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Get the latest news and blog posts from CrankWheel or browse our archives.

Featured posts

How to Screen Share with WhatsApp (Updated)

Here's the easiest and best way to share your screen via WhatsApp. Read this short walkthrough and get started.
How to Sell Solar Panels from Home [Updated]

Learn everything you need to know to sell solar panels from home; how to find the right suppliers, build a strong brand and reach potential customers through online marketing and networking.
The Top 9 Health & Life Insurance Lead Vendors to Consider

All sales need leads. But, delivering and managing them effectively can be a difficult challenge to take on. Check out the top 9 health and life insurance lead vendors worth considering.

Latest

The Secret to Creating Marketing Materials for OEP That Sell
/ by CrankWheel

The Open Enrollment Period, also known as OEP, is the window when someone can enroll in a health insurance plan or switch to a different one. The Affordable Care Act (ACA), Medicare Advantage, and Medigap all have specific open enrollment periods. The periods may vary from state to state. 
How to Use Your Solar ROI Calculator and Live Screensharing to Drive Sales
/ by CrankWheel

Your solar company provides the ROI calculator, CrankWheel makes it come to life. By screensharing your calculator and giving prospects optional remote control, you let them test real utility rates, system sizes, incentives, and financing scenarios live. This builds trust, eliminates confusion, and turns a static tool into a collaborative buying experience. Customers understand their savings better, feel more confident in the numbers, and move through the decision process faster. Real-time calculator exploration = higher engagement, higher trust, and higher close rates. Read on to learn how.

Targeting the Senior Market: Smart Marketing Final Expense Policies
/ by CrankWheel

Final expense insurance is a growing market opportunity because seniors want affordable, simple coverage to ease the financial burden on their families. With straightforward underwriting, guaranteed-issue options, and strong demand from aging baby boomers, it’s one of the easiest and most meaningful insurance products to sell. Agents who understand senior motivations - and who use empathetic, trust-building tools like screen sharing - can shorten sales cycles, build long-term client relationships, and grow a predictable book of business.
Finish Q4 With a Bang: A Sales Sprint Playbook
/ by CrankWheel

A Q4 sprint is all about focus, speed, and visibility. This playbook helps sales reps finish the year strong by prioritizing the right deals, tightening daily execution, and using tools like CrankWheel to accelerate demos and follow-ups. CrankWheel’s instant screen sharing and video recorder eliminate friction, let reps show instead of tell, and help prospects make decisions faster. Use AI to surface the best deals, personalize outreach, and refine messaging. Combine daily sprints, high-impact demos, personalized video follow-ups, and real-time buyer engagement to close Q4 with momentum and confidence.

Using Customer Data to Improve OEP Campaigns for Medicare
/ by CrankWheel

Like other health plans, Medicare plans change every year, and the open enrollment period (OEP) gives beneficiaries an opportunity to make changes. 
Marketing Snowmobile Insurance to Outdoor Enthusiasts
/ by CrankWheel

Snowmobiling got its roots in rural and remote areas as a means of transportation. While people in those areas still use snowmobiles to get around, snowmobiling has also grown as a sport and hobby. It's exhilarating to ride the trails with the cold wind grazing your face. 
The Top 6 Screen Sharing Benefits That Transform Your Sales Process
/ by Jói Sigurdsson

Connecting with a potential client is one thing, keeping them engaged from start to finish is another. Attention spans are shrinking and competition is fierce, it is up to the tools you use in your sales process to make or break a deal.
Monster-Proof Your Sales: How to Stop Ghosting, Vampires, and Zombies
/ by CrankWheel

Shadows are getting longer. Coffee cups are suddenly pumpkin-spiced. And your sales pipeline? It's starting to look like a haunted house.

Why Video Calls Cost Insurance Agents Sales
/ by CrankWheel

Video conferencing tools were supposed to make selling insurance from anywhere easier, right?! In reality, they often introduce friction that slows down the sales process, frustrates potential clients, and ultimately costs you commissions.

Big Moments, Big Risks: Marketing Event Insurance
/ by CrankWheel

Event insurance is equally important for organizers, venues, and event guests. The big event arrives after months of preparation. The event organizers can only hope that everything goes off without a hitch.

Going Further on Security: Earning SOC 2, ISO 27001 & More
/ by CrankWheel

When you use CrankWheel for your sales calls, you're not just sharing your screen; you're placing your trust in our platform. You trust us with your presentations, your customer interactions, and your business-critical information. We've always taken that responsibility seriously, and today, we're taking our commitment to protecting your data to the next level.
Cover More, Sell Smarter: The Art of Cross-Selling Life Insurance
/ by CrankWheel

According to McKinsey, cross-selling increases sales by 20% and profits by 30%. That’s reason enough to develop a plan to cross-sell life insurance to your existing customers. Life insurance complements other types of insurance policies. Yet, it’s often overlooked: even though most people need it!
Top Tools for Managing Health Marketplace Leads During OEP
/ by CrankWheel

The open enrollment period (OEP) for the Affordable Care Act (ACA) offers time-limited opportunities to generate leads, build relationships, and increase your income. OEP is generally the most productive time of the year. With a high volume of leads streaming in, it can be challenging to manage them efficiently.

How to Sell Annuities Over the Phone (and Close More with Visuals)
/ by CrankWheel

Retirement planners know annuities are complex products. Terms like "surrender charges," "fixed index," and "guaranteed minimum withdrawal benefits" can make even the most experienced client's eyes glaze over during a phone call. Without visual aids, these conversations can often leave prospects confused and hesitant to move forward.
Elevate Your Pitch for Marketing Umbrella Policies
/ by CrankWheel

Unfortunately, we live in a highly litigious society. Many people quickly sue for large amounts if they believe someone has wronged them. Umbrella policies are designed to give you an extra layer of liability protection over and above a home, auto, boat, or other personal insurance policies.

CrankWheel Adds HighLevel & Zoho CRM Integrations
/ by CrankWheel

Every second counts when connecting with prospects. That's why seamless CRM integrations aren't just nice-to-have features, they're essential tools for closing more deals faster. CrankWheel has listened to user feedback and is excited to announce two powerful new native integrations: HighLevel (GHL) and Zoho CRM.
Medicare Advantage OEP: Maximizing Your Sales Strategy
/ by CrankWheel

Now is a great time to maximize your Medicare Advantage sales strategy, as KFF research shows that Medicare Advantage plans are becoming increasingly popular.

The First 5 Minutes of a Virtual Client Meeting: What Financial Advisors Must Get Right
/ by CrankWheel

The clock starts ticking the moment your virtual client meeting connects. Those opening minutes determine whether prospects lean in with trust or mentally check out before you've even begun your pitch.

Effective Storytelling Techniques in Insurance Sales Presentations
/ by CrankWheel

A great story pulls you in at the beginning, takes you through a few twists and turns, and gets you thinking at the end. Stories move us, which is why they’re such a valuable tool in insurance sales.

Feature Spotlight: How Custom Branding in CrankWheel Accelerates Trust and Closes More Deals
/ by CrankWheel

Trust is the currency of sales, and first impressions matter. When prospects receive a screen sharing link from an unfamiliar source, their guard goes up. How are they supposed to trust the source of that link?

Utilizing Video Content to Boost Insurance Sales Engagement
/ by CrankWheel

Warm insurance leads are tough to find, and video content can be a game-changer for generating leads that convert. Considering that 88% of video marketers said video has helped them with lead generation, it’s worthwhile to consider adding video marketing to your digital marketing strategy (Wyzowl).  
How Free Video Conferencing Tools Are Revolutionizing Remote Sales
/ by CrankWheel

Free video conferencing tools have emerged as game-changers in the remote sales space, offering sales teams cost-effective ways to connect with prospects instantly. However, not all solutions are created equal. While many tools promise seamless experiences, they often fall short of the specific needs of sales professionals, who need to demo products, share screens, and maintain prospect engagement without technical hiccups.
Creating a Seamless Customer Journey for Medicare Advantage
/ by CrankWheel

Medicare beneficiaries looking for lower costs and bundled coverage are ideal customers for Medicare Advantage plans. As a broker or agent, you have the opportunity to create a seamless customer journey for individuals seeking a Medicare Advantage plan.

HIPAA Compliant Web Conferencing: Your 2025 Guide
/ by CrankWheel

As healthcare providers continue to embrace telehealth, one critical question keeps popping up: How do you ensure your virtual consultations meet HIPAA requirements? With patient privacy regulations becoming stricter and technology evolving rapidly, choosing the right web conferencing platform isn't just about convenience. It's about compliance, trust, and avoiding costly violations.
Commercial Brokers and Agents: Leveraging Social Selling for Success
/ by CrankWheel

Social selling has taken center stage for some of the top-earning commercial insurance brokers and agents. Why? Because it works. Social selling is a way to generate leads through posting and engaging with prospects online. 
Interactive Sales Presentations: A Definitive Guide In 2025
/ by Burkhard Berger from Novum™

In this article, let’s explore what makes a sales presentation interactive, what slides you should include, and how to make them interactive. You will also find different best practices to create presentations with more impact and less guesswork. 
How to Help Clients Navigate the Health Insurance Marketplace
/ by CrankWheel

While the federal government intended the health insurance Marketplace to be intuitive, clients trying to navigate it may disagree. Many of your clients may be trying to enroll in the Marketplace for the first time. They will soon learn that the Marketplace functions differently from other health insurance plans they’ve had in the past. 
Complete Guide to Building an Inbound Sales Funnel for Life & Health Insurance
/ by Eduard Klein

No question about it, an inbound sales funnel is a favorite tool of sales and marketing teams to get more leads for life & health insurances. However, not every visitor to your website will convert through your sales funnel . But it can help you convert more people who are interested.
Effective Cross-Selling Techniques in Insurance Sales
/ by CrankWheel

Cross-selling is one of many sales tactics you can use to increase revenue while serving customers. It’s easier and less costly to sell to existing customers than new ones.Cross-selling in insurance refers to an agent or broker suggesting a customer buy one or more additional insurance products to get more coverage to protect themselves. Customers see cross-selling as adding value to your relationship. For that reason, they become increasingly loyal and stickier, while providing more revenue.
6 Ways to Turn Passive Website Visitors into Live Sales Conversations for Retail Energy Providers
/ by CrankWheel

Getting traffic to your site is one thing. Turning those visitors into actual customers? That’s the real challenge. If you’re like most retail energy providers, you’re spending good money to drive people to your website, but they’re not sticking around or reaching out to purchase.
Omnichannel Customer Engagement: Everything You Need To Know
/ by Burkhard Berger from Novum

Companies with a strong omnichannel strategy retain an average of 89% of their customers, which is proof that consistency across different channels drives real results. How do you achieve something similar?

Leverage Client Testimonials: Watch Insurance Sales Soar
/ by CrankWheel

rust is essential in the insurance industry, because anything worth insuring requires an investment – your home, car, business, and even your health and life. Everyone needs insurance on some level, regardless of their station in life. When customers research insurance policies, they want assurance that the company will pay for their loss if they need to file a claim. 

Engagement Insights: How Insurance Agents Can Know Exactly When a Prospect is Paying Attention
/ by CrankWheel

Selling insurance isn’t just about covering the numbers or explaining policies. It’s about trust. Being able to connect with your prospect and hold their attention is critical, especially now that remote sales conversations are the norm.
Build Your Business by Choosing a Commercial Insurance Niche
/ by CrankWheel

Business owners have lots of options of brokers and agents to choose from, considering the thousands of local and online agencies. The challenge lies in getting clients to choose you over the competition. 
10 Inbound Sales Strategies To 10X Your Conversion Rates In 2025
/ by CrankWheel

You have traffic, downloads, maybe even demos booked, but somewhere along the way… things stall. That’s the frustrating part of inbound sales: attracting attention is easy, but turning it into revenue? That takes strategy.

Personalized Sales Follow-Ups: Boost Conversion Rates Faster
/ by CrankWheel

Personalizing sales follow-ups can help you achieve higher conversion rates by increasing engagement and improving customer satisfaction. People like to see their names in print. When a prospect opens personalized communication, they’re curious to learn more, and it makes them smile. Customized marketing pieces make recipients feel seen and heard. They’re less inclined to think they’re just a number in the thousands of leads you contact regularly.
Boost Digital Agency Client Engagement with These Screen Sharing Tactics
/ by CrankWheel

Client engagement is the heartbeat of every successful digital agency. Without it, even the most brilliant campaigns, well-designed websites, and innovative marketing strategies can fall flat. As more agencies work remotely or serve clients worldwide, the challenge grows as you try to explain complex strategies, campaigns, or designs through virtual tools. Miscommunication can often lead to confusion, reduced client satisfaction, and missed opportunities for loyalty. 
Tailoring Health Insurance Plans to Client Needs
/ by CrankWheel

Your client’s health needs are as individual as they are. The many health plans, varied features, and wide range of costs can easily throw clients into analysis paralysis, making it difficult for them to choose the best plan. When you can tailor clients’ health plans according to their wants, needs, and expectations, you’ll have a customer for life.
Unlock Remote Success: 5 Screen Sharing Tips for Financial Advisors
/ by CrankWheel

Finance advisor is no longer a main-street business. Virtual financial consultations enable advisors to connect with clients from anywhere in the world. Yet, this shift comes with its own challenges—building trust, explaining complex financial products, and maintaining compliance, all while engaging your clients. 
10 Consultative Selling Techniques To Learn And Copy
/ by Burkhard Berger from Novum

If you ever lost a deal because the buyer just “wasn’t convinced,” the problem might not be your product; it’s how you’re selling it.

