How ReportingSoft Found the Right Companies for Better Business Reporting

Client Overview

ReportingSoft is a Swiss company with a superpower – they make reporting easy for businesses!  They help companies with things like banking and managing money. They offer cool software and even train people to be amazing at reporting.

Challenges

ReportingSoft is great at what they do, but it needed to find the specific companies who could use their help, especially those in special areas of finance like private banking or managing investments. It’s like trying to find the perfect person to help you organize your massive toy collection!

The Solution

1. Focusing the Search: We focused on finance companies within the European Union, especially banks and those who help people manage their money.
2. Branching Out: We didn’t stop there! We expanded the search to find other potential partners, like family offices (companies that manage money for wealthy families).
3. It’s All About the Message: We crafted special messages for each type of company, explaining how ReportingSoft’s tools make their reporting easier and better. We even used different languages to make sure the messages were perfectly understood.
4. Reaching Out: We used email and LinkedIn to connect with the right people in these companies – the ones who make decisions about new software and tools.

Responsible team

Results

Tech Teamwork! The cool thing is, lots of companies were interested! We helped Pseudocode set up 10 meetings with businesses that were excited about getting help with their tech.

Conclusion

ReportingSoft makes complex reports simple, and SalesAR helps them find the right companies to partner with. It’s a win-win! This means easier reporting for businesses and a chance for ReportingSoft to use its expertise to help even more companies.