Equipment Lifecycle Management Made Easy

The Challenge

The client needed a more effective way to track and manage their equipment inventory. They faced:

• Disorganized data stored in Excel, making it difficult to track key details like serial numbers, shipping dates, and payment statuses.

• Limited visibility into which machines were associated with which customers, slowing down customer service and sales opportunities.

• Missed revenue opportunities from not identifying when leases or purchases were approaching payoff or service renewal dates.

The Solution

We retooled HubSpot’s Listings object to serve as a custom “equipment” object, creating fields and workflows that allowed each piece of equipment to be attached to companies, deals, and contacts. This centralized system now provides the client with an intuitive way to track and manage their inventory, all within HubSpot.

The Impact

The client can now:

• Instantly see which equipment is associated with any company or contact, streamlining internal operations and improving customer service.

• Proactively identify and target customers approaching payoff dates for upsell opportunities.

• Seamlessly manage service upsells with clear visibility into which accounts need attention, boosting revenue potential without additional tools or spreadsheets.