Emailing and communicating with a contact in Contactually


Turn relationships into results

4.3/5 (97 reviews)

Emailing and communicating with a contact in Contactually

Video Transcript

Speakers in this video: Jimmy (GetApp) and Brandt (Contactually)

Brandt: So when it comes to crafting messages and actually staying in touch, there are a few different ways to do this. One way that you can just stay in touch is just to say hi. I can go ahead and click on follow up here. I could say click Default Template. This is something that we provide you when you start out. It's just a little message that says, "Hey, how's it going? Just wanted to reach out and touch base." We make it really easy to just say hi.

Another way that you can stay in touch is you can actually add value in some way, right? We have a lot of ways where we make that easy. One is we're going to have a feature called article sharing. Article sharing is going to let you bookmark content from the web as you're browsing. So here, I can drag this up into my bookmarks bar and now anytime I'm browsing the web, I can click this and save it to Contactually.

Jimmy: Okay.

Brandt: This is now going to be in my account for me to share later. So the idea is everyone has their own style of browsing the web and oftentimes it's not the same time that they're tackling their email, right?

So bookmark useful content as you come across it. That way whenever you have a reminder that shows up on your dashboard and you think to yourself, "I want to start a new conversation. I'm not sure what to say." You're going to able to just pick that content very easily. So there are going to be two ways.

Jimmy: When I saw this article, I immediately thought of you. Have you seen it? Here's the link, okay. Okay so while I'm also "finding interesting content online" I'm throwing that into its own cortical bucket. Everytime that maybe I don't have a clear direction on what to say, I could go in and share something that I might think is relevant to know.

Brandt: That's correct. That's correct.

Jimmy: Okay.

Brandt: Another way that we're going to help you stay in touch with people is we're going to give you again a lot of rich information just pulled in automatically. So recent conversations and again that social media information is going to get pulled in as well. So if you have Twitter,Facebook and LinkedIn connected, we'll bring in all of their public posts here for you to then get an idea of what to reach out about.