Selling Health Insurance to Small Business Owners
/ by CrankWheel

When selling health insurance to small business owners, salespeople must be aware of small business owners’ top concerns. A recent opinion poll conducted by the Small Business Majority shows that the high cost of health coverage is a top concern for small business owners. 
5 Best Strategies for Virtual Auto Insurance Sales
/ by CrankWheel

Contrary to auto insurance selling techniques of the past, today’s agents must spend more time in their offices and less time visiting clients in the field. Auto insurance prospects increasingly demand a digital experience when gathering quotes and requesting customer services. They also expect a personalized experience customized to their needs.

Utilizing Behavioral Economics to Improve Sales Outcomes
/ by CrankWheel

Customer behavior, such as emotions, social influences, and personal preferences, influence whether consumers are willing to pull out their wallets. This type of behavior is called behavioral economics. Understanding this concept can lead you to improve your sales outcomes. 
Key Differences Between Medicare and Open Enrollments
/ by CrankWheel

People often use the term open enrollment as a catch-all phrase that bears the exact definition in all applications, yet its true meaning lies in its application. Depending on the context, open enrollment may refer to Medicare, Medicare Advantage, or health insurance plans. While insurance agents and brokers understand this distinction, clients may not.
How to Train Your Team in Client-Centric Selling
/ by CrankWheel

Client-centric selling is a sales approach that focuses heavily on understanding the client’s needs and addressing them rather than the traditional approach of pushing for sales quotas.

8 Ways to Leverage Screen Sharing to Enhance Virtual Product Demonstrations
/ by CrankWheel

Discover 8 actionable screen-sharing strategies to improve virtual product demonstrations, drive engagement, and boost sales conversions.
The Role of Artificial Intelligence in Insurance Underwriting
/ by CrankWheel

As artificial intelligence (AI) in business has been increasingly implemented, it has enabled insurance underwriting processes to be more accurate, efficient, and personalized. AI is particularly important in the insurance industry because it’s an industry that relies heavily on large amounts of actuarial data. Collecting large datasets manually is inherently painstaking and time-consuming. 

Building Remote Client Trust Through Screen Sharing
/ by CrankWheel

Learn how screen sharing fosters trust in remote sales through transparency, personalization, and real-time solutions. Try CrankWheel for free!

Using Data to Predict Insurance Sales Trends
/ by CrankWheel

History tells us the insurance market fluctuates between hard and soft market cycles, yet that alone may not reflect insurance sales trends.  Reliable data can help explain insurance sales trends and predict with reasonable accuracy what may happen in the future. How does it work? Data informs insurance sales agents and brokers by analyzing historical data, recognizing patterns, and highlighting potential sales opportunities. 
Screen Sharing Hacks: Supercharge Solar Sales Cycles with These 9 Tips
/ by CrankWheel

The solar industry is on a notable upward trajectory, with more home and business owners realizing the benefits of transitioning to renewable energy. However, selling solar solutions often comes with a host of challenges. With multiple touch points, technical details to explain, and stakeholders to align, the sales cycle can be long and incredibly complex. 
Understanding Regulatory Changes in Health Insurance for 2025
/ by CrankWheel

Healthcare regulations are necessary to protect patient rights and ensure patient safety. Regulations are also crucial for preventing fraud, protecting patient data, and setting high ethical standards for healthcare providers.

8 Ways Screen Sharing Can Simplify the Mortgage Application Process
/ by CrankWheel

Simplify the mortgage process with instant screen sharing. Explore 8 ways it enhances communication, client satisfaction, and operational efficiency.
Innovative Sales Tactics for Open Enrollment Success
/ by CrankWheel

With the short OEP window and thousands of agents vying for the same business, open enrollment is a hectic and stressful time for brokers and agents. 
5 Tips to Grow Your Reviews with CrankWheel (and other free tools)
/ by Sebastian Arthofer from krankensichern.at

These insights are drawn from over 6,500 consultations, making them absolute best practices in our industry. By implementing these strategies, we’ve significantly increased our number of reviews.
How to Handle Common Objections During OEP
/ by CrankWheel

For enrollees, health insurance has never been more complicated or expensive. The numerous changes in health insurance over the last decade or so have prompted people to learn more about how health insurance works.
8 Screen Sharing Tips for Closing More Pest Control Sales Virtually
/ by CrankWheel

Discover 8 screen sharing tips to help pest control sales teams close more deals virtually. Learn how to maximize screen sharing tools for faster sales and better customer engagement.

How to Use Social Proof to Close Deals Faster
/ by CrankWheel

The internet has made it easier to find customers and close sales, yet it has also driven competition to new heights. Considering that, the internet also enables you to leverage social proof to prove your credibility and expertise.

How Screen Sharing Can Improve Customer Support Efficiency
/ by CrankWheel

Discover how screen sharing can improve customer support efficiency by reducing miscommunication, speeding up issue resolution, and enhancing customer satisfaction.
Fill out a Medicare SOA form while on a call
/ by CrankWheel

With these easy steps, you and your client can fill in and e-sign an SOA form. You both receive a copy of the signed form by email and CrankWheel keeps the audit data from the e-signature for 10 years.
7 Tips for Closing Life Insurance Sales
/ by CrankWheel

When you’ve put many hours of time into nurturing prospects, you don’t want to lose them in the home stretch. This is why improving your closing sales is such a critical skill to refine. Consider every life insurance sale closing a crowning moment of the time and effort you’ve dedicated to the prospect before you. To help you improve your life insurance closing skills, we’re covering why you should work on your technique and giving you 7 tips for closing life insurance sales. 

Sales Process Optimization: Everything You Need To Know
/ by Burkhard Berger from Novum™

In this guide, we will break down the top industry practices that can transform your sales pipeline with the help of remote sales strategies. Reading through, you will have a toolkit of practical tactics that can enhance your sales efficiency and drive tangible results.
Effective Social Media Tactics for OEP Promotions
/ by CrankWheel

The rules for OEP marketing are very strict, which may cause you to think you need to scale back your marketing efforts during this period. Yet, there are ways to create brand awareness while still playing within the rules.  The right social media tactics will allow you to get new clients and serve your existing clientele during OEP and all year long. 

Effective Outreach Strategies for OEP
/ by CrankWheel

The open enrollment period (OEP) is a critical time for health insurance agents and brokers to connect with consumers and help them make informed choices about their health coverage for the upcoming year. The best sales outreach plan before and during OEP will help you generate interest and drive sales early. 
How to Conduct Virtual Consultations During OEP
/ by CrankWheel

The short window for the OEP should motivate you to conduct as many virtual consultations as possible in the preceding months.  Virtual consultations save many hours of travel time, enabling you to squeeze more appointments into your schedule. More appointments lead to greater sales. 

Value-Based Selling: Definition, Examples & How To Do It Right
/ by Burkhard Berger from Novum™

87% of successful companies prefer to focus on value-based selling to make sure they understand and address their customer's needs. In this article, we'll focus on the primary concept of value selling and how it can drive better results (sales growth) for your business. We’ll explore practical strategies, best practices, and examples to show how to implement value-based selling and how brands do it right.
14 Proven Ways to Generate Leads for Medicare Supplement Sales
/ by CrankWheel

Lead generation for Medicare Supplement sales is the art of attracting total strangers to your brand and converting them into customers. The challenge lies in finding people who are enrolled in Original Medicare and are in the market for a Medicare supplement (also known as Medigap). 
Using Psychology to Overcome Objections In Life Insurance Sales
/ by CrankWheel

Psychology is the science behind what we think and how we behave. By understanding more about consumer behavior and what motivates someone to make a purchase, you can better prepare for a successful life insurance appointment. 
Sales Enablement: What Is It And How To Do It Right
/ by Burkhard Berger from Novum

Struggling to meet sales targets? Losing deals to competitors?  Sales enablement is your secret weapon to equip your sales team to close more deals and scale your revenue. With the market set to hit $3 billion by 2026, businesses are clearly reaping the benefits. But what exactly is sales enablement, and how can it transform sales performance?

ACA Open Enrollment for Brokers & Agents: 2024 Checklist
/ by CrankWheel

The summer and early fall months go quickly, and you won’t want the ACA open enrollment period (OEP) to creep up on you, leaving you ill-prepared for a successful ACA selling season.  You need to prepare early to hit the ground running in November (or whenever your state begins open enrollment) for a successful ACA open enrollment season.

How to Utilize Storytelling When Selling Final Expense Insurance
/ by CrankWheel

The challenge in selling final expense insurance is to get prospects to start thinking about their own mortality. Storytelling is the best way to draw them in and educate them about the role of final expense insurance in protecting their families. 
How to Make Your Medicare Advantage Sales Meetings More Productive
/ by CrankWheel

Ask any salesperson how they feel about the next Medicare Advantage sales meeting; they’re bound to say it’s akin to watching paint dry. Sales meetings aren’t likely to be productive with that kind of mentality going into the meeting.

The Power of Empathy in Life Insurance Sales
/ by CrankWheel

Transparency and knowledge are necessary elements of life insurance sales, but they’re not enough to help you connect with your prospects humanly. The power of empathy can materially change that. 
Generate More Sales Leads from Referrals
/ by CrankWheel

Customer referrals are a powerful way to generate sales leads. Business owners, outbound and inbound sales executives, and account managers are all perfectly placed to ask happy clients for referrals. 
How to Generate Facebook Ads for Life Insurance
/ by CrankWheel

The best-case scenario is to get in front of your clients so they can see that you are genuinely interested in helping them protect their loved ones with a life insurance policy. Without a doubt, Facebook ads can help you get to that juncture. 
Cut The Sales Cycle With Inbound Leads
/ by CrankWheel

Sales are often a long and winding road, even when you are dealing with inbound leads. Even potential customers who came to you, rather than you reaching out to them, aren't always ready to go-ahead straight away. 
Cold Outreach: How To Increase Email Click and Conversion Rates
/ by CrankWheel

Cold emails are always going to be integral to the sales process. How else can companies initiate conversations with potential clients? 
The Top Strategies for Remote Sales Lead Qualification
/ by CrankWheel

After lead generation, lead qualification is your next step to organize and prioritize your prospects. Learn how to conduct this process in this post.
Increase Conversions by Understanding Customer Pain Points
/ by CrankWheel

What are our customers’ biggest challenges, and how do we solve them?  Businesses working with other small and medium businesses (B2B) are focused on solving problems. Identifying them, then presenting the right solutions at the right time, and for the right price, is the role of sales and marketing teams. 

How to Sell Final Expense Insurance Over the Phone
/ by CrankWheel

Typically, something triggers someone to start thinking about planning for their final arrangements – someone special to them dies or gets seriously injured; they become ill; or their estate planner tells them it’s time. 
10+ Key Strategies for Remote Sales Training
/ by CrankWheel

Boost remote sales success with our 10+ essential training strategies! Enhance your team's skills & performance from anywhere.

CrankWheel Announced as a Top Pick for Team Collaboration Software
/ by CrankWheel

Tekpon has announced CrankWheel as a top pick for Team Collaboration Software.

Best Practices for Life Insurance Marketing
/ by CrankWheel

A blend of old-world sales techniques and new-age tools and strategies informs the best practices for life insurance marketing today.
5 Character Traits of Amazing Salespeople
/ by CrankWheel

Are you an amazing, high-performance, salesperson? Most likely you are not. Or you are not willing to admit it.
How to Sell More Medicare Advantage Plans in 2024
/ by CrankWheel

The key to a great career in sales is having a good product to sell, which is why selling Medicare Advantage is so lucrative. Over 30 million people enrolled in Medicare Advantage plans in 2023 and the numbers of enrollees have been climbing. 
How to Build Trust With Medicare Clients Over The Phone
/ by CrankWheel

Clarity and trust are the most important factors in Medicare sales when communicating with clients. With CrankWheel, agents can help clients complete enrollment forms quickly and provide expert support throughout. Its compatibility across devices means anyone can use it without technical issues. By simplifying the process, CrankWheel helps agents focus on what they do best, leading to better results and happier clients.
14 Time Management Hacks for Remote Sales Teams
/ by CrankWheel

It's easy to lose track of how we're spending our most valuable resource: time. In remote sales, where priorities and markets change quickly, understanding how to manage time is very important. Remote sales teams are spread across various time zones and handle many tasks. They face dual challenges: meeting ambitious sales goals and maintaining a healthy work-life balance.
Selling Medicare Advantage: Overcoming Objections During a Presentation
/ by CrankWheel

Medicare Advantage plans are inherently complicated. For that reason, insurance agents provide a valuable service to their customers. When it comes to taking care of their health, customers are happy to have a seasoned expert on their side. 
The Essential Sales KPIs that You Should Track
/ by CrankWheel

Sales are and always will be a numbers game. A professional and business function that operates in a world of numbers, metrics, data and Key Performance Indicators (KPIs).

How to Convince Customers to Buy Insurance
/ by Paul Aroloye

Do you have trouble convincing your prospects to buy insurance? It’s not uncommon. Many people see insurance as an unnecessary expense or hassle they don't want to deal with.
4 Proven Ways to Accelerate Sales with Lead Generation in 2024
/ by Jeremy from uSERP

Discover four proven ways to accelerate sales with lead generation in 2024.

