After-sales
ERP → HubSpot
Installed base, serial numbers and warranties always visible
Support cannot quickly see which products, machines or serial numbers the customer owns.
HubSpot Object
- Company
- Line item
- Ticket
- Custom Object Asset
ERP data involved
- Serial numbers
- Installed assets
- Sale date
- Warranty
- Compatible Spare parts
Business Area
After-sales
Type
Strategic
Trigger / rule
- New sale
- Serial-number registration
- Warranty update
Business Benefits
Support opens a ticket already knowing what the customer owns: which machines, which serial numbers, when they were sold and what is still covered by warranty. Diagnosis starts in the second minute instead of the second call, spare parts are identified correctly the first time, and service becomes proactive. The installed base turns from scattered ERP records into a usable history. Anyone in the team can read it.
