How to get customers forCapitalOptimize Capital Allocation Software

Where to find finance executives in order to convert them to customers

The idea that helps Finance Executives

Finance Executives want to optimize capital allocation. However, they can't get it because they struggle with outdated tools for financial analysis and decision-making.

Therefore, they need to use your solution, e.g. CapitalOptimize.

CapitalOptimize Capital Allocation Software : CapitalOptimize is a cutting-edge software that helps finance executives optimize capital allocation by providing advanced financial analysis tools and decision-making support. Of course it is much better than the stuff from RiskMetrics, or Bloomberg!

How to find Finance Executives

You can get insights about the pain points of finance executives if you listen to them carefully, either in person or online. Listening online is much easier because you need not ask them for a customer interview but you can observe them talking about their problems, out there in their natural habitat. They won’t even notice that you are there, watching and listening to them.

The process, step by step

One process that we can totally recommend is this:

Find out where finance executives hang out (Reddit, Mastodon, etc.)
Read what problems they talk about, and how urgent they are to them. (Did they try any solutions, yet? Did they spend money on anything, yet? Did they even cobble a homegrown solution together?)
Enter the conversation: Help them with tips, ask more about their situation and why they are in pain.
If you find recurring questions or pet peeves of finance executives, create some helpful content for them (e.g. a blog post, a podcast episode, or a video) and share it with them for free, in the same conversations. They will be delighted.
At the end of the blog post, invite them to use your solution: CapitalOptimize Capital Allocation Software.

I described the process here in my blog post: Identify a hungry audience.

If you do this manually, it may take you hours each day. Automate it, with a little help from the AI in CustomerPing!

Step 1 to find finance executives

To get started, edit the values in the following 3 input fields and click “Search finance executives”.

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find finance executives and their pain points in online forums on the internet.
With one click, you can search for each keyword phrase right away.
CustomerPing will present the search results to you.
If you think that one of those results looks like finance executives wrote it, you can create a “customer radar station” on the forum where the post came from.
You describe what makes a post relevant to your business.
CustomerPing will “ping” you 24h a day, whenever finance executives complain about their pet peeve: They struggle with outdated tools for financial analysis and decision-making.
Good for you because this is something that you can solve with capitalOptimize Capital Allocation Software, right?

What to do when you get a “customer ping”

When such an alert appears on your mobile phone, you simply tap on it and join the conversation in the online forum.

Help finance executives to reach their goal: To optimize capital allocation.

They will get to know, like and trust you. Eventually, they will buy your solution: CapitalOptimize Capital Allocation Software.

Get your first customers now!

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