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"PYB helped us migrate over from our previous CRM, implementing a structure based on what we needed and providing post-migration training for our teams. They made what would have been a chaotic transition easy."
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Most run 8 to 12 weeks. Weeks 1 to 4 cover data migration and architecture: extracting what the old system holds and rebuilding the structure around how the team works. Weeks 5 to 8 cover automation that makes the CRM genuinely useful. Weeks 9 to 12 cover hands-on training, so adoption holds where it failed before.
Yes. PYB builds the structure around the team's real workflow, with custom objects for anything the standard records do not cover, so the CRM fits rather than forces a fit. PYB has replaced abandoned CRMs for clients whose first system never matched how they work.
Adoption is the focus, not an afterthought: training against each team's workflow, reference videos that stay available, and a setup that helps from week one. HubSpot's usage reporting then shows who needs support. That combination is what makes a second attempt succeed where the first was abandoned.
Usually Sales Hub Professional as the core, with Marketing and Service Hub Professional as the business grows into them, and Operations Hub for clean data. Custom Objects (Enterprise tier) where the model needs more than the standard records. PYB sizes it to genuine need, not the over-spec that often killed the last one.
HubSpot holds SOC 2 Type II and ISO 27001, with permissions and audit trails built in. PYB adds its own ISO 27001, ISO 9001, and HubSpot Data Migration Accreditation. For migrating the only structured data a business has into a new system, that is the assurance needed before the switch.
A 15-minute call to walk through why the last CRM was abandoned, rebuilding HubSpot around your team, and migrating the data so the switch finally sticks.