Incredibly grateful to Martin, Elisa and Darian for their help with two projects this year:
1. HubSpot reconfiguration- Elisa guided us through how to back out of some previous CRM mistakes and how to adopt some of the native HubSpot functionality to maximise our CRM usage. I would go to Elisa with what I thought were complex scenarios and she would have visualised it and built it while I was still trying to explain what I meant. It was an absolute pleasure working with Elisa and absorbing some of her know how. Our CRM just sings now, exactly how we wanted it. I look forward to continuing our reconfiguration into the new year as we tackle Phase 2.
2. A development project- We were re-platforming our website with another vendor and wanted to introduce some automation into our enrolment process. For this project I worked with Martin and Darian. I will admit to very much doubting Martin when he kept saying 'yep that's possible' as I outlined what we wanted to do. He had no doubt Darian could do everything we wanted and it seemed to good to be true. I wanted an individual to be able to purchase directly on our website, process their transaction on Stripe, pass their information into HubSpot creating/updating the contact, creating a deal, associating it with the correct line item, pass their transaction to our finance system and finally enrol them in the relevant course in our Learning Platform (with various rules for what they could/couldn't access immediately). I am delighted to say, that is exactly what we achieved. In fact we even did more than that and enabled automated enrolment for invoiced customers also. And, better yet all of the above is completed within 3 minutes of purchase. It's incredible.
I look forward to working with PYB into the future. I couldn't recommend them more. Lovely team, so nice to deal with, reliable and their enthusiasm for 'what is possible' is infectious. The sky is the limit.
