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"PYB provided a much needed guiding hand and calming presence during our implementation. Their expertise in setting up and integrating the sales and marketing aspects of the CRM was greatly appreciated."
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Most run 6 to 10 weeks. Weeks 1 to 3 cover architecture: the channels, capture, routing, triage, and the SLAs the volume needs. Weeks 4 to 7 cover the build: automated capture, routing rules, scoring, and follow-up workflows. Weeks 8 to 10 cover reporting and training, so the operation runs to standard at scale.
Yes. Automated capture, routing, scoring, and SLA tracking let a team manage hundreds of enquiries without each one being handled by hand. Custom properties capture the detail triage needs. PYB has built high-volume enquiry operations for clients whose manual process buckled under the load.
Routing sends each enquiry to the right owner, triage prioritises by value and intent, and SLA tracking holds response times to standard even under load. Reporting shows where the operation strains. That structure is what keeps both speed and quality steady as the volume climbs.
Service Hub Professional or Enterprise for ticketing, routing, and SLAs at scale. Sales Hub Professional for enquiries that become deals. Marketing Hub Professional for the capture channels. Operations Hub for routing logic and data hygiene. Custom Objects (Enterprise tier) where triage needs a bespoke model.
HubSpot holds SOC 2 Type II and ISO 27001, with permission controls over who sees and handles enquiries. PYB adds its own ISO 27001 and ISO 9001. For a high volume of personal data flowing through the operation, that supports a controlled, auditable approach.
A 15-minute call to walk through handling hundreds of enquiries without a drop in quality, guaranteeing none slip, and prioritising the ones that matter.