Business Development and Relationship Management with Contactually
1. About Enoch
Enoch
Sears
is
a
project
manager
at
Chris3ansen
Group,
an
architecture
firm
in
Visalia,
California.
He’s
a
big
networker
who
loves
to
meet
new
people
and
is
always
looking
for
produc3vity
tools
and
systems
to
help
him
stay
connected
with
the
people
he
meets.
Before Contactually
•
Enoch’s
been
mee3ng
new
people
for
years
and
–
like
any
good
networker
–
he
had
a
system
in
place.
Prior
to
Contactually,
he
kept
Excel
lists
of
all
the
people
he
wanted
to
get
in
touch
with:
decision
makers
in
his
field,
advisors
or
mentors
that
could
offer
advice,
and
others.
• He’d
set
goals
in
his
head
for
how
oJen
he
wanted
to
follow
up,
would
color
code
the
contacts
in
his
spreadsheet,
and
manually
mark
when
he
last
contacted
someone.
If
it’s
not
already
obvious,
it
took
a
ton
of
work
and
3me!
• Other
CRMs
were
certainly
on
his
radar,
but
Enoch
found
them
all
to
be
too
cumbersome.
He’d
get
bogged
down
in
managing
details,
tasks,
and
notes.
All
he
really
cared
about
was
mee3ng
and
staying
in
touch
with
people
that
could
help
further
his
goals.
CRMs
weren’t
the
solu3on.
How did Contactually help?
• For
Enoch,
the
most
useful
part
of
Contactually
are
the
morning
email
reminders.
He
gets
reminded
of
5
important
people
he
should
contact
and
in
only
a
few
minutes,
he
can
follow
up
with
them.
• The
Bucket
Game
has
also
been
an
easy
way
for
him
to
beUer
organize
and
structure
how
oJen
he
wants
to
follow
up
with
the
people
in
his
network.
He
sets
“It’s
incredible!
Contactually
has
specific
reminders
for
each
group
of
people
and
added
tons
of
value
right
from
the
tailors
his
follow
ups
to
meet
his
schedule.
start.
They’re
doing
something
a
• Ul3mately,
Contactually
is
the
tool
he’s
always
wanted
(in
fact,
he’d
consider
building
a
follow
up
lot
bigger
than
the
other
tool
himself
before
we
came
along!).
Contactually
tradi<onal
CRMs
and
web
apps.”
allows
him
to
fully
customize
his
follow
up
reminders
and
stay
in
touch
with
everyone
in
his
network
that
maUers.
See more Case Studies at http://contactually.com/stories