November 12, 2018

Kelly's Story


Welcome to Contactually's Story series! This is where Contactually's clients tell you what Contactually looks from their point of view. They share their challenges, triumphs, and top tips and tricks. We're proud to feature Kelly Moore, Marketing Coordinator and Social Media Brand Manager for Blanchard and Calhoun Real Estate Company. Enjoy!

What are you most proud of?

We’re most proud of the longevity of Blanchard and Calhoun Real Estate Company. We’re celebrating our 100th year anniversary in 2019!

Why did you need Contactually?

Our agents needed help following up on marketing leads. When I first started three years ago, many of our agents didn’t have a system for contact management—they didn’t have Excel spreadsheets with their contacts or anything like that. I knew how important it was to have a contact management system in place. That’s the core of your business. When we were looking at options for our agents, we knew we needed something that was easy to use. That was the biggest selling point when it came to Contactually, especially the fact that it automatically syncs and pulls contacts. I knew that was going to be the biggest hurdle in getting our agents to use it.

What were your results with Contactually?

Our agents report that the biggest benefit of Contactually is that it helps them prevent people from falling out of their sphere. They’re getting more referrals than they used to so it’s helping them get more business. It opens the door to new relationships and helps them strengthen relationships within their sphere.

Do you have any tips or tricks for using Contactually?

The best way to get agents to use (and keep using) Contactually is to send out information about the usage rate at the beginning of each month. It shows them who’s used it to follow up the most. Agents thrive on competition. Once you start doing that, agents will start asking how they can use it better to follow up and grow their business. So far, that’s been the best way I’ve found to get agents to stick with it and see the benefits.