Getting started: The basics of screen sharing with CrankWheel

The basics of CrankWheel are simple, just select what you want to share and share a link. But there are resources, functions and options that can give you more out of your screen sharing sessions. Read this short guide to get to know the ins and outs of CrankWheel.

  1. Installing the ChromeWheel browser extension
  2. Starting a screen sharing session
  3. Accessing your dashboard
  4. Adding members of your team
  5. Changing the language
  6. Helpful resources for success
  7. Monitoring engagement with the preview window
  8. Turn on the webcam
  9. Recording screen sharing sessions
  10. Using the Remote Control
  11. Instant Demos
  12. Sharing CrankWheel with friends
  13. Leave feedback for CrankWheel
  14. Enable phone conferencing for free
  15. Affiliate program
  16. Frequently asked questions

Installing the CrankWheel extension for your browser

If you are using Google Chrome or Microsoft Edge, we recommend adding the CrankWheel extension to your browser. You can find it in the Chrome webstore or the Edge webstore. To pin and launch the extension, click here for quick instructions.

Starting a screen sharing session

You start a screen sharing session by selecting what you want to share in the top part of your CrankWheel interface. You can choose from sharing just a browser tab, a program window or your entire screen. Click the video below to see how you do it and how you share a link to the session.

You can find our quick start guides on how to share screen to desktops or tablets and mobile devices in German, Italian, French, Spanish and Japanese.

Your dashboard

In your CrankWheel dashboard, you can change your settings, start a screen sharing session (especially if you use a browser that doesn’t support the CrankWheel extension), add team members to your account and see how your team has used CrankWheel.

Adding team members to CrankWheel

With CrankWheel, you can add team members to your account with no additional cost per new user. Simply follow the steps in the video below.

Changing languages

You can change the language in the user interface. Simply click the Options button in the lower right corner of the CrankWheel interface. Then select a language from the dropdown menu under Language settings. Admins can also change the default language for team members in the admin panel.

Resources that help you succeed

We have some resources that might help you along the way in making your telesales or customer support efforts even more successful with CrankWheel.

Using the preview window to monitor engagement

During a screen sharing session, you might notice a small preview window that shows what you are sharing. This window shows you what the viewer is seeing. The preview window allows you to monitor if and where your viewer is engaging with your content.

monitor-engagement1

Above is the preview window. In this instance, the viewer is viewing on a mobile phone; the yellow frame shows you where the viewer is zooming in and the yellow spot shows where the viewer is engaging with the content.

If you hover over the preview window, you will see the connection your viewer has and the framerate of the session.

monitor-engagement2

Using the webcam

To turn the webcam on during sessions, click the Webcam banner which is placed between the preview window and the Program Window / Full Screen tiles. The webcam can pop up in a small box during screen sharing or it can be used exclusively. CrankWheel does not request webcam access on the viewer side.

Recording screen sharing sessions

With CrankWheel you can optionally record screen sharing sessions. Our users use the record function to keep in the records for compliance reasons, customer success agents use it to share with customers after sessions and sales agents use it to record elevator pitches before reaching out to leads.

You will have to enable the feature in the Options menu and then you are good to go by hitting rec. The full instructions are in the video below.

Using Remote Control for engagement and interactivity

With Remote Control, you can grant control to the viewer when you share a browser tab or the full screen in full security, making the session more interactive. Here is a brief instructions on how you can enable the feature:

To learn more about the feature, use cases and limitations, click here: Remote Control

Instant Demos: How to connect instantly with inbound leads

Imagine this. A customer is viewing your website or landing page. There is a “Contact Us” or “Request a demo” call to action button. The interested prospect clicks the button and enters basic information into a form that appeared. Once the prospect submits the form, you and/or your team gets an alert of a request in CrankWheel. An eager salesperson will jump on the lead and call while the prospect is still viewing the information that created interest in your product or service. Third-party research indicates that you are 21x faster to qualify prospects by calling them quickly.

You are able to do this with the Instant Demo feature in CrankWheel. You will just need to place a code snippet on your site and you are good to go. You can find your snippet by going to your dashboard either through Options -> Admin or click here to access your dashboard and then click Instant Demos on the sidebar menu on the left.

If you are using Wordpress, add the CrankWheel plugin to activate the widget through the sidebar menu of your admin dashboard or get it in the Wordpress plugin site.

See how Instant demos appear for both the presenter and the viewer:

How to share CrankWheel with your friends

If you want to share CrankWheel with teammates, add them to your CrankWheel team (just click that link, then click “New user”). Add as many teammates as you like, it’s free.

If you want to share CrankWheel with people outside your organization, here’s how you can help them:

How to rate and review CrankWheel

If you love CrankWheel, please submit a rating or review. It helps others like you, who want an easy screen-sharing solution, to find out about CrankWheel. You can leave a review at Chrome Web Store, Microsoft, G2, Sourceforge and Capterra.

Free phone conferencing

For multi-party telephone calls, CrankWheel comes with integrated phone conferencing for no additional subscription fee.

You can use our partner service, ConferenceCall.co.uk, for no additional subscription fee. It is offered through dial-in numbers in 72 countries. Depending on the country, the per-minute cost to callers is either local rate or local rate plus premium. See a full list of dial-in numbers and rates here. Setting up this service is just one click away on your options page or right there in the flow when you schedule a meeting.

Alternatively, if you already have access to a different phone conferencing service that you would like to use, you can set up CrankWheel to show the dial-in number(s) and participant PIN code for that service in your scheduled meetings. Just click here and select “Use custom phone conferencing” and supply the required information, then supply your participant PIN via your options page.

Affiliate program: Generate passive income from CrankWheel

You can earn money by simply recommending CrankWheel to others.

You have experienced how efficient and effective screen-sharing sessions are. Let others know how much value CrankWheel provides and you could earn some extra cash every month.

Join our affiliate program to earn money when people sign up for one of CrankWheel’s paid plans, after discovering the solution through your affiliate link. As an affiliate, you can earn up to $120 for each new paid plan, plus 15% of ongoing revenues.

Frequently asked questions

If you are looking for something that is not covered here, you can see the most frequently asked questions from CrankWheel users or contact our customer support team by clicking the bubble in the lower right corner.