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"PYB provided exactly the structured support we needed to get the most out of HubSpot. The team has been knowledgeable, responsive, and pleasant to work with throughout."
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A typical implementation runs twelve to sixteen weeks from kick-off to live. Weeks one to five cover data migration from existing CRM, project trackers, and regional spreadsheets, and architecture for operators, planning consultants, financiers, parent groups, regions, and capital-project stages. Weeks six to ten cover automation for capital-project stage progression, multi-year forecasting, international pipeline reporting, and integration with the ERP and engineering systems. Weeks eleven to sixteen cover user training across sales, account management, engineering, project management, and senior commercial leadership.
Yes. Custom objects model each entity and the project that connects them as a structured multi-stakeholder pursuit. Engagement history, stage progression, and forecast confidence persist at the right level. PYB has built capital-project and multi-stakeholder architectures for manufacturers whose pursuits run twelve to twenty-four months across five or more named buyers and influencers.
Project properties capture stage, financing status, planning status, engineering readiness, and contract-award probability. Reporting aggregates by stage, region, and award probability. Operations Hub handles ERP and engineering-system integration. PYB has built capital-project forecasting and international-pipeline architectures for manufacturers whose forecast horizons run eighteen to thirty-six months.
Most manufacturers run Sales Hub Enterprise for multi-stakeholder capital-project pursuits and multi-year forecasting, Marketing Hub Professional for operator engagement, planning-consultant content, and international demand generation, and Service Hub Professional for commissioning, in-life service, and aftercare. Operations Hub handles integration with the ERP, engineering systems, and project management. Custom Objects (Enterprise tier) are essential to model operators, planning consultants, financiers, parent groups, projects, and stages properly.
HubSpot is SOC 2 Type II and ISO 27001 certified, meeting the security standards waste-management operators, local authorities, and framework procurement teams expect from the systems their major-equipment suppliers run on. PYB is independently ISO 27001 and ISO 9001 certified and carries the HubSpot Data Migration Accreditation — relevant proof when capital-equipment manufacturers are pre-qualifying for major framework agreements or PFI-financed projects.
A 15-minute call to walk through how your multi-stakeholder capital pursuits, multi-year forecasting, and international pipeline intelligence could connect and what closing the gaps looks like. No prep, no pitch deck.