webCRM Setup Guide

webCRM Plan Requirements

• All webCRM user plans are supported
• Admin access required for initial setup

Getting Started

1. Begin Integration Setup: Navigate to your MailVideo account settings and select webCRM as your CRM provider
2. Admin Authentication: You must be signed in with webCRM admin credentials to proceed with the installation
3. Follow Authorization Flow: Complete the OAuth process to connect MailVideo with your webCRM environment
4. User Selection: Choose which webCRM users will have access to MailVideo features
5. Complete Setup: The integration will be automatically configured and ready to use

System Requirements

• Browser Support: Recording videos requires Chrome or Edge browser. Safari is not supported
• MailVideo Subscription: A MailVideo Business Subscription is required
• webCRM Access: Active webCRM account with appropriate permissions
• Internet Connection: Stable internet connection for seamless integration

Setup Process Overview

Step 1: MailVideo Configuration

• Log in to your MailVideo account
• Navigate to Settings > Integrations
• Select webCRM from the list of available CRM providers
• Click “Connect to webCRM”

Step 2: webCRM Authorization

• You’ll be redirected to webCRM’s authorization page
• Log in with your webCRM admin credentials
• Review and approve the permissions requested by MailVideo
• Confirm the integration authorization

Step 3: User Management

• Select which webCRM users should have access to MailVideo
• Set appropriate permission levels for each user
• Send invitation emails to selected team members
• Users can activate their MailVideo access through the invitation

Step 4: Integration Testing

• Create a test video to verify the connection
• Check that activities are properly logged in webCRM
• Confirm video tracking data appears in your CRM records
• Test video sharing functionality with webCRM contacts

Using MailVideo with webCRM

Creating Videos from webCRM

• Open any contact, company, or deal record in webCRM
• Look for the MailVideo integration panel or button
• Click to launch the video recording interface
• Record your personalized video message
• The video will be automatically linked to the CRM record

Activity Tracking

• Automatic Logging: All video activities are logged as activities in webCRM
• View Tracking: Monitor when videos are opened and watched
• Engagement Metrics: Track video completion rates and interactions
• Timeline Integration: Video activities appear in contact timelines

Contact Integration

• Direct Access: Access MailVideo features directly from contact records
• Auto-Population: Contact information is automatically used in video sharing
• Relationship Mapping: Videos are connected to relevant deals and opportunities
• Communication History: Maintain complete communication records in webCRM

Advanced Features

Video Templates

• Create reusable video templates for common scenarios
• Use webCRM data to personalize template content
• Share templates across your team through webCRM
• Track template performance and usage

Reporting and Analytics

• CRM Reports: Include video metrics in webCRM reports
• Dashboard Integration: Add video KPIs to your webCRM dashboard
• Performance Tracking: Monitor video ROI alongside other sales metrics
• Team Analytics: Compare video usage and success across team members

Automation Possibilities

• Workflow Integration: Include video creation in webCRM workflows
• Trigger-Based Videos: Automatically prompt video creation based on CRM events
• Follow-up Sequences: Create video follow-up sequences tied to deal stages
• Lead Nurturing: Use videos in automated lead nurturing campaigns

Best Practices

Team Adoption

• Training Program: Implement comprehensive training for all users
• Use Cases: Define clear use cases for video in your sales process
• Success Metrics: Establish KPIs for video adoption and effectiveness
• Regular Review: Hold regular team meetings to share video best practices

Video Strategy

• Personalized Outreach: Use videos for initial prospect outreach
• Meeting Follow-ups: Create summary videos after important meetings
• Product Demonstrations: Share product demos with qualified prospects
• Relationship Building: Use videos to maintain and strengthen client relationships

Data Management

• Clean Data: Ensure webCRM contact data is accurate and up-to-date
• Consistent Tagging: Use consistent naming conventions for video activities
• Regular Cleanup: Archive old videos and remove outdated content
• Permission Management: Regularly review and update user permissions

Troubleshooting

Common Setup Issues

• Authorization Fails: Verify admin credentials and webCRM permissions
• Integration Not Visible: Check user permissions and refresh browser
• Videos Not Recording: Ensure Chrome or Edge browser is being used
• Activities Not Logging: Verify CRM connection in MailVideo settings

Performance Issues

• Slow Loading: Check internet connection and browser performance
• Sync Delays: Allow up to 5 minutes for activity sync between systems
• Missing Data: Verify field mapping between MailVideo and webCRM
• Access Problems: Confirm user has appropriate permissions in both systems

Getting Support

• MailVideo Support: Contact MailVideo support for integration issues
• webCRM Documentation: Consult webCRM help center for CRM-specific questions
• System Status: Check status pages for both MailVideo and webCRM
• Community Forums: Participate in user communities for tips and solutions

Security and Compliance

Data Protection

• GDPR Compliance: Both MailVideo and webCRM are GDPR compliant
• Data Encryption: All data transfer is encrypted and secure
• Access Controls: Implement appropriate access controls for video content
• Audit Trails: Maintain audit trails for compliance requirements

Privacy Considerations

• Consent Management: Ensure proper consent for video recording and sharing
• Data Retention: Follow company policies for video and data retention
• Cross-Border Data: Understand data residency requirements for your region
• User Privacy: Respect user privacy in video content and sharing

Benefits of Integration

Enhanced Communication

• Personal Touch: Add personal touch to CRM communications
• Better Engagement: Achieve higher engagement rates with video content
• Clear Messaging: Convey complex information more effectively
• Relationship Building: Strengthen relationships through face-to-face communication

Improved Efficiency

• Streamlined Workflow: Create and send videos without leaving webCRM
• Time Savings: Reduce time spent on email composition and phone calls
• Automated Tracking: Automatically track video engagement in CRM
• Unified Platform: Manage all communications from single platform

Better Results

• Higher Response Rates: Achieve better response rates with video outreach
• Faster Deal Closure: Accelerate sales cycles with personalized videos
• Customer Satisfaction: Improve customer satisfaction with personal communication
• Competitive Advantage: Stand out from competitors using traditional communication methods

The MailVideo-webCRM integration provides a powerful combination of personalized video communication and comprehensive CRM functionality, enabling your team to build stronger relationships and achieve better sales results.