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Spreadsheets to HubSpot

Making the move easy...

spreadsheets 1

Spreadsheets to HubSpot

Spreadsheets are a common way we receive client data for HubSpot migrations, but they’re not always clean! Mailing lists from tools like Mailchimp are easy to import, but "homegrown" spreadsheets often contain duplicates, inconsistencies, and missing data.

That’s where we come in... 
Send us a sample, and we’ll assess, clean, and structure it for a smooth, hassle-free import into HubSpot.

Satisfied Customers

Excellent Onboarding and custom request execution

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
Bespoke support - highly recommended

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
5 star service!

"It's been almost a year since Martin & Elisa (PYB) have deployed HubSpot Sales/Marketing for Blue Mountain Group. Taking us from 'tracking in spreadsheets' through to an integrated digital experience. Improving the user journey for our website visitors, integrating with Woocommerce for online sales, and using Google Ads to generate quality leads for our training courses. We've even ramped up content creation via Sally (PYB) through punchy interviews, turned into articles. It's certainly a journey - but we're delighted to have found the right Partner."

Helen Miall
Chief Marketing Officer @VIOOH
Excellent support

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. From the initial consultation to the final onboarding, the support was excellent. Not only do they understand HubSpot inside out, they guide new users through use of the platform in a highly relatable way that eases and accelerates onboarding. Thanks to PYB's expertise and guidance, the team now has full visibility of our deal pipeline, enabling high-value opportunities to be prioritised and performance to be improved. I wholeheartedly recommend Elisa and Martin to anyone embarking on their HubSpot journey.

Ronan Cunningham
Director
Reliable, responsive and reassuring support.

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
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
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
Plus Business and Capital on Tap

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

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Quality assured, by HubSpot and ISO

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