8 Secrets to More Persuasive Sales Pitches
/ by CrankWheel

Learn the secrets of persuasive sales pitches with 8 simple techniques for effective communication and successful deal closing.
The Psychology of Building Trust in Sales
/ by CrankWheel

Learn more about building trust in sales so you can generate and convert more leads. Explore the trust factors and interpret them into sales techniques.

8 SMART Goals for Insurance Agents in 2024
/ by Andre Oentoro from Breadnbeyond

Jotting down your sales goals can help you improve your sales. You have a solid list of what you want to achieve, which can motivate you to take bolder steps to escalate your abilities.
Transforming Health Insurance Sales with CrankWheel
/ by CrankWheel

CrankWheel’s co-founder, Gilsi Sigvaldason, sat down with Michael Bernzweig in the Software Oasis podcast. Gilsi shared how the idea of CrankWheel came about and how salespeople have found use for instant screen sharing across verticals. 
5 Major Trends In Video conferencing To Watch In 2024 [Updated]
/ by CrankWheel

The trends in Video Conferencing to look out for
7 Lead Generation Marketing Trends To Use In 2024
/ by CrankWheel

Explore the latest and most effective lead-generation marketing trends businesses should adopt in 2024.
6 Ways To Create Data-driven Sales Strategies with The Right Sales Analytics
/ by CrankWheel

Learn some of the most actionable ways to leverage analytics to improve your sales strategies.
E-signatures in a Screen Share
/ by CrankWheel

Tired of losing out on a deal because the client didn't find the link to the e-signature in the inbox? Instead of the traditional e-signature solutions that require your clients to navigate to an email inbox and following a link, integrating e-signatures into screen sharing sessions can make the sales process more efficient, engaging, and user-friendly, potentially leading to higher satisfaction and conversion rates.
How to use Screen Share with Customers for Sales Calls & Customer Support
/ by CrankWheel

Screen sharing has become an essential tool for businesses to communicate effectively with their customers. Follow these guidelines to ensure that your screen sharing experience is productive and professional.
Organic Lead Generation Strategies for Health Insurance Agents
/ by CrankWheel

The best organic lead generation strategies for health insurance agents, including the four Ls of lead generation.

Get ready for 2024: 5 ways to improve your sales skills [UPDATED]
/ by CrankWheel

Sales skills need constant work. Here are 5 ways you can get ready for 2024
How to Upskill Your Sales Team Effectively
/ by CrankWheel

Upskilling your sales agents will transform the team into a highly effective unit that closes deals. These seven tips cover everything you need to know.

Building Resilience: Overcoming Sales Rejection
/ by Antonio Gabrić from Hunter

Constructive resilience in the face of constant rejection is essential for sales success. Let’s look further at the psychology behind the stigma of rejection, strategies for developing resilience, and real-world examples of turning rejection into growth.
Gather consent and get attestation from ACA clients
/ by CrankWheel

With these easy steps, your clients can give consent, review their information and attest to the information being correct, and you can capture the process electronically.
Five essential skills every sales rep needs to know in 2024 [Updated]
/ by CrankWheel

Why are we still sticking with sales techniques that aren't working anymore?
How Your Clients Can Fill Out The ACA Consent Form in a Screen Share
/ by CrankWheel

Here's the easiest way of having your clients fill out the ACA Marketplace consent forms as well as giving attestation for the information they provided.

How to Build a Marketing Campaign For Your Solar Business
/ by CrankWheel

Equip yourself with the fundamentals of marketing and some ideas for creative marketing campaigns to effectively promote your solar business.

Deminars: How to Give Your Sales Team the Edge
/ by CrankWheel

What is a deminar? And how can deminars give sales teams a competitive edge? Learn how to create effective deminars.

2023 Guide for Digital Agencies [Updated]
/ by CrankWheel

It’s vital for digital agencies to be aware of trends that will impact the market in the near future. Learn how digital agencies can improve their performance in 2024 along with what specific tools they can use to improve their own business in addition to their clients’ businesses.
Remote Sales Productivity Hacks: Time Management Techniques
/ by Antonio Gabrić

In this article, you will learn to manage your time effectively without any distractions and procrastination.
How To Sell Final Expense Insurance: Insurance Market Guide
/ by CrankWheel

Learn how to sell final expense insurance & increase sales with our comprehensive insurance market guide. Discover tips to sell final expense life insurance.
Become the Master of Virtual Sales
/ by CrankWheel

Ready to dominate the world of remote sales? Empower yourself with our expert insights on virtual interactions. From building trust to closing deals, we'll show you how to thrive in the digital age.

Turning Life Insurance Leads Into Sales: An Effective Guide for Remote Agents
/ by CrankWheel

Converting life insurance leads into clients efficiently is more than a revenue-generating activity. It's an art that enhances client relations, fosters business growth and builds brand reputation.
How to Sell Home Services Over the Phone
/ by CrankWheel

The landscape of selling home services has undergone a significant transformation. Door-to-door sales is no longer the primary method. In its place, digital strategies and -platforms have emerged, reshaping how service providers connect with potential clients.
Strategic Networking: Building a Strong Sales Network
/ by Kate Parish from Onilab

Networking is essential not only for entrepreneurs. Sales professionals should also build connections with others. What’s more, they should “strategically network” to ensure every click leads to conversion, and relationships pave the way to collaborations.
How to Secure ACA OEP Enrollments
/ by CrankWheel

Secure ACA OEP enrollments quickly and reliably by implementing these effective strategies.
Personal Branding: Why Do Social Media Platforms Differ?
/ by CrankWheel

Everyone these days is on social media and everyone wants to sell - but what about personal branding? Standing out from the competition cleverly and cost-effectively takes time, and a cross-platform social media strategy will help you to supercharge this effort for maximum reward much faster. Read on to find out more.
How to Improve Your Client Communication Process for Open Enrollment
/ by CrankWheel

How can you improve client communication during open enrollment? Read our comprehensive guide to learn more.

How to build a highly converting website with Artificial Intelligence [Updated]
/ by CrankWheel

In an ever-increasingly technologized world, artificial intelligence is already in use in several ways. And whether you like it or not, A.I. will be a part of everyday life, sooner or later. Business will be revolutionized (this is already taking place as we speak) and it’s time for us to prepare.
9 Steps to Build Your Personal Brand
/ by CrankWheel

What is a personal brand? How can it help you and your business thrive? And, how do you successfully cultivate and nurture one? Read on to learn more.
How to Sell Health Insurance from Home with Ease
/ by Thoriq Noor

In this guide, we'll look into how you can successfully navigate selling health insurance remotely, with a prime focus on acquiring necessary licensing, effective lead generation strategies, and leveraging technology for an efficient workspace setup.
The Top 10 Questions You Will Be Asked as a Health Insurance Agent (+Answers by Professionals)
/ by CrankWheel

Are you ready to transform into a question-answering superhero? Are you willing to swap those hesitations with a shining armor of knowledge and confidence? If you answer yes, buckle up because we're about to take off!
6 Proven Tips to Improve Your Sales Emails Overnight
/ by CrankWheel

A good sales email can be your ticket to effective sales automation, no matter the size and scope of your sales framework. Considering that 80% of all customers prefer that sales reps contact them via email, you should definitely upgrade how you craft sales emails.
How Salespeople can use ChatGPT for Reaching Out To Prospects (+ prompts)
/ by CrankWheel

Salespeople can use AI to help them understand their target audience, refine key sales messages, generate content, and create scripts. Leveraging AI technology like ChatGPT empowers sales professionals to work smarter, not harder, and build lasting relationships with customers in an ever-changing digital landscape.
11 Collaborative Benefits of Screen Sharing
/ by CrankWheel

Screen sharing is a powerful collaborative tool that can increase productivity, creativity, and employee retention.

The Ultimate Guide to Feature-Benefit Selling
/ by CrankWheel

We've all heard of 'features' and we've all heard of 'benefits', but what about 'feature-benefits'? In our latest guide, we highlight exactly how you can supercharge your sales process through this method of highlighting unique advantages of your product or service as well as the tangible benefits it can have for your customers. Read on to learn more.
How To Screen Share on Mac to Any Device
/ by CrankWheel

Unlock seamless cross-device collaboration with our step-by-step guide on how to screen share from your Mac to any device. Enhance your digital communication, whether for work, learning, or connecting with loved ones.
How New Insurance Agents Can Generate Leads
/ by Alwayne Powell from 8x8

Discover 10 ways new insurance agents can generate leads and grow their business.
How ChatGPT Can Support Lead Generation
/ by CrankWheel

What exactly is ChatGPT and how can it help? Below, we’ll look at how ChatGPT can support lead generation, the importance of measuring the impact of ChatGPT-generated content, and more. 
The Ultimate Guide to Local SEO for Insurance Agents!
/ by CrankWheel

Local SEO is making sure the local insurance prospects find you. Let's face it; they are the most likely to become lifelong fans – or clients! Nobody wants to buy their insurance online as they cannot grab a website by the jaw.

How To Make A Video While Sharing Your Screen
/ by CrankWheel

Learn how you can record your screen sharing. You can both do it with or without viewers connected to the screen share.

Demand Generation vs. Lead Generation: What Is the Difference?
/ by CrankWheel

Release the power of demand generation and lead generation to take your online marketing to the next level. Learn the differences and how both can effectively work together.

2023 Open Enrollment for Health Insurance Agents: Proactive Steps to Prepare Your Clients
/ by CrankWheel

This article will explore the significance of adopting a proactive approach when assisting clients with the 2023 Open Enrollment period. We will explore key strategies and actionable steps that health insurance agents can employ to prepare their clients effectively. 
9 Tips to Master Your Solar Lead Generation
/ by CrankWheel

If you're set on painting the town green, we've got the tools to help you shine. Here are 11 tips to make your solar lead generation sizzle and help you in selling solar.
Open Enrollment: The 5-Phase Sales Success Strategy for Agents
/ by CrankWheel

To ensure a smooth and successful OEP, you will need a well-organized approach. This guide will help you understand the key activities you should undertake during different phases of the OEP, from early preparations to the activities during OEP and post-enrollment follow-ups. As a health insurance agent, your role becomes more crucial during this time.

How Not to Sound ‘Too Salesy’ in Sales
/ by CrankWheel

We've all heard the term 'they were too salesy' in the past, whether it's the sleazy car salesman or the telemarketer bothering you in the day. However it's more common in day-to-day than you might think, and our guide will help you fight against these problems from arising in sales cycle.
Top Customer Success Strategies Used By Successful Companies
/ by Maira Xandros

There is no single blueprint for success when it comes to company strategies. However, there are a few key things that many of the most successful businesses have in common.
19 Sales Prospecting Mistakes to Avoid
/ by CrankWheel

Sales prospecting differs depending on the industry, the customer, the requirements, and the sales cycle and often mistakes are the common pitfall to a lowered conversion rate. Our latest guide covers the 19 main mistakes to avoid when prospecting to help you deliver more success for your business.
Top 10 Tips Every New Insurance Agent Should Know
/ by CrankWheel

Insurance brokers can find plans that are both affordable and comprehensive by getting to know their client's specific requirements and situations.
The Ultimate Guide to SEO for Insurance Agents
/ by CrankWheel

Learn how SEO can enhance your online visibility and attract more leads.
The Benefits of Implementing Digital Marketing Ideas in Local Businesses
/ by CrankWheel

Digital marketing was a craze in its early years. And it has remained popular to date because of its benefits to businesses in various industries. Digital marketing has numerous advantages. It has made it easier for big and small enterprises to thrive and expand.
How to Build Trust with Remote Prospects
/ by CrankWheel

We all know how important it is to nurture sales leads ongoing with remote contact, but often we forget the importance of the key ingredient of trust. Our latest guide provides clear tips for enhancing your sales success with remote prospects by building and sustaining trust.
Virtual Meetings - Will They Revolutionize Collaboration?
/ by Erkki from influno.com

By the end of this article, you'll have a clear understanding of how virtual meetings are shaping the future of work, and how you can leverage these technologies to enhance your own meetings.

