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"It has been a pleasure to work with PYB on our HubSpot setup. They took the time to understand our business and delivered exactly what we needed, with patient and responsive support throughout."
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An implementation runs eight to twelve weeks. Weeks one to four migrate customer and order data and build the trade-account architecture. Weeks five to eight cover the trade pipeline, e-commerce and finance integration, and seasonal reorder workflows. Weeks nine to twelve train the sales team.
Yes. Trade buyers are accounts holding order history, e-commerce data links to the same record, and seasonal patterns drive reorders. PYB has built trade-and-direct architectures for brands selling both wholesale and online.
Store and finance data sync through Operations Hub and custom integration, so trade and direct orders sit on one customer view. PYB builds the integration that joins trade and e-commerce data.
Sales Hub Professional for trade accounts, Marketing Hub Professional for seasonal and reorder campaigns, Operations Hub for store and finance 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, seasonal reorders, and channel data could connect and what closing the gaps looks like. No prep, no pitch deck.