3. What is it good for
Organizing My Network
Getting More Referrals
Generating More Business
4. How does it do this?
• Syncs with LinkedIn, Facebook, Twitter,
Unlimited Email Accounts, Google Calendar,
Apple Calendar, Android Phones and iPhones
• Deep Integrations with Google Apps, Calendar
• Supports Sending of Emails from your own
server
• See Contacts across Accounts in One Place
• Generates Follow Ups for you based on Set
criteria
• Provides a Very Useful API
5. The Main Ingredients
• Buckets - Create Buckets to Put Contacts In
• Templates – Create Well Crafted Templates for
Common Purposes
• Programs – Create a Set of Linear Steps to
Take for a Variety of Outcomes
• Pipelines – Trace Leads through various stages
6. Buckets
• Buckets are how we
organize and segregate
our contacts.
• Contactually sends us
Daily/Weekly reminders
of who to follow up
with based on the
buckets we have
organized and the
bucket rules we set.
7. Templates
• Email templates allow
us to send the same
message, but
personalized, to our
contacts.
• Having a pre-written
template allows us to
send the message with
just a few clicks of a
button.
• Must Have Templates
– Following up with someone
after an event
– Asking for a referral from a
current client
– Introducing a current client to
someone in your network
– Reaching out to someone you
haven’t spoken to in a long
time
– Sending an article
– Following up with someone
after a new job change
8. Programs
• Programs allow us to
set up a series of
actions with a particular
contact or group of
contacts over a period
of time, either
automatically or by
nudging us to do so
• Sample Programs
– Current Client
Engagement
– Reaching out to clients
you recently worked
with
– New Contact
Engagement
9. Pipelines
• The Pipeline
functionality provides a
visual representation of
where our deals are in
their current process
and what steps need to
be taken.
• A pipeline is broken into
Stages while stages are
broken into Deals.
10. Case Study – ArabHealth 2015
• We Created 4 Templates
– [Immediate Follow Up]
– [Post Event Follow Up 1]
– [Post Event Custom Follow Up]
– [Post Event Follow Up 2]
• We Created a Bucket – [TradeShow Lead]
– We planned to add everydays contacts into this
bucket
• We did it for 3 of the 4 days
• We added the final days contacts 3 days after the event
11. Case Study – ArabHealth 2015
• We Created a Program- [TradeShow Initiation]
– When Someone is added to the Bucket [TradeShow Lead]
Send the [ImmediateFollowUp] Template
– After 2 Days Send a Connection Request on LinkedIn
– After 9 Days “Ask me to follow up” – We planned to
then use either the [Post Event Follow Up 1] or the [Post
Event Custom Follow Up] template based on my notes.
– After 39 Days “Ask me to follow up” – We planned to
use the [Post Event Follow Up 2]
– After 60 Days “Ask me to follow up”- We planned to
share an article from the company blog or my curated
news blog depending on the tag I have added in these 60
days
12. Case Study – ArabHealth 2015
• We collected 212 Business Cards
– 148 were contacted within 24 hours of collecting their
cards
– All 212 were contacted at least once within 10 days of
the event getting over.
– 14 Emails Bounced :: 198 Emails were delivered
– responses were received from 82 contacts within the
first 30 days[4 skype calls were setup]
– BUT in the first 60 Days This number became 104
– Post the final share in the program, The Article , This
number was 138.
13. Case Study – ArabHealth 2015
– Our Deals from ArabHealth 2015
• 1 Deal closed
• 2 Deals in the price negotiation stage
• 2 Deals in the qualification stage
• 4 Deals in the early discussion stage
– We found that Contactually worked for us and it
was worth the money and time investment
Get yourself a Free Trial Using My Personalized Link
http://www.contactually.com/i/loqdprws
14. Lets have a coffee and a chat sometime.
I am just a text (09561092934) or an email away
Email: n.nihalani@plus91.in
Twitter: @plus91 @nrip
Web: http://www.plus91.in
Facebook: http://www.facebook.com/plus91.in
