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"As a director using HubSpot for the first time, it was important for me to feel connected with the company helping us onboard, and PYB have been fantastic. I decided to go with them because I had a feeling they would be more hands on."
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Most run 6 to 10 weeks, paced to the team. Weeks 1 to 3 cover plain-terms training against the real tasks the team does. Weeks 4 to 7 cover reinforcement: reference videos, follow-up sessions, and answering the questions that come up in real use. Weeks 8 to 10 cover review, supporting anyone still finding their feet.
Yes. HubSpot is built to be usable without specialist skills, and PYB configures it around the team's day so the everyday tasks are simple. Custom complexity stays behind the scenes. PYB has brought non-technical teams up to speed for clients adopting CRM for the first time.
PYB provides reference videos, plain-language guides, and responsive support beyond go-live, so the team always has somewhere to turn. The absence of an in-house specialist is covered by the partner. That ongoing access is what keeps a non-technical team from drifting back to old habits.
Usually a focused setup: Sales Hub Professional or the core CRM, configured simply, with Operations Hub keeping the data clean behind the scenes. Complexity is added only as the team grows ready for it. PYB keeps the everyday experience simple by design.
HubSpot holds SOC 2 Type II and ISO 27001, with security handled by the platform so a non-technical team does not have to manage it. PYB adds its own ISO 27001 and ISO 9001 and sets sensible permissions. The team gets a secure system without needing technical expertise to keep it that way.
A 15-minute call to walk through making the CRM feel approachable, giving your team somewhere to turn, and being a real partner rather than just a vendor.