How To Begin Your Sales Presentation
/ by CrankWheel

If you’re ready to start making selling a breeze rather than a burden, read on for our top advice about how to ace every single part of your initial introduction.
Out-of-the-Box Sales Strategies to Identify Your Ideal Customer
/ by CrankWheel

Learn how to to think outside the box and level up your sales game.
20 Tips that will turn your Email Signature into a Lead Generator
/ by Amrapali from SaaS-y SEO

The best tips on turning your email signature into a lead generator.
How To Be A Successful Solar Sales Consultant
/ by CrankWheel

Do you want to be the very best solar sales consultant? Of course you do. This blog will provide you with 5 tips to transform you from sales zero to hero.
FCRA and Screen Sharing for Customer Support: How to Balance Compliance and Efficiency
/ by CrankWheel

Learn more about the roles of FCRA attorneys and see how they ensure compliance to screen sharing for customer service.
Tips for The Perfect Sales Prospecting Video
/ by CrankWheel

Videos are a perfect way to catch people’s attention and increase sales. Follow these video prospecting tips to generate more leads and increase revenue.
How to Generate Solar Leads on Facebook: Solar Marketing Hack
/ by CrankWheel

Learn how to generate solar leads on Facebook! Create customer personas, compelling ads & high-converting landing pages.
The A-Z of Telesales
/ by CrankWheel

With so many things to consider, like developing relationships, understanding products and services, and building customer credibility, it’s hard to know where to start!
How to Build a Solar Sales Pipeline That Delivers
/ by Eduard Klein from RocketGrowth

As a solar professional selling solar from home you know that building a successful sales pipeline requires a combination of marketing, sales, and customer service skills.
The 9 Best SaaS Sales Tools
/ by CrankWheel

We’ve created a list of the best SaaS sales tools to help you narrow down your options.
How to Manage a Pipeline of Leads in Simple Steps
/ by CrankWheel

Marketing usually focuses on luring in the fish for sales to then get their teeth into it, but getting the edge in pipeline management and customer conversion requires a different skill set.
11 Prospecting Tips For Insurance Agents
/ by CrankWheel

You can take the pain of prospecting away with the right foundation. Make your prospecting seem automatic by following this simple framework.
How To Record Your Figma Prototype - The Best Way
/ by CrankWheel

This is the best way to export your Figma prototype to video or convert it to a GIF.
Tips and Tricks to Scale Your Solar Energy Business
/ by CrankWheel

How can you scale and make sure that your solar business becomes a leader in the industry? We shall be talking about it in this article.
Selling Medicare Advantage from Home | Tips, Tricks, and Benefits
/ by Joe Troyer

Selling Medicare is a great way to earn recurring commissions in insurance. Get the best tips for selling Medicare Advantage from home, using your phone.
The Top 15 Sales Prospecting Tips
/ by CrankWheel

Top 15 sales prospecting tips to help you gain valuable insights into how to identify prospects, build relationships with them, reach out effectively, and close deals successfully.
The Hottest Solar Marketing Strategies
/ by Scott Liberman

By becoming an expert on your product, positioning your business, identifying your customers, and solving their unique problems, you are well on the way to becoming a solar success story.
B2B Sales vs. B2C sales: Understanding the Different Approaches
/ by CrankWheel

Get a clear understanding of both B2B sales vs. B2C sales, what defines them, what they have in common and what sets them apart from each other.
How To Start Your Own Solar Business
/ by Andre Oentoro from Breadnbeyond

Starting a solar business at home may sound daunting for you. But save your worries! We’ve compiled the way to run the business from home or over the phone.
How You Should Leverage GPT for Sales
/ by CrankWheel

Unless you've been hiding under a rock for the past couple of months, you've probably heard some reference to Chat GPT. The next Google? The fastest information-gathering resource? In this article, we explore the distinct benefits it holds for sales staff and the future potential that will help transform our way of work for the better.
9 Strategies to Capture More Solar Leads using Social Media Marketing
/ by Gaurav Sharma

If you are considering generating solar leads using social media, you have made a great choice. These 9 proven strategies will help generate more leads and boost your sales.
How to Sell Insurance Over the Phone
/ by CrankWheel

Various things can impact the success of an insurance sales phone call. The most crucial part is the closing, which is the moment when you find out if their hard work will pay off.
Writing Captivating Content for Insurance Websites
/ by CrankWheel

How to write content for insurance companies and we will dwell in more detail on the use of these types of texts for insurance sites.
The Do's and Don'ts of virtual meetings
/ by CrankWheel

For many of us virtual meetings have changed the game when it comes to selling. It's made us rethink the model for successful conversions in the modern world. Check out our guide on the top do's and don'ts for virtual meetings in 2023.
PPC Marketing for Insurance Agents
/ by Joy D'Cruz

This Blog gives you all the information you need to start using PPC marketing for your insurance agency.

How to Generate Leads for Solar Sales
/ by CrankWheel

Most solar sales agents understand the importance of lead generation but they don't know how to do it or what specific best practices are.

10 Unique Virtual Selling Practices
/ by John Allen - Director, SEO, 8x8

Boost conversions and build your brand with these 10 virtual selling tips.
How Solar Sales Agents can Prepare for and Survive NEM 3.0
/ by CrankWheel

NEM 3.0 is the end of solar sales in California as we know it today. But it is not The End of solar sales. It simply means you will need a different approach to new customers.
‌The Top 8 Marketing Strategies for Financial Advisors
/ by CrankWheel

There are several marketing strategies that financial advisors can use to increase the traffic to their website. But where do you start? And what will work best for you and your business?
A Quick Email Marketing Guide for Insurance Agents
/ by Ebnu Sudarso from Milkwhale

The insurance industry is notorious for its competitive nature and cut-throat environment. To survive in insurance, agents must go above and beyond to win clients and keep them happy.
Tips to Maximize Your SaaS Sales to Small Business Owners
/ by CrankWheel

Selling to Small business owners often comes with a unique set of challenges. Selling SaaS to SMBs can be a daunting task, but with the right approach, it can be a highly profitable venture.
The Top 13 Telesales Closing Techniques
/ by CrankWheel

It’s great to establish a good relationship with a lead but the real moment of truth is when they agree to sign up for or purchase a product or service, but what is the best way to get to that final point of the sale?
9 Creative Marketing Ideas for Insurance Agents
/ by Kevin Dam from Aemorph

Insurance is a highly competitive industry and agents need to find ways to stand out from the crowd. Marketing can help them do this by creating brand awareness and generating leads.
Instagram Marketing for Insurance Agents - An All-In-One Guide to Get Started
/ by CrankWheel

Are you an insurance agent looking to start or improve your Instagram marketing game? Get equipped with every detail you need to get started with Instagram marketing in your industry.
Creating the Perfect Sales Engagement Strategy
/ by CrankWheel

Many experts agree that the best way to convert leads is to focus on customer engagement, but what exactly is it? How do you enhance it? Are there any tips and tricks to make sure you’re getting the most out of it? We’ve got you covered with this complete guide to how to create the perfect sales engagement strategy.
Facebook Marketing for Insurance Agents
/ by CrankWheel

To be successful, insurance agents need to understand how to use Facebook’s features to their advantage. They also need to know how to create content that is interesting and engaging.

Using video in real estate email marketing
/ by Scott Russell from Freestone Properties

Explore how using video in real estate marketing benefits both the industry and your real estate business.
An SEO Guide For New Solar Companies (And How to Nail it)
/ by CrankWheel

A guide to SEO basics for new solar companies - improve your search engine ranking through on and off-page SEO, content marketing, key word research
The importance of using video in sales emails
/ by CrankWheel

Why should you use videos in sales emails? Read on to find out more.
Facebook Stories for Businesses: Full Guide
/ by CrankWheel

Facebook stories are a feature that allows users to share photos, videos, and animations, and they're designed to disappear after 24 hours. Users can view Facebook stories by clicking on the profile image or at the top of their news feed, whether on PC or mobile.
How to increase inbound leads
/ by CrankWheel

Lead generation is one of the most important activities for marketing teams and it has become more difficult as ad costs increase across platforms. Many companies pay agencies thousands of dollars per month for lead-generation services.
Open Enrollment - Helping Clients to Fill Out Online Applications with CrankWheel
/ by CrankWheel

You can grant control to the viewer in a screen sharing session. Our users do this to allow their clients to sign securely into application forms or to sign the applications electronically.
How to evolve from remote selling to virtual selling
/ by CrankWheel

We've all heard of remote selling. But what about virtual selling? Discover how new technologies and techniques are giving virtual sellers the real edge in today's market.
7 Tips to Easily Sell Medicare Supplements Over the Phone
/ by Grace Lau from Dialpad

Check out our top 7 tips on how to sell Medicare supplements over the phone. Learn everything you need to know to take your sales to the next level today!
How to Screen Share with WhatsApp (Updated)
/ by CrankWheel

Here's the easiest and best way to share your screen via WhatsApp. Read this short walkthrough and get started.
What Digital Marketing Agency Software Do You Need?
/ by CrankWheel

Top software solution recommendations to help transform the operations, customer management, selling, marketing, and many more aspects of your agency today.
Sharing Your Screen to a Tesla for Video Conferencing
/ by CrankWheel

It's easy to share your screen to a Tesla without needing to install anything in the car. The viewer can even take control of the screen-sharing session.
Top Questions Your Solar Sales Script Should Cover
/ by Yauhen Zaremba from PandaDoc

You have to tell prospects that solar power is a highly useful and cost-effective form of energy. There’s a lot to cover: technical specifications, regulations and a complex energy market.
How to Collect, Convert and Retain Insurance Leads
/ by CrankWheel

In insurance sales, you need to have a system in place to generate leads and then convert them into customers. We'll show you how to collect, convert and retain insurance leads.
The Top 9 Health & Life Insurance Lead Vendors to Consider
/ by CrankWheel

All sales need leads. But, delivering and managing them effectively can be a difficult challenge to take on. Check out the top 9 health and life insurance lead vendors worth considering.
How to create effective solar email marketing content
/ by Chris Hardy

By sending solar content through email, businesses can tap into a growing market of environmentally conscious consumers.

Top 12 tips to gain incredible referrals in telesales
/ by CrankWheel

Gaining referrals in telesales can be a thankless task. Our top tips provide shortcuts for building referrals quicker, faster, and more effectively.
10 Proven Digital Marketing Strategies for Solar Sales Agents
/ by Natasha Rei from Explainerd

Sales agents don't send booklets or throw flyers anymore. They are ineffective! Here are proven marketing strategies for solar sales.
The complete guide to BANT for cold calling in 2023 [Updated]
/ by Jessica La from Melbourne Appetiser App Development

BANT is a robust sales framework that has been used for decades. Here’s how you can apply it to your cold calls.

11 Winning Tactics of Selling Medicare Supplement Plans
/ by Andrew Dunn from INDMND.com

Medicare does have gaps in coverage, and that is where selling medicare supplement plans comes in. With these techniques, your sales of Medicaid supplement plans will exponentially increase.
How to avoid these 5 virtual selling challenges
/ by David Pagotto from SIXGUN

How to avoid these 5 virtual selling challenges
How to sell to people turning 65
/ by CrankWheel

Learn how to market to this valuable demographic with our tips. Whether you’re looking to sell a product or service, read on for helpful advice.
Webinar: Using videos for prospecting, sales calls and follow-ups
/ by CrankWheel

To introduce these new features and how they can make your sales efforts more effective, CrankWheel is hosting a webinar at 15:00 on the 8th of September.
13 tips to Improve your Remote Selling Conversion Rates
/ by CrankWheel

The needs and demands of the modern customer are changing and it’s important that businesses to widen their sales funnel and increase conversion rates
New Video Sharing Capabilities in CrankWheel
/ by CrankWheel

The Recorder allows users to record their screen and/or the webcam of their computers. The Projector gives users the possibility to share videos during a screen share. The Share tool allows sharing videos as links and embedded in emails.
The Nuts and Bolts of Social Media Marketing for Insurance Agents
/ by Kasia Slonawska

Insurance agents should leverage their personal profiles on Social Media to connect with and convert prospects to customers.
10 suggestions for incorporating gamification into your marketing strategy
/ by Sara Sparrow

10 suggestions for incorporating gamification into your marketing strategy
How to Sell Rooftop Solar Panels Online
/ by CrankWheel

Wondering how you can start a business from home, make great money, and help the planet at the same time? Then selling solar online is for you!
Emotional Selling 101: How to persuade customers to buy through feelings
/ by Grace Lau from Dialpad

A guide on how and why brands should be implementing emotional selling as a part of their sales marketing strategy.

12 Insurance marketing ideas any agent can use
/ by Jyoti Ray from WPMyWeb.com

The 12 insurance marketing ideas you can use to grow your insurance business. They will save you time and money as you build your insurance business.
The Top 9 Insurance Selling Skills You Need to Know
/ by CrankWheel

Those who manage to have success within the insurance sales industry have usually honed some very specific but essential skills. So what does it take to be a great insurance agent?

Your ultimate guide to getting inbound leads from social media + Expert tips
/ by Axelle Dervaux from clicdata.com

Learn how to generate leads from social media and get expert tips on how to make the most of your social media marketing strategy.
How to Sell Solar Panels from Home [Updated]
/ by Andre Oentoro from Breadnbeyond

Learn everything you need to know to sell solar panels from home; how to find the right suppliers, build a strong brand and reach potential customers through online marketing and networking.
The complete guide to cold calling vs warm calling
/ by CrankWheel

It’s true that cold calling is a tried and tested technique, but what if there was another more effective way? That’s where warm calling comes in…
How to Pitch Digital Marketing Services to Businesses
/ by Adela Belin from Writers Per Hour

Instead of investing a considerable amount of time posting content online and not getting any leads, you could take the matter into your own hands and pitch directly to your dream clients.
Increase conversion rates with an effective B2B sales funnel strategy
/ by CrankWheel

Pull in the highest-value, sales-qualified leads, at the most useful points in the sales cycle
Why Screen sharing is a necessary tool to close clients on a remote sales call
/ by Chris Starkhagen

Remote sales teams are always looking for an edge to close more prospects and increase conversion rates. Even with the best technology, there are still common challenges that come with sales, one of them being closing prospects over the phone.
9 Insurance Marketing Strategies Every Agent Should Know
/ by CrankWheel

A small budget doesn’t mean you can’t get your leads and turn them into customers. With the right strategy in place, you can have a fair share of insurance clients.
Selling insurance from home: How to keep prospects engaged
/ by CrankWheel

Selling insurance is not an easy job. It can be exhausting to keep prospects engaged over the phone.
How to Use Motion Graphics In Your Content Marketing Strategy
/ by Andre Oentoro from Breadnbeyond

Gone are the days when marketers crammed spammy sales messages into their content mix as they fought to get into their customer's bank accounts.
7 best sales automation strategies for businesses
/ by CrankWheel

Let's cover the 7 best sales automation strategies that you can start using today to propel your sales team to the next level.
The 9 Best and Most Effective Tools for Cold Calling
/ by CrankWheel

For you to have a more effective cold calling routine and make your life more organized, we reached out to sales experts for the essential tools you need for tele sales success
The 8 Things You Can Do to Be More Assertive in Sales
/ by CrankWheel

This is why salespeople should consider taking an assertive approach. Assertiveness does more than impress customers. It helps engage them and builds profitable relationships
Everything you need to know about Video Prospecting
/ by Baidhurya Mani from SellCoursesOnline.com

Video has experienced a surge in popularity across multimedia platforms. It’s now the most popular form of online content. Here's how you can leverage it for prospecting.
The 14 Best Cold Calling Opening Lines - That Work
/ by Maira Xandros

There's no getting around it – making cold calls can be a daunting task. But if you use the right opening lines, you'll have a better chance of succeeding.

