Clevertim video tutorials on Youtube

Clevertim is an intuitive and easy to use contact management tool, and it is not just me saying it (this review on Merchatmaverick website will tell you more). We like to make it easier for our customers and potential customers though, so we are launching a series of video tutorials on our YouTube channel.

Our very first video is aimed at those who are new to Clevertim: Introduction to Clevertim, a short 5 minute overview of the software. Hopefully it will help you decide if Clevertim is the right web based contact management for your business.

If you are one of our existing clients and have a special tutorial request, do let us know and we will add to the calendar. And don’t forget to subscribe to our channel to get the latest updates.

You can find us everywhere

Here is just a quick reminder that you can reach us on all almost all social media channels:

Clevertim.com on Facebook

Clevertim.com on Twitter

Clevertim.com on LinkedIn

Clevertim.com on Google+

Clevertim.com on YouTube (BRAND NEW!)

We are going to give Instagram or Pinterest a miss for now because, let’s face it, we are not about beautiful photos and visuals. Yet. Snapchat is also not our thing.

If you want to know more about how social media can help your business, read our previous posts on the topic here, here and here, and some tips on using video to promote your business here and here.

In the meantime, like us, follow us and keep in touch.

 

 

Coming soon

After writing a couple of posts about using videos to promote your businesses (Part 1 and Part 2), we’ve decided to give it a go too. Nothing fancy or complicated. The idea is to have short and easy-to-follow tutorials explaining some of the key features of Clevertim.

The video tutorials will come to complement any “How to…” posts we write or the help section on the website, as there is nothing wrong in having lots of help available.

Watch this space – we are looking at this as we speak and should have some news soon.

Personalise your Clevertim account

If you are the administrator of your Clevertim account, you can personalise it by adding your company’s logo, slogan and description, by just following these simple steps.

1. Go to the business preferences

Clevertim_Business Preferences

 

2. Upload your logo file as .JPG or .PNG. It will generate a thumbnail, so make sure the file is big enough

3. Add your company’s name, slogan and description. Why add these things? It will help your new employees and contractors to check it without having to ask other people. This might come in handy to your marketing and PR teams

Clevertim CRM - Company's info

 

4. Save the changes. Scroll down to the end of the page and click on Save Changes.

You will notice that your logo will show at the top left corner of the website. If you hover the mouse on the logo, you can see the slogan too. The description is only available in the business preference screen (for now).

Clevertim CRM_your logo and slogan

 

Whislt updating the company’s details is only for admin level, updating personal photos, name and email goes for each single user. Just go to My info & settings.

 

Clevertim CRM _ add your info

 

New feature: Ability to save reports

Our reports are very flexible in that they allow you to build a large variety of reports, by specifying the exact criteria you want to select your data by. That’s great. But entering the criteria every time can be a pain!

We knew that and many of you have raised this with us. It’s painful. We’ve listened and we started working on the ability to save reports, view them and be able to re-run them easily: point-and-click re-runnable reports.

Today, we’re proud to announce we’ve delivered this functionality. Let’s walk you through it via a few screenshots.

First of all, after you build your report, you will notice there is a new button called “Save As”. We’ve circled it in red in the screenshot below. Click that button when you’re ready to save the report.

Clevertim CRM_Save Report

When you click the “Save As” button, you will be asked to name your report and a description. This is some information that you and, if you decide to share the report with everyone, others will see. It’s a good idea to add a short but descriptive few sentences, as it’ll help refresh your memory next time you run it. You can also select who should be able to view this report: Everyone, just yourself or one or more groups.

Clevertim CRM _ Save Report Name

 

When you click Save, the report will be saved and available to re-run, either by you or whoever else you chose to share it with. You will then see the report available in the Reports tab (see screenshot below).

Clevertim CRM_Save Report Details List

 

There are a few elements here worth mentioning:

  1. The “London contacts” report will appear under “All reports” and also under the “Contacts reports”, given it’s a reports that shows contacts
  2. The London contacts link is clickable and it will re-run the report every time you click on it
  3. The lock icon shows you the visibility – who can view it (Everyone, just you or a set of user groups). Clicking on the lock icon will bring up the visibility dialog that will allow you to change this visibility – for example if you have marked the report as visible just to you but you want to make it available to Everyone
  4. It shows you the description you’ve entered but also additional information about who added the report and when, and also who modified it last and when

If you don’t need the report anymore, for any reasons (e.g. it is out of date), then you can delete it by clicking the Delete button.

We hope this will make it easy for everyone to create and re-run reports going forward!

Our contact management Android app

Happy New Year, everyone!

We’re proud to announce that we’ve released an Android app for our contact management system. It supports all the features that the web site supports, but includes a better display on mobile phone. You can continue to use the website on mobile devices without any problem.

Get it on Google Play

Below, we’re including a few screenshots taken from a Samsung Galaxy Note 4 phone.

Clevertim CRM for Android

 

Clevertim CRM for Android

Clevertim CRM for Android

Clevertim CRM for Android

Clevertim CRM for Android

 

Goodbye 2015, Hello 2016

What a year 2015 has been! Some great stuff, some not so great stuff, some pretty bad, some pretty awesome. But we are still here and let’s end 2015 on a positive vibe so we start 2016 optimistic and ever more eager to make it work.

