Cold Jet puts recycled CO2 to work, helping customers solve their cleaning, surface preparation, parts finishing, and transport cooling problems with innovative dry ice solutions. However, their legacy CRM compromised their mission to provide safe, environmentally sustainable solutions.
The legacy CRM lacked the essential mobile functionality for its on-the-go sales team and could not integrate with their enterprise resource planning (ERP) software. Without this connection, teams faced extensive manual data entry, increasing the risk of errors and prolonging critical processes, like order processing and shipping times.
"Streamlined processes and data management are critical in the manufacturing industry, especially in a company as dynamic as Cold Jet," said Kevin Must, Director of Commercial Tech Stack. "We have a lot of moving parts across different departments, so having that transparency really impacts how quickly we can get our solutions into the field and out to new customers."
Cold Jet’s teams lacked real-time visibility into each other’s actions, making it difficult to coordinate everything from closing deals to shipping equipment. With disjointed data across multiple platforms, the result was untimely and often irrelevant customer communications—like sending training information for machines customers didn’t own. This disorganization led to customer frustration, lower satisfaction, and a decline in engagement, ultimately impacting the company’s ability to maintain strong customer relationships.
Cold Jet addressed these challenges by implementing HubSpot Sales Hub and HubSpot Smart CRM, creating a unified platform for managing their customer data. This move immediately improved transparency and internal communication across departments.
"Our goal was to consolidate our systems, clean up our data, and ensure everybody was operating with the same information. This has made us more efficient and aligned as a team," Must said.
With HubSpot Sales Hub, Cold Jet’s sales team now handles everything—from lead management to deal creation, forecasting, and pipeline management—on one platform, simplifying and accelerating sales processes. Automated sequences enable the sales team to deliver timely, targeted, and relevant outreach based on customers’ interests and interactions, improving the relevance of communications.
With unified and accurate data in the Smart CRM, Cold Jet can access valuable insights into sales performance and customer behavior, enabling them to tailor communications and offer more proactive service. Today, they can anticipate customers’ support and maintenance needs, and customers receive faster, more reliable service.
"Having more visibility into projected or forecasted deals that are going to close in a certain month gives our operations team better insight into what product parts we should be ordering or making for stock, or what materials we should carry in different inventory locations around the world. That way, we can service our customers more quickly and get machines out into the field or repaired more quickly as well." - Kevin Must, Director of Commercial Tech Stack, Cold Jet
By combining automation with modern sales software, all powered by HubSpot’s Smart CRM, Cold Jet has become a more agile and trusted partner.This transformation has empowered them to deliver highly personalized experiences at scale, anticipating and meeting customer needs more effectively than ever before.
Before adopting HubSpot, Cold Jet struggled with a legacy CRM that hindered marketing automation and disrupted coordination between sales and marketing. This inefficiency impacted their email campaigns, lead generation, and customer outreach, much like how order delays and data inaccuracies were affecting their operational efficiencies and customer satisfaction. After implementing HubSpot, they achieved:
"Now that we have connected inboxes, we're slowly getting more and more context into each of our customers, so that we have a greater picture of who we're serving on any given day," Must said. "Sales Hub helps us achieve a more tailored outreach to the customer."
As Cold Jet set out to revolutionize its customer engagement strategy, they partnered with Wendt Partners, a top HubSpot Elite Solution Partner renowned for their expertise in complex, global CRM implementations. Together they worked on:
In the first six months with HubSpot, Cold Jet has been able to create 2,428 new deal. They have seen impressive growth in performance metrics, remarkable improvements in sales efficiency, and enhanced customer engagement with their HubSpot integrations. Sales Hub and Smart CRM has allowed the team to streamline their processes and better manage their sales pipeline, leading to more satisfied customers.
Today, Cold Jet’s customers enjoy a seamless, responsive experience, with faster service delivery, more accurate quotes, and proactive support that ensures their operations run smoothly and efficiently. Cold Jet’s use of Sales Hub and Smart CRM has transformed customer interactions, solidifying their reputation as a trusted manufacturing partner in their customers’ success.