telephony systems (e.g., Aircall, 3CX VoIP)
  • Document automation tools (e.g., Docuparser, PandaDoc)
  • Financial systems (e.g., Xero, QuickBooks)
  • Meeting platforms (e.g., Zoom, GoToMeeting)
  • Custom and legacy applications via API

These integrations ensure HubSpot becomes your central source of truth, with data flowing seamlessly between systems. Clients like Capital on Tap and the Nasa Group have benefited from our deep integration work, creating unified customer views and eliminating manual data transfer.

We already have sales reps using tools independently. Can PYB help bring consistency?

Absolutely. Fragmented sales activity across different tools is a common challenge. We help unify your sales processes by:

  • Establishing HubSpot as your primary system of record
  • Creating consistent processes for deal management and activity logging
  • Building automated workflows that reduce manual data entry
  • Developing reporting that provides visibility across your entire pipeline
  • Implementing team accountability through clear metrics
  • Training teams on standardised processes

This approach ensures consistent CRM usage that supports comprehensive pipeline visibility and accurate reporting—even in fast-moving sales environments with independent-minded sales professionals.

Can you help with permissioning and seat configurations for Sales Hub Enterprise?

Yes. We have extensive experience configuring complex permission structures and team hierarchies in Sales Hub Enterprise. Our approach includes:

  • Designing role-based permission models
  • Setting up appropriate team hierarchies
  • Configuring field-level security and record access
  • Implementing territory management where needed
  • Optimising seat allocation for budget efficiency
  • Creating custom dashboards for different management levels

We ensure Sales Hub reflects your actual sales organisation structure, not the other way around. This proper configuration allows for appropriate visibility, maintains data security, and supports accurate team-based reporting.

Enterprise Implementation

How does Plus Your Business support enterprise Sales Hub deployments?

We provide comprehensive support for complex enterprise deployments, with particular emphasis on:

  • Multi-team and multi-business unit configurations
  • Complex approval processes and workflows
  • Advanced forecasting and revenue attribution
  • Integration with enterprise systems
  • Scalable data models for high-volume environments
  • Governance and compliance requirements

We've worked with clients like Digital Learning Institute and VIOOH who required sophisticated configurations across multiple teams and business units. Our enterprise implementations focus on usability as well as capability—we make Enterprise-grade setups both powerful and actually used by your teams.

How do you handle complex technical language when setting up workflows?

We translate technical concepts into business language your team can understand. Our approach includes:

  • Explaining technical concepts using everyday business terms
  • Creating clear documentation with minimal jargon
  • Using visual process maps to illustrate complex workflows
  • Providing practical examples that relate to your business scenarios
  • Training that focuses on the "why" as well as the "how"
  • Ongoing support to answer questions in plain language

One client praised us for "translating geek-speak into plain English." We ensure your entire team—from technical administrators to non-technical sales managers—understands how your CRM works and why it's configured the way it is.

Our team has different working styles—how do you build alignment?

We've worked with sales teams of all types—from solo founders to enterprise sales organisations with complex hierarchies. Our alignment approach includes:

  • Initial stakeholder interviews to understand different perspectives
  • Collaborative workshops to establish shared definitions and processes
  • Configuration that accommodates different working preferences
  • Flexible training formats to suit different learning styles
  • Customised dashboards tailored to different roles
  • Step-by-step adoption strategies that bring everyone along

This process helps us build consensus quickly on critical elements like opportunity qualification criteria, pipeline stage definitions, and activity expectations. The result is a CRM that works effectively across roles, levels, and working styles.

Sales Process Optimisation

Can you help us improve our sales process, not just implement the technology?

Yes. Beyond technical implementation, we help optimise your sales methodology and processes. Our approach includes:

  • Analysing your current sales process for inefficiencies and gaps
  • Mapping customer journeys to identify friction points
  • Implementing structured opportunity management
  • Creating automated follow-up sequences for different scenarios
  • Building activity-based selling frameworks
  • Designing repeatable processes for qualification and handoffs

This combination of process and technology expertise ensures you not only have a well-configured CRM but also well-defined sales practices that drive results.

How do you help sales teams actually adopt the CRM?

Adoption is critical to Sales Hub ROI, and we take a comprehensive approach to ensuring your team embraces the system:

  • Configuration that minimises data entry through automation
  • Mobile optimisation for on-the-go sales teams
  • Integration with email and calendar for activity capture
  • Custom views and reports that provide immediate value to users
  • Role-specific training focused on daily workflows
  • Clear success metrics and adoption dashboards
  • Champion development within your organisation

This multi-faceted approach addresses both the technical and cultural aspects of CRM adoption, leading to significantly higher usage rates than typical CRM implementations.

Can you prepare our Sales Hub for AI-powered selling?

Yes. We optimise your Sales Hub implementation to leverage HubSpot's growing AI capabilities, including:

  • Structuring data for effective AI-powered lead scoring
  • Setting up clear sales processes that AI can augment
  • Implementing consistent property naming that enables AI suggestions
  • Creating email templates optimised for AI enhancement
  • Establishing clean data practices that improve AI recommendations
  • Configuring your CRM to work with HubSpot's CoPilot features

This preparation ensures your sales team can immediately benefit from AI-powered insights, recommendations, and time-saving features as they continue to evolve within HubSpot.

Can you help us connect marketing and sales for better lead management?

Absolutely. Bridging the gap between marketing and sales is one of our specialties. We create seamless processes for:

  • Lead scoring and qualification
  • Marketing-to-sales handoff automation
  • Service level agreements between teams
  • Shared visibility into customer journeys
  • Closed-loop reporting on marketing impact
  • Coordinated nurture and follow-up processes

By implementing both Sales Hub and Marketing Hub with an integrated approach, we help eliminate the traditional friction between these teams and create a unified revenue generation process.

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