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"Their support has been fantastic in getting us up and running using HubSpot, from the initial set up to onboarding the various departments and training staff, and setting up various reports and dashboards."
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Most run 6 to 10 weeks alongside or after setup. Weeks 1 to 3 cover department-specific training against each team's real workflow. Weeks 4 to 7 cover reinforcement: reference materials, follow-up sessions, and shared data standards. Weeks 8 to 10 cover review, using adoption data to support the teams or individuals still hesitating.
Yes. Sales, marketing, service, and operations work from shared records with views and permissions tailored to each, so one platform serves many jobs without fragmenting the data. PYB has rolled HubSpot out across multiple departments for clients who needed one system to serve them all.
Shared required properties, entry standards, and de-duplication keep records consistent however each team creates them. Training reinforces the standards. That combination is what stops a multi-team CRM drifting into inconsistent data that breaks the shared reporting.
The Hubs each department uses: Sales, Marketing, and Service Hub Professional as required, with Operations Hub keeping the shared data clean. Custom Objects (Enterprise tier) where departments share a bespoke data model. The mix follows what each team does.
HubSpot holds SOC 2 Type II and ISO 27001, with permissions that let each department see and do exactly what its role needs. PYB adds its own ISO 27001 and ISO 9001. For a platform shared across teams, that supports controlled, role-appropriate access for everyone.
A 15-minute call to walk through training each team to its own work, getting even adoption across departments, and keeping shared data consistent.