The Contactually Blog

Get more from your network

We believe great relationships make great businesses, so we made a CRM you’ll want to use. Get your free trial now!

Get Contactually!
Contactually's Email Report Card

Know what to say

Have a lot of people to follow up with but not sure what to send? Find the right words with our email template generator!

Generate Your Template!

How effective are your relationships?

Learn the right formulas for your metrics and calculate the effectiveness of your relationships with our eBook.

Get It Now!

Start your nurture campaign

From content to metrics to structure, learn everything you need to know with our free eBook, Naughty by Nurture.

Download Your Copy!

How to Network While You’re on Vacation

Recently, our VP of Marketing Joel Mier, shared a story with the Contactually team about how he did some networking while on vacation with his family in the Cayman Islands. Joel moonlights as a Marketing professor at the University of Richmond and a few months ago had sent a ScaleMail out to some of his former students to see how they were doing. One of his students replied that she was working on a boat out of the Cayman Islands, a detail he remembered when he headed there for a recent vacation. They reconnected and even met for a drink…a whole 1,279 miles from where they first initially met in the classroom.

The moral of the story? Networking doesn’t need to be saved for business casual attire and awkward cocktail conversations during the work week. Networking is far more than stiff small talk, and it’s well expanded beyond the boundaries of old school networking events. Much of it can now be done online, a huge plus for those of us who may be more shy or unable to take the time to go to events. And why should you be networking? About 85% of all jobs are found and filled via networking and that’s just the tip of the iceberg! If you’re a real estate agent or small business owner, you’ll know that referrals are a huge part of building up your success, and doesn’t proper networking work towards getting those crucial referrals?

So before you head out for your next vacation or weekend getaway, with a little upfront work, you can set yourself up to get some networking done, even if you’re lounging on the beach in the Cayman Islands!

3 Tips on how to network on vacation:

read more…

Contactually’s New Feature Recap — Introducing easier ways to engage, and more!

We’re halfway through Q2 of 2017, and we’re excited to continue covering more ground. Our latest announcement? We’re introducing notable improvements to make you even more efficient while using Contactually.

Ever get stuck digging for information on your contact?

You’re ready to send a Follow-Up, but you’ve got to search a little further to make sure you’re on track with previous conversations. Now with the introduction of the Universal Contact Sidebar (UCS), you’re able to quickly skim the information you need, right there in the Follow-Up window!

The UCS is a visual tool that gives you a brief overview of the important details surrounding your relationship. When sending a Follow-Up or composing a ScaleMail, you can now

  • view your activity and recent communication history,
  • locate important contact information, and
  • pinpoint which Bucket(s) the contact is in.

Easily surface all relevant information for each contact so that when you’re drafting your message, you can ensure it’s personal to the recipient and in line with your last communication.

You’ve crafted the perfect message– now what?

You’re ready to add value and continue the conversation. Before you hit send, opt in to our brand new Email Open Notifications feature. Identify exactly when the recipient opens your email, and leverage that opportunity to connect in the moment. Receive a notification on your desktop or iOS as soon as your message is read. (Android users, don’t worry — we’re building this for you in a brand-new mobile app. Click here if you’d like to join the beta.)

Imagine how powerful your follow-up will be! Make a quick phone call to a hot lead you know is engaged and available and drive conversion while you’re top of mind.

Track your engagement metrics.

With new updates to the Messages panel, you can now filter and drill down to the activities of the contacts you’ve been communicating with. Easily track how your contacts are engaging with your messages by filtering by actions (opens, clicks, replies) and send dates.

See a contact who didn’t open your email or with whom you need to check in? You can now also use the Messages panel to directly follow up to an email you sent. Just click the arrow to open the email and touch base with the recipient again. The original message will automatically fill in below your new message so you can reference the starting point of the conversation.

Look out for more updates in the coming weeks

We’re always working on building a better Contactually experience and providing solutions for your business. We’re constantly developing new ways to help you engage and consistently stay top of mind, and we’d love for you to join the process. If you’re interested in providing feedback for features coming down the pipeline, email

7 Steps to Growing a Referral Based Business

All businesses know that one of the best ways to get new customers is by word of mouth. You need satisfied customers to recommend your name to other people looking for your service or product. That’s common knowledge. It is how you can take your business to the next level. But the question is, how can a business get more customer referrals? How can you become “referable”? 

