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"Elisa and Martin at PYB were superb in getting a team with little to no prior CRM experience up and running effectively within weeks. From the initial consultation to final onboarding the support was excellent, and they guide new users in a highly relatable way."
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An implementation runs ten to fourteen weeks. Weeks one to four migrate client, site, and contract data and build the multi-site account architecture. Weeks five to nine cover the tender pipeline, SLA reporting, and integration with operational and finance systems. Weeks ten to fourteen train the commercial team.
Yes. Clients are accounts with sites connected, contracts and tenders are objects, and SLA and service data are held for reporting. PYB has built multi-site account architectures for service contractors whose value spans many sites.
Service and SLA data sync through Operations Hub and custom integration and sit on the account for client reporting. PYB builds the integration and reporting that turn service delivery into the assurance clients ask for.
Sales Hub Professional for the tender and account pipeline, Service Hub for service delivery, Marketing Hub Professional for demand generation, Operations Hub for operational and finance integration, and Custom Objects (Enterprise tier) to model sites, contracts, and SLAs.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards clients expect of a supplier handling their 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 multi-site accounts, tender renewals, and SLA reporting could connect and what closing the gaps looks like. No prep, no pitch deck.