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"We embarked on a project to overhaul our CRM and combine two sides of the business under one roof for service purposes. PYB helped us automate a particular process which in man hours was taking huge amounts of time."
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Most run 6 to 10 weeks. Weeks 1 to 3 cover architecture: pipelines, ticket statuses, priorities, and routing rules. Weeks 4 to 7 cover the build and automation: channels into tickets, SLAs, and assignment. Weeks 8 to 10 cover reporting and training, so the team works cases consistently and leadership can measure them.
Yes. Tickets associate with the contact, company, and deal behind them, so support sees the full relationship, not an isolated query. Custom objects model products or assets a ticket relates to. PYB has built service setups for clients whose support previously lived in a shared inbox with no structure.
Service Hub applies SLA targets to tickets, tracks time to first response and resolution, and flags cases at risk of breaching. Routing sends each ticket to the right team automatically. Reporting then shows where SLAs are met and where they slip, so service is managed against agreed standards rather than goodwill.
Service Hub Professional for tickets, SLAs, and the help desk. Sales Hub Professional for the customer and deal context behind each case. Operations Hub for syncing with other support tools. Custom Objects (Enterprise tier) for products or assets that tickets relate to.
HubSpot holds SOC 2 Type II and ISO 27001, with permission controls over who sees customer cases and history. PYB adds its own ISO 27001 and ISO 9001. For the customer data that support handles daily, that supports a controlled, auditable approach to every ticket.
A 15-minute call to walk through getting support out of the inbox, triaging by real priority, and finally being able to report on how service performs.