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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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An implementation runs ten to fourteen weeks. Weeks one to four migrate customer and order data and build the multi-site and design-to-order architecture. Weeks five to nine cover the pipeline, ERP integration, and showroom routing. Weeks ten to fourteen train the showroom and sales teams.
Yes. Showrooms and designers route enquiries into one view, projects sit in a design-to-order pipeline, and orders link from the ERP. PYB has built multi-site and ERP-integrated architectures for retail networks with long, considered sales.
Order, product, and customer data sync between the ERP and HubSpot through Operations Hub and custom integration, so sales and service work from real order data. PYB has built exactly this kind of ERP-to-CRM integration, including alongside an ERP migration.
Sales Hub Professional for the design-to-order pipeline, Marketing Hub Professional for multi-site lead capture, Operations Hub for ERP integration, and Custom Objects (Enterprise tier) where showrooms 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 multi-site enquiries, the design-to-order journey, and ERP integration could connect and what closing the gaps looks like. No prep, no pitch deck.