Sales

This book contains an

adoption toolkit, email templates,
use cases, banners, a poster,
and a flyer

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How to use this toolkit

This toolkit is In this book, you Made for you Want more?
designed to help can find If you want to customize the
Unlock your productivity by joining
Cisco Webex Quick Classes. You'll
you encourage Documents to help you files for use in your company,
no problem. At the end of each
learn best practices and top tips
make a successful Webex
adoption of Webex Meetings adoption plan. section, find a link to all editable
through live, interactive product
demonstrations.
file types. Make changes as
Meetings in your Documents made to inspire you please. Get on-the-spot answers to your
company. knowledge workers to use
To leave feedback or to request
questions from a Cisco expert.
Webex Meetings in their Learn more and register at
lines of business. more of this content, click:
cisco.com/go/quickclass

At the bottom of each document, Join the Cisco Collaboration

find a download link to access each
individual file to share as you need.
Love this? community, where you can ask
questions, find all of the great content
discussed in this playbook, and more.

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Contents

Webex Meetings success playbook............................................................. 3

Adoption toolkit............................................................................................ 4
Example email copy..................................................................................... 5
Example email copy..................................................................................... 6
Webex Promotion Assets - Sales................................................................. 7
Sales use case 1.......................................................................................... 8
Sales use case 2.......................................................................................... 9
Sales use case 3........................................................................................ 10
Sales flyer.................................................................................................. 11
Going the extra mile................................................................................... 12

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Webex
Meetings
success
playbook

So, you want to launch

Webex Meetings 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 and ask your colleagues to help
you. Phase it out over several weeks, and the more time you
devote, the more people will use Webex Meetings.

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Adoption toolkit

What? How? Effort

Has everyone got Webex Meetings? Ask your IT teams to confirm everyone has a Webex Meetings account and the calendar plug-in.
Find out how new joiners get a Webex Meetings account and instructions on how to log in.
1 hour

Enlist the support of senior leaders. Write to senior leaders asking them if they can send an email to everyone announcing the launch
of Webex Meetings. Attach one or more of the use cases in this section that explains why it’s 20 mins
so useful.

Get some links to ‘how to’ guides. Ask your IT teams for links to getting started, hosting a meeting, joining a meeting and how to get
an account. Use these links in all your communications. Here’s Cisco’s Collaboration Help Portal.
10 mins

Cook up a simple timing plan. 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.
1 hour

Share a snappy tag line using a Within the playbook, you will find posters and banners which target several departments. Find a
banner ad – Make Webex Meetings space on your intranet to place a banner e.g. the HR section. You can also use it in emails and 2 hours
appeal to your departments. PowerPoint. Change the sting to suit your organization's personality and link it to a ‘how to‘ guide.

Show you care. Print a poster Print the poster or flyers. Put the poster up in the office, the rest room, meeting rooms and the
or flyer. flyers on colleagues' desk. If you’ve got digital signage in your buildings use that as well.
4 hours

Make the change you want to see. Webex Meetings gives everyone their own unique address for meetings. Find out what yours is, add
Add your Personal Room link to your it to your email signature so everyone sees it from now on and ask your colleagues to do the same. 10 mins
email signature.

Write an email for your senior leader We’ve written an example. Just adapt it for your own culture and organization's personality.
to send to the whole team.
30 mins

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Example email copy Inbox Why we need to embrace Webex Meetings in Sales.
Can you help me promote it?

Ryan Jones - Digital Marketer

to me

To senior leaders in Sales

Subject line:

Why we need to embrace Webex Meetings in Sales.

Can you help me promote it?
Why we need to embrace
Webex Meetings in Sales.
Can you help me promote it?

We’ve all been given Webex Meetings, a simple modern

video meeting solution for global workforces. We want to get
as many of our people using it as possible. There are some
surprising and exciting ways we can use it to improve sales
performance and the way we work. I’ve attached a couple
of examples.
Dear Colleague,
We’ve all been given Webex Meetings, a simple modern video meeting solution for
global workforces. We want to get as many of our people using it as possible. There
are some surprising and exciting ways we can use it to improve sales performance
and the way we work. 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 Meetings. When we’re ready
we’ll send you a draft copy for approval.

We’re writing a launch plan and it would make all the

difference if you could send an email that encourages Thank you.
everyone in Sales to use Webex Meetings. When we’re ready
we’ll send you a draft copy for approval.
[EMAIL SIGNATURE]

Thank you.

