How to get customers forFinancial Performance Optimization Software

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

The idea that helps Finance Managers

Finance Managers want to optimize financial performance and strategic planning. However, they can't get it because they struggle to consolidate data from multiple sources and generate accurate financial reports in a timely manner.

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

Financial Performance Optimization Software : FinStrat is a strategic financial planning and analysis software that consolidates data from various sources, automates financial reporting, and provides actionable insights for finance managers. It offers budgeting, forecasting, and scenario analysis capabilities. Of course it is much better than the stuff from Adaptive Insights, Host Analytics, or Board International!

How to find Finance Managers

You can get insights about the pain points of finance managers 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 managers 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 managers, 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: Financial Performance Optimization 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 managers

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

This is what will happen

  • An AI will brainstorm 5 good search keyword phrases for you to find finance managers 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 managers 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 managers complain about their pet peeve: They struggle to consolidate data from multiple sources and generate accurate financial reports in a timely manner.
  • Good for you because this is something that you can solve with financial Performance Optimization 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 managers to reach their goal: To optimize financial performance and strategic planning.

They will get to know, like and trust you. Eventually, they will buy your solution: Financial Performance Optimization Software.


FinanceCorporate FinanceFinancial Performance Optimization Software

Related topics


Share this: