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"Martin and Elisa successfully delivered our very challenging implementation, which included many bespoke and unique elements they were able to resolve and work around. If you are looking for a partner there by your side every step of the way, they are ideal."
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An implementation runs eight to twelve weeks, ideally clear of the peak. Weeks one to four migrate customer and order data and build the consumer and corporate-account architecture. Weeks five to eight cover e-commerce integration, seasonal and occasion workflows, and corporate-gifting accounts. Weeks nine to twelve train the marketing and customer-service teams.
Yes. Consumers are contacts, corporate buyers are accounts with order history, and purchase occasions are held as data that drive timed re-engagement. Seasonal patterns persist year to year. PYB has built consumer-and-corporate architectures for gifting businesses with a heavy seasonal peak.
Order, customer, and basket data sync from Magento or the platform in use through Operations Hub and custom integration, so purchase behaviour and occasions drive the workflows. PYB builds the integration and the seasonal automation that hold up under peak volume.
Marketing Hub Professional for seasonal, occasion, and corporate campaigns, Sales Hub Professional for corporate-gifting accounts, Service Hub for peak customer service, Operations Hub for e-commerce integration, and Custom Objects (Enterprise tier) where corporate accounts and occasions 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 the seasonal peak, corporate accounts, and occasion reminders could connect and what closing the gaps looks like. No prep, no pitch deck.