Download email banner image

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Example email copy Inbox Working together better with Webex Meetings

Ryan Jones - Digital Marketer

to me

From senior leaders to everyone in Sales

Subject line:

Working together better with Webex Meetings

Working together
better with
Webex Meetings.

Webex Meetings is a simple modern video meeting solution

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

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

We can use it to save time, delight customers and reduce travel. To get started and get support click here <insert links>.

Looking forward to seeing Sales leading on new ways of working with Webex Meetings.
To get started and get support click here <insert links>.

Looking forward to seeing Sales leading on new ways of working

with Webex Meetings. Enjoy

[EMAIL SIGNATURE]

Enjoy

Download email banner image

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Webex Promotion Assets - Sales

Alone we
can do so little,
together we can
do so much. Alone we can
do so little,
together we
can do
so much.

Alone we can do so little,

together we can do so much.

Make your minutes matter

with Webex Meetings.

Download poster Download MPU

Alone we can do so little,

together we can do so much.

Download banner Download skyscraper

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Sales use case 1

Commit or upside?
Hit your sales goals
with confidence
It’s that time of year – sales goals are set. Now
you need a plan to make it happen. You know your
customers like your best friend but now your team
must prove the art of the possible.
Proposals you can trust
It’s more than just forecasting numbers. You need to know the how,
what and why from your team. Your reputation as a seller rests on
you trusting what they tell you. Are they confident? What do they need?
Who needs to talk to who?
Your team may be in ten different states, cities and countries but you
need the best minds around the table, now. Don’t settle for less.

With Webex Meetings you can gather the dream team wherever they
are and nurture that trust. Simple, modern HD video builds team spirit.
Everyone can show what they’re thinking with white boards and
screen sharing.

Find out how to share content with Webex Meetings

Smart scheduling
Schedule Webex Meetings directly from your calendar to plan each deal
in the pipeline. Remind your team that the nearest video system will
detect the meeting automatically, or they can join from laptop or mobile.

How to schedule Webex Meetings

Take it offline
Keep planning on-track by using
Webex Meetings chat for private and Webex
group conversations that support Meetings
the meeting.
gets your best
Better engagement How to use Webex Meetings chat
minds around
Stress free planning the table.

Build trust
Love this?

Download use case

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Sales use case 2

Make your
minutes matter
Video meetings are more persuasive
than audio only
HD video will make your presence felt from anywhere and leave a lasting
impression, every time. Ask your customer to turn on video too - now
you can see their reactions and adjust your pitch in real time.
Top tips on using video

More time means more conversations

Do you have a regular meeting with each of your customers?
Schedule regular follow ups for every customer by creating recurring
Webex Meetings invites. It’s easy for customers to join because there’s
nothing to download or install. They’re just one click away.
Find out how to schedule meetings

Schedule when flying

Even when you’re on a plane you can setup, change or re-schedule

Deliver your meetings using @Webex in the location field of your meeting invitation.
When back on line, Webex Meetings invitations will go out automatically.
next pitch with Win the race Find out how to use @Webex
Webex Meetings to quarter end
in HD video. Nothing beats face time with clients.
You can’t always go in person, but
Simple, fast scheduling
you can still nurture relationships with
Webex Meetings from your desk,
home or even the airport lounge. Easy for customers to join
Stay front of mind by using Webex
Meetings to share presentations, Powerful HD video
calculations, videos and websites. Love this?

Download use case

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Sales use case 3

Quarter end? Stress free meetings,

more time to hit your number
We’ve got your number Hours, days and weeks of careful planning and customer
strategies have past. Now your team must make magic
happen and hit your number. You also need to report on wins,
discuss sales targets and gather to crunch your forecasts
for next quarter. Don’t worry. Webex Meetings has got
your number.
Save time sending long emails by using your Personal Room
to quickly review what’s behind the numbers. Mobile?
No problem. You schedule from your smart phone by typing
@Webex in the location field. We’ll take care of the meeting
details for you and even remember your team’s audio
preferences and phone numbers for an even easier
join next time.
Find out how to schedule meetings using @Webex

Crunch the numbers together

Take turns sharing screens, files and presentations to
communicate more information in far less time than email.
Mobile scheduling
Webex makes Find out how to share screens

Fast joining end of quarter

Update and fix spreadsheet formulas by taking control of your

Easy sharing
meetings easy. colleague’s computer, showing everyone how this quarter’s
numbers have been calculated.
Find out how to take control of a colleague’s computer

Love this?

Download use case

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Sales flyer How to schedule a meeting: Check list:
01 Do the following to make your Webex
Meetings experience even better.

Choose suitable surroundings

e.g