How To Archives

7 steps to better client collaboration with Raven’s CRM

In case you missed it, inside your Raven Tools dashboard is a nifty new CRM feature which landed early in May. It has proved so useful to us that I asked if I could write a post explaining why we think the feature is so … Read More

Did you know? Create Paid Link Groups in Link Manager

A couple of weeks ago, we released an update to Link Manager that gave Link Records the slick visual style of our new CRM tool, along with a few upgrades to make them even more useful. But as fond as we are of the new … Read More

Did you know? Auto-complete social tasks in CRM

When Raven recently released our CRM, a tool for link prospecting and social outreach, we also introduced social tasks. These work just like standard tasks in Raven, except the contact method specified when creating the task is a Twitter username, and the task can be … Read More

Did you Know? Update Link Records with a CSV file

Not too long ago in Raven’s Link Manager, there wasn’t an easy way to update link records in bulk. Any duplicate link was added again because all links were treated as new links.  But today you can easily update any link record simply by using … Read More

Raven’s CRM for social media

Social media is a big part of Raven’s new CRM tools. Whether you’re working on community building, influencer outreach or even working with SEOs for a one-two punch, these new features can give you a big helping hand. Let’s take a closer look at CRM … Read More

How to capture leads with Wufoo in Raven’s new CRM

Raven’s new CRM includes a Leads tool that makes it easy to convert leads into manageable contacts. I’m going to show you how to automatically capture leads in the new CRM using Wufoo forms. Why Wufoo? Integrating Wufoo was at the top of my list … Read More

Did you know? Merging tags in Tag Manager

Here’s the thing about tagging – it never works out the way that you think it will. On paper, tagging is perhaps the most useful organizational tool you have in your digital arsenal. A good tagging system gives you, the user, as much or as … Read More

Did You Know? Moving a website from one profile to another in Raven

One of Raven’s most valuable features is helping you organize your data. Profiles and websites were built to make it easier to keep data by client, project or team member. You decide how best to organize data for your organization and the type of work … Read More

Did You Know? Bulk remove tags in Keyword Manager

In our Did You Know series, in general we’ve covered how you can edit tags across Raven. Now it’s time to focus on tags in Keyword Manager. To add a tag by uploading a CSV, you simply include the additional tag in the new CSV. For instance, let’s say … Read More

How Raven reports can help you land new clients

When you walk into a meeting with a prospective client, you want to look your best. Let Raven help you land them. In a few simple steps, you can produce a professional, branded PDF report that’ll go a long way toward showing the prospect that … Read More