Referrals and word of mouth are at the core of successful businesses. Successful businesses have sustainable growth because their customers have an amazing experience and recommend you to their friends. Word of mouth creates more purchases. In fact, it is the primary factor behind 20 to 50 percent of purchasing decisions.

Sounds good, right?  So how can your business get more referrals?  We’ve broken down the key steps that you can apply today to start to have a successful business based on referrals.

read more…

The Top 10 Marketing Blogs to Start Reading Today

Although it has been an internet trend for quite some time, recently businesses have started to utilize blogs to increase their brand recognition and become more engaged in the digital age. Blogs, used by companies both large and small, have several benefits such as driving traffic to your website, complementing social media goals, and establishing you or your company as a field expert so it should come as no surprise that 36% of Fortune 500 companies currently have an active blog.

Additionally, because blogs are easy to find, easy to read, and extremely informative, they are considered to be a reliable resource for consumers. In fact, 81% of US online consumers believe that blogs are a trusted source of information which is oftentimes why they will consult blogs and online communities prior to purchasing a product.

As a result, according to Social Media Examiner, 45% of marketers say blogging is the #1 most important piece of their content strategy. This means that there’s plenty of blogs out there to both read as a means of educating yourself on a topic (such as marketing) OR use as inspiration to start your very own blog.

So if you’re looking to educate yourself about SEO, increase your inbound traffic, or improve your business’s blog by diversifying your content, you should consider looking at marketing blogs for some tips and tricks.

We’ve compiled a list of some of the best marketing blogs that have an abundance of resources from articles to webinars to help you achieve your various marketing goals. Read on to begin your journey to becoming a marketing expert!

Read on for the Top 10 Marketing Blogs:

read more…

How To Build Truly Meaningful Connections, with Jon Levy

One of the things Jon Levy will tell you from his research into human interactions and deep connections is that the thing that influences most as individuals is the people we are surrounded by.

Jon has made it his business to learn all he can about the science and practical aspects of building meaningful connections – not just because it’s interesting to him but also because it’s a skill he wants to teach people so they can add true value to others.

You won’t want to miss this practical and powerful conversation.


read more…

How to Send Email Newsletters People Will Actually Read

According to one study, users spend an average of 15 to 20 seconds on emails before deciding whether to continue reading it or not. This means you need to create captivating email newsletters if you want to increase the chances of your subscribers engaging with them.

If you’re a business planning to use email marketing to reach your audience, we’ve come up with some tips on how to make your newsletters standout from a sea of other emails that land in your subscribers’ inboxes on a daily basis.

6 Tips to sending better email newsletters:

read more…

Building a Better Team at the Contactually Retreat 2017

So, it’s 2017. It’s been about 2 years since we raised our Series A. The company looks vastly different than it did then. We’ve hired an experienced executive team from successful companies like OPower, Netflix and AddThis. We have a strategic vision for growth. We are starting to understand who our customer is, and we feel confident that our Product team is rapidly evolving to serve the needs of these customers.

That being said, we have experienced a dramatic amount of change over the past 2 years. We said goodbye to colleagues. We welcomed new ones. We embraced real estate. We programmed in new languages. We released new services. We moved offices. Change was our only constant, and we have a team that rolled with the chaos.

So, how do we help our team with change? We communicate. A lot. Don’t get me wrong, we fail at communicating the right things at the right time in the right way all of the time. But the intention is there, with regular all-team meetings two times a week, a Contactually newsletter, a Wiki that documents our every breath and let’s not forget the ever ubiquitous Slack.

These forums make sure that Train A knows when Train B is coming and going, but they don’t always give meaningful time for our team to reflect, to engage with one another, and ultimately help shape Contactually.

This is why we retreat each year.

read more…

The Best Real Estate Agent Tools

Being a real estate agent is challenging, and it’s especially hard when you aren’t aware of the tools that can help you. Trust us – there’s a ton out there that can help if you know where to look.  

As time goes on, more apps are created, websites are updated, and other tools are developed, so it’s important to keep up with the latest and greatest.

We’ve compiled a list of the best real estate tools from mobile apps to CRM services to help you do your job even better. Read ahead to start adding to your real estate tech toolbox and become the best equipped agent you can be.

Arm yourself with the best real estate agent tools:

read more…

New Call-to-action

Subscribe to Our Newsletter

Follow us

Visit the Contactually Academy