Ticket Object Profile: The Professional Service Coordinator of Your CRM
Transform customer interactions into actionable service records with the Ticket object - ensuring every customer need is properly captured, addressed, and resolved.
Object Purpose
Structured Container
The Ticket object represents the structured container for managing customer support requests, inquiries, and service needs.
Actionable Service Records
It transforms customer interactions into actionable service records that enable proper routing, resolution, and follow-up.
Value Creation Role
Converting customer needs into structured service requests
Enabling proper support routing and escalation
Supporting complex resolution processes
Creating accountability for customer service
Bridging support needs to product/service delivery
Maintaining clean service records
Life in Our Ecosystem: Natural Birth
Customer support requests
Warranty claims
Technical inquiries
Service scheduling
Product issues
Maintenance needs
Life in Our Ecosystem: Growth and Evolution
1
Creation Stage
- Initial request details
- Priority assignment
- Category identification
- Team routing
2
Investigation Stage
- Problem analysis
- Resource allocation
- Solution planning
- Customer communication
3
Resolution Stage
- Solution implementation
- Quality verification
- Documentation update
- Customer validation
4
Follow-up Stage
- Resolution confirmation
- Satisfaction check
- Knowledge capture
- Process improvement
Value Relationships
1
Contact Records
- Identifies requestors
- Tracks communication
- Manages preferences
- Enables follow-up
2
Product Records
- Links to specifications
- Tracks warranties
- Enables troubleshooting
- Supports resolution
3
Company Records
- Provides service terms
- Manages entitlements
- Tracks history
- Guides prioritization
Core Properties
Ticket Information
- Subject
- Description
- Category
- Priority
- Source
- Status
Service Management
- Pipeline Stage
- Resolution Type
- SLA Status
- Response Time
- Resolution Time
- Quality Score
Communication History
- Customer Messages
- Internal Notes
- Team Updates
- Resolution Notes
- Follow-up Actions
- Satisfaction Data
Service Context
- Product Details
- Warranty Status
- Service History
- Technical Notes
- Resource Requirements
- Documentation Links
Manufacturing Support Pipeline
1
New
Initial categorization, priority assignment, SLA activation
2
Technical Review
Issue investigation, resource assessment, solution planning
3
Implementation
Solution execution, resource coordination, progress tracking
4
Testing
Solution verification, performance validation, documentation review
5
Customer Review
Solution presentation, training delivery, documentation handoff
6
Closed
Resolution documentation, knowledge base update, process improvement
Field Service Pipeline
1
1. Request Received
Service need identification, priority assessment
2
2. Site Survey Required
Access coordination, safety requirements
3
3. Service Scheduled
Team assignment, parts preparation
4
4. Service In Progress
Work execution, progress tracking
5
5. Testing Required
Performance validation, safety verification
6. Completed: Service documentation, customer sign-off, follow-up scheduling
Success Patterns
Service Indicators
Strong tickets demonstrate:
- Clear issue definition
- Quick response
- Effective resolution
- Customer satisfaction
- Knowledge capture
Value Multiplication
Tickets multiply value through:
- Process efficiency
- Knowledge sharing
- Customer success
- Quality improvement
- Service optimization
Common Friction Points
Data Management
- Issue categorization
- Status tracking
- Resolution documentation
- History maintenance
- Knowledge capture
System Integration
- Support platforms
- Knowledge bases
- Product systems
- Service scheduling
- Quality management
Growth Opportunities
Near-term Enhancement
- Smart categorization
- Automated routing
- Better documentation
- Enhanced tracking
- Improved communication
Future Possibilities
- AI-powered triage
- Predictive support
- Smart resolution
- Automated follow-up
- Success prediction
Implementing Effective Service Management
This object profile provides the foundation for implementing effective service management in HubSpot, enabling organizations to properly manage customer support while maintaining clean data architecture and clear service records.
Customer-Centric
Prioritize customer needs and satisfaction throughout the service process.
Efficient Processes
Streamline support workflows for faster resolution and improved productivity.
Data-Driven
Leverage ticket data for continuous improvement and informed decision-making.
Seamless Integration
Connect support processes with other business functions for a holistic approach.
Empowering Customer Support Excellence
Structured Approach
The Ticket object provides a structured approach to managing customer support, ensuring consistency and efficiency in service delivery.
Clear Communication
Facilitate clear communication between customers, support teams, and other stakeholders throughout the service process.
Continuous Improvement
Use ticket data and insights to drive continuous improvement in support processes and overall customer experience.
Scalable Solution
Implement a scalable solution that can grow and adapt to changing customer support needs and business requirements.
Document Information