Finthesis (Saas Fintech): 14 qualified leads/month

Finthesis: Generating high-potential leads with an outbound strategy for accountants and CFO

Finthesis Is a SaaS platform dedicated to chartered accountants and chief financial officers (CFO). It transforms the raw accounting data in dynamic and visual financial analyses, facilitating the creation of reports, budgets and forecast balances.

The challenge: Accelerate growth and diversify acquisition channels

In a phase of strong growth, Finthesis needed to meet two major challenges:

• Diversifying its acquisition channels to reach new customers;
• Accelerate the penetration of the DAF/CEO segment thanks to a targeted and effective strategy.

The objective was to generate highly qualified leads while laying the foundations for a scalable and efficient system.

The solution: Structured outbound strategy, synchronized CRM and continuous analysis

The method was organized into three key steps, in order to maximize lead quality and commercial efficiency.

Step 1: Differentiating outbound campaign with DAFs

• Deploying multichannel sequences (email, LinkedIn) with a personalized approach, focused on the business problems of DAFs and the added value of Finthesis.
• Results-oriented messages: time savings, reliable reports, dynamic vision of financial performance.

This first phase made it possible to capture the attention of decision-makers who were difficult to reach and to generate opportunities with high potential.

Step 2: CRM Structuring and Synchronization (HubSpot)

• Full integration of business workflows in HubSpot to ensure rigorous follow-up and automate reminders.
• Centralization of data for optimal traceability and better collaboration between marketing and sales teams.

The use of CRM has made it possible to streamline the sales cycle and improve the transformation of leads into customers.

Step 3: Continued performance analysis and KPI refinement

• Weekly monitoring of response, qualification and transformation rates to adjust messages, targets, and channels in real time.
• Continuous refining of ICP (Ideal Customer Profile) to maximize relevance and enrich market knowledge.

This continuous optimization process has significantly increased the conversion rate and the quality of the leads generated.

Achieved results

• 10 to 15 SQL (Sales Qualified Leads) generated every month
• SQL → customer conversion rate greater than 30%
• Optimized sales cycle thanks to effective synchronization between marketing and sales

Finthesis now has an efficient outbound process, capable of supporting its growth in the accountant and financial director segment.

‍