Sales

This section contains an adoption toolkit, email templates, use cases, banners, a poster, and a flyer.

Webex success playbook for sales

So, you want to launch Webex in sales.

Use this checklist and guide to get support from your leaders, create awareness, and stimulate demand. Your time is precious so you don’t have to do everything, just what you have time for that makes the biggest impact. You don’t have to do everything at once. Enlist the support of colleagues to help you. Phase it out over several weeks, and the more time you devote, the more people will use Webex.

Sales teams are changing

Sales is a team effort. Stay competitive and up your game by breaking down communication barriers.

52%

of sellers believe collaborative selling has increased pipeline activity by up to 25%.*

73%

of sellers say cross-department collaboration is ‘critical’ or ‘very important’ to sealing the deal.*

*Source: Second annual state of sales report

Adoption toolkit

What?

Has everyone got Webex?

How?

Ask your IT team to confirm everyone has a Webex account. Find out how new joiners get a Webex account and instructions on how to log in.

Effort?

1 hour

What?

Enlist the support of senior leaders.

How?

Write to senior leaders asking them if they can send an email to everyone announcing the launch of Webex. We’ve written an example to help you. Attach one or more of the use cases in this section that explains why it’s so useful.

Effort?

30 mins

What?

Need some guidance with Webex?

How?

Need help getting started? Use the best practices section of the playbook to get all the information you need. You can also use the Collaboration Help Portal to find more information, and there are lots of step-by-step guides for you to use too.

Effort?

10 mins

What?

Cook up a simple timing plan.

How?

Get some of your colleagues together and come up with a communications plan that describes when each promotion will go out and who does what. See Communications Planning for guidance.

Effort?

1 hour

What?

Show you care. Print a poster or flyer.

How?

Print the poster or flyers. Put the poster up in the office, the restroom, meeting rooms and the flyers on colleagues' desks. If you’ve got digital signage in your buildings use that as well.

Effort?

4 hours

What?

Share a snappy tagline using a banner ad – Make Webex appeal to your departments.

How?

Within the playbook, you will find posters and banners which target several departments. Find a space on your intranet to place a banner e.g. the HR section. You can also use it in emails and PowerPoint. Change the tagline to suit your organization’s personality and link it to a ‘how-to‘ guide.

Effort?

2 hours

What?

Circulate the sales
'use cases'.

How?

We’ve written three compelling use cases that show you how Webex solves your everyday challenges. Share them with all of your colleagues, you can email, print and showcase them on your intranet.

Effort?

30 mins

What?

Write an email for your senior leader to send to their teams.

How?

We’ve written an example. Just adapt it to your own culture and organization's personality.

Effort?

30 mins

What?

Set up your team with a Space in Webex.

How?

Create a Space in Webex but make sure you add a description for what the Space is to be used for. Give it a purpose, set the tone so everyone knows why they are there. Start your conversation today.

Effort?

30 mins

Example email copy

To senior leaders in sales

Subject line:
Why we need to embrace Cisco Webex in sales.
Can you help me promote it?

We’ve all been given Webex, for continuous teamwork with video meetings, group messaging, file sharing and whiteboarding. We want to get as many of our people using it as possible. Webex has some amazing features we can use to sell faster as a more connected team. I’ve attached a couple of examples.

We’re writing a launch plan and it would make all the difference if you could send an email that encourages everyone in sales to use Webex. When we’re ready we’ll send you a draft copy for approval.

Thank you.

Download for Mac
Download for Windows

Example email copy

From senior leaders to everyone in sales.

Subject line: Working better together with Cisco Webex.

Webex is a simple modern video meeting solution for global workforces. Our investment in Webex is motivated by the need to improve the way we cultivate and nurture customer relationships and our work-life balance.

We can use it to save time, delight customers and reduce travel.

To get started and get support click here <insert link>

Looking forward to seeing sales leading on new ways of working with Webex.

Thank you.

Download for Mac
Download for Windows

Webex promotion assets – sales

Download

Sales flyer

Download flyer

Sales use cases

Download

Going the extra mile

How can we help?

Our Collaboration Help Portal is where you will find quick help guides, step-by-step instructions, and technical information. Use the search bar to find everything you need about Webex Teams.

Want to put your stamp on it?

Would you like to rebrand or edit the content we’ve assembled here for Sales?
Click here to download a .zip of source files to share with your designers.