Sales Organizations Increase Revenues and Improve Customer Service
Sales organizations in companies large and small are using WebEx WebOffice to increase productivity and revenues, and to improve customer service. WebEx has interviewed these WebOffice users. Here are sample case studies and a compilation of their best practices using WebEx WebOffice.
Case Studies
Alpha Software, Inc., Burlington, Massachusetts
Alpha Software creates robust desktop database software and web database applications. The company uses WebEx Meetings to economically train sales consultants and to demonstrate its products to customers nationwide.
“WebEx Meetings lets us show our software to people everywhere in a more user-friendly demonstration environment."
- Brett Johnston, Sales Manager.
Constant Contact, Waltham, Massachusetts
Constant Contact is the leading permission Do-It-Yourself Email Marketing service for small and medium businesses (SMBs) and associations. Constant Contact is shortening its sales cycle and increasing sales volume by using WebEx WebOffice.
"Using WebEx Meetings to demonstrate our service to prospective customers and partners is tremendously effective in helping us close deals."
- Janet Muto, Vice President of Marketing.
EnvoyWorldWide, Bedford, Massachusetts
EnvoyWorldWide's notification services deliver personalized, interactive communications on behalf of its customers via wired and wireless devices. EnvoyWorldWide uses WebEx WebOffice to keep its sales force and resellers updated with the most recent versions of marketing materials and the latest sales information and statistics.
"To be successful, our sales teams need the most current information, and WebEx WebOffice offers us the critical control we need to achieve that end."
- Melissa Centrella, Marketing Manager.
Performance Branding Services, Torrance, California
Performance Branding Services provides a wide range of services - consulting on the performance of salons, private label branding and new product introduction. It uses the WebEx WebOffice Database Manager for Customer Relationship Management.
"We track customer interactions with WebOffice and keep an activity log. This way, everyone on our sales team can always see the most updated information on a particular customer."
- Tania Bonchonsky, Administrative Associate.
Prologic Technology Group, Tucson, Arizona
Prologic Technology Group serves hundreds of small businesses in Arizona. It offers computer consulting services, software, networking solutions, and troubleshooting and repair services. The firm uses the WebEx WebOffice Database manager for customer relationship management.
"We’ve built six great custom (CRM) databases with WebEx WebOffice for our own use, and the ease and speed of creating each of them has been remarkable.”
- Karl Wendt, Computer Systems Analyst.
World Family Financial, Keizer, Oregon
World Family Financial is a financial services firm. It uses WebEx WebOffice to manage thousands of sales leads.
"One of WebEx WebOffice’s greatest assets is its ability to track and manage the progress of thousands of sales leads. We input new leads into our WebEx WebOffice databases daily and can distribute the information to our staff instantly.”
- Isaac Voss, CEO.
Best Practices
- Customer Relationship Management
Create your own customized CRM database. - Sales Forecasting
Create custom databases to manage your sales pipeline. - Post Sales Reports
Share sales goals and performance data with your team. - Online Sales Calls
Save time and travel expenses by giving online demos. - Real Time Sales Training
Train your sales team from anywhere. - Sales & Marketing Library
Provide an online repository for sales and marketing collateral. - Online Expense Reports
File and track expense reports from the road. - Proposal Templates/Forms Library
Create an online library for proposal, contract, order templates. - Sales Presentations
Post sales presentations for products and campaigns. - Sales Events/Training Calendar
Track meeting dates, sales calls, launch events and tradeshows. - Competitive Knowledge Base
Build a centralized competitor knowledge base. - Field Communications
Announce sales wins, sales person of the month, and more. - Solicit Input & Brainstorm
Poll field personnel about products, services and marketing activities. - Art/Logo Asset Library
Create a library for corporate logos, identity and graphics. - Time Sheets
Customize Time Sheets template to track billable time.


