Ready to discuss your HubSpot project?
Let's take our relationship up a level.
Simply fill in the form below...
"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."
Simply fill in the form below...
An implementation runs ten to fourteen weeks. Weeks one to four migrate customer and order data and build the trade-account architecture. Weeks five to nine cover ERP and stock integration, reorder workflows, and account management. Weeks ten to fourteen train the sales team.
Yes. Trade and contract customers are accounts holding order history, with orders linking from the ERP and seasonal patterns held as data that drive reorders. PYB has built trade-account architectures for distributors with bulk and contract customers.
Order, stock, and customer data sync between the ERP, such as Oasis, and HubSpot through Operations Hub and custom integration, so sales sees real availability and account value. PYB builds the ERP-to-CRM integration behind a distribution operation.
Sales Hub Professional for trade accounts and the order pipeline, Marketing Hub Professional for reorder and seasonal campaigns, Operations Hub for ERP and stock integration, and Custom Objects (Enterprise tier) where trade accounts and orders need modelling.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for customer and order 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 trade accounts, ERP and stock integration, and reorders could connect and what closing the gaps looks like. No prep, no pitch deck.