A couple of weeks ago, ActiveCampaign hosted a webinar interview with Tony Cappaert from Contactually. ActiveCampaign recently added Contactually to our new Automatic Importing feature. As our integration with Contactually is brand new, we wanted to get strong sense of who and what Contactually is and the web interview below will certainly do that. We have provided a video of the interview in which Tony demonstrates their platform, and also answers questions for the ActiveCampaign users about their platform. Below the video, is a text copy of the questions / answers from the interview.
1. What is Contactually and how did it get its start?
Contactually is the best marketing platform to help professionals generate more referrals and direct customers from their existing network. We’re used by tens of thousands of small business owners, sales people, realtors, freelancers, and more.
We analyze your conversation history with each contact — from email, social media, and phone — and automatically prompt you (via a daily email reminder) to reengage with important people that are slipping off your radar. You’ll stay top of mind with important contacts, get more referrals, and ultimately close more sales.
We started the company in 2011 and have been growing fast ever since! Zvi, our co-founder and CEO, was running his own small development shop at the time, and constantly ran into the problem of staying in touch with past clients and partners. There wasn’t a good solution out there, so we built Contactually.
2. I see you have many integrations with CRM’s. a.)What makes Contactually different than a CRM? b.) How does this add value to the user?
Great question. CRMs are built to help salespeople manage the pipeline of sales leads. It’s not very automatic, requires the sales person to enter in all the leads and data, and is overall very time-consuming.
The problem is that — for people in referral-based businesses — there are many many contacts that aren’t leads today, but who are still very important. For a realtor, people like past clients and referral partners would fall into that category. For an entrepreneur, that includes advisors, investors, and potential hires. CRMs are not designed to ensure you follow up with these important contacts.
That’s where Contactually comes in. We’re focused on helping you engage with the most important people in your network, regardless of whether they’re a lead or not. Better still, our system is nearly automatic — we’ll pull in contacts from any email or social media account, and automatically prompt you to follow up. No manual entry required.
Many of our users still use their existing CRM — like Salesforce or Pipedrive — to manage their leads, and we integrate directly with them so all data is synced between Contactually and their CRM. That allows users to get the best of both worlds.
3. I know you have several metrics you provide to help users tracks success. Can you tell ActiveCampaign users about these?
What kind of tools to you provide your users with to show them how well they are doing?
We provide metrics right on the dashboard so you know how well you’re doing, including how many people you’ve contacted each day and the number of follow ups you’ve completed in a given week. You can actually set you own goal for weekly follow ups and track your percentage complete!
In addition to the dashboard, we also send a weekly email on Fri afternoon that captures a high-level overview of all the action you’ve taken in Contactually in addition to the info above. That weekly report includes the number of new people you’ve added to Contactually, the number of email signature we were able to scrape for contact info, etc.
Lastly, we have a four-person team of Customer Gurus that have one goal: to talk to users and help them get the most benefit out of Contactually. They consistently monitor how users are doing, and reach out via email or a phone call to suggest ways to improve as needed.
4. a.) Since there is now a foundation laid about Contactually, can you tell me a bit of why integrating with ActiveCampaign as an Email Marketing platform fits into your framework. b.)Where do you see it adding value to your customers?
We have always looked for best of breed integration partners to help provide Contactually users value that we don’t have baked into our platform. We partned with Salesforce and others for CRM integration, and ActiveCampaign — as one of the best email marketing platforms out there — was a clear additional partner to start working with.
People use Contactually to sync and organize their contacts from every email and social media account, and get reminders to follow up 1-1 with those top contacts. However, we’re not in the email marketing business; if you want to reach out to hundreds or thousands of contacts at time, that’s not something Contactually really supports. With our ActiveCampaign integration, users can both organize and follow up 1-1 with contacts in Contactually, and manage email marketing campaigns in AC.
By tightly integrating both systems, we believe both existing Contactually and AC users will gain access to a more powerful platform!
5. From the technical side of things, what type of processes went into place to build Contactually? Any cool facts our more technical users would appreciate.
We’re a Ruby on Rails shop, and everything in Contactually is built on our own API. So when we partnered with ActiveCampaign, our APIs were fully built out to read any piece of data from Contactually and write data as well. It allowed us to move really quickly and finish the integration in a matter of weeks.
On our back end, Contactually is large network of API integrations and heavy users of data. We’re currently connected to over 125 million emails that we’re analyzing and importing contacts from. We connect to APIs from over 30 different social networks to aggregate as much information as possible about each contact in each user’s network. We’re hosted on Heroku and continuously deploy code every single day (well, sometimes not on Saturdays). 🙂
6. Lastly, give me your 30 second elevator pitch as to why users should jump on the Contactually bandwagon.
Contactually is the best marketing platform to help you generate more referrals and direct customers from your existing network. We’re used by tens of thousands of realtors, small business owners, freelancers, and more.
We analyze your conversation history with each contact — from email, social media, and your phone — and automatically prompt you (via a daily email reminder) to reengage with important people that are slipping off your radar. You’ll stay top of mind with important contacts, get more referrals, and ultimately close more sales.
If you’re the type of person that wants to strengthen your network to be more successful — personally and professionally — Contactually is the best platform out there. Sign up today at www.contactually.com for a 30 day trial!