Help! I'm overwhelmed!

CRMs are great... if you understand yours. We know things can seem confusing, and we're here to help!

Too many contacts in the wrong places? Here’s how to clear the clutter.

Everybody makes mistakes, but with Contactually, you can always get back on track. You belong here if you:

  • You are feeling lost or overwhelmed with the amount of contacts in your database
  • You’ve started with Contactually and are thinking “Now what?”
  • You are thinking you may want to re-do your entire account

The Basics

The basic concepts that will get you back on your feet and excited to use Contactually again.

Buckets

Set them up!

Settings

Get them right!

Habits

Make some!

Tying It All Together

Once you're comfortable with the basics, check out how you can add more value to your network.

What Do I Say?

Get ideas

Adding Value

How?

Remove Noise

Do it

Learn ScaleMail

Use it

Real Life Examples

Ann Willets

Public Relations Consultant

How a busy consultant stays in touch with future opportunities

As a PR professional with thirty years of experience (and twenty running her own firm), Ann Willets knows a lot of people. And that network — full of prior clients, professional colleagues, and c-suite executives at larger firms — is a powerful source of new business opportunities, from speaking gigs worth a few thousand dollars, to new client contracts worth upwards of $50k.

While her relationships are unquestionably valuable, staying top of mind with them isn’t easy. Ann has attempted to manage her communication with a few different approaches, from maintaining an Outlook database to investing heavily in LinkedIn as a de facto CRM. But the size of her network (over 2,000 people in LinkedIn alone) and the spread of her relationship-building to new channels like Facebook and Twitter quickly stretched these systems to their limits.

Read the full case study.

Jacquelyn Leahy – Gibson

Sotheby’s International Realty

Turning “maybe somedays” into successful closings

Jacquelyn Leahy loves working with people. That’s why she started in real estate in the first place, and it’s a big reason why she’s so successful, becoming a top producer at Gibson Sotheby’s International Realty. Today, she works with about 40 leads per month, from a combination of Zillow advertisements, Google AdWords campaigns, direct leads from her site, and referrals.

She began her real estate career in Manhattan, and like a lot of people, focused almost entirely on the people who were ready to buy right away. When it came to nurturing leads who were interested in making a purchase down the road, Jacquelyn simply didn’t have a strategy. “I didn’t have the technology to do that, so I really just ignored those leads.” 



Read the full case study.