business development and relationship management with contactually // dave knox

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  streamline  his  overall  process  for  managing  contacts  and  start  reconnec3ng  with  people  that  maWer.

• Using  the  Contactually  email  reminders,  he  was  prompted  to  follow  up  with  people  he’d  completely  forgoWen  about  –  people  he’d  emailed  months  before  he  started  using  Contactually.    

• He’s  star3ng  to  use  the  Contactually  –  Highrise  integra3on  to  automa3cally  share  all  his  email  contacts  with  his  work  CRM.    While  Rockfish  is  using  Highrise  to  manage  companies  and  brands,  Dave’s  using  Contactually  to  manage  his  rela3onships.

See more Case Studies at http://contactually.com/stories

“Things  just  get  so  busy  in  the  day  to  day.    The  ability  to  just  say  

“here’s  5  people  to  follow  up  with”  is  genius.    It  gives  me  a  lot  of  ah-­‐ha  moments,  especially  for  people  that  are  popping  up  from  way  before  I  even  started  with  

Contactually.”