Best Practices

Other Industries

Companies and organizations of every type use WebEx WebOffice to streamline their operations -- collaborating and communicating more efficiently among employees, customers, business partners, suppliers and other vendors. WebEx has interviewed many of our customers and have compiled below a listing of their best practices using WebEx WebOffice.

Manage project teams that cross multiple department or company lines and take advantage of WebOffice's full functionality. Team members can communicate more efficiently, project progress can be tracked with greater accountability, and reports can be generated more easily and quickly.

Build your own customized CRM Database quickly with WebOffice to manage your interface with dozens or hundreds of customers. Use the Database Activity Log to track every interaction - phone calls, emails, site visits, etc. - between your customers and your sales force and technical field service representatives. WebOffice's CRM can be shared by multiple sales and technical representatives, so everyone can see the status of each customer - anytime, anywhere.

Share calendars and coordinate schedules with everyone in your organization. Show every event and every appointment for each person in your company. You can synchronize your desktops, PDAs and WebOffice to keep everyone up-to-date on every business commitment and on the availability of all personnel. With all this, you can still maintain the privacy of your personal appointments, with WebOffice’s permissions-based calendar.

Use the WebOffice Online Calendar to schedule resources, such as meeting and conference rooms, LCD projectors, and even the corporate jet. Everyone in your organization can quickly check online on the availability of each resource and plan accordingly.

Post announcements for all your employees and guests in the Announcements Window of your WebEx WebOffice Home Page. Post notices about sales, jobs, events, industry news and so on. When employees are well-informed about what’s new, participation in your organizations’ activities will be stronger. You’ll save time and effort by reducing or eliminating the need for regular mail, faxes and emails to keep your employees informed.

Keep shipping documents online for easy access. Use the WebOffice Document Manager to post and manage your order shipping specifications, certifications, inspection documents, and other shipping related information.

Keep technical specs online and always know you have the most updated version. Post manufacturing processes, technical specs for products, distribution channel information -- any information you might need to reference in order to keep things moving smoothly in your business.

Manage information about employees, benefits, job openings, job seekers and so on, in the WebOffice Database Manager. With its secure, permission-based access, your data’s integrity is always assured.

Track and manage all your organization’s equipment – laptops, projectors, and so on - using the WebOffice Database Manager. You can list items, including name, model number, location and status. Publish this complete inventory of current assets online for review and updating by appropriate staff members. When you need a projector, you’ll know exactly who has it.

Register participants online for any event, using the WebOffice online registration site. Any employee or guest can log in and register anytime, anywhere for events, such as conferences, workshops, classes, and so on. This eliminates the need for paper registration records.

Use WebOffice the way a giant corporation would use Lotus Notes, Microsoft Exchange and an FTP site, without the administrative overhead. Field service representatives and sales executives can use WebOffice to communicate among themselves when at client sites.

Post, review and edit documents online with colleagues anywhere, anytime with the WebOffice Document Manager. With its easy check-in, check-out feature, you always know you have the most recent version of any document.

Train your own sales executives, technical field representatives, customers and partners on any solution or service with WebEx Meetings. For one low monthly price, you can host unlimited numbers of Web seminars.

Build a Database of sales leads from recent promotions that can be accessed by your own sales force and/or your sales partners. Use the database activity log to track and monitor interactions with all your clients and to keep everyone up-to-speed on customer activity and sales pipeline status.

Grant easy access to a knowledge base of Frequently Asked Questions (FAQs) and other support-related material. Save your customer service representatives and your customers time by using the WebOffice Document Manager to house your FAQs. Your service representatives can be assured they are always providing customers with the most up-to-date information about products.