CRM · Finance

I have developed a finance CRM product entirely, but I don't know how to sell it properly

Mauro Casas Software consultant & developer.

January 2nd, 2017

I'm the sole developer and engineer of FinanSys, my flagship product which I have currently sold 3 times to different clients and maintain it for them.

I have developed Version 2 of my software and added new features which would make my software even more "niche-wide".

I would like to learn how to achieve more sales, and generate more leads for my software.

Steve Owens Startup Expert

January 2nd, 2017

Find a really good marketing person, or a marketing company. Not something you can learn yourself without a lot of time and frustration.

Sean Xie Founder of Zendo Media, Startup Empire

January 4th, 2017

I think it depends on your product and how you would approach your client based on the solution your product provides to them. I would think from a growth hacker's perspective and how to reach out to your clients in a creative and yet cost efficient way. Recommend Ryan Holiday's book Growth Hacker Marketing:

Matthew Schwab Startup Sales Incubtion & Growth

January 9th, 2017

Hi Mauro. Have you heard of the Manos Accelerator? I'd be happy to provide an introduction. Your startup clearly needs to get to the next level now that your product is available.

Chuck Solomon Seeking help with B2B sales @LineHire.

January 2nd, 2017

Ask your 3 clients for introductions to others that might have the problems you are solving for them


Travis Johnson Founder executing on high levels of EQ and Results

January 2nd, 2017

Client's testimony or client's recommendation as Chuck Solomon noted are typically the quickest for returns... All the other sales - lead generation processes are debated by many as to which is best.

My opinion / recommendation is to use as many channels as you feasible can (money/time) because we all are functioning/living in many channels.

My recommendation would be to use a combo of emails and calls to prospect new clients based on your target marketing. might be a good platform for you. Just a simple side note; on average it takes 5-7 direct connects before someone will respond to you with a Yes or No.

aven reddy I am in love with Business

January 6th, 2017

Its all a numbers game my friend. In commercial real-estate you have to call, market to, touch base with, what ever you want to call it with at least 1500 customers which turns to 3-5 interested parties which turns to 1-2 actual business. For your industry the numbers could be different but if your not out there everyday making calls, sending emails, touching base with real people I believe your missing out on a lot of business.

Mathew Aird Ambitious and business minded

January 4th, 2017

First question I would ask is what is the ACV of your product?

i.e do you clients pay you $1,000, $10,000, $100,000 or $1,000,000 per year currently( I know this may change as your product develops)

Second is, what is your budget for sales and marketing, can you afford to invest in this upfront for a return in the long term?

Third is, what human capital or hours per week can you dedicate to this portion of your business?

From there I could come to a reasonable cost per customer acquisition and help to develop some strategies you could put in place.

Anh Dao Web and Mobile Developer

January 4th, 2017

Where are your customers at? That's the first question you have to answer.

How are you going to approach them?

Develop a sales or marketing strategy all the way from approach to close.

Also, have you thought about referrals? It is usually very expensive acquiring new customers from cold approach.

Shay Acrich Python Full Stack Developer

January 30th, 2017

I googled FinanSys, and you have zero visibility. Do you have a website? Do you maintain a blog or write on Medium? Do you have some social media accounts, such as a Twitter from which to give support or a Linkedin company page? Those would be good places to start.