As we work hard at keeping our relationships alive and vibrant, productive and pleasant we just tend to get overwhelmed and drop some of the most important milestones. We need reminders! I ran across this nice, 1 page Relationship Metrics Cheat Sheet produced by one of our vendors, Contactually.
Contactually is a good product for those looking for Saas (Software as a Service) or cloud based contact relationship managers. Contactually has a great set of workflow processes they call buckets. Using buckets will help you and your team with keeping on top of those longer running deals and relationship building. This is a product that will seem like it is thinking for you. Meaning reminders to contact important leads and prospects. Automated distribution of materials to keep the marketing efforts flowing while you work the sales pipeline.
If you would like to take a quick look, either give us a call or click here and setup a free 30 day evaluation. And, as many know, we are here to help you determine the proper workflow (buckets), users and departments to get up and running. Ready to increase your effectiveness, start today.