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Most manufacturing and distribution implementations run 10-16 weeks. The first phase covers data migration and architecture: accounts, contacts, quotes, orders, and the installed base. The middle phase covers automation and ERP integration, which is usually the decisive piece. The final phase is user training, with field reps trained on mobile workflows specifically.
Yes. Custom objects model sites, machines, programmes, and contracts against the company record, with associations that survive contact churn and rep changes. PYB has built installed-base architectures for clients whose aftermarket revenue depended on knowing exactly what equipment sits where.
Yes, and for industrial businesses this is usually the project. PYB has delivered integrations with Orderwise, OGL Profit4, Cin7 Core, SAP, and Oracle NetSuite, syncing customers, orders, and product data so the CRM shows commercial truth without anyone re-keying it. The five-step process runs in a sandbox first, so production operations are never the test environment.
Marketing Hub Professional for demand capture and dealer communications, Sales Hub Professional for quotes and pipeline, Service Hub Professional for aftermarket and warranty, Operations Hub for ERP synchronisation, and Custom Objects (Enterprise tier) for assets, sites, and programmes.
HubSpot holds SOC 2 Type II and ISO 27001 certification. PYB is itself ISO 27001 and ISO 9001 certified and holds the HubSpot Data Migration Accreditation, which is relevant proof when OEM customers and framework buyers are pre-qualifying suppliers on information security.
A 15-minute call to walk through quote turnaround, reorder automation, and field-team visibility and what closing the gaps looks like. No prep, no pitch deck.