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"PYB came highly recommended and we have not been disappointed. Their team is experts through and through. They have a deep understanding of HubSpot and have been instrumental in helping us get the most out of the platform."
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A typical implementation runs twelve to sixteen weeks from kick-off to live. Weeks one to five cover data migration from existing CRM, bid trackers, and route-engagement spreadsheets, and architecture for operators, infrastructure managers, framework agreements, and named stakeholders. Weeks six to ten cover procurement-stage pipeline configuration, framework-bid reporting, and integration with bid management and proposal-authoring systems. Weeks eleven to sixteen cover user training across business development, bid teams, account directors, and the senior leadership team that depends on the forecast.
Yes. Custom objects model the operator, the infrastructure manager, the route or region, the programme, and the framework agreement as connected entities, with named stakeholders associated to each. Engagement history propagates across the connected accounts so a workshop with the route engineer surfaces against the operator's record. PYB has built multi-stakeholder account architectures for clients whose pursuits depend on coordinated buyer sets rather than single-contact opportunities.
Structured properties capture procurement stage, ITT reference, framework lot, and evaluation criteria against each opportunity. Engagement-by-engagement evidence — meeting notes, technical workshops, clarification responses — sits against the named stakeholder and the pursuit, ready to be assembled when a procurement audit, framework review, or internal post-bid assessment needs the full picture. PYB has built procurement-evidence architectures for clients whose buyers expect documented decision trails.
Most platforms run Sales Hub Professional or Enterprise for the multi-stakeholder pipeline and framework-bid tracking, Marketing Hub Professional for stakeholder engagement, thought leadership, and event programmes, and Service Hub Professional for in-life programme support and customer success. Operations Hub handles integration with bid management and engineering systems. Custom Objects (Enterprise tier) are essential to model the operator, infrastructure manager, route, and framework relationships properly.
HubSpot is SOC 2 Type II and ISO 27001 certified, meeting the security standards that operators, infrastructure managers, and central government procurement teams expect from connected supplier systems. PYB is independently ISO 27001 and ISO 9001 certified and carries the HubSpot Data Migration Accreditation — relevant proof when rail technology vendors are pre-qualifying for Network Rail framework agreements or DfT-route programmes.
A 15-minute call to walk through how your operator and infrastructure-manager pursuits, framework-bid intelligence, and multi-stakeholder forecast could connect and what closing the gaps looks like. No prep, no pitch deck.