How Ordway increased inbound demo requests +50% with Pathmonk
A high-growth SaaS billing and finance platform had plenty of traffic but needed a scalable way to turn visitors into demo requests. Pathmonk personalized the journey and lifted inbound demos by half in the first three months.
The platform behind modern billing
Ordway, a dynamic SaaS enterprise based in Washington DC, provides one of the world's most effective billing and finance platforms. As a high-growth company, Ordway serves multiple industries, streamlining back-office operations, identifying revenue trends, and simplifying finance and operational tasks.
The challenge: lead generation that could not scale
Ordway faced significant challenges in engaging website visitors and converting them into qualified leads. The primary goal was to increase inbound demo requests, but the existing tools were not delivering the scalability or efficiency a fast-growing company needed.
- Tools that could not keep up. The existing setup could not handle the volume and quality of interactions needed to convert visitors into demo requests
- A funnel under pressure. Rapid growth meant the sales funnel had to be streamlined to support expansion
- Time lost on low-value work. The team needed to capture more leads while freeing the sales team to focus on high-value interactions
The solution: automated real-time engagement
Ordway found its answer in Pathmonk, an AI-powered platform that lifts website conversions with predictive analytics and personalized engagement, working alongside the tools the team already used.
Personalized interactions
Pathmonk shows tailored website interactions to each visitor based on their behavior, making the experience more relevant and lifting the likelihood of conversion.
Behavior-basedHigher intentSeamless CRM and alerts
Pathmonk integrated directly with HubSpot and sent instant Slack notifications with lead scoring, while working alongside the existing HubSpot chat so personal service stayed available when needed.
HubSpot syncSlack alertsAutomation handled the initial interactions and pre-qualified leads, while the human touch stayed on hand, a balance of efficiency and personalized service.
The results: +50% demo requests
During the first three months of using Pathmonk, Ordway saw a +50% increase in inbound demo requests, a major boost to lead generation.
- +50% inbound demo requests, generated in the first three months
- Enhanced lead management, as HubSpot sync and instant Slack notifications streamlined follow-up
- Efficient resource allocation, with the sales team spending more time closing and less on initial inquiries
- Scalable lead capture, as Ordway grew demand without sacrificing the quality of interactions
By pairing automated engagement with the tools it already trusted, Ordway turned more of its existing traffic into booked demos.
Key takeaways: what made it work
- The power of personalization. Tailoring content to real-time visitor behavior raises engagement and conversion rates
- Automation meets the human touch. Automating routine inquiries and pre-qualifying leads freed the team for deeper, more meaningful conversations
- Seamless technology integration. Working alongside HubSpot and Slack meant adopting new technology without disruption
During the first 3 months of Pathmonk, we've seen a 50% increase of inbound demo requests.
Eren KoontVP Marketing, Ordway
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