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After choosing HubSpot as our new marketing automation platform we faced a big challenge migrating our existing data, restructuring it to coincide with a new ERP system, and then learning how to make the most of out of HubSpot. Elisa and Martin were the perfect team to set us on our way with their excellent Marketing Onboarding service. Elisa took on the challenge with enthusiasm and was able to successfully set up our CRM, migrate our data and give us advice on how to get the most out of the platform. Highly recommended!
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Most run 8-12 weeks. The first phase covers data migration and architecture: customers, trade accounts, order history, and branch or store structures. The middle phase covers automation and integration with e-commerce and ERP platforms. The final phase is training, often run per branch or per channel team.
Yes. Custom objects and associations model branches, stockists, club accounts, and order programmes, so consumer and trade revenue read separately while sharing one platform. PYB has built retail architectures for clients whose repeat-purchase growth came from finally recognising returning customers as returning.
Yes. PYB has delivered integrations with Shopify, Stripe, Orderwise, and Cin7 Core among others, syncing orders, customers, and product data so marketing and sales work from transactional truth. Complex retail builds run in a sandbox first so trading is never interrupted.
Marketing Hub Professional for lifecycle and campaign automation, Sales Hub Professional for showroom and trade pipelines, Service Hub Professional for customer care, Operations Hub for e-commerce and ERP sync, and Custom Objects (Enterprise tier) for branches, programmes, and trade accounts.
HubSpot holds SOC 2 Type II and ISO 27001 certification, with consent and retention tooling for GDPR-compliant consumer marketing. PYB is itself ISO 27001 and ISO 9001 certified and holds the HubSpot Data Migration Accreditation: relevant proof when the asset being moved is your customer database.
A 15-minute call to walk through showroom follow-up, repeat-customer recognition, and trade-channel reporting and what closing the gaps looks like. No prep, no pitch deck.