Clevertim Tutorial: The “Opportunities” tab

We have a new tutorial on our Youtube channel. This time you can learn more about the Opportunities tab.

The Opportunities tab is where you will register and follow up on all your business opportunities. If you haven’t changed the names of your tabs (it is all customisable, remember?), you will find it just after the Cases tab.

Clevertim_CRM_Tabs

Click on the video below to watch the tutorial, it’s just under 6 minutes:

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.

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!

Using video to promote your business (part 1)

A decade or so ago, creating video content to promote a brand or product was time consuming and expensive. Then came YouTube and the likes as things have changed massively. It has allowed everyone, big or small, businesses and individuals, to create and share content with everyone, everywhere. The way we consume visual content has changed and in some ways, it has become much easier for smaller businesses to create their own content without big budgets.

Is video for everyone? Is it worth investing in this area to promote your business? The answer is yes. Let’s just clarify that making videos to promote your business is not just creating ads for products. It is not even just about having it on YouTube and hoping it will have thousands of views or become viral. Videos can be used to support a sales pitch – imagine a punchy, upbeat video with some great stats and information about your company, short and sweet. You can create video-tutorials on how to use your product. If you are in the educational sector, you can have short samples of your classes. You can actually have a whole online section on your website with your lessons. If you own a restaurant, or a bakery, you can have videos of the behind the scenes – all the action taking place in the kitchen – or even post recipes.

It might take some time to get a few videos off the ground, especially if you are going to do it in house. If your plans include a series of videos, they have to be added to your planning calendar (together with your social media and online advertising strategy). Don’t be put off about that though, because making a video is much easier and simpler than it used to be and you don’t need fancy equipment to film your videos or hire specialists to do edit them (if you have extra budget, getting someone to do the work for you might be a good idea though). In some cases, all you need is a laptop and a basic video editing tool (and an extra dose of patience, if you are going to do it yourself for the first time).

Different types of video require different types of equipment and structure. If you are planning to have someone on camera, you will need a camera (or a good smartphone) and well-lit space with decent acoustic – remember that the sound has to be clear and the subject needs to be visible. If you are recording a tutorial that only shows a how-to on screen, you will need a software that captures images on your laptop and a decent microphone, if you are recording voice over. It is a good idea to have a plan of what you are going to say, to reduce on recording time to a minimum. It will also help massively with the editing process.

So how about checking your business goals to see if you can add a series of videos to your marketing plans? Make sure your calendar is updated with themes and content you want to record and don’t forget to come back for the part 2 of Using video to promote your business.

Making social media work for your business (part 1)

Back in 2012, when we created our Facebook page, we weren’t sure it was going to  benefit our business (or any business for that matter), help us grow, improve sales. People are on Facebook to be in touch with their friend and family and have some fun, right? Errrr…. not really.

On a basic level, having an up to date and relevant page or profile can help increase the chances of your business to show up search engines, for example. Social media has evolved rapidly and we don’t know how was life before Twitter, Facebook, Instagram. Going back to 2012, it was the year when Facebook implemented a series of money-making initiatives, and advertising was at the top of the revenue drivers. You probably don’t even remember how your profile page was without the sponsored posts on the right hand side or in-between friends’ posts in your timeline. Since then, many companies have been looking at converting likes into sales. Does it work? Yes, for some, but creating a your business page or profile will not get you likes and followers and drive your sales overnight. If only was that easy.

For starters, not all networks suit all businesses. You know your business, your products or services and your audience better than anyone so, before creating pages and profiles everywhere, set goals against each social network with clear objectives and realistic expectations. You might find that Facebook is great, but Instagram is not. An example: you own a MOT centre in East London, you have your loyal clients that come back year after year, but you have empty slots in the diary that you would be happy to fill in. A Facebook page, with lots of positive reviews from existing clients, posts with tips on how to look after your car to pass the MOT, your opening hours, etc, can help. It makes it easier for friends and clients to recommend your service to other friends or closed groups, e.g. Car lovers in East London. On the other hand, a profile on Instagram or LinkedIn might not add much to your business (only extra work for you).

For a cake shop, though, Instagram and Pinterest, networks all about images, posting photos of your beautiful cakes, some behind the scenes shoots and short videos might grab the attention of cake lovers who are thinking about ordering a nice cake for a celebration at work next week.

We are just talking about pure organic effort here, not paid advertising. Paid advertising is a totally different story and, again, might not be for everyone.

So, how do you feel about having your company on social networks out there? Check your business goals and ambitions before you start signing up for all of them and make sure you have a plan. Keeping these channels updated is not a walk in the park and require dedication and time, but this is a topic for another post.