File Collateral Validation using CloudFiles Analytics in HubSpot: Achieving a 15% Boost in Lead Conversions at ROBO Global

File Collateral Validation using CloudFiles Analytics in HubSpot: Achieving a 15% Boost in Lead Conversions at ROBO Global
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ROBO Global is an index, advisory, and research company wholly focused on helping investors capture the unique opportunities of fast-growing robotics, artificial intelligence, and healthcare technology companies around the world.

For their content distribution process, ROBO Global began utilizing HubSpot Documents and HubSpot Files. However, the company faced two major challenges. HubSpot files which was used by marketing did not offer any analytics. At the same time, since sales was using HubSpot documents, there was no single view available for the overall analytics on the collateral pieces.

Process Before CloudFiles

ROBO Global was leveraging HubSpot Documents & HubSpot File Manager to streamline their sales and marketing efforts. After receiving form submissions on their website, the marketing team utilized the HubSpot files to share PDFs with clients, however, the process lacked analytics. Moreover, the three-step process of going to the HubSpot form, filling it out and then checking email for the collateral was not efficient for the clients.

The sales team utilized HubSpot Documents which did offer some analytics. However having to use multiple tools created a distributed view of the shared collateral, leading to analysis challenges later on. The lack of a centralized solution for files resulted in difficulties in tracking and accessing crucial information.

To reach a wider audience, ROBO Global used various channels such as ads and partner networks to distribute their HubSpot white papers and research materials. This added more complexity to their already challenging content distribution process, highlighting the need for a comprehensive solution.

Process with CloudFiles

By creating CloudFiles links of their collateral pieces, ROBO Global has improved the tracking and performance of their content. The HubSpot tracking code is integrated into these links to gather valuable insights into the effectiveness of their content distribution.

With the ability to target their content more precisely, ROBO Global has optimized their lead generation & qualification process. They use smart-gated links with the HubSpot cookie to track engagement on website content. They also trigger sales email sequences that include the recipient's email as a parameter at the end of the collateral link for gathering ungated, personalized analytics. Additionally, they use non-downloadable links for sharing through other channels such as ads and partnerships.

Centralizing all analytics through the use of CloudFiles, ROBO Global now has a comprehensive understanding of the performance of their sales & research documents. The ability to make data-driven decisions about their content strategy, powered by the tracking capabilities of CloudFiles that is pushed to the HubSpot records, has greatly enhanced the efficiency of their sales & marketing efforts.


The adoption of CloudFiles at ROBO Global has brought about significant enhancements in their content distribution process, leading to tangible and quantifiable improvements. One noteworthy achievement is a commendable 15% increase in lead conversions post the integration of HubSpot tracking code, contributing directly to revenue growth.

Furthermore, the collaboration between the sales and marketing teams has experienced a notable 25% reduction in the average sales cycle duration, boosting overall operational efficiency. The centralized content library has resulted in three enterprise referrals sourced from a partner within a single month, highlighting CloudFiles' capacity to foster valuable partnerships.