Sales promotion ideas for service-based businesses
/ by CrankWheel

Sales promotion ideas that sell your services
The guide to a cold calling script that will not alienate your prospects
/ by Amrapali

It can be tough to cold call someone. You're putting yourself out there, and you don't know how the other person will react. One of the biggest fears people have when cold calling is that they'll say something that will alienate their prospects.
5 Cyber Security Risks Every Digital Marketer Faces In 2023 [Updated]
/ by CrankWheel

If your company experiences a data breach or comes under cyber attack, ignorance is futile. Understand how vulnerable you are to cyber threats to take the right course of action. Here are the top 5 cyber security risks every digital marketer should beware of in 2023.
Essential guide to building a community for SEO and branding
/ by Madeline Miller from Assignment Writing Services and Big Assignments Reviews

Believe it or not, communities can be found in the marketing industry. That means that there are many communities that are all about improving search engine optimization (SEO) and branding.
The Secrets of Cold-Calling: 38 experts share their tips and techniques
/ by CrankWheel

We reached out to over 30 sales experts for advice on their top tips and techniques for cold calling. Read on to learn about the pre-call process, how to get over the anxiety and how to close the sale and follow up.
Top 8 sales forecasting methods that help you exceed your target revenue
/ by Grace Lau from Dialpad

Every business that aspires to success shares one clear goal - to make sales. Methods for achieving this might differ from business to business.
6 features you must look for in cold calling software
/ by CrankWheel

Cold calling software is one of the highest ROI tools for modern sales teams. Sales teams today often rely on a lot of disjointed tools and processes to reach the right leads and sell them products and services.
Increase inbound sales leads with engaging content on LinkedIn
/ by CrankWheel

The five best ways of generating inbound leads through Linkedin.

5 ways to build brand identity and values using email marketing
/ by CrankWheel

5 simple ways you can start to build your brand identity and connect on a deeper level with subscribers.
Using Sales Promotion to drive more sales and capture leads
/ by CrankWheel

Sales Promotion: What is Sales Promotion and how to use it?

Selling Insurance From Home - The Top 10 Do's and Don'ts [Updated]
/ by CrankWheel

How can you build connections and get insurance clients if you don't meet them face-to-face? It's conceivable, which is excellent news! But you have to learn what to do and what not to do.
Everything You Need to Know About Outbound Lead Generation
/ by Jenna Bunnell

Outbound lead generation is necessary to generate new customers.
The Top 10 Books on Sales and Sales techniques you need to read
/ by CrankWheel

Top 10 books on sales and marketing you need to read
The Impact of Workplace Noise: Bring control to uncontrollable environments
/ by Rob Macfarlane, Director of Music at IRIS

The sounds in our personal and professional spaces not only affect productivity but can also have a huge impact on our health and wellbeing
5 powerful ways to use customer reviews in your email content
/ by CrankWheel

Five powerful ways you can get creative in using testimonials and reviews in your email marketing content.
How Behavioural Science can give you an edge in sales
/ by Daniel Ross

Understanding what makes your prospect tick on a human level is the key to understanding their pain points. That is where Behavioural Science can help you.
4 Tips That Make Your Solar Sales Pitch Perfect
/ by CrankWheel

Compared to other verticals, the solar sales cycle takes longer. Even compared to Enterprise-level software sales, solar panels usually take more time before a customer goes ahead.
5 outstanding sales outreach tips that get meetings booked
/ by Pohan Lin from RingCentral

How to get meetings booked? Here are 5 outstanding sales outreach tips.
Increase inbound sales leads with engaging content on LinkedIn
/ by CrankWheel

The five best ways of generating inbound leads through LinkedIn.

Critical characteristics of B2B eCommerce selling
/ by CrankWheel

This post describes the unique characteristics of B2B eCommerce and some common misconceptions that can confuse and drive B2B companies off track in their digital transformation strategies.
The 11 must-listen podcasts for anyone who works in sales
/ by Emily Henry

Look no further for the best sales-focused podcasts.
Press release: Project videos to screen sharing sessions
/ by CrankWheel

Videos are worth 1.000x times more words
Professional ghosting: How to avoid potential clients from suddenly ending communication
/ by Patty Yan from RingCentral

Unfortunately, and in pretty much the same way, potential customers or clients can also ghost you in business. Multiple clients can just disappear abruptly without any kind of explanation.
Goals for Sales Leaders in 2024 - Improve Sales Close Rates
/ by CrankWheel

Learn how you can ensure that your team hits targets consistently.

12 ways AI and ML are revolutionizing marketing and sales
/ by CrankWheel

Artificial intelligence and machine learning are getting used for all sorts of purposes in business today. As a business, there’s a lot that you can leverage from the power of AI and ML.
Why digital marketing agencies need an Instant Inbound Sales solution
/ by CrankWheel

Marketing agencies: Do you invest in your own inbound marketing campaigns? CrankWheel explains why you need this, sooner rather than later.

How to improve and optimise the efficiency of your customer service practices
/ by CrankWheel

Customer expectations have changed. Here are 10 tips on how to adapt your customer services.
Sales team motivation: How to keep your team motived
/ by CrankWheel

Struggling to keep your sales team motivated: Top 8 ways to motivate a sales team

9 Vital Tips to Finding & Winning Clients for Your Digital Marketing Agency
/ by Nick Brown from accelerate agency

Learn the nine most effective methods for getting more clients and the best thing is that you don’t have to work super hard to achieve this goal.
5 best sales presentations solutions to increase conversion rates
/ by CrankWheel

Sales presentations can have a big impact on conversion rates: Here are 5 leading solutions for increasing conversion rates.

5 Ways to Get More Clients for Your Insurance Business
/ by Chris Bournelis

What if you could get in front of more potential clients than ever before? It would likely mean a much greater chance for success, especially when it comes to premium renewals.
Digital agency management 101: The ultimate pricing guide
/ by Koa Frederick from accelerate agency

Just like any other business, the main concern of your digital agency is to make a profit. But in a competitive market such as digital marketing, you’ll need to have the right prices to attract customers.
Telephone prospecting: 10 steps towards a successful call campaign
/ by Douglas Mulvihill from Ringover

Here are 10 steps on how many use cloud calling to guarantee a successful campaign
Your guide to virtual sales
/ by CrankWheel

Virtual sales calls should make the same impact as phone calls and in-person meetings and ultimately, produce better outcomes, such as higher conversion rates.
9 virtual selling blunders that make customers think twice
/ by Tammy Wood from Global Technical SEO

Follow this guide to discover - and avoid - nine virtual selling blunders that make customers think twice.
Telesales: 11 tips that ensure a higher close rate
/ by CrankWheel

With the rise of new sales and marketing strategies, enterprises of all sizes are losing focus on testing different methods to increase their sales.
How does brand equity influence B2B sales?
/ by CrankWheel

Want to understand brand equity, and how your company can create and benefit from this? Read and save this CrankWheel article today

CrankWheel Wins a 2021 Top Performer Award in Screen Sharing From SourceForge
/ by CrankWheel

CrankWheel has been recognized as a Top Performer by SourceForge, the world’s largest software reviews and comparison website.
7 best email marketing strategies to increase conversions
/ by CrankWheel

Email marketing is one of the most profitable and easy to start forms of marketing.
CRANKWHEEL ACQUIRES COPENHAGEN-BASED ACCORDIUM
/ by CrankWheel

The Icelandic bootstrapped startup CrankWheel has acquired all assets of the Danish startup Accordium. The acquisition (price undisclosed), includes technical infrastructure and intellectual property as well as the Accordium brand and customer base.
5 skills sales engineers need and the tools to maximize them
/ by CrankWheel

Are you a sales engineer? Here are 5 skills you need to work on to close more deals.

How to design a hybrid sales strategy
/ by CrankWheel

What is a hybrid sales strategy and how to implement it into your sales team?
7 tips for developing a great inbound sales process
/ by Alex Ratynski from Loganix

Getting customers to contact you on their own is every entrepreneur’s dream, but it doesn’t just happen overnight. There are certain steps you need to take to fine-tune your inbound sales process for success.
CrankWheel Named Best Telemarketing Software of 2021 by Digital.com | Press Release
/ by CrankWheel

CrankWheel was ranked among top solutions to help businesses manage large or small call centers
The Ultimate Guide to Telemarketing for beginners and sales pros
/ by CrankWheel

The Ultimate Guide to Telesales gives you all the know-how you need to convert more leads over the phone
7 Ways to grow a digital agency: CrankWheel growth guide
/ by CrankWheel

Digital agency founder: Are you struggling to achieve growth? Try seven tactics, as outlined in this CrankWheel article.

Sales and marketing alignment - All you need to know
/ by Eduard Klein

For ages, businesses have been running their marketing and sales teams as independent silos. Marketing teams have their own methods to generate leads for the sales team, while the sales teams follow their process to recognize qualified leads for conversion.
Convert more sales leads by adding visual elements to calls
/ by CrankWheel

So many sales conversations are happening over virtual sales platforms right now. CrankWheel is one of those solutions that experienced a surge in use in 2020.
Best ways to improve sales leads
/ by Sara Williams from PeppyBiz

Before you get into the actual business, what is the first step? Lead generation. No matter what, but a large part of the organizational success depends on quality leads. But, the question for many is, ‘How can I generate sales leads?’
Have a Successful Sales Team: What to Watch Out in Interviews
/ by CrankWheel

High-performing salespeople are worth their weight in gold. They can make a huge difference to a company. Other less successful salespeople will have a negative effect on a team.
Keeping track of multi-channel marketing campaigns
/ by Douglas Mulvihill

Today, every campaign must compete and deliver across multiple channels - your customers don’t live in a single app or network, and neither can you.
How to create or improve the sales process, and why this is mission-critical?
/ by CrankWheel

Do you have a sales process? If not; take a look why this is mission-critical for sales teams that want to succeed

An outbound sales script that works. 7 steps to success
/ by CrankWheel

Are you generating enough sales leads with your outbound sales calls? Take a look at this article for how to make them more impactful.
Zoom not working for screen sharing: How to fix it?
/ by CrankWheel

Does it get annoying when Zoom doesn’t work? Here’s ways to fix it, and a Zoom alternative
CloudTelecom integrates CrankWheel screen sharing to their new CloudOffice remote work solution
/ by CrankWheel

CloudTelecom provides a voice service called Mobabiji which enables users to make and receive company calls on their smartphones wherever they are in Japan. With the outbreak of Covid 19 and the following increase in remote work, Mobabiji customers were requesting a service that would support remote work even further.
Career Transition: Breaking into SaaS Sales
/ by CrankWheel

SaaS is a booming sector: Do you know how to make a new career for yourself in SaaS sales?

How Cloud Computing improves the sales process
/ by Milo Forester

For any business, processes are important. They set the tone for how a business is conducted, how efficient they are, and how well they reach consumers.
Screen sharing use cases and success stories
/ by CrankWheel

Screen sharing has enabled users to become more successful by complementing their phone calls with visual elements. See case studies from users in insurance, mortgage advisors, tax consultants, digital marketing, SEO services, onboarding, customer success and business directories. CrankWheel has enabled telesales teams to become more effective, customer service representatives to become more successful, field sales teams to be more efficient and helped sales teams to move to a hybrid sales model.
Buyer intent: Know the funnel stages and stand out with an impactful message
/ by CrankWheel

Do you fully understand buyer intent, and how to make the most of that throughout the sales funnel?

Performance reviews: What they should include and how sales managers can use them to improve results
/ by CrankWheel

Sales Managers: Do you know how to make the most of performance reviews?

Prospecting to a niche market: 5 killer ideas
/ by Cognism

How do you identify your niche market? Here are 5 killer ideas.
Top 10 Apps for Every Salesperson
/ by CrankWheel

Top 10 apps every salesperson needs to know about and use

LinkedIn Sales Insights: How it can help sales teams
/ by CrankWheel

LinkedIn Sales Insights: What is it, and would your sales team benefit from it?

Tap into and use the 3 layers of sales questions
/ by CrankWheel

Need a way to increase conversion rates? Take prospects on a journey through 3 layers of sales questions

7 reasons to invest in sales automation now
/ by CrankWheel

Do you want sales to work smarter? This article looks at seven good reasons why you should automate more of the sales process
How to approach sales with a customer-centric methodology
/ by CrankWheel

Is your company customer-centric? Winning and retaining customers means putting them first, and in this article we look at how you can become more customer-centric.

