Contactually acts Fast!

Contactually has been working on the problem I mentioned in my other post about Facebook and LinkedIn terminating parts of their data sharing. Contactually has another source to get some of the information and has implemented it. It doesn’t have the same capabilities but give them time and we’ll see what shakes out. Click here for an article from them announcing the work-around.

Curious about Contactually? You can get more information or trial it here.


Contactually gives you Insights!

In a new feature recently released in Contactually – you get simpler, more informative contact management. See the size, health, and composition of your network, and your team’s. It graphically shows your Relationship Strength, Contact Activity, Contacts Reached, and Response Rates.

CRM is all about knowing whom to touch and when. Contactually is as good as it gets in that context and they only continue to make it better. They have been cutting edge since they came out and they’re not letting up.

contactually crm

To learn more about Contactually, click here. If you’re interested in trialing Contactually, please click here.

Top Producer Follow-up Coach

There’s a a great trend developing in the CRM industry. They are recognizing that one of our biggest pains is not being good at follow-up. We need someone or something in our face to make sure we get it done, and get it done in an organized and intelligent way.

Contactually may have been the first one to do it by having you separate your contacts in Buckets, which is just another way to say Categories. You would then tell the system how often you wanted to follow up with the people in each Bucket. Contactually is a good CRM if you want something pretty much strictly for follow-up,but not for marketing or transaction management. Top Producer is much more, but they have implemented something similar conceptually.

Top Producer Follow-up coach works with the data you have.  By scanning your data, Top Producer follow-up coach will intelligently bubble up 5 contacts that it thinks you ought to reconnect with.  Follow-up has been simplified, you can skip a contact if you don’t want to deal with them now, or you can further organize that contact by specifying the right pipeline status, contact types, or assignment if you’re on a team.

So you click on one of these suggested follow-ups and it opens a new window that allows you to do many things without having to click around.

You don’t have to open up a different window to do anything. It allows you to make a note of the phone call, e-mail them, schedule a follow up or skip for the time being and it will come up again later. You can change their contact type, or move them along in the Sales Pipeline.You can bang out a good number of calls quickly and clicking on Refresh brings up five more if you choose.

If you want to see it demonstrated live online just contact me and we’ll do it.

New affiliation with Contactually!

“There is a major buzz around the Internet on this one, and with good reason. So I am proud to announce my new affiliation with Contactually.

Although I feel it is my job to counsel agents that they should be using their CRM to truly run many aspects of their business, including transaction management, it often falls on deaf ears. They just don’t want something that involved. Many agents I speak with are just tired of following up too late with people, only to find that they have lost out on a potential listing or sale. If that’s your primary pain point and all you want is something to really keep you on top of your prospects and clients, this may well be the tool you’ve been looking for. This puppy helps you easily organize how and when you want to follow up with people. Then it becomes an ‘in your face’, ‘this is what you said you wanted to do now do it’ kinda program. It then shows you exactly what you have and have not accomplished. If you want an intelligent automated accountability coach for sphere of influence prospecting and follow-up, you want to check this one out. Oh – and if you already use WiseAgent or a number of other CRMs, it works in concert with it.”  – Gary

Click here to find out more, trial, or purchase.

WiseAgent hooks up with Contactually

Wise Agent is excited to announce our new integration with Contactually – helping you “gain more customers by building a relationship network.” Merge all your connections with friends, followers, and more, then have those contacts automatically sync to your Wise Agent account. The integration will also help you manage the history you have built with your contacts, whether from Facebook or Twitter messages, or emails, everything will be accessible from your Wise Agent “client summary” page.