ERP partners

Outbound for ERP partners selling to CFOs

ERP deals are big and slow. We find the companies that have outgrown their finance stack and put you in front of the CFO early.

  • Signals for companies outgrowing Tally, Zoho Books or Odoo
  • CFO-level copy with costing guides, not feature lists
  • NetSuite, SAP, Odoo and Dynamics partners

A custom outbound playbook for your market, free.

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Signals this morning4 new
  • Naukri
    Brightlane Foods is hiring a Financial ControllerF&B, 600 people, 3 plants
    Hot1d
  • Crunchbase
    Corvus Retail raised a Series BD2C, still on Tally per job posts
    Tier 12d
  • Google News
    Tessera Components opens a plant in PuneSecond entity, more books to close
    Tier 13d
  • LinkedIn
    CFO at Quill Logistics follows two ERP vendorsEngaged with a NetSuite post this week
    Tier 25h
Leads from our campaigns came from teams at
Ambuja CementDixon TechnologiesSun PharmaGenpactCapgeminiRocheEricssonTesla
The signals

Signals we track

Each one says a company has a reason to buy now, not just that it fits.

NaukriIndeed

Finance hiring

Roles like NetSuite admin, financial controller or ERP lead going up.

Example: A manufacturer hires its third accountant in two months and a financial controller.

BuiltWithClay

Outgrowing Tally

Businesses that have outgrown Tally, Zoho Books or Odoo, seen in job posts and their current stack.

Example: A 400-person D2C brand still asks for "Tally experience" in finance job posts.

Google NewsGoogle Maps

Expansion

New plants, new entities, new countries. More books to close every month.

Example: A food company opens a second plant and registers a new entity.

CrunchbaseTracxn

Fresh funding

A new round usually comes with a board asking for cleaner numbers.

Example: A fintech raises a Series B and hires a new CFO within a quarter.

LinkedInPhantomBuster

Competitor followers

Finance leaders following other ERP vendors and partners, or engaging with their posts.

Example: A CFO comments on a rival partner's "migrating from Tally" post.

BuiltWithApollo

Current stack

What ERP and add-ons they run today, so the pitch fits what they actually have.

Example: A company on an old on-premise ERP with a support contract ending.

The buyers

Who we reach

The people who own the problem, and the companies they work at.

Who we reach
CFOsFinance headsFinancial controllersCOOsHeads of IT
At companies like
$20M to $500M revenue200 to 8,000+ peopleManufacturingIT and ITESF&BFintech and NBFCsD2C
The campaigns

Campaigns we run

Different angles for different buyers. Each one is tested before it gets volume.

Campaign 1

The "you've outgrown Tally" angle

For companies with clear growth signals still running on Tally or Zoho Books. The email names the pain they already feel at month-end close.

Closing books across two entities on Tally usually takes a team of five. Worth seeing what that looks like on NetSuite?

Campaign 2

Useful before asking

A NetSuite costing guide or a path-to-ROI playbook goes first. The CFO gets something to share internally before anyone asks for a meeting.

Campaign 3

Sub-segments, not industries

Pharma APIs and pharma formulations buy differently. We split lists that finely and use the terms each one uses, like 21 CFR Part 11 or FEFO.

Results

Proof

All case studies
Oracle NetSuite partner

98 qualified leads in the first 90 days

Connate People Technology ran on manual cold calls. We built email, LinkedIn and ads around ERP buying signals, selling to CFOs and finance heads. We also run SAP and Odoo campaigns for a partner selling in the US, Canada and the UK.

Read the CPT story
98qualified leads in 90 days
3channels on the same accounts
CFOsand finance heads reached
Getting started

Your first three weeks

What we do, what we need from you and when things go live.

Monday
Tuesday
Wednesday
Thursday
Friday
Week 1Strategy
Kick-off callOnboarding form
ICP and personas drafted
ICP sign-offSignals picked
Domains boughtMailboxes created
Weekly callWarm-up starts
Week 2Lists and copy
Clay tables built
Enrichment and verification
Copy for 3 anglesLinkedIn profiles tidied
Copy review
Weekly callLinkedIn outreach starts
Week 3Ready to launch
CRM and alerts connected
Ad audiences and creatives
Test batch of 50 to 100
Inbox placement checks
Weekly callEmail campaigns go live
Our teamNeeds you, about an hourGoes liveDates move with your kick-off. First interested replies usually land in weeks 4 to 5.

Questions from ERP teams

Ask us something else
We sell SAP, Odoo or Dynamics. Does this still work?

Yes. The signals are about the buyer outgrowing their current setup, whichever ERP you sell.

Our deals take months. How do you measure success?

By qualified leads: finance leaders at ICP companies who have said they want to talk. Your sales cycle runs from there, and we keep warming the rest with ads.

Do you sell into the US and UK too?

Yes. We run ERP campaigns into India, the US, Canada and the UK, with lists and copy built per market.

Will you contact our existing customers or partners' clients?

No. They go on an exclusion list in week 1 and stay off every campaign.

Can you run LinkedIn lead gen ads for us?

Yes. Offers like "Get SAP Business One pricing" or a custom case study work well as lead forms, and every lead is routed to your CRM.

See the signals in your market

A call with Palash. We'll show you a live list of accounts we'd go after, before you commit to anything.

Next, you pick a time that suits you.

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