How did Contactually help?
- From Day 1, Alex loved the Bucket Game to quickly and easily tag his contacts in Highrise. Rather than having to manually add tags to contacts in Highrise, Alex and his team could quickly tag about 30 contacts a minute.
- Alex also found Contactually integrated really well with his team's overall workflow. Every day he receives follow up reminders via the Contactually morning email, and doesn't have to log into another service. Alex then passes those recommendations along to his account manager, where he can quickly send follow up emails as needed.
- At the end of the day, Alex wanted one "central data storage" where he could store all information - names, phone numbers, addresses, notes, and emails - for each of the contacts his team communicates with. Through Contactually's integration with Highrise, he can ensure that all his contact data is constantly in sync and all contacts are always added.
"Right from the start, I found a lot of people that weren't even in Highrise, and Contactually made it simple to sync everyone. I was shocked at all the people we were missing." check out the rest of the case studies here!
- The best part of Contactually has been the "gamification of the CRM." No one on his team ever liked using their CRM, but compliance with Contactually has been higher than anything before. A fun and easy--to--use CRM helps his team use the features more fully.