5 steps to successfully sell to multiple decision-makers and budget holders
/ by CrankWheel

A 5-step process for salespeople selling to multiple decision makers and budget holders

How sales teams use CrankWheel to cut the sales cycle in half
/ by CrankWheel

Taking too long to get deals through the sales cycle? Take a look how companies use CrankWheel to convert more leads faster.

Overcoming objections: 5 methods you need to know
/ by CrankWheel

How do you overcome objections in sales? We look at the most common objections, and how to overcome them.

New sales training for your team to refresh skills
/ by CrankWheel

Are you looking for training for your sales team? Here are some options you need to know about
4 ways to generate sales leads when events and expos are cancelled
/ by CrankWheel

Were expos and trade shows a crucial part of your sales funnel? Here are ways to make up for missed opportunities online.
6 signs your sales rep can become a skilled sales manager
/ by Sujan Patel from Ramp Ventures & Mailshake

Here are six signals that a salesperson has what it takes to make the leap to the sales leader level.
What could sales look like in a post-pandemic world?
/ by CrankWheel

Even before Covid, buyers were becoming increasingly reliant on digital channels. We look at what this means for sales teams in the years ahead.

5 principles of great customer service
/ by Andre from Breadnbeyond

Rule number one: customers are always right. If they’re not, rule number one applies. This isn't an understatement. In fact, when you run a business, you'd do many things to delight your customers.
5 follow-up sales calls tactics, to increase conversion rates
/ by CrankWheel

When it comes to winning clients, it can take time. Salespeople who persist are much more likely to convert prospects, with 80% of leads converting after 5 or more touch points.
Die 7 wichtigsten Ziele für Vertriebsleiter im Jahr 2020 und wie man sie erreicht
/ by CrankWheel

Sind Sie bereit? Hier sind die 7 wichtigsten Ziele für Vertriebsleiter im Jahr 2020!
Sales email and message tone of voice: Why it matters
/ by CrankWheel

Are you happy with the messaging and content of every sales email, presentation, and everything else your sales team sends out? If not, then you need to read this article.

Grab your free Webcard today and connect CrankWheel in 10 seconds
/ by CrankWheel

Whether you are an insurance advisor, a doctor, an accountant, a hairdresser, a real estate agent, an engineer, a marketer, or in any other line of work, we have a hot tip for you. If you do not already have your own personal online presence, your career would greatly benefit from one.
7 lead generation tactics to help you crush your sales goals
/ by Alex Ratynski from Ratynski Digital

Lead generation is the process of creating and distributing resources that will attract your ideal customers to your website.
Top 10 sales productivity tools to increase your B2B sales
/ by Pics.io

The best tools to help you keep full control of sales pipelines and improve lead turnaround rates by huge numbers. In this post, we will review ten top tools that streamline the activities and improve the productivity of sales teams.
Mirroring and Psychology in Sales: What you need to know to succeed
/ by CrankWheel

Want to know how to use mirroring and psychology in sales? Take a look at this article
How to use Instant Demos and better proposals to increase conversion rates
/ by Petra Odak from Better Proposals

One of the key factors, when it comes to converting a lead is taking a custom approach. Tailoring demos and pitches to what a potential customer actually needs.
How to implement customer success to drive growth
/ by LiveAgent

Do you go the extra mile to delight your customers? Does your product or service meet your customers’ needs?
Are you ready for every sales call? A simple guide to planning and research
/ by CrankWheel

How prepared are you for every sales call? Let’s look at the most effective way to do prospect research
What’s the Soft Sell, and how can you perfect this as a salesperson?
/ by CrankWheel

Soft sell or hard sell: Which approach do you think is most effective?
Sales has shifted from Always Be Closing to Always Be Helping
/ by CrankWheel

Always be closing is outdated: Here’s a better way to sell to prospects
Should you be strategic or tactical? How to sell during a pandemic
/ by CrankWheel

Has the pandemic changed sales? Yes, and here's how to get tactical and strategic when selling
Solution Selling: Overcome objections, sell strategically and follow-up effectively
/ by CrankWheel

Here is the fourth article in our four-part CrankWheel training series: Solution Selling: Overcome objections, sell strategically and follow-up effectively

Solution selling: How to create amazing presentations that get results
/ by CrankWheel

In this third part of our series, we look at sales presentations and the role they plan in solution selling.

Solution selling: How to assess what prospects need
/ by CrankWheel

Taking this approach means putting yourself in the mindset of your customers. Getting to know what they need, including specific and broader pain points within their business, is crucial.
Solution Selling: What is it, and when should you use it?
/ by CrankWheel

Welcome to our four-part training series: Solution Selling: What is it, and when should you use it?

Top 10 CRM tools for small and medium businesses
/ by CrankWheel

Do you already use a CRM? If not, here are 10 of the best to take a look at for small and medium business
Long-term sales playbook for working from home: Inbound Teams
/ by CrankWheel

Inbound Sales have changed. But sales haven’t changed, as such. However, the ways in which inbound teams operate have changed, which means sales leaders sticking to the following playbook
A comprehensive guide to using LinkedIn Sales Navigator [Updated]
/ by Stefan Smulders from Expandi.io

LinkedIn has revolutionized the way businesses connect with each other. Make the most out of this platform by using its Sales Navigator tool.
Quiz marketing: An effective way to get highly qualified leads
/ by Stefan Debois from Survey Anyplace

When it comes to capturing warm inbound sales leads these days, you are facing challenging circumstances. Everyone is.
Christmas shopping inspiration: 10 highly-rated sales books you should buy
/ by CrankWheel

Need an extra Christmas gift idea? 10 sales books well worth reading, as recommended by CrankWheel

Targeted email marketing to increase sales leads
/ by Rohan Mendiratta from SendX

Today is all about curating personalized emails and sending them to a segregated and pre-defined list of recipients, the age of targeted email is upon us, and we bet it works!
How to create a sales strategy for 2021?
/ by CrankWheel

There is always hope. Even though 2020 has been a horrible year and the pandemic is not going away anytime soon, we need to prepare for next year. What can you expect, and how can you prepare?
How to make remote selling work for you
/ by Rimma Sytnik from Reply.io

With the impact of Covid-19 around the world, businesses everywhere have been forced to adapt quickly.
Would you like a CrankWheel 2020 Holiday T-shirt?
/ by CrankWheel

Every year, we have a custom designed CrankWheel t-shirt made for the holidays. This year, we think we have a great one.
Planning for 2021: How to thrive during this ‘new normal’?
/ by CrankWheel

Planning for 2021: How to thrive during this ‘new normal’?
Lockdown 2: What should sales leaders and teams do differently?
/ by CrankWheel

Has Lockdown 2 started in your country? Here’s what sales teams can do differently, to make it easier
Looking back at 100 releases of screen sharing for sales
/ by Jói Sigurdsson

We reached a pretty big milestone for CrankWheel on November 7th, when we released a public-facing update of our software for the 100th time. Internally, we number our releases as M1, M2, and so forth, where M stands for milestone. This one was M100.
The Sales Enablement Materials Checklist
/ by CrankWheel

Material designed to support sales conversations is crucial. You need every advantage to support sales conversation. Here's everything you need to have in place.
Why you should always book future meetings on a call, not after
/ by CrankWheel

Why you should always book future meetings on a call, not after
Long-term sales playbook for working from home: Field Sales
/ by CrankWheel

Long-term sales playbook for working from home: Field Sales
15 “Now is not a good time” objections you might encounter
/ by CrankWheel

Tired of hearing, “Now isn't the best time?” Here are 15 of the most common ways to overcome that objection.
How to set & hit sales targets in this new normal
/ by CrankWheel

Are you used to this new normal: How to set and hit sales targets?
7 ways to succeed in remote sales, into 2021 and beyond
/ by CrankWheel

It looks like working from home is going to be the norm for some time. Here are 7 ways to succeed in remote sales.
Creative use of remote screen shares to improve sales conversion rates
/ by CrankWheel

Working from home: Are you looking for ways to make your remote sales skills stronger?
How to use active listening and Instant Demos to increase conversion rates
/ by CrankWheel

Conversion rates have never been more important. We look at how to increase them, with instant online demos and active listening.
Sales integrity: Why it’s essential and how to achieve it
/ by CrankWheel

Sales integrity: Why it’s essential, and how you get it

How to ask sales leads smart questions about pain points and goals
/ by CrankWheel

Without pain, there isn't a need, and when buyers don’t need anything, there isn’t the chance of a sale. Here are ways to identify pain points and present the most effective solutions for prospects.

How to down-sell strategically: Compromise to salvage deals
/ by CrankWheel

Not every deal goes to plan, and in many cases, compromise is necessary to salvage them. We look at how you do that, without losing too much margin.

9 detailed strategies SaaS companies use to increase Customer Lifetime Value
/ by Philipp Wolf from Custify

Upselling current customers is more profitable than acquiring new ones. Here are 10 ways you can increase customer lifetime value.
How to use LinkedIn and Instant Demos to Generate More Leads
/ by joi@joisig.com

LinkedIn now has over 700 million users worldwide. In this article, we look at the right ways to use LinkedIn and Instant Online Demos to generate sales leads.

Sales during uncertainty: Developing robust and realistic sales strategies
/ by CrankWheel

Sales during times of uncertainty are completely different than under normal economic conditions. We look at how companies need to adapt.

Time-effective ways to include sales metrics in team workflows
/ by CrankWheel

Data getting you down? Try and simpler, more time-effective approach to sales KPI management
How to give prospects an awesome B2B sales experience
/ by CrankWheel

Want to provide an awesome B2B sales experience? Click to find out more.

Five ways to make the most of Instant Online Demos during lockdown
/ by CrankWheel

Have you considered these 5 ways to use instant online demos? Click to find out more

Build and maintain strong new client relationships when virtual selling
/ by CrankWheel

Want to build and maintain strong virtual sales relationships? Read this article to find out more

10 ways to write better outbound sales emails and messages
/ by CrankWheel

10 ways you can improve outbound emails
How to design presentations that wow customers during demos
/ by CrankWheel

Design presentations that wow sales prospects in virtual demos. Here is what you should include.
How to choose the right office communication tools to increase your productivity
/ by Nikola Baldikov from Brosix

Are you looking to choose a set of communication tools for your office? Check this guest post from Brosix for help!
Growth during uncertainty: How to plan for an unpredictable future
/ by CrankWheel

Worried about the future? 5 ways to stay steady and keep growing.
How to Get Awesome at Virtual Selling
/ by CrankWheel

Selling successfully means getting as good at virtual sales as we were in person. This does mean taking new approaches.

How customer service teams can look after customers during Covid-19
/ by CrankWheel

Is your customer service team working from home for the foreseeable future? Here is how to keep everyone motivated and looking after customers well
Do you need to adjust? How sales managers can reset 2020 targets
/ by CrankWheel

2020 sales targets: are you still working on old assumptions? Here is how to consider resting these goals
How outbound sales teams can stay on target when working from home
/ by CrankWheel

Is your outbound sales team working from home? Here is how they stay productive
How inbound sales teams can stay productive when working from home
/ by CrankWheel

How do you effectively handle inbound leads while working from home?
Virtual Conference: Everything you need to know to run a successful one
/ by Rowena Gungon from Delesign

In today’s digital era, it has never been more relevant to consider hosting a virtual conference.

Screen-sharing to close more deals: How to get your team on-board
/ by CrankWheel

Tired of chasing hard-to-reach prospects? Read how companies are dramatically reducing the sales cycle.

Why customer success leaders rely on CrankWheel for complaints and on-boarding
/ by CrankWheel

Want a better solution for customer service calls when your agents need to screen-share?

