Financial institution multiplies qualified leads 5x with HubSpot CRM Implementation

01. The Challenge

The financial company aimed to consolidate a digital strategy that would enable scalable and sustainable growth.

It also sought to establish a more efficient operation aligned with its long-term growth vision: increasing its organic presence in search engines, reducing reliance on paid media, and automating its sales process.

02. The Solution 

To achieve its growth objectives, Cliento designed a comprehensive strategy focused on the following key actions:

HubSpot CRM Implementation

Key sales processes were automated, allowing the financial company to manage its pipeline more efficiently and gain full visibility into its sales cycle. 

Workflows were deployed to nurture leads, qualify prospects, and maintain relevant communication with audiences at each stage of the funnel—driving conversions.

Website optimization

The site was redesigned and developed following UX best practices, incorporating strategic conversion points to facilitate credit applications and approvals.

Development of value-driven content

Targeted resources such as blog articles, explainer videos, and landing pages were created to address common user questions about auto-backed loans and guide prospects through the funnel. 

On-Page SEO Strategy

Key content and site architecture were optimized—including improvements to headings, URL structure, internal linking, and metadata—to enhance crawlability and indexing in search engines. 

03. The Results

This case demonstrates how a well-executed sales automation strategy can transform not only lead generation but also the overall performance of the sales process. 

+500% sustained growth in qualified lead generation from 2021 to 2024

driven by content efforts and increased visibility on search engines. 

+40% increase in annual credit contract closures during the same period

as a result of a more efficient and automated sales process.