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"Working with Plus Your Business has been pain-free. We set up the integration of HubSpot with our Microsoft Dynamics system and got up to speed on all things HubSpot. The team were so helpful and always on hand. Would recommend to anyone wanting integrations taken care of completely."
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An implementation runs ten to fourteen weeks. Weeks one to four migrate customer and job data and build the account and pipeline architecture. Weeks five to nine cover fast-quote workflows, contract-account management, and integration with the dispatch or operations system. Weeks ten to fourteen train the sales and operations teams.
Yes. Customers are accounts holding job history and pattern, jobs sync from the operations system, and contract relationships are tracked so recurring spend is visible. PYB has built account-and-operations architectures for logistics businesses whose growth hides in ad-hoc volume.
Job, customer, and activity data sync between the operations system, including Microsoft Dynamics, and HubSpot through Operations Hub and custom integration, so commercial and operational views align. PYB has built exactly this kind of operations-to-CRM integration for logistics operators.
Sales Hub Professional for the quote pipeline and contract accounts, Marketing Hub Professional for customer nurture, Service Hub for fast enquiry handling, Operations Hub for dispatch-system integration, and Custom Objects (Enterprise tier) where jobs and accounts need modelling.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for customer and job data under UK GDPR. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.
A 15-minute call to walk through how fast quoting, contract accounts, and operations data could connect and what closing the gaps looks like. No prep, no pitch deck.