CRM Consultants & Implementation Partners in Guaynabo, PR

Cobalto is a consulting company based in Guaynabo, Puerto Rico, with a satellite office in Nashville, Tennessee. Founded in 2004, the firm joins marketing, customer relationship management software and data analysis in a single offering. Its aim is to give organizations a dependable route to their goals for sales, customer growth and return on investment. Both local and international businesses have engaged the company over the years.

Core purpose

Cobalto describes its mission as one idea: making its clients' businesses grow. It supports customers in three areas, which are bringing in prospects, turning them into buyers and holding on to them afterward. The firm says its campaigns should be pertinent to the audience, easy to evaluate and economical, and that the technology behind them should be pleasant for people to use.

Salesforce consulting

As a Salesforce partner, Cobalto presents itself as a single destination for tailoring the platform to a particular organization. It configures the systems and also runs the digital campaigns that rely on them, from the early idea to measurable outcomes. A client can therefore deal with one team rather than splitting duties between a technical integrator and a separate agency.

Through the partnership, the company deploys software, analytics and artificial intelligence so businesses can understand their customers and interact with them more effectively. Key areas include:

• Marketing Cloud: a platform for crafting individualized experiences for every customer
• Sales Cloud: tools to capture and organize leads and win additional deals
• Connections between CRM systems and other business software
• Marketing automation
• Business analysis, covering requirements gathering, process documentation and solution testing

Marketing services

Cobalto groups its four most requested marketing offerings into a complete package for improving sales: digital advertising, multi-channel marketing, marketing analytics and marketing technology. Typical activity includes email programs and social media campaigns, along with monitoring of results so that efforts can be adjusted continuously. The goal is a more direct link between marketing work and revenue.

Client results

The company showcases case studies featuring Triple-S Vida, Chubb Insurance and Toyota. Reported results include automated engagement with customers, a doubling of agent sales per hour, and event leads arriving at the sales team within seconds. Its website also has sections on security and certifications, and its team includes specialists who keep internal IT safeguards current, spot risks and handle incidents.

People and culture

Founder and president María Cristina Oruña has over two decades in data-driven marketing. Before starting Cobalto, she directed CRM, analytics and direct marketing at major financial institutions in Puerto Rico. She holds an MBA from the University of Puerto Rico and an electrical engineering degree from New Jersey Institute of Technology. She prefers agile methods and steady gains to sweeping launches.

Jesse Dedman leads digital platforms and innovation, drawing on experience in analytics, business intelligence, data warehousing and CRM in health, insurance and banking. Rebeca Hernández, a vice president and a lawyer licensed in Puerto Rico, joined as an intern and now helps shape marketing optimization and content strategy.

Joaquin Pockels, the technical lead, focuses on marketing automation, CRM integration, and IT security and compliance. The broader staff blends strategists, technologists, analysts, creatives and client advocates, and the company says its culture rests on teamwork, ongoing improvement and learning at every level.