Cobalt Robotics was grappling with the need to transition from their existing Hubspot and connected systems to Salesforce products. This transition included moving to Sales Cloud, Service Cloud, and Marketing Cloud Account Engagement (formerly Pardot).
Cobalt Robotics Enhances Sales and Data Management with Salesforce
With the help of Redtag, Cobalt Robotics switched from HubSpot to Salesforce, optimizing their sales and customer service workflows. The new system has significantly improved their operational efficiency.
About:
Cobalt Robotics is a forward-thinking service robotics company on a mission to make security smarter, safer, and more reliable. By leveraging artificial intelligence, robotic automation, and human oversight, Cobalt Robotics helps businesses protect their people, places, and property more effectively. Their offerings include AI-powered security platforms, state-of-the-art security robots, and 24/7 support—all designed to enhance facility management and security.
CLOUDS & TECHNOLOGIES:
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Salesforce Pardot (Marketing Cloud Account Engagement)
Pandadoc
LinkedIn Sales Navigator
The challenges
The Challenge of Moving to a Scalable CRM
The goal was to tap into more potent tools that would streamline operations and boost productivity in the long run. However, the complexity of data migration and the integration of various Salesforce features posed a significant challenge.
The solution
Building a Seamless Salesforce Environment from the Ground Up
Redtag took the lead on implementing a comprehensive solution centered around Salesforce’s suite of products. Our team began by conducting detailed stakeholder interviews to understand Cobalt Robotics’ unique business needs. This initial discovery phase allowed us to identify areas for improvement and set clear project goals.
Tailored Salesforce Sales Cloud. A tailored Sales App was developed to streamline sales processes. This included lead management, account and contact management, sales process management, and more. Redtag also integrated email platforms like Gmail and Outlook for seamless communication.
Enhanced Customer Service. For the Service Cloud, Redtag team created a tailored Service Console App that included case management, case assignment rules, email-to-case functionality, and a utility bar configuration. This ensured that customer queries and issues could be managed efficiently and effectively.
Advanced Marketing Automation. Marketing Cloud Account Engagement (Pardot) was implemented to automate marketing efforts. This included setting up data connections, configuring Google AdWords, Analytics, and social media connectors. Redtag enabled standard campaign influence models and deployed dashboards for various marketing metrics.
LinkedIn Sales Navigator Integration. A standout feature was the integration of LinkedIn Sales Navigator with Salesforce. This involved configuring integration settings, mapping fields, and automating data synchronization. The LinkedIn Sales Navigator widget was added to Salesforce, enabling Cobalt Robotics to track LinkedIn activities within their CRM effortlessly.
Data Migration and Training. Data migration from HubSpot to Salesforce was meticulously planned and executed to ensure no loss of critical information. Post-implementation, Redtag provided comprehensive training to both admins and users, ensuring they could take in stride the new system with confidence.
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The RESULT
More Automation and More Time for High-Value Work
Redtag’s solution empowered Cobalt Robotics to get advantage of the potent capabilities of Salesforce, significantly enhancing their productivity. The seamless integration of Sales Cloud, Service Cloud, and Marketing Cloud Account Engagement allowed Cobalt Robotics to delegate mundane tasks to automation, giving their team more time to focus on strategic initiatives.
With the LinkedIn Sales Navigator integration, Cobalt Robotics could now effectively track and manage leads, improving their sales engagement. The overall result was a more streamlined, efficient, and productive operation, enabling Cobalt Robotics to continue innovating in the security sector without interruption.
In the long run, the robust infrastructure set up by Redtag promises to support Cobalt Robotics’ growth, ensuring they remain at the forefront of technological advancements in security solutions.
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+38 (063) 041 48 99
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+1 (312) 885 95 87
Chicago, IL 60654
+1 (312) 885 95 87