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"Delighted with the help, service and support given by PYB. Elisa and Martin made what could have been a very difficult transition seamless. Support and training were provided through every stage, and nothing has been too much trouble."
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An implementation runs eight to twelve weeks. Weeks one to four migrate customer and job data and build the account and RFQ architecture. Weeks five to eight cover RFQ workflows, repeat-customer accounts, and the quote-to-production handoff, plus integration with ERP or job systems. Weeks nine to twelve train the sales and estimating teams.
Yes. RFQs enter a pipeline, repeat and framework customers are accounts with order history, and won quotes carry their spec into production. PYB has built RFQ-and-account architectures for subcontract manufacturers whose schedule runs on repeat work.
Customer, job, and order data sync between the ERP or job system and HubSpot through Operations Hub and custom integration, so the commercial pipeline and the shop floor stay aligned. PYB builds the integration and handoff workflows behind it.
Sales Hub Professional for the RFQ pipeline and repeat accounts, Marketing Hub Professional for nurture, Operations Hub for ERP or job-system integration, and Custom Objects (Enterprise tier) where jobs and accounts need modelling.
HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for customer and commercial 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 RFQ response, repeat customers, and the production handoff could connect and what closing the gaps looks like. No prep, no pitch deck.