1. About Dave and Rockfish Interactive
Dave
Knox
is
the
Chief
Marke3ng
Office
for
Rockfish
Interac3ve,
a
full-­‐
service
digital
agency
that
helps
its
clients
improve
their
communica3ons,
brands,
and
ul3mately
their
businesses.
He’s
also
a
partner
in
Rockfish
Brand
Ventures
and
co-­‐founder
of
The
Brandery,
one
of
the
top
10
startup
incubators
in
the
country.
Dave
is
largely
responsible
for
driving
business
development
partnerships
at
Rockfish
and
managing
his
team.
He’s
a
busy
guy
with
his
hand
in
a
ton
of
different
areas,
and
(as
you
can
imagine)
has
a
lot
of
important
contacts
he
needs
to
consistently
stay
in
touch
with.
Before Contactually
• Dave
looked
to
his
trusty
calendar
to
remember
to
follow
up
with
people.
If
he
wanted
to
check
in
aPer
2
weeks
and
see
how
things
were
going,
he
marked
it
on
the
calendar.
Had
an
important
due
date
with
a
client?
Onto
the
calendar
it
went.
• His
system
worked
–
sort
of
–
but
it
was
very
manual
and
increasingly
tedious.
Ul3mately,
his
calendar
became
too
crowded
with
all
the
reminders
and
follow
ups
started
slipping
through
the
cracks.
• Dave
and
his
team
had
tried
using
Zoho
CRM
before,
but
it
wasn’t
too
user
friendly,
nor
was
it
cheap.
At
the
end
of
the
day,
the
team
would
consistently
go
back
to
calendar
reminders
to
try
to
remember
all
their
important
follow
ups.
How did Contactually help?
• Dave
loved
Contactually
from
Day
1.
He
was
able
to
“Things
just
get
so
busy
in
the
day
streamline
his
overall
process
for
managing
contacts
to
day.
The
ability
to
just
say
and
start
reconnec3ng
with
people
that
maWer.
“here’s
5
people
to
follow
up
with”
• Using
the
Contactually
email
reminders,
he
was
prompted
to
follow
up
with
people
he’d
completely
is
genius.
It
gives
me
a
lot
of
ah-­‐ha
forgoWen
about
–
people
he’d
emailed
months
moments,
especially
for
people
before
he
started
using
Contactually.
that
are
popping
up
from
way
• He’s
star3ng
to
use
the
Contactually
–
Highrise
integra3on
to
automa3cally
share
all
his
email
before
I
even
started
with
contacts
with
his
work
CRM.
While
Rockfish
is
using
Contactually.”
Highrise
to
manage
companies
and
brands,
Dave’s
using
Contactually
to
manage
his
rela3onships.
See more Case Studies at http://contactually.com/stories