CrankWheel Instant Demos

Plug and play lead capture form for WordPress. Fully configurable. Allows you to find an agent to call the prospect right away, or have them schedule a meeting, or tell them “we’ll get back to you”. Leads can flow to your CRM via Zapier or directly to Salesforce. Part of CrankWheel, which you can use to seamlessly screen share with prospects coming in through this channel.

CrankWheel provides specialized screen sharing for inside sales teams, a 3rd tool that complements telephone and email. With integrated lead capture, lead enrichment and agent allocation, CrankWheel ushers interested prospects from a company’s website to a phone call and screen share with one of its salespeople.

How it works?

The WordPress plugin lets you change any button on your website into an Instant Demo or Call me Now call-to-action button. It allows visitors to request a phone call and optionally a screen sharing session and will notify you and any other agents at your company about it in real time.

Presentations and broadcasting are done through Screen Sharing. CrankWheel can display the content of your programs, browser tabs and even clone the entire screen, enabling others to see what you see.

Stop doing what everybody else is failing at – scheduling meetings and delaying the customer from purchasing your products. By helping out in under a minute you’re 21 times more likely to sell your product!

Use Cases

Lead Capture

Instant Demo buttons on your website open up popup forms that capture telephone and e-mail information from requesters. You receive a notification immediately after a user submits that data. That’s the moment when you can call your customer, start screen sharing and even broadcast your screen on their mobile device.

Closing Sales Online

Some purchases can only be completed through signatures – in person. Instead of having a website that just points people to your physical location, you can now share your screen with customers, show the documents online and use an e-signature service to close more sales. Imagine how much time can be saved thanks to this!

Customer Success Management

Embedding request a demo buttons throughout the website visitor’s journey builds their confidence that at any point they can request high-touch help from a real person. The ability to request that you show your customer exactly what they need to see in order to succeed has never yet been available on WordPress!

Uploading .zip plugin

1. Upload crankwheel.zip to the /wp-content/plugins/ directory
2. Activate the plugin through the ‘Plugins’ menu in WordPress

From within WordPress

1. Search for CrankWheel in /wp-admin/ plugins
2. Install and Activate CrankWheel

How do I use CrankWheel?

Here are a couple of resources to get you started:

Join our mailing list to get hins and tips on how to start
We also have walkthrough videos that shows you how to use most of our features
We’re happy to help you with any problems you face. Just email us at [email protected] and we’ll get right back to you!

How do I set up Screen Sharing?

Use the signup link you will see once you install the plug-in.

As part of signup, you will install CrankWheel and create an account. Once you’re signed up, you can click one of the buttons labeled “share a browser tab”, “share a program window” or “share full screen” to start sharing content from your screen and to reveal the options for inviting your customer to the screen sharing session.

Support

Help Desk

1. 

   Instant Demo Button

2. 

   Screen Sharing Panel

3. 

   Screen Sharing Preview Panel

4. 

   Instant Demo Form

1.0.2

• Test compatibility with WordPress 5.0 and fix bug when signing up for new
  account.

1.0.1

• Switch approach of getting data between plugin and CrankWheel service to a more
  compatible approach.

1.0

• Release