Ad & PR Agencies Collaborate with Clients Worldwide
Advertising and PR executives are using WebEx WebOffice to improve operations and work more effectively with clients worldwide. WebEx has interviewed many of its Ad & PR Agency Customers. Here are a few sample case studies and a compilation of best practices using WebEx WebOffice.
Case Studies
Atomic PR, San Francisco, California
Atomic PR serves technology, B2B, consumer and entertainment clients. The firm uses WebOffice to collaborate internally as well as with clients worldwide.
“Facilitating a high level of collaboration between our account teams, partner agencies and clients has been crucial to our success, and WebEx WebOffice has made that possible."
- James Hannon, Co-founder, Atomic PR
NXTevent, Boston, Massachusetts
NXTevent is a special event, meeting and destination management firm. It uses WebEx WebOffice to collaborate more effectively with clients worldwide and to work from any location.
“Employee performance in our industry is based on time management and high periods of productivity before a program. WebOffice lets me and my staff access our work anywhere, anytime, so we can take advantage of our own peak productivity periods."
- Allyson O'Connor, Founder and President
Pivotal Communications, Kalamazoo, Michigan
Pivotal Communications is a marketing and PR firm. It uses WebEx WebOffice to manage a large volume of marketing materials with one of its largest clients.
"Our WebEx WebOffice has become a hub for communications between our clients, ourselves and our client's other advertising agency."
- John Sadowski, Owner
Swann and Partners, McKinney, Texas
Swann and Partners is a full service agency, providing advertising, marketing and public relations services. With WebEx WebOffice, its employees and partners can now work together from anywhere.
"Our biggest challenge was how to collaborate with each other. WebOffice provides the solution."
- Dan Acree, Partner
TalonPR, Topeka, Kansas
TalonPR provides media and analysts relations services. It uses WebEx WebOffice to manage its press contacts and media opportunities.
"The press contacts database powered by WebOffice is a key component in our agency's ability to provide superior service to our clients and to the media."
- Tracy Rafferty, Media Relations Coordinator
The Phelon Group, Sunnyvale, California
The Phelon Group, Sunnyvale, California The Phelon Group is an international marketing strategy and implementation consultancy. It uses WebEx WebOffice for customer relationship management, sales forecasting, and internal communications. It also uses WebEx Meetings to meet in real-time with clients.
"When we started The Phelon Group, we needed a solution that would allow us to manage our most valued internal asset—the knowledge and experiences of our team. We found that solution in WebEx WebOffice."
- Promise Phelon, Founding Partner, The Phelon Group
Best Practices
- Repository for Ad or PR Copy
Provide an online repository for Marketing/PR documents. - Press Release/Articles Archive
Store and manage press releases, bylined articles, etc. - Art & Logo Archive
Create a library for logos, photos, identity and graphics. - Proposal Template Library
Create a library of proposal templates for account executives. - Presentations Repository
Make client presentations available to your entire staff. - Client Extranet
Set up collaborative workspace for account executives and clients. - Account Management Training
Provide training in real time for account executives. - Sales Reports for Account Executives
Distribute sales goals and performance data to account executives. - Client Calendar
Post client and creative meetings, company events, etc. online. - Competitive Knowledge Base
Build a knowledge base about each client's major competitors. - Client Contacts Directory
Centralize your client contacts database online. - Rewards and Recognition
Post online announcements about significant achievements. - Solicit Input & Brainstorm
Gather feedback from account executives with Opinion Polls - Discussion Forums
Generate product ideas with online Discussion Forums.


