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Most run 8-14 weeks. The first phase covers data migration and architecture: shippers, lanes, contracts, depots, and historic quote data. The middle phase covers automation and integration with TMS, WMS, or operations platforms. The final phase is user training, with commercial and operations teams trained on their own workflows.
Yes. Custom objects model lanes, contracts, depots, and service events against the account, with associations that persist as volumes and personnel change. PYB has built logistics architectures for clients whose retention problem turned out to be a visibility problem.
Yes. PYB has delivered integrations between HubSpot and operational platforms including Microsoft Dynamics environments and bespoke systems, so quote, booking, and service data flows into the commercial record without re-keying. Integration runs in a sandbox before it touches live operations.
Marketing Hub Professional for shipper acquisition and communications, Sales Hub Professional for quote and contract pipelines, Service Hub Professional for service issues and SLA tracking, Operations Hub for TMS and finance integration, and Custom Objects (Enterprise tier) for lanes, depots, and contracts.
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 enterprise shippers and public-sector frameworks are auditing their logistics supply chain.
A 15-minute call to walk through quote turnaround, shipper retention, and depot-level reporting and what closing the gaps looks like. No prep, no pitch deck.