Here at Clevertim, we have been working very hard to improve our product and make sure we deliver the best service and contact management tool to our clients. We hope Clevertim was a tiny part of your company’s success in 2015 and will continue to be in 2016. There is much more coming in 2016!

We wish all you all, our loyal clients and the soon to be one, a successful and healthy 2016! Enjoy your break, if you are having one.

Improvements to the What’s New tab

The “What’s New” tab allows you to see who’s done what and when and answer audit type questions: what happened to this particular contact, company, case or opportunity. It also allows you to see what data has changed (from->to) and to undo accidental deletes.

Clevertim CRM - The What's New tab

We’ve now added the ability to search the activity based on the name of the contact or company. This is done using the filters. Your options are User, Item type, Company, Contact, Activity type and date.

Clevertim CRM - What's New Filter

Once you’ve selected an option, you can then type the info you want to filter.

Clevertim CRM - User Filter

Clevertim CRM - Filter by date

You can save the filter, in case it is a search that you will do often, e.g. changes to a particular Company, or all changes made by a particular user in your company. There is a Save Filter button on the right hand side of the Filter section.

Clevertim CRM - What's new_Save filter

 

Once you are done and want to go back to the normal screen, either Reset (next to Save Filter), or just press the X on the filter details, as shown below.

Clevertim CRM_What's New_remove filter

Using video to promote your business (part 2)

Before you venture in the world of video making, check out what your competitors are doing. If your business is food and you decided to film some of your best recipes, you will find million of videos online, from “chefs” showing how to make a dish to just hands making it all, with voice over or just on screen instructions. A video recipe tutorial needs to be visually attractive and simple to follow. You want your customers to want to eat what you are preparing, to prepare it, to share it. Take your time to rehearsal, to test the lights, the audio. Record the video once, twice, five times if needed. You will eventually get used to it and things will come more naturally.

If showing your face is not your thing, don’t worry, not all videos require a person on camera. The recipe idea using just someone’s hands we mention above is just one example. If you don’t like your voice, but your video require voice over, why not test other people in the company or ask a friend to do it for you (to keep costs down)? Can you use on screen graphics instead?

Once your video is edited and you are happy with the final results, all you need to do is upload it to your company’s channel, assuming you have one, share with your customers and friends via newsletter and your social media channels, upload it on your website. You want people to watch it and to react to it. Your video can also be used as your digital advert, if online advertising is something you are considering.

Make sure your next videos are better than the previous one; change what you don’t like, add things you have missed, tweak the script if you think it’s needed. Don’t upload a video if you don’t think it is doing something for your business. In most cases, it is not about reaching millions of people, it is about reaching your target audience. This is not a cute video about a cat playing a piano; it is your brand, your product, your service and at the end of the day, you want to promote it.

Producing a video can be simple, but do not ignore best practices. If using music, make sure it is cleared. You don’t want to end up having the audio of your video removed because you used the latest hit in the charts. There are plenty of library music available online – even YouTube share a few – if you absolutely don’t want to spend any money, but music is key for your video. The same goes for using clips of other videos -absolutely do not use clips of TV series, films, or third party videos without seeking permission and clearance, in writing. Even if using another product or brand, make sure that you are ok to do so.

Ready to give video a go and take advantage of the millions of viewers out there? Have fun!

Emailing from the contact management system

A while back we’ve added a feature that allows users to send emails to their contacts from within the contact management system. It’s a convenience feature which we’re planning to expand into more: analytics, clicks/opens tracking, bulk emailing, etc.

Here are a few things about this feature…

1. It sends the email via the Clevertim email servers but users will see it as coming from your email address – that is the email address that you used when you signed up for your Clevertim account

2. Because they see it as coming from your email address, any replies will go back to your email address – into your inbox (that could be gmail, yahoo, outlook, depending on what you are normally using to read your email). It will not come into Clevertim, so it means replies will not be automatically updating your Clevertim account. Use the Email dropbox feature and forward those replies to your dedicated email dropbox address to file them into Clevertim.

3. You can CC/BCC only users within your own companies (your own colleagues using Clevertim with you) or contacts working for the same company (relies on the Company field being populated for the contacts). This is to minimize the risk of sending emails to the wrong people.

4. Similar to notes, for emails, you can attach files from your local drive or from Dropbox or Google Drive and they will be emailed as attachments with your email. Dropbox and Google Drive give you two options:
a) grab a snapshot of the file from Dropbox/Google Drive and send it along as an attachment (your contacts will see it as any other file you attach from your local box – they will not need access to Dropbox or Google Drive)
b) send it as a link to Dropbox/Google Drive – this means your contacts will need access to your Dropbox/Google Drive for that file. This has the advantage that you can continue to update the file and your contacts will see those updates.

5. If the email bounces back because it cannot be delivered to one of the recipients, you will see a ‘sad face’ icon next to the email address that couldn’t be delivered to. A blue happy face means the email was delivered successfully to that email address. When a bounce happens, you will also see the reason for the bounce when you hover over the ‘sad face’ icon. You will also get an email telling you about the bounce.

6. Certain email providers disallow this type of sending emails on their behalf, so if you’re using a @yahoo.com email address or a @facebook.com email address, this feature will not work properly, simply because Yahoo and Facebook have disallowed it.

7. Any problems with this feature, don’t hesitate to contact us, we’re here to help.