Does your customer service team need to work from home: How to adjust?
/ by CrankWheel

Does your customer service team need to work from home: How to adjust?
Sales team working remotely: How can companies adapt?
/ by CrankWheel

Sales team working remotely: How can companies adapt? Four ways sales teams can quickly adapt to remote working.
Tired of chasing prospects up? Shorten your sales cycle with screen-sharing
/ by CrankWheel

A better way to shorten the sales cycle for hard-to-reach prospects
Webinar series: Going from field sales to inside sales
/ by CrankWheel

We put together this webinar series to help train you on the tools and techniques you might need in addition to your already great telephone skills.
Coronavirus: How do companies support employees through this?
/ by CrankWheel

Practical steps you need to think about when going remote
A note on business continuity in light of COVID-19
/ by CrankWheel

Here are the steps CrankWheel has taken to ensure its business continuity through the crisis
Going remote for the first time? Practical advice for businesses adapting to Coronavirus
/ by CrankWheel

Worried about the impact of Coronavirus? Here is some practical advice on remote working
Make sales pipeline management easier for sales leaders
/ by CrankWheel

Sales managers: are you tired of having forecasting problems?
How to use online screen sharing to cut the sales cycle in half
/ by CrankWheel

Want to cut your sales cycle in half? Here is how to use online screen sharing to do so
Five ways outbound sales teams can connect with hard-to-reach prospects
/ by CrankWheel

Five ways to get through to hard-to-reach prospects and increase dealflow into the pipeline
How to grow sales with strategic partnerships
/ by Matthew Murray from Sales Higher

It’s hard to grow when you’re small. Without a marketing budget you can’t attract new customers. Right?
StarterStory interview with our CEO
/ by CrankWheel

If you want to know more about how CrankWheel got started, this interview just published on StarterStory is a good, long read.
How to increase conversion rates with a culture of instant online demos
/ by CrankWheel

Go from two or more calls to one, to get the deals your sales team needs to win.
10 sales exercises to get your team fired up to sell more in 2023 [Updated]
/ by CrankWheel

Want your team to close more deals in 2023? Here are 10 exercises for improving sales performance
A guide to sales scripts in consultative selling
/ by CrankWheel

Do you use sales scripts? Here is a guide to making them useful
Why outbound and inbound sales teams need separate processes
/ by CrankWheel

Do your inbound and outbound teams follow a process? You need one!
5 actionable ways to put the customer first
/ by Jakub Kliszczak of CrazyCall

In many companies, there is a policy "the customer is always right".
How to create a more effective sales plan for 2020
/ by CrankWheel

Is your sales plan ready for 2020? Here are the essentials you need to include

How to be more confident on an Online Demo
/ by CrankWheel

Want to be more confident when doing online demos? Have a read of this

Sales Enablement: What is it, and what tools should you use?
/ by CrankWheel

Sales Enablement: How sales teams benefit from having an enablement function providing content, information and the right tech tools.
7 sales follow-up emails that get better responses
/ by CrankWheel

Following-up successfully is a difficult game. Here are 7 emails you need to use every week to keep prospects engaged

Updated Sales Playbook for Social Selling
/ by CrankWheel

LinkedIn has over 660 million on the platform: Do you want to engage potential leads more effectively?
Why listening skills beats product knowledge: How to train a new salesperson
/ by CrankWheel

Too many salespeople are passive listeners. Are you?
How sales managers can make the most of performance reviews
/ by CrankWheel

How to use performance reviews in sales more effectively
How to write a LinkedIn profile that will generate more leads
/ by CrankWheel

Want to generate more leads on LinkedIn? Follow our 6-step guide
Top 7 goals for sales leaders and how to achieve them [Updated]
/ by CrankWheel

Are you ready? Here are the Top 7 goals for sales leaders
15 ways around the “now isn’t a good time” objection
/ by CrankWheel

Tired of hearing, “Now isn’t a good time?” Here are 15 ways to overcome this particular objection
Sales tactics we need to abandon in 2020
/ by CrankWheel

With 2020 fast approaching, there are some sales tactics that need to be dropped. Are you still using any of these 5?
5 ways to increase your telesales team's effectiveness
/ by CrankWheel

How to increase a telesales team’s effectiveness? 5 tools and practices.
4 common features of effective sales cadences
/ by Martha Jameson of Origin writings

The most effective sales teams use sophisticated sales cadences which are built on real data insights. The steps that you include and the timing of those activities are vital components of a winning cadence.
Sales teams using ChromeOS: Reducing cost for less tech-savvy teams
/ by CrankWheel

Need a cost effective tech stack for a sales team? Read our ChromeOS sales guide
10 open questions to kick-off conversations with sales prospects
/ by CrankWheel

10 open-ended questions to start a sales conversation
When a prospect responds yes, but only if they get a discount
/ by CrankWheel

How to respond when a prospect asks for a discount?
How to get around LinkedIn’s Commercial Use Limits
/ by CrankWheel

If you or your boss isn’t ready to allocate budget to this yet, remember you can get around the limit by searching for people’s names or through the connections you already have.
Reboot your sales pipeline and recover from the summer slowdown
/ by CrankWheel

Do your sales slow down in summer? How to get over the slump and avoid one next year.
What sales teams need in their sales tech stack
/ by CrankWheel

Sales is technology and data-driven: What is in your tech stack?
How to navigate the dynamics of multiple decision makers
/ by CrankWheel

Navigating multiple decisions makers? Here is the four step process you need
4 simple tactics to book more demos next month
/ by Josh Slone of Gist

Remember those really simple math problems from elementary (or primary) school? You know the ones. Where there is a picture with like, a certain number of apples in one pile and some more in another.
How to simplify and amplify your company's sales message
/ by CrankWheel

Need to generate more qualified leads? Here is the why, what, how and who of messaging: Simplify and amplify
How to follow up more effectively: 7 easy ways
/ by CrankWheel

How to follow up effectively? Here are 7 approaches without saying sorry.
What should the perfect sales pitch include?
/ by CrankWheel

If your message isn’t on target, then chances are that the target audience isn't going to be receptive to what you are pitching. As they say, you only have one chance to make a good sales pitch.
Start with a sales audit before expanding your sales team
/ by CrankWheel

Looking to scale your sales team? It’s always worth conducting an audit first
Sales over messaging apps: The lowest hanging fruit
/ by Iaroslav Kudritskiy of Rocketbots

Learn how to sell over messaging apps like WhatsApp and FB
5 elements of an effective consultative sales process
/ by CrankWheel

Want more successful sales consultations? Here are 5 steps to take.
9 Sales Books Well Worth Reading During Summer
/ by CrankWheel

Here are 9 books we recommend for sales leaders
Mobile Marketing in Sales: 4 Essential Tactics
/ by Azat Eloyan of SendSMS

Learn 4 great tactics to reach your prospects through mobile marketing.
How you deliver the perfect instant product demo
/ by CrankWheel

How you can close more deals, faster, and get more qualified leads into the pipeline?
17 Questions to Ask During the Qualifying Process
/ by CrankWheel

Generating leads is job one. Qualifying them is job two. Here are 17 qualifying questions to get the ball rolling.
How to close: 5 techniques you should know
/ by CrankWheel

Want to get better at closing? 5 techniques that will help you get a deal over the finish line.
How to leverage emerging best practices to hit your number
/ by CrankWheel

Worried about hitting your number this year? Use emerging best practices and the right strategy to make revenue more consistent and repeatable and hit your target this year.
How CEOs can recruit the right sales talent to succeed
/ by CrankWheel

Recruiting top sales talent is not easy. Here are 5 tips for sourcing and selecting the team you need.
Are you using sales enablement material to scale more quickly?
/ by CrankWheel

How can you support your sales team with sales enablement materials and processes?
Use LinkedIn Sales Navigator & online demos: Shorten your sales cycle
/ by CrankWheel

Want to shorten your sales cycle and hit targets? Combine LinkedIn Sales Navigator with instant online demos.
How to maintain fast growth in a low-growth economy
/ by CrankWheel

In several regions across the world, economic growth is slowing. Look for ways to maintain fast growth, even when GDP is reducing.
3 ways to automatically build referrals and reviews into the sales pipeline
/ by CrankWheel

Reviews and referrals are powerful drivers of new leads and sales. So why do so many salespeople forget to make them part of the process? Here are 3 ways to make this automatic.
4 ways to get over phone phobia in sales
/ by CrankWheel

Cold calls are an essential part of the sales process. Four steps for getting over phone phobia and making productive and proactive sales calls.
Why purchase segmentation is the key to revenue growth
/ by CrankWheel

Need an effective proven way to hit target this year? Allocate resources and sales team time using the purchase segmentation model.
How to screen share your way to sales success
/ by CrankWheel

Does your sales team do a lot of screen sharing calls? Need them to convert more of these? Here are our three top tips to succeed.
Six ways to generate more revenue from strategic account management
/ by CrankWheel

Need to increase revenue this quarter? Have you looked at your key accounts? Here are 6 ways to increase revenue from account management.
Customer complaints: How to account manage from problems to increased spend
/ by CrankWheel

An unhappy customer is always an opportunity. Act quickly, make sure they're heard and use this as a learning experience: 5 ways to turn a complaint into a brand advocate.
Need more sales meetings in the pipeline? 4 ways to fill up your calendar
/ by CrankWheel

Sales is as much about numbers as relationships. If you aren’t booking in enough meetings, you won’t have a chance to build the relationships you need to make your number.
Four ways to quickly build trust after a cold call
/ by CrankWheel

Building trust takes work. After you’ve talked with a potential client, here are four ways to take trust to a new level.
CrankWheel Remote Control: Benefits to Customer Service & Inside Sales Teams
/ by CrankWheel

Remote Control, a new feature from CrankWheel for inside sales and customer success teams. Instead of trying to talk a customer or sales lead through a product or service, you can show them.
Screen sharing for inside sales agents: Convert calls quicker
/ by CrankWheel

For an inside sales team, f you want to hit target, a proactive approach is the only way forward. One way to increase conversions as an inside sales agent is using screen sharing.
Make it easier to identify and act on sales opportunities
/ by CrankWheel

One of the most effective ways to hit target is to identify and act on sales opportunities quickly. Spotting and acting on opportunities are two different parts of the process; the role of a skilled sales agent is to connect the two, quickly.
How to hit your 2019 target
/ by CrankWheel

Tired of a slow first quarter and a panicked rush at the end of the year? Find a way to secure revenue and hit target earlier in the year.
Introducing CrankWheel Remote Control
/ by CrankWheel

Ever wished to let your viewer remote control your screen? With CrankWheel, you can now, all without a download or any preparation.
Increase conversions when you improve telesales qualification
/ by CrankWheel

One of the reasons teams and individual salespeople don't close enough deals is a poor qualification process. Follow these four steps to a successful sales qualification.
Introducing new product features: Should sales leads get a vote?
/ by CrankWheel

When it comes to developing new product features and services, who should have the power? Should your sales leads and pipeline get a vote or should companies stick to product roadmaps?
How to start a sales call the right way
/ by CrankWheel

Need to make a positive impression when you get through to a decision maker? Have a reason for calling, start positive, frame the conversation, know how to qualify the call and be prepared to take the next steps.
3 ways to keep prospects engaged using low-touch contact methods
/ by CrankWheel

Sales is a race against time. But how do you keep prospects engaged who aren't ready to buy yet? How much time do you invest in this activity? Here are 3 easy ways to stay on their radar.
Need to hit your year-end target? Generate more leads with telesales
/ by CrankWheel

Don’t be afraid of the phone. Now is the time to start making outbound sales calls if you want to hit your year-end target.

Take action today to improve your 2019 pipeline
/ by CrankWheel

Take action - follow these four simple steps - to improve the state of your 2019 sales pipeline. Reduce the stress of whether you will make your new 2019 target.

How to get buy-in when selling to small and medium businesses
/ by CrankWheel

Don’t assume in an SMB that achieving buy-in is easy when you are only dealing with a few people. Internal politics, budgets and other factors can make this more challenging. In this article, we explore how you get buy-in when talking to a small team of stakeholders.
How to qualify leads when selling to small businesses
/ by CrankWheel

Does your company sell services to small businesses? Do you know how to qualify these leads? Follow these five easy steps

Screen sharing 101: Introduce screen sharing and jump on live calls quicker
/ by CrankWheel

Show don't tell is a powerful option to have when talking to sales prospect. Sure, you can tell them all about your product, its wonderful features and benefits: or you can show them.
Selling a complex product: How to make the sales process easier?
/ by CrankWheel

Selling a complex product can make it a challenge for a sales team to hit targets. Top line numbers can stretch into the distance and sales cycles can get longer as salespeople struggle to sell the value of the product to potential clients.
How to build a referral network from scratch
/ by CrankWheel

“Referral leads convert 30% better than leads generated from other marketing channels”, with B2B referrals closing at rates above 70%, according to the latest research.
Entering a new market checklist: How to get ready?
/ by CrankWheel

Entering a new market can be a longer and more challenging journey than many founders imagine. In our always-on, hyper-connected world, we imagine that engaging with people in other countries gives us an insight into new markets.
Engaging disengaged buyers: How to maintain interest effortlessly
/ by CrankWheel

Keeping sales prospects engaged is not easy. Cold calling is increasingly inefficient and ineffective. It can take as many as 18 calls to get a potential buyer on the phone.

Startups with Series A funding: What should we look for in salespeople?
/ by CrankWheel

As soon as a startup closes a funding round the clock starts ticking. As a founding team, you have targets to hit. It is almost impossible to do that without dedicated full-time salespeople.

Improve telesales conversion rates with screen sharing
/ by CrankWheel

Cold calling is not an easy game. Getting who you want on the phone is a time-consuming task. Despite increasing reluctance and a mistaken belief that “cold calling is dead”, speaking to a potential sales lead is still more effective than sending an email or making contact using social media.

6 ways to create urgency when your pricing model is freemium
/ by CrankWheel

Customers love getting something for free. Since the early days of software startups, SaaS companies in particular encourage new clients to sign-up with Freemium pricing models.

5 ways to turn telesales calls into consultative selling conversations
/ by CrankWheel

Generating sales leads from cold calls isn’t easy. And in many ways, inside sales is getting tougher. Fewer people, especially younger executives and buyers are willing to take cold calls. Gatekeepers are just as watchful as ever. Hustling, hard work and persistence is the name of the game when it comes to inside sales. Many inside sales executives need to use a mix of phone calls, emails and social media interactions to get a decision maker on the phone.
How to use product demos during a cold sales call?
/ by CrankWheel

Drumming up new business isn’t an easy task. Even if you’ve got a strong brand reputation and customers in the sector you’re focusing on, it takes time and effort. Multiple calls and emails to get through to a decision maker or internal influencer.
Should salespeople ever text sales prospects?
/ by CrankWheel

Sending a text. It’s quick, convenient and unobtrusive. You don't need to worry about interrupting someone's work or meeting when you send a text. In sales, sending a text has become increasingly normal.

