Why Custom Guarantee Objects Matter in HubSpot CRM

In today's competitive business environment, managing post-sale commitments and high margin upsells such as guarantees and warranties is crucial for maintaining customer trust and satisfaction. HubSpot CRM allows you to manage guarantees, allowing a simple connection between guarantees, contacts, companies and deals. This integration helps you track your businesses guarantees efficiently, providing insightful data on your customers and keeps a profitable ongoing relationship with them. 

The guarantee object in HubSpot CRM (available to Enterprise users) are not just about record-keeping; they are a powerful tool for optimising your post-sale processes. By linking these guarantees directly to customer profiles, companies can gain a more comprehensive view of their clients. 

Step-by-Step Guide to Creating Guarantee Objects

Creating custom guarantee objects in HubSpot CRM is a straightforward process, but it requires careful planning and execution. Here’s a step-by-step guide to help you get started:

1. Define Your Guarantee Object: Determine the specific fields you need, such as guarantee start date, expiry date, product type, serial number, and any other relevant details.
2. Navigate to Custom Objects: In your HubSpot account, go to Settings > Objects > Custom Objects.
3. Create a New Object: Click on ‘Create Custom Object’ and fill in the required details for your guarantee object.
4. Set Up Properties: Define the properties that will be associated with your guarantee object. Ensure these properties capture all necessary information.
5. Link to Existing CRM Records: Connect your new guarantee object to existing contacts, companies, or deals within your HubSpot CRM.
6. Test and Refine: Once set up, test the object to ensure it functions as intended. Make any necessary adjustments based on your findings.

By following these steps, you can create a robust system for managing guarantees, ensuring that all relevant information is easily accessible and well-organised.

How to create a Guarantee in HubSpot

Connecting Guarantees to Contacts and Companies

Connecting guarantees to contacts and companies within HubSpot CRM allows for a more integrated and insightful approach to customer relationship management. This connection provides a holistic view of each customer, including their purchase history, active guarantees, and any service interactions.

To connect guarantees to contacts and companies, follow these steps:

1. Utilise Associations: When creating or editing a guarantee object, use the association feature to link it to specific contacts or companies.
2. Automate Associations: Set up workflows to automatically associate guarantees with the relevant contacts or companies based on predefined criteria.
3. Custom Views and Reports: Create custom views and reports to monitor and analyse the data related to guarantees. This will help you identify trends and address any issues promptly.

By linking guarantees to contacts and companies, you optimise your CRM's capacity to provide comprehensive customer insights, thereby supercharging your service delivery.

Setting Up a Warranty Registration Landing Page

A dedicated landing page for guarantee/warranty registration can significantly boost customer engagement and reduce the workload of managing warranties. Here’s how to set up an effective warranty registration landing page in HubSpot:

1. Design the Page: Use HubSpot’s landing page builder to design a user-friendly page. Ensure that it is visually appealing and easy to navigate. We used Breeze AI and it took all of 45 seconds!
2. Include Essential Fields: Add fields to capture necessary information such as product details, purchase date, and customer contact information.
3. Automate Confirmation: Set up an automated confirmation email to acknowledge receipt of the registration and provide any necessary follow-up information.
4. Integrate with CRM: Ensure that the information collected on the landing page is automatically integrated into your HubSpot CRM, linking the warranty details to the appropriate customer records. If you are using HubSpot landing pages, it will link already!
5. Promote the Page: Use email campaigns, social media, and other marketing channels to drive traffic to your warranty registration landing page. Maybe even put a QR code on your product to register the guarantee?

By setting up a streamlined process for warranty registration, you can improve customer satisfaction and ensure that all warranty data is accurately captured and easily accessible.

Techniques for Upselling Extended Warranties

Upselling extended warranties can be an effective way to increase revenue and provide added value to your customers. Here are some techniques to help you successfully upsell extended warranties:

1. Highlight Benefits: Clearly communicate the benefits of extended warranties, such as extended coverage, peace of mind, and potential cost savings.
2. Targeted Marketing: Use your CRM data to identify customers who are most likely to be interested in extended warranties and tailor your marketing efforts accordingly.
3. Bundle Offers: Offer extended warranties as part of a bundle with other products or services to make the offer more attractive.
4. Follow-Up Campaigns: Implement follow-up email campaigns to remind customers of the benefits of extended warranties and encourage them to make a purchase.
5. Train Your Sales Team: Ensure your sales team is well-trained and equipped with the knowledge and tools they need to effectively promote and sell extended warranties.

Join Our Webinar for Expert Insights and Live Q&A

To gain a deeper understanding of how to create and manage custom guarantee objects in HubSpot CRM, join our upcoming webinar on 6th May 2025, hosted by Kristian Melson from AutomateNow. This live session will provide a comprehensive walkthrough of setting up and utilising custom objects for guarantees, along with practical examples and real-world applications.

During the webinar, you will:

• Learn step-by-step how to create and manage guarantee objects.
• Discover how to set up a warranty registration landing page.
• Get techniques for upselling extended warranties and managing claims efficiently.

This interactive session will also include a live Q&A, allowing you to engage with our experts and get your questions answered. Don’t miss this opportunity to optimise your post-sale commitments and enhance your customer relationships.

Secure your spot now by registering for the webinar and take the first step towards mastering custom guarantee objects in HubSpot CRM.