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Case Studies

B2B fintech

+84%

Opportunities up 84% in 60 days

A B2B fintech company was generating leads that sales did not want. We connected their CRM to the ad platforms and moved bidding from leads to opportunities.

Challenge

Cheap leads, empty pipeline.

Campaigns were optimized to form fills, so cost per lead looked healthy while sales reported poor lead quality. The CRM and the ad platforms disagreed on how many paid leads there were, and nobody could tie spend to opportunities.

  1. Bidding optimized to form fills
  2. Paid leads misattributed in the CRM
  3. Generic landing pages for high-intent searches
  4. No cost per opportunity reporting

Opportunity

Approach

Fix the data, then change the goal.

  1. Connected the CRM. Lifecycle stages and source tracking fixed, and paid leads matched back to campaigns.
  2. Deployed OCI. Offline conversion imports sent SQLs and opportunities back to the ad platforms.
  3. Value-based bidding. Opportunities weighted far above raw leads so the platforms learned what a good customer looks like.
  4. New landing pages. Pages built for each high-intent search theme and tested against the old ones.

Results

What changed in 60 days.

+84% opportunities. -40% cost per opportunity.

Client names kept confidential.