How to get customers forAutomated Cash Flow Management Software

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

The idea that helps Finance Officers

Finance Officers want to optimize cash flow management and financial planning. However, they can't get it because they struggle with manual processes for budgeting and forecasting.

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

Automated Cash Flow Management Software : CashFlowPro is an automated software that streamlines cash flow management and financial planning processes for finance officers, eliminating the need for manual budgeting and forecasting. Of course it is much better than the stuff from NetSuite, SAP, or Oracle Hyperion!

How to find Finance Officers

You can get insights about the pain points of finance officers 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 officers 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 officers, 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: Automated Cash Flow Management 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 officers

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

This is what will happen

An AI will brainstorm 5 good search keyword phrases for you to find finance officers 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 officers 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 officers complain about their pet peeve: They struggle with manual processes for budgeting and forecasting.
Good for you because this is something that you can solve with automated Cash Flow Management 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 officers to reach their goal: To optimize cash flow management and financial planning.

They will get to know, like and trust you. Eventually, they will buy your solution: Automated Cash Flow Management Software.

Get your first customers now!

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