Nate Sullivan, Author at The Contactually Blog | For Relationship-Based Businesses
Announcing Activity Insights – Easy Reporting, Now With More Power

Announcing Activity Insights – Easy Reporting, Now With More Power

Discover not only how you’re performing, but why. Last month, we released the first incarnation of Contactually’s Insights feature, which gives you an instant look at the network health and overall Contactually performance of yourself, and everyone on your team. People — especially those team users — really seem to like it, but almost immediately we heard the desire for more. More detail, more measurement, more… well, more insights. Fortunately, we were expecting this (who doesn’t want more insight?), and we’ve been working on the next generation of Insights pretty much since the last one saw the light of day. Here’s a rundown on the latest additions to Contactually’s reporting engine, which should be live and available in your account as you read this. “Activity” measures what your team is doing. Let’s start with Activity. Ever wonder how you or your team is actually interacting with people? The Activity report shows you exactly that, by breaking down interaction by channel — how many emails, how many meetings, how many phone calls, and how many clandestine meetings in a dimly-lit basement parking garage. Okay, I made one of those up. At any rate, to get the exact breakdown for any team member, simply hover over their corresponding bar. “Reach” measures the scale of your communication. Sometimes you just want to see raw impact — how many contacts is your team connecting with, and who’s pulling the most weight when it comes to pure outreach? Well, that’s what the Reach report reveals. “Responses” show you the effectiveness of your outreach efforts. As many users know, Contactually includes open, click, and response tracking for...
How to Assign Contacts to Team Members with Contactually

How to Assign Contacts to Team Members with Contactually

Divide and conquer with Contactually. One of the most directly useful ways to use Contactually as a team — even a team of only two — is to divvy up different relationships to different team members. The benefit here is that : it’s easy to instantly see who is responsible for keeping an eye on a relationship and responding to follow-up reminders even if that responsible person isn’t me, I can still keep the contact in my database for other forms of outreach, and easily review things like prior conversations or any Programs that are running If you’re working in any kind of Sales or Business Development capacity, it’s probably pretty obvious how you’d use this sort of thing. And yet… a lot of people still don’t. Fortunately, we’ve been collecting feedback on how to make assignment more useful for a while, and we’ve just rolled out a couple of new features that we think will make assigning contacts the team game-changer it’s capable of being. #1) Bulk Assignment To see the first change, go to the Contacts page, and select a couple people. As soon as you select more than one, you’ll see the now-familiar Bulk Change Controls, which allow you to send Scalemail or edit a bunch of Contacts at once. Guess what else you can change in bulk now? That’s right — assignments. If you want to assign all of your weak relationships, or everyone from a company, or any other searchable combination of people to a single team member, now’s your chance. Simply bring up the list of people, select all (or some other combination), and...
Attention Salesforce users… Contactually now has a Default BCC setting!

Attention Salesforce users… Contactually now has a Default BCC setting!

It may not sound sexy, but if you use Contactually with a traditional CRM like Salesforce, this is kind of a big deal. It’s one of the most common use cases for Contactually — you rely on a big CRM (like Salesforce) for business and transaction data, but you’d rather do your day-to-day follow-up work in Contactually. It makes a lot of sense (hey, it’s what we do!), but it also means you need an easy to way to ensure that all of your emails with business relationships get synced into your big CRM. B-C-C You Later Fortunately, you don’t necessarily need complex integration with a CRM in order to pass emails to it — many of these systems provide you an address that you can send emails to that will cause them to be added to your records. Contactually has always allowed you to do this manually, but for many customers that field never changes, and it’s easy to forget. Since nobody likes having a partially-complete history of email interactions, we’ve added a default BCC setting to Contactually so you can set this field once, and have it automatically applied to all of the emails you send through the app (although you can always toggle it off for an individual message). So… here’s how to set this up. “Set it… and forget it!” We made setting a default BCC address really easy. Just visit your Settings page, and click Email. Then, scroll down to the Default Subject, Signature, and BCC section, and enter a Default BCC Address. Note that while this is particularly useful for working with something like Salesforce, we’re...
Announcing Contactually’s Newest Feature: Insights

Announcing Contactually’s Newest Feature: Insights

Instantly assess your team’s Contactually usage. Contactually helps you and your team stay top-of-mind with key business contacts, leads, and opportunities. But until recently, it was hard to tell if you were reaching people as often as you needed to. That is, until we introduced the RPA — our new and improved metric for determining how you’re engaging with your network. With the RPA, you can see how many of your relationships are strong, fading, or weak at a glance. For the first time, you can quantitatively answer: “Do I know who my most important contacts are?  Have I contacted them recently enough?”  For us, the next step was to answer “How’s the rest of my team doing?” and “Are they getting better over time?” Say hello to Contactually Insights We’ve packaged these answers to these questions into a brand new module we call Insights. With Insights, you’re never more than a few clicks away from seeing the size, health, and composition of the networks on your team. Even better, we kept the interface extremely simple, so outliers and trends are immediately visible, and you don’t have to run a bunch of complicated reports to figure out what’s going on. Here’s what a small team looks like on the Insights screen. No fuss, no muss, just immediate visibility into how everyone is doing with Contactually. You’ve got top performers, people who may need to reach out more, and even people who are tracking too many contacts and may need to focus on a smaller group. Want to see who’s improving the fastest? Sort by RPA increase! If you see something interesting, you can drill down into any...

How We’re Adapting to LinkedIn and Facebook API Shutdown

Facebook and LinkedIn just closed off their API to us… so now what? Last week, I wrote about why many of the services you love to connect to Contactually — especially free social networks — have recently decided to prevent you from doing so. If you haven’t read it, the crux of it is that if you use Facebook or LinkedIn for business, you probably have important data locked up in increasingly closed, inaccessible services. But hey, we didn’t get this far by being defeatists. So what can you do — and what is Contactually doing — to mitigate this problem and free your data? As always, I’m glad you asked! Linkedin and Facebook Closed APIs… What is Contactually doing? While well-maintained, open APIs are usually the fastest, most reliable way to transfer data from one application to another, they certainly aren’t the only way. FullContact is a service we already use that attempts to scrape contact information from the web, and then present it to developers like us in an accessible way (which we pay for). Needless to say, we’ve already dramatically expanded our relationship with FullContact to include as much information as possible in your accounts, which will cover many of the gaps created by these closed APIs. Now, FullContact data isn’t perfect. It can only grab data off the web that’s available to the public (so it can’t access messages or other private information, even if your account has access to those things). It also limits how often we can update that information — but we’re increasing our usage to grab new data for your network every three months, instead...