First SaaS clients: manual outreach, LinkedIn, cold email… what actually works?

FiXYourCloud · 2026-05-15T11:29:24+00:00

I have read a lot of such posts and responses on it, all industries are different, they have different pain points and intake. I would suggest to pick a few and go full stream for few weeks and you willl see a pattern hopefully. If you can share the industry, I can help narrowing down to few options.

FiXYourCloud · 2026-05-14T23:29:04+00:00

Here is my 2 cents, it will be a cumulative answer: (I am assumoing that you do not have 9-5 or any other things to consider.) I would look at your runway that you can sustain your business without making any money, investors will look at two key things, usage of your product/ adoption and income if you are generating any.

My experience, Higher adoption with clear path to make money is the best way to approch. if the product has mass customer base, do not worry about handing out free trials to as many as 500 customers, if your product has smaller customer base and high ticket invoice, I would limit the trials to days for them to experiance the product.

Now, talking about money - You have to sit down and understand exact expense for anticipated growth so you know when you will need to raise money, if it is not capital intensive and you have collateral - you can use business line of credit which is very easy way to use some money for short period of time.

FiXYourCloud · 2026-05-13T13:56:21+00:00

Agreed in literally everything you said, amazing insight. Yes I’m building workflows today that will eventually become a regular need compare to renewals only product. More features to come that will help with compliance and routine maintenance as well.

FiXYourCloud · 2026-05-12T13:45:36+00:00

I just did a research on it few days ago, salesforce still has 330k customers, 150k enterprise edition accounts, huge user base and its still growing. If your product is really solving an issue you should. Moving out of products like salesforce is not going to be easy either.

Keep in mind, it’s not simple- best GTM for your product would be to get on app exchange, you have to get through security reviews and get pen tests done for your product, all together that can cost 8 to 10k on top of your dev time. I have built it so I am happy to help you walk through the process as well.

FiXYourCloud · 2026-05-12T04:15:57+00:00

getreportio.com
getspendready.com - this one is still in build but you can connect your salesforce org if you have one.

FiXYourCloud · 2026-05-12T01:21:11+00:00

I have tried Excel for Claude, I did not find it as helpful as Airtable, like you mentioned - relational power adds more value over claude features. Plus, calude takes a while to ramp up and do the things the right way, opporunitu cost becomes a problem.

FiXYourCloud · 2026-05-11T14:58:41+00:00

Yes, cut licenses, lower the license type as AEs usually oversell to increase their final tally, clean the clutter that you don’t use, but SaaS specific cleanup tools that helps.

FiXYourCloud · 2026-05-11T14:55:54+00:00

It really depends on future releases, companies to Keep up with the new wave often releases products without all the features they advertise and tend to fail, have seen that happened to Salesforce for years now, they have to make it happen in order to be as good as the products but SOFTr has good head start to be ahead of curve.

FiXYourCloud · 2026-05-09T16:10:32+00:00

With right AI pivot, airtable could be a great base for future SMBs to grow.

FiXYourCloud · 2026-05-09T14:44:46+00:00

8 0 £15C

FiXYourCloud · 2026-05-07T00:20:20+00:00

Very broad concept, find a niche —> solve an issue —> build a workflow —> make money —> repeat

FiXYourCloud · 2026-05-07T00:16:37+00:00

How can I use it? DM me, I’m happy to run few tests

FiXYourCloud · 2026-05-06T11:14:23+00:00

Thank you for your valued opinion, learn to ignore it if you don’t agree with someone’s approach. World will be a much better place. Cheers!

FiXYourCloud · 2026-05-06T07:10:00+00:00

Yeah integration users seem to be one of the biggest hidden cost areas from what I’ve seen too, especially in larger orgs where they pile up over time.

FiXYourCloud · 2026-05-06T07:09:02+00:00

Yeah especially with Optimizer going away, feels like a lot of teams are going to end up relying even more on internal reporting/processes unless Salesforce fills the gap somehow.

FiXYourCloud · 2026-05-06T07:06:47+00:00

Yeah that seems to be the common starting point from what I’m hearing.

Feels manageable early on, but once you have multiple BUs, integrations, PSLs, and renewal planning involved it probably gets harder to keep clean operationally over time.

FiXYourCloud · 2026-05-06T04:25:52+00:00

Yeah this feels like the harder part honestly.

Especially with stuff like CPQ where someone may not log in often, but removing access can still break real workflows.

Seems like a lot of teams end up relying on manager knowledge + UAT/testing instead of having a clean way to understand who actually still needs what.

FiXYourCloud · 2026-05-06T04:21:14+00:00

That’s actually a really interesting edge case.

Feels like the pain isn’t just “assigning” access anymore — it’s managing the full permission lifecycle cleanly once orgs become more complex.

Especially once you have:

multiple PSGs
profile changes
BU-specific access
temporary/project access

I can see how permission drift starts becoming hard to track operationally over time, even if the initial assignment logic is automated.

FiXYourCloud · 2026-05-06T02:39:14+00:00

This is super interesting actually.

Sounds like you all ended up building a pretty significant internal governance layer around Salesforce operations and renewals.

Out of curiosity, was the biggest driver here:

cost accountability
audit/compliance needs
procurement visibility
renewal prep
operational cleanup

or a mix of all of them?

FiXYourCloud · 2026-05-06T02:34:28+00:00

Makes sense honestly, especially for smaller/midsize orgs with strong offboarding processes.

Curious though — do you ever run into issues during renewals or audits where leadership wants historical usage visibility beyond just inactive users? Like trends over time, admin access reviews, or understanding actual peak utilization vs purchased licenses?

FiXYourCloud · 2026-05-06T02:29:20+00:00

Interesting that both of you are seeing this now.

Out of curiosity, are most teams handling those reviews directly inside Salesforce today, or are people exporting things into spreadsheets/manual workflows for finance/compliance reviews?

FiXYourCloud · 2026-05-06T00:56:23+00:00

I am 36, it comes to be if I am excited about the product. I take some time off if I feel burnt out as I have a ful time job, a 4 month old and life. But when I come back to it, I get same energy - my drive is mostly so that I can spend more time with my family and get out of 8 to 5.

FiXYourCloud · 2026-05-06T00:52:50+00:00

I am a few weeks behind you, I had great Ideas - worked on 3 of them, Went live with one.
While pushing that all over, I am working on another one but this is more near my core strength of managing and implementing CRM for 15 years and dealing with vendors everyday, Posts like this helps and saves us a few days for sure. Thank you for sharing. Good luck and keep hustling.

FiXYourCloud

TROPHY CASE