Received an Out of Office? Keep your summer sales pipeline moving
/ by CrankWheel

Summer, especially during August when buyers and decision makers go on holiday can be a slow month for sales teams. Decisions get delayed. Momentum is lost. Deals can even evaporate in the heat.
What should you do when a customer asks about a discount?
/ by CrankWheel

Customers are constantly on the hunt for bargains. Whether it’s scouring the web for coupon codes or cashing in on last minute deals to save some money, retail shoppers love to save.

Integrating with Google Analytics
/ by CrankWheel

Using the CrankWheel JavaScript API to integrate with Google Analytics.
6 ways to improve sales performance when time is running out
/ by CrankWheel

For sales leaders, there is nothing worse than knowing your team is off-target. In high-growth companies, failing to hit a monthly or quarterly goal can have a huge impact. You could even risk missing an annual target that could make the difference between breaking even or going under.
How B2B sales is evolving and what this means for your team
/ by CrankWheel

Sales is evolving. Not only are we operating in a low-growth economy in most developed regions of the world, but how buyers behave is changing. Sales managers and account managers need to evolve and adapt to survive and thrive.

11 Key Stats that you need to know as a sales leader
/ by CrankWheel

Sales is a numbers game, as any seasoned professional knows. Hitting your number, and making sure your team hits target, is the name of the game. In software companies, maintaining that consistent growth momentum is an even bigger challenge.

How to qualify opportunities with online meetings
/ by Thomas A. Thejn of SalesValue

Several years ago then I worked as a Sales Manager at Omada I learned the value of using online meetings to qualify my opportunities and I experienced how it helped me to increase my sales productivity with 5x.

How to use business networking to grow your sales pipeline
/ by CrankWheel

What’s the first thing you think of when you hear the words “business networking”? If it’s of awkward small talk, nervous laughter and sweaty palms then you’re certainly not alone. Networking isn’t high on the agenda for many people, but if it came down to it what would you rather do: go out and meet potential new customers/clients or watch your sales pipeline dry up?
5 reasons your businesses should launch an outbound sales campaign
/ by CrankWheel

If you’re a small business trying to make a name for yourself online, inbound marketing is seen as the go-to tactic. Inbound marketing involves creating a bunch of marketing materials — blog posts, videos, social media posts, ebooks, etc. — and putting them out there to draw buyers in. Everyone recommends inbound marketing and there are thousands of agencies dedicated to providing content creation as a service. We highly recommend it too. But it’s not the only approach to take.

Using product Demos in your sales pipeline: Lessons learned
/ by CrankWheel

We recently hosted a well-received webinar covering lessons we've learned from using product demos in our own sales pipeline, as well as lessons learned from seeing how CrankWheel customers use Instant Demos in different sales models. View a replay of the webinar here!
Why creating a non-ideal customer profile will benefit your business
/ by CrankWheel

When it comes to B2B sales, everything is focused on the ideal customer. Company ethos, mission statements, marketing campaigns and sales materials are all crafted to appeal to the target audience. And rightly so.

The Difference a Team Makes
/ by Christian Owens, founder and CEO of Paddle

Most side projects and companies start with 2 or 3 founders: hard working, committed, believing in a grand vision… Then comes the time to hire your first employees, which can be a daunting process. Who should you hire first? When is the right time? How exactly can you convince great people to join a company they’ve never heard of?
GDPR: What it is and What it Means for Your Marketing Team
/ by CrankWheel

GDPR. Four letters that have struck fear into marketing teams across Europe. What’s been an elephant in the room for so long finally comes into force on May 25, 2018. But what exactly is the General Data Protection Regulation and how is it going to affect you?

How to Ensure Your Team is Focusing on the Right Prospects
/ by CrankWheel

79 percent of all marketing leads never convert into sales. For all of the good work marketing does in producing content and engaging website and social visitors, only 21 percent of leads are any good.

Why B2B Sales Still Has A Crucial Digital Gap: And How to Fix It
/ by CrankWheel

Many Brick-and-mortar stores that failed to adapt to digital technologies are no longer around, while others struggle to compete.

SaaS Discounting: When and How to Offer Reduced Pricing
/ by CrankWheel

According to Transparency Market Research (TMP), the SaaS market will reach $164.29 billion by 2022. The IDC says that SaaS delivery is growing five times faster than the traditional software market, with cloud software accounting for $1 of every $4.59 spent on software.
CrankWheel + Talkdesk Webinar
/ by CrankWheel

Watch our webinar that gives an inside look at our deep integration with Talkdesk.
Lead generation: 5 outstanding ideas to try
/ by Anna Rud from Serpstat

Customers don’t appear out of thin air. In fact, the process of turning a stranger into your customer includes a great number of actions, where lead generation is a core element. There are some proven lead generation methods like newsletters, PPC advertising, or webinars. That said, you shouldn’t be limited to these tactics.
3 Tools for Chrome OS Collaboration, Screen Sharing and Online Sales Meetings
/ by CrankWheel

3 Chromebook tools for collaboration, screen sharing and sales meetings: Google Hangouts, Appear.in and CrankWheel.
Sell What's On the Truck
/ by Steve Ainslie of Inside Sales Dude

A long time ago, I was a Sales Rep for a company that was transitioning from offering traditional break/fix computer services to offering 24×7 monitoring and support for a flat monthly fee.
Know Your Customer: How to Build and Quantify Buyer Personas
/ by CrankWheel

How well do you know your customer? Well enough to know what they’re willing to spend money on, what they like and dislike about your products?
How Do Software Companies Decide the Most Effective Pricing Strategy?
/ by CrankWheel

In the early stages of growth, pricing is one of the defining features of any software startup. Going to market with a product that isn’t priced to offer value is a fast track to failure.
CrankWheel + Talkdesk: A Supercharged Combo
/ by CrankWheel

CrankWheel just got supercharged by partnering with Talkdesk to become a featured screen sharing solution in their AppConnect marketplace.
How to avoid wasting a sales training budget?
/ by CrankWheel

Sales training is built on a billable hour business model and the sector, from freelance consultants up to multinational firms, is a multi-billion dollar industry.
How to focus on the right prospects?
/ by CrankWheel

Time in startups is a fast-moving concept. In sales, for a recently funded startup (A or B round), 9 to 18 months may seem like all the time in the world; but, for founders, it really isn’t. A runway is only useful if you take off (achieve profitability, start self-funding) or extend it, which is far from guaranteed as the investment climate cools down. Generating a profit has never been more important, which means every demo counts.
Facebook launches screen sharing for Workplace and Live
/ by CrankWheel

First Facebook quietly added workplace chat apps and screen sharing. Now they’re adding a screen share feature to the streaming platform Facebook Live.
Set up an Instant Demo sales pipeline today
/ by CrankWheel

Sales professionals in any sector don't have it easy. But when you’re up against established legacy competitors or trying to gain traction in a new market or vertical, you’ve usually got a tough journey ahead.
Six Bad Sales Practices That Can Be Improved
/ by CrankWheel

Sales managers in software startups face multiple challenges every day. Maintain growth. Hit target. Manage people. Source leads. Close deals. Look after key accounts and partners. It never ends.
Sales Leaders: Why Pipeline Management Does Not Work
/ by CrankWheel

Sales teams need to keep pipelines busy and active. A quiet pipeline, without enough prospects or enough likely prospects, should be seen as a red flag to managers and co-founders.
What to look for in a Software Sales Person
/ by CrankWheel

As soon as an early-stage founder secures Venture-backing, the angle of the hill you are running up gets steeper. Now you need to scale.
Software Sales Demos: Live Demo vs. Slides
/ by CrankWheel

Software is created to solve problems. Salespeople work to make sure that as many potential clients see how your software solves their problem. Saves time. Saves money. Makes a process more efficient.
How To Tell If You Need More Sales Executives?
/ by CrankWheel

When it comes to scaling a Venture-backed startup, figuring out staffing numbers isn’t an exact science. Founders are keen to increase marketing and sales team numbers since these directly contribute to revenue. Or at least, that is the idea.
Software Sales: Winning More Clients With Demos
/ by CrankWheel

Potential clients want to see how your software can do what you claim. Demos are an effective and popular way to give prospects a tour, wherever they are in the world.
Software sales pipeline management: Increase sales with a Free Trial
/ by CrankWheel

When you work with and around enough software startups, you often hear similar phrases, from staff and founders confident that a free trial is a final stage in the sales funnel.
Online or On-Site. What’s Best For Your Sales Presentation?
/ by Lucas Ricolleau, Account Manager at Badger Maps.

For a long time there’s been an intense debate between onsite and online sales presentations.
Last week we invited external consultants...
/ by CrankWheel

We were hosting UCD Michael Smurfit Graduate Business School students for International MBA Consultancy Week (from the 5th to 8th of June).
How to Increase Software Sales Conversion Rates? Free Trial vs. Demo
/ by CrankWheel

Selling software should, intuitively, be as easy as the software we are selling is to use. Technology is constantly evolving, but the sales process remains largely unchanged.
How to generate more revenue: High-Touch vs. Low-Touch sales
/ by CrankWheel

Scaling a software company is increasingly about generating the maximum revenue. You need to understand the different approaches for high- and low-touch sales.
Making sense and making more money from software pricing models
/ by CrankWheel

Software companies don't always adopt the same pricing models, even when they are selling a similar service to competitors in the same market or sector.
Introduction to Software Sales
/ by CrankWheel

Millions of people around the world are employed by software companies, with millions more directly or indirectly benefiting from the sector.
How to Massively Increase the Chances of Qualifying Sales Leads?
/ by CrankWheel

Calling a potential lead within 5 minutes of an inquiry (or them handing over an email or phone number through a landing page) increases the chance of successful contact 100 times. This lead is 22 times more likely to enter the sales pipeline, according to the Lead Response Management Study.
From 2000 to 10000 weekly installed in 4 weeks - a startup survival guide for fast growers
/ by CrankWheel

CrankWheel just surpassed 10.000 weekly installed users on the Chrome Web Store. The last few weeks were a lesson in humility in regards to customer success management at scale.
CrankWheel and ConferenceCall.co.uk partner up to increase your conversions 22x
/ by CrankWheel

Responding to a customer request within 1 minute increases conversion effectiveness 22x. It’s so intuitive yet at the same time we, the software industry, make customers jump through hoops to get our attention. Here’s one way to make that problem go away.
Our map of Dublin Tech Summit (DTS)
/ by CrankWheel

We unveiled our Instant Demo feature, met with a hundred startups and probably went mainstream as a sales software app!
The Perfect Sales Conversation
/ by CrankWheel

Most sales representatives are speaking much more than they think they are, consuming 65-75% time of their calls, while the “ideal” talk-to-listen ratio is 43:57.
Do sales professionals really need screen sharing? Infographic.
/ by CrankWheel

A study based on 2600 sales professionals reveals 95% of them value screen sharing, yet only 27% use a reliable app.
Your sales consultants need reliable screen sharing now
/ by CrankWheel

In every sales follow-up call hides the dreaded „how does it work?” question. How does one cope in these „I want it now!” times? 4 situations where screen sharing makes a difference
Meet us at SLUSH
/ by CrankWheel

An open invitation to #salestech and #custserv startups to meet and discuss growth strategies during SLUSH in Helsinki on 30 NOV 2016.
Vodafone Interview: Startup success in the land of ice and fire
/ by CrankWheel

An interview by Vodafone with startup founders Jói Sigurdsson and Thorgils Sigvaldson of CrankWheel, about growing a global SaaS company in Iceland.
CrankWheel is a rising star according to Deloitte
/ by CrankWheel

Deloitte Fast 50 is a program that recognizes and profiles fast growing technology companies. CrankWheel is such a company, providing Screen Sharing that always works!
Screen Sharing meets Telesales
/ by CrankWheel

A thousand words when spoken at an average speed require 7 minutes and 42 seconds. A picture is worth a thousand words though!
Are you sharing your screen yet? Well, you should!
/ by CrankWheel

Adding visual content to real time phone calls is the best way to send the message across without the need for explaining in detail how things work.
Introducing our First Banking Customer
/ by CrankWheel

It is our great pleasure to announce today the launch of an innovative project one of our customers started several months ago
4 Ways Instant Screen Sharing Can Help You Close the Sales Deal
/ by CrankWheel

Sharing is not just caring but a mutually beneficial component of the sales process. Learn how to use instant screen sharing to enhance sales.
Do One Thing Well
/ by CrankWheel

Just like CrankWheel, these simple tools help you to do one thing really well.
Rotary phone? Sorry, don't want your business
/ by CrankWheel

You want to sell to all customers, right? Make sure your Internet presence and your communication tools are as universally accessible as phoning you.
Public Launch, Pricing Plans and Slush
/ by CrankWheel

The last few weeks have been quite hectic here at CrankWheel HQ. Two things kept us busy: Making our product generally available on our website on Friday, November 6th, and preparing for the Slush conference in Helsinki, which happened last week, November 11th and 12th. Our plan was to launch just before Slush, and then …
It's a kind of funding
/ by CrankWheel

Welcome, visitor. If you came here not just to give us a chance to humblebrag, but also to learn something, then you’ll find that bit in the last few paragraphs. A few weeks ago, we had the pleasure of announcing that CrankWheel was one of the companies selected to receive a project grant from the...
Website launched!
/ by CrankWheel

You may have read about CrankWheel before, on our founder's blog or the Startup Iceland blog. Today, CrankWheel is coming further out of hiding, launching a new website and this new blog.

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