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Transforming Pricing Logic: A Cybersecurity Firm’s Evolution from Spreadsheet to System

Cybersafe transformed its complex spreadsheet-based pricing model into a scalable HubSpot solution—guided by Hypha’s strategy and systems expertise.

Transforming Pricing Logic: A Cybersecurity Firm’s Evolution from Spreadsheet to System

When a cybersecurity team describes its pricing engine as “super complex,” it’s a signal of both sophistication and opportunity.

Case Study - Client Overview

Client Overview

Cybersafe → CyberMaxx Transformation

Company
Cybersafe (Rebranded as CyberMaxx)
Industry
Cybersecurity Services
Challenge
Evolving complex spreadsheet-based pricing logic needing systematization
Solution
Custom HubSpot-integrated pricing engine
Project Type
Retainer engagement during rebrand
Hypha Team
Director of Client Services Project Manager Senior Content Developer Senior Designer Senior Platform Specialist VP of Design & Development
Outcome
Streamlined quoting Rebrand alignment Scalable business intelligence

 

When Cybersafe (now CyberMaxx following its acquisition and rebrand) approached Hypha, they brought a challenge that perfectly encapsulated the complexity of their business: a pricing system that had evolved alongside their sophisticated cybersecurity services, becoming both indispensable and increasingly difficult to manage.

As experts in managing digital complexity for Fortune 500 clients, Cybersafe understood better than most that the right solution wasn’t to simplify their pricing—it was to systematize it. Their managed detection and response services required nuanced pricing across multiple variables that had been captured in what they described as a “super complex spreadsheet.

The Archaeological Challenge

What began as a straightforward HubSpot integration quickly revealed itself as an exercise in business archaeology. Hypha’s vice president of design and development and a senior designer spent weeks reverse-engineering spreadsheet logic that had become institutional knowledge—formulas that made perfect sense to their original creators but required careful interpretation for implementation in HubSpot.

The existing system contained accumulated business intelligence: pricing rules, discount structures, and conditional logic that worked perfectly—until they didn’t. This was a project that would ultimately be rated 9 out of 10 in complexity, though mercifully with minimal deadline pressure.

“The businesses that thrive are those that recognize these spreadsheets not as problems to eliminate but as intelligence to preserve and enhance. The goal isn’t replacement with something generic—it’s evolution into something systematic and scalable.

Building While Running: How We Engineered for Continuity and Scale

Recognizing that business continuity was non-negotiable, we deployed a dual-track approach.

While our design and development duo reverse-engineered the pricing spreadsheet and architected the long-term HubSpot solution, we built an interim quoting bridge using Zapier. The temporary solution allowed sales to continue generating quotes uninterrupted while the new system took shape in the background.

Behind the scenes, we weren’t just rebuilding functionality—we were designing for scale.

A senior platform specialist at Hypha worked directly with Cybersafe’s internal team to translate human workflows into HubSpot logic:
  • How quotes flowed between departments
  • How approvals worked across roles
  • How deals could be created that accounted for discounts, renewals, and accurate revenue reporting

As the project evolved, it became clear that HubSpot’s standard features wouldn’t suffice. The complexity of their pricing logic demanded advanced workflow automation only available at the Enterprise tier.

Under our project manager’s guidance, Cybersafe upgraded their HubSpot environment—not because of arbitrary platform limits, but because their business had outgrown the standard playbook.

This wasn’t a patch job. It was system architecture in motion—delivered while the business kept running.

The Technical Transformation

The technical centerpiece was transforming Cybersafe’s “super complex spreadsheet into a HubSpot CRM-integrated pricing calculator. What had been institutional knowledge locked in formulas became accessible, automated intelligence that preserved sophisticated pricing logic while enabling scalable quoting processes.

Structured logic enabled consistent messaging, sales alignment, and confidence in go-to-market execution.

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What Changed for Cybersafe

  • From Manual to Scalable: Pricing is no longer trapped in a spreadsheet—it's integrated, automated, and future-ready.

  • From Burden to Focus: Sales teams now spend more time closing deals and less time crunching pricing logic.

  • From Risk to Intelligence: Business-critical pricing data is secure, structured, and accessible inside HubSpot.

  • From Disjointed to Unified: The system fully supports the CyberMaxx rebrand—aligning pricing, messaging, and strategy.

The Universal Challenge

Every sophisticated business eventually faces its version of the “super complex spreadsheet—the system that contains critical business intelligence but operates outside formal business processes.

These tools often represent accumulated knowledge and hard-won insights that are too valuable to abandon but too complex to maintain indefinitely.

What This Means for Your Business

Your organization likely has its own version of critical business logic trapped in spreadsheets, whether for pricing, project management, inventory tracking, or commission calculations.

These systems often contain more sophisticated intelligence than their creators realize—and represent more business risk than leadership acknowledges.

The path forward involves treating existing logic as valuable intellectual property to be preserved and enhanced rather than simply replaced. Success comes from building systems that maintain operational sophistication while creating scalability and integration opportunities.

Ready to transform your critical business systems from isolated spreadsheets into integrated intelligence? Because every sustainable solution starts with understanding what you’ve built—and how to make it better.

Hypha specializes in engineering custom HubSpot solutions that preserve business intelligence while creating scalable systems. Contact our team today to transform your HubSpot investment into a powerful engine for sustainable growth.