As an entrepreneur, public speaker, and all around loud mouth, I meet a lot of folks, some of whom are important and some who are not. Many of these individuals are important to me personally, but not everyone is created equal when it comes to my business. Using a standard CRM, I can only treat people as if they are sales leads, which does not always help me maximize my relationship with them. Most of the business we do is based on relationships, not pure outbound sales. To me, a traditional CRM software was made to store people’s information, like a historical ledger of communication and upcoming tasks, rather than fostering a healthy relationship. My goal with any of my contacts is to keep the relationship strong with minimal upkeep. Keeping relationships strong means remembering or noticing important events like birthdays, job changes, promotions, or newly funded projects. This can be difficult, but thankfully I found a service that can help. I am happy to introduce you to Contactually.
This Non-CRM helped me make $246,000 from my personal network
As an entrepreneur, public speaker, and all around loud mouth, I meet a lot of folks, some of whom are important and some who are not. Many of these individuals are important to me personally, but not everyone is created equal when it comes to my business. Using a standard CRM, I can only treat people as if they are sales leads, which does not always help me maximize my relationship with them. Most of the business we do is based on relationships, not pure outbound sales. To me, a traditional CRM software was made to store people’s information, like a historical ledger of communication and upcoming tasks, rather than fostering a healthy relationship. My goal with any of my contacts is to keep the relationship strong with minimal upkeep. Keeping relationships strong means remembering or noticing important events like birthdays, job changes, promotions, or newly funded projects. This can be difficult, but thankfully I found a service that can help. I am happy to introduce you to Contactually.
Alex DiVecchio says
Nice writeup Dan, I’ll have to try it out. How do you handle “switching” back and forth between Agile and Contactually? For example, if you make a call/send an email to a prospect or customer and need to leave notes about it. Do you put notes in both Agile and Contactually?
Dan McGaw says
Great question Alex. Since I do ‘sales’ in agile I tend to leave my sales notes over there. If someone from contactually becomes and active lead, someone I would engage in a sales manner, I would then make them a lead in agile and put the sales notes in agile.
Since I use contactually for my personal network and not my sales network, I leave personal notes about the person in their contactually account. I also have a link to their contactually profile in agile and vice versa when it does come to sales.
Alex DiVecchio says
Got it, thanks for the clarification sire.
anon says
not sure if humblebrag
danielmcgaw says
Anon, not a humble brag. I tend to fully brag and not be humble about it at all :) To really brag, we did over $400k in revenue in 2015, our first year in business. That would be a brag :P