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Welcome to Futureforth

We are a social media strategy, digital marketing consultancy in Nashville. Our goal is to teach you inbound marketing, social media best practices, and everything you need to succeed with content marketing including your blog, email newsletter, LinkedIn, Twitter, Facebook, and other favorite social networking platforms. 

Don't have the time to produce content? We can help with that too. 

How Contactually Is Making Managing Relationships Easier

The Futureforth Blog

Helpful tips and articles about social media strategy, content marketing, and business networking. 

How Contactually Is Making Managing Relationships Easier

Dave Delaney

Contactually is a web-based CRM tool that will help maximize your network ROI, get more referrals and gain more repeat business, says the website. I've been using the service for over a year and closed new clients from working with it. The secret is the Bucket Game, but let me share a brief description of what a CRM is before getting into that. 

Customer relationship management (CRM) is an approach to managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. - Wikipedia.

Contactually gives me the ability to add my contacts to different buckets (or groups). When I first started using it, I used the generic buckets it came with, but I recently updated this. Now I have specific buckets for specific groups of people, which makes keeping up with my networking much more efficient. 

I created a bucket for close friends and family, so I am reminded to check in with them more often. I have a bucket for new coaching, speaking and consulting clients, leads and former clients. Each bucket is set up to remind me to follow up after a set number of days. 

Contactually's Bucket Game TUTORIAL

Following up has never been easier, because Contactually tells me exactly who I should follow up with each day. The Bucket Game allows me to quickly add each contact to a certain bucket. Here is my brief Contactually Bucket Game video tutorial to show you exactly how this works.

Beyond Buckets

Another feature of Contactually I love is the ability to tag my contacts. For example, my friend, John Morgan is a personal branding expert, so I tagged him with this. When someone in my network asks me for a personal branding person, I search my Contactually account for "personal branding" and anyone with that tag appears in the results. This is especially helpful for common tags of people I know, like "WordPress, accountant, iOS developer, keynote speaker, lawyer, etc." 

Free 30 Day Trial

Managing my relationships has never been easier using Contactually. I'm just scratching the service, you can do a lot more with Contactually. You should give it a try. You can grab a free trial from this link. Full disclosure, I'm a partner, so I earn a small commission if you sign up, but I wouldn't recommend it if I didn't love it.

 Let me know what you think of it. Please leave a comment.

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