Business Development and Relationship Management with Contactually

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Business Development and Relationship Management with Contactually

  1. 1. About Enoch Enoch  Sears  is  a  project  manager  at  Chris3ansen  Group,  an  architecture  firm   in  Visalia,  California.    He’s  a  big  networker  who  loves  to  meet  new  people   and  is  always  looking  for  produc3vity  tools  and  systems  to  help  him  stay   connected  with  the  people  he  meets. Before Contactually •      Enoch’s  been  mee3ng  new  people  for  years  and  –  like  any  good   networker  –  he  had  a  system  in  place.    Prior  to  Contactually,  he  kept  Excel   lists  of  all  the  people  he  wanted  to  get  in  touch  with:    decision  makers  in  his   field,  advisors  or  mentors  that  could  offer  advice,  and  others. • He’d  set  goals  in  his  head  for  how  oJen  he  wanted  to  follow  up,  would  color  code  the  contacts  in   his  spreadsheet,  and  manually  mark  when  he  last  contacted  someone.    If  it’s  not  already   obvious,  it  took  a  ton  of  work  and  3me! • Other  CRMs  were  certainly  on  his  radar,  but  Enoch  found  them  all  to  be  too  cumbersome.    He’d   get  bogged  down  in  managing  details,  tasks,  and  notes.    All  he  really  cared  about  was  mee3ng   and  staying  in  touch  with  people  that  could  help  further  his  goals.    CRMs  weren’t  the  solu3on.How did Contactually help? • For  Enoch,  the  most  useful  part  of  Contactually  are  the  morning  email  reminders.    He  gets   reminded  of  5  important  people  he  should  contact  and  in  only  a  few  minutes,  he  can  follow  up   with  them. • The  Bucket  Game  has  also  been  an  easy  way  for  him   to  beUer  organize  and  structure  how  oJen  he  wants   to  follow  up  with  the  people  in  his  network.    He  sets   “It’s  incredible!    Contactually  has   specific  reminders  for  each  group  of  people  and   added  tons  of  value  right  from  the   tailors  his  follow  ups  to  meet  his  schedule. start.    They’re  doing  something  a   • Ul3mately,  Contactually  is  the  tool  he’s  always   wanted  (in  fact,  he’d  consider    building  a  follow  up   lot  bigger  than  the  other   tool  himself  before  we  came  along!).    Contactually   tradi<onal  CRMs  and  web  apps.” allows  him  to  fully  customize  his  follow  up   reminders  and  stay  in  touch  with  everyone  in  his   network  that  maUers. See more Case Studies at http://contactually.com/stories

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