Deliverable Object Profile: Bridging Sales Promises and Operational Fulfillment
Transform customer commitments into trackable, manageable units of work with HubSpot's Deliverable object - your professional project manager for customer relationships.
Object Purpose
Bridge Between Sales and Operations
The Deliverable object represents the bridge between sales promises and operational fulfillment in HubSpot. It transforms customer commitments into trackable, manageable units of work that enable clear communication and efficient delivery.
Professional Project Manager
Think of it as the professional project manager of your customer relationships - tracking what was promised, what's being delivered, and how it's progressing.
Value Creation Role
Converting sales commitments into structured delivery plans
Providing clear visibility into fulfillment status
Enabling proactive communication about progress
Supporting efficient resource allocation
Measuring delivery effectiveness
Creating accountability for customer promises
Natural Birth of a Deliverable
Closed-won deals requiring fulfillment
Service contracts needing execution
Customer support requirements
Implementation projects
Training requirements
Warranty activations
Growth of a Deliverable
Detailed specification documentation
Comprehensive documentation of project requirements and specifications.
Resource assignment
Allocation of necessary personnel and resources to the project.
Timeline development
Creation of a detailed project timeline with key milestones.
Status tracking
Regular updates on project progress and current status.
Customer collaboration
Ongoing engagement with the customer throughout the delivery process.
Stages of Deliverable Maturation
1
1. Creation Stage
- Basic commitment details
- Initial timeline
- Primary relationships
- Resource requirements
2
2. Planning Stage
- Detailed specifications
- Resource assignments
- Timeline refinement
- Communication plans
3
3. Execution Stage
- Progress tracking
- Status updates
- Resource utilization
- Customer feedback
4
4. Completion Stage
- Delivery verification
- Customer acceptance
- Documentation finalization
- Value measurement
Value Relationships
1
Deal Record (Parent Promise)
- Links sales commitment to delivery
- Maintains value continuity
- Tracks promise fulfillment
2
Order Record (Commercial Terms)
- Manages financial aspects
- Tracks billing milestones
- Links to invoicing
3
Contact Records (Stakeholders)
- Identifies key players
- Manages communications
- Tracks engagement
Core Properties of a Deliverable
Classification Properties
- Deliverable Class (type grouping)
- Deliverable Type (specific category)
- Deliverable Pillar (strategic alignment)
- Pipeline (delivery process)
- Stage (current status)
Timeline Properties
- Promise Date
- Request Date
- Start Date
- End Date
- Key Milestones
- Actual Completion
Delivery Properties
- Specifications
- Requirements
- Resources
- Status Updates
- Completion Criteria
Pipeline Management: Standard Delivery Pipeline
1
Committed
2
Planning
3
In Progress
4
Quality Check
5
Customer Review
6
Complete
Pipeline Management: Implementation Pipeline
1
Requirements
2
Design
3
Build
4
Test
5
Deploy
6
Verify
Pipeline Management: Training Pipeline
1
Content Prep
2
Scheduling
3
Delivery
4
Assessment
5
Certification
Success Patterns: Engagement Indicators
Clear specifications
Regular updates
Resource alignment
Customer engagement
On-time completion
Quality acceptance
Value Multiplication Through Deliverables
Process standardization
Streamlining and standardizing delivery processes for consistency and efficiency.
Knowledge capture
Documenting and preserving valuable insights and best practices from each delivery.
Resource optimization
Improving allocation and utilization of resources across multiple deliverables.
Customer satisfaction
Enhancing customer experience through reliable and transparent delivery processes.
Referral generation
Leveraging successful deliveries to generate new business opportunities and referrals.
Common Friction Points
Data Management Challenges
- Keeping specifications current
- Tracking changes
- Managing dependencies
- Maintaining documentation
- Status synchronization
System Integration Challenges
- ERP synchronization
- Project management tools
- Resource scheduling
- Document management
- Customer portals
Growth Opportunities
Near-term Enhancements
Building on our current foundation, we're focusing on immediate improvements to our core capabilities:
- Enhanced tracking capabilities
- Improved resource management
- Better dependency handling
- Automated status updates
- Richer reporting
Future Possibilities
Looking ahead, we're exploring advanced technologies and innovative approaches:
- AI-powered planning
- Predictive resource allocation
- Advanced automation
- Dynamic scheduling
- Integrated quality management
Document Information
This object profile provides the foundation for implementing effective delivery management in HubSpot, enabling organizations to consistently meet customer commitments while maintaining efficient operations.