business development and relationship management with contactually
TRANSCRIPT
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 specific reminders for each group of people and tailors his follow ups to meet his schedule.
• Ul3mately, Contactually is the tool he’s always wanted (in fact, he’d consider building a follow up tool himself before we came along!). Contactually 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
“It’s incredible! Contactually has added tons of value right from the start. They’re doing something a
lot bigger than the other tradi<onal CRMs and web apps.”