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"Elisa and Martin supported us through a complicated data migration to HubSpot, with ongoing marketing and sales training to help us get the most out of the tools. They are always quick to respond, endlessly patient, calm and good humoured."
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An implementation runs ten to fourteen weeks. Weeks one to four migrate customer and product data and build the account architecture. Weeks five to nine cover technical-enquiry routing, ERP integration, and reorder workflows. Weeks ten to fourteen train the sales and technical teams.
Yes. Customers are accounts, products and orders link from the ERP, and consumable cycles are held as data that drive reorder prompts. PYB has built account-and-order architectures, including ERP integration, for manufacturers with recurring consumable revenue.
Order, product, and customer data sync between the ERP, such as Orderwise, and HubSpot through Operations Hub and custom integration, with technical specifications held as structured data. PYB has built exactly this kind of ERP-to-CRM integration for manufacturers.
Sales Hub Professional for the technical pipeline and accounts, Marketing Hub Professional for nurture and reorder campaigns, Operations Hub for ERP integration, and Custom Objects (Enterprise tier) where products and orders need modelling.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for customer and commercial 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 technical enquiries, ERP integration, and reorders could connect and what closing the gaps looks like. No prep, no pitch deck.