Sales · Marketing

How do you track and follow-up with influencers in your vertical?

Scott Vitale

February 15th, 2016

I see the value of using a CRM for prospects, but I'm still in the early stages of sales/marketing, and I'm more interested in tracking influencers that can help me expand my network. These are folks that I want to make sure and follow up with regularly, but they're not tied to any deal or potential sale. How do others track people like this?

Ben Yennie Co-Founder/VP Biz-Dev ProductionNext, Founder of Producer Foundry, Author, Speaker, and Producer's Rep

February 15th, 2016

oh also, depending how prominent they are, google alerts can be a good, free tool.  

Dustin Dellera Fighting Burn Rate for Scaling Organizations

February 15th, 2016

I use contactually as a CRM, they let you set up categories or "Buckets" to set follow up rules on and also aggregate their social feeds

Paul O'Brien MediaTech Ventures CEO

February 15th, 2016

This was my most important question of 2014 and I still haven't answered it.  Why is it that so many are working on CRM for companies and not individuals!?  As we move to an increasingly freelance economy, people need far more than Google Contacts and LinkedIn.  Here's a short list of what I've tried; I'm still searching:
  • Hubspot
  • Mailchimp
  • Contactually
  • Crystal
  • LeadSquared
  • Salesforce
  • Nutshell
  • ProsperWorks
  • Clinchpad
  • Insightly

Pedro Gigante Aspiring Growth Hacker - Chief Commercial & Marketing Officer at WPensar

February 16th, 2016

I would continue using my CRM (Pipedrive, btw), with a different pipeline and different follow up rules done by you or another partner.

Also, create a marketing funnel to nurture these special audience with prime content to create a relationship with your brand. For that, I use a marketing automation software here in brazil. Just like Hubspot but waaaay cheaper.

To track social, you could use tools like hootsuite or tweetdeck and set alerts and a column with their profile activity so you can use any opportunity to a positive interaction with them. 

Hope it helps.

Sarah BD Backuppz (accessories garment for men & women)

February 15th, 2016

I know a Jim Vitale,  he's an artist lives in Mexico... Are you related by any chance? :) Sent from BlueMail

Thomas Kaled Business Development Consultant @

February 15th, 2016

It depends on the CRM you use but if they are influencers they tie to a specific opportunity. Bear in mind that influencers may not be a employee of the buyer however they are somehow attached to the buyer...e.g. lawyers, accountants and money managers to senior executives in an unrelated firm. 

Trisha JD Business and Health Care Practice Legal Services, Start-ups, Transitions, Purchases and Sales

February 15th, 2016

Thank you for contacting the Lotzer Law Group, PC. Our office will be closed on Monday, February 15th, 2016 in observance of President's Day. If your matter is urgent, please call 866-570-4449. Thank you.

Gerry Grant

February 15th, 2016

Start with the basics. They should be sharing a message and  link about your company. It is much more effective if it is on a picture. 

Pictures and videos with text and a link have higher click rates. Effective Influencer Marketing requires a text message and link on pictures that they share. 

How to do Influencer Marketing Using Facebook Pictures

More info on PicVidShare including a video on how to use it to share text and links on Facebook.

Michael Blow

February 15th, 2016

I highly recommend Contactually and use it for the exact purpose you mention. It is a conversation-centric CRM. Contactually is outstanding at reminding and assisting you with follow-ups once you've categorized contacts into "buckets" that dictate how often you'd like to follow up with them. Here is a list of CRMs that might be helpful to you. Most of these I have tested and still come back to Contactually.

Tim Williams CEO at Onalytica

February 16th, 2016

Hi Scott and other contributors,

I am the CEO of Onalytica and we provide an Influencer Relationship Management SaaS platform designed for what you are looking for.

I would be happy to show you how we help other brands identify, track and engage with influencers online.

Let me know if you are interested in a quick call.

Kind regards,