Home / Case Studies Details

How a finance automation SaaS
cut its sales cycle by 27% in 90 days

See your
own blueprint

1. Situation

LedgerFlow, a finance automation SaaS selling into mid-market companies, was facing long and inconsistent sales cycles. Their CRM was cluttered with duplicates, sales activities weren’t logged consistently, and 68% of marketing-qualified leads stalled without progressing to opportunities. Forecasting accuracy was below 40%, leaving the leadership team blind to revenue predictability.

2. Approach

Born Digital deployed its closed-loop framework to diagnose bottlenecks and rebuild the system around measurable buyer intent:

3. System Build

During the 90-day build, the team mapped the end-to-end cycle:

4. Results

Within 3 months of going live, LedgerFlow achieved:

27%

reduction in average sales cycle length

34%

increase in sales-ready lead volume

22%

22% uplift in forecast accuracy

100%

CRM activity compliance across the sales team

5. Stack

Blog and articles

Case studies

Rebuilding Forpoint’s Brand, Pipeline, and Partnerships

15%

qualified leads per week

+1000

monthly organic visitors

CoreBiz Microsoft Dynamics 365 Business Central partner

15%

qualified leads per week

+1000

monthly organic visitors