Relationship Management Archives - Page 2 of 7
The Guide to Building Relationships with Executives, Influencers & VIPs

The Guide to Building Relationships with Executives, Influencers & VIPs

A while back, our CEO, Zvi, wrote a post here about how to build genuine relationships with executives, influencers and other VIPs in your life. This is a skill that remains necessary wherever you are in your career, and is relevant across all industries and businesses. So, why are we revisiting this? Because across all industries and businesses, there’s a fear that goes along with building up and maintaining these relationships. We want to not only dispel why there’s a need for that fear. We want to encourage you to break through it because the end result will be far worth it. We wrote an awesome guide to help you define who those important folks are in your life and how to move forward with creating genuine relationships with them. Read on for more on building these key relationships… Before you get hung up on the fear of reaching out to VIPs or perhaps an executive in an organization, you need to remember that these individuals…they’re just like us! While they wield influence in their sphere or industry, and most likely have been very successful in their career or roles, it doesn’t mean they have more hours in the day or extra super powers that you’re missing out on. If anything, these influencers or execs would probably prefer if you treat them like humans, albeit respectfully, rather than putting them up on a pedestal and ogling as if they’re a celebrity. You have a lot more in common with them than you may think and remembering that in your communications is key, after all you’re probably both working in the...
Integrating Mobile Actions into Your Business Life

Integrating Mobile Actions into Your Business Life

Whether we’ll admit it or not, most of us are online a lot. And if we’re going off the cold hard facts, one-fifth of all Americans report that they’re online ‘almost constantly.’ How is that possible? Those pesky cell phones.  They’re in nearly everyone’s hands, purses, or pockets, and you better believe that they get whipped out in any moment of downtime. How else would we get through the day without our Candy Crush, our constant scrolling through Instagram feeds or our pithy 140 character statements on Twitter? Before we knock it as a major productivity killer, it could, in fact, be the next generation of getting your business done on-the-go, as well as a great way to access a whole new type of customers. So before you sit down at your computer and send out a couple hundred emails, check out why it may be more productive to spend some time reaching out to your network on your mobile instead. Integrate Mobile Actions Into Business Activities “About three-quarters of Americans use a smartphone, tablet or other mobile device to tap into the internet at least occasionally.” Combine that with the fact that most Americans are online constantly, the signs point to something we all already know: everyone is on their cell phone/smart phone/mobile device at all points of the day. We’re all guilty of it. But just knowing the facts isn’t enough in this case, the key is getting out there and acting on those high percentages of online, swiping, scrolling, and Snapchatting people. Here’s the thing, your clients and your potential clients are almost all on their mobile devices,...
[GUIDE] The Epic Guide for Developing Your Goals

[GUIDE] The Epic Guide for Developing Your Goals

We’re a month into 2016 and we hope everyone has kicked off the year strong. Our mission at Contactually is still to help relationship-focused professionals expand opportunities through authentic and timely engagement. That’s why we’ve made it a priority to help users and people like you reading our blog right now to help you set up the right goals for your relationships this year. We developed a worksheet to help keep you accountable for 2016, but if you weren’t able to attend our webinar back in late December it could be hard to start filling out your goals. Introducing The Epic Guide for Developing Your Goals, which you will be able to use to build better relationships in 2016. Here are some questions we’ll answer in this guide: Where do you start in planning your goals? What are you offering someone? What do you want this year? When do you carve out time for these goals? Who do you need to build relationships with this year? How are you going to reward yourself? And as a bonus, if you download this our guide, we’ll include our Relationship Planning Worksheet. You don’t want to miss out on this sweet bonus, so download our guide today!...
What is the Best CRM for Your Needs?

What is the Best CRM for Your Needs?

What is a CRM? We can imagine that you have some idea of what a CRM is, since you’ve landed on Contactually’s blog. Or maybe you have no idea. Either is fine, and as the technology space continues to evolve, CRM could change even a year from now. However, it’s still a need for most businesses. The Google searches alone highlight the pressing need for CRMs. A CRM is defined as Customer Relationship Management. It can be a process, but mainly it’s a solution system to help manage your customer relationships for your business. There are multiple CRMs out there for your business needs, but there is a set of criteria that you should explore to determine the best one for your needs. What is the best CRM for your needs? I can’t imagine my marketing life without the help of a marketing automation system, and I can’t even remember the times where I didn’t use it. It would almost be like losing my left arm. My body would feel off balance and although I would have the use of my right arm, something wouldn’t feel right. Maybe my metaphor is taking things to the extreme, but I believe we all would have the hard time visualizing a life without the day-to-day platforms we use and have grown accustomed to. Even without these things, we’ve all been there with the headache, manual process that comes into play. We’re a month now into the new year, we’re all aware of the goals that we set and may have looked at the past year with slight dismay on what we could...
Why Having a CRM isn’t Enough (And How to Go Beyond It)

Why Having a CRM isn’t Enough (And How to Go Beyond It)

Anyone can utilize a CRM, but is it enough for maintaining your business’ relationships and needs? Since you’re reading a CRM software’s blog right now, you may assume that we’ll say of course! Sign up for our product and that’s the only thing you’ll ever need for your business. Well, you may have assumed a little bit wrong. We’ll explain why just using a CRM isn’t enough for the upkeep of your relationships. While of course we advocate for the use of a CRM for businesses big and small, we also say that you need to do more than just blindly follow the prompts of your CRM software of choice. Don’t panic! A CRM is an excellent addition to your business’ arsenal of products and extra help, but it’s not the one-stop-shop for creating new relationships for your business. Read on for how to go beyond your CRM… So you need a CRM? What exactly is a CRM anyway? For those of you feeling a little perplexed, CRM stands for Customer Relationship Management. (If you need help deciding on a CRM, check out our Help! I need a CRM guide to answer some questions you have.) Generally a CRM software is one that helps to manage, analyze, and automate some processes as your customers move through the sales cycle. Sounds pretty handy, huh? And it’s true, it is helpful and probably one of the best things you implement for your business if you’re working with clients and customers on a regular basis. There are plenty of great CRM softwares out there for you to choose from and in doing so, you’ll need...
[EBOOK] The 5×5 Guide: 20 Five Minute Tips

[EBOOK] The 5×5 Guide: 20 Five Minute Tips

There are plenty times throughout the week where we’re wishing there were more hours in the day. Sometimes it feels like we just don’t have enough time to get through everything on our plate at work…let alone keep up with friends, family, oh and sleep at night! How can we remedy this? Unfortunately we can’t gift you more time, even though we wish we could, but we can share some of our favorite hacks with you to get through the day in a more productive way. How to boost your network in 5 minutes… Do you have five minutes? You probably do…and you probably waste more than five minutes during the average workday on things that aren’t really work. Studies have shown that only 60% of the average workday is actually productive.  That can’t be good. Between the near constant barrage of emails, to the interruptions from co-workers every few minutes, it’s easy to see how it feels like all of a sudden your day is over, and you hardly got anything productive done! But we digress. Back to those crucial five minutes. We revamped some of our most popular blog posts from 2015 with handy five minute hacks to get you through some of those key daily tasks that often get forgotten, left by the wayside, or ignored because they’re not the most fun thing to get done. For example, when was the last time you sent a follow-up email, or thanked your clients or even organized your contacts? Sure, they aren’t something you think to do everyday, but wouldn’t it be helpful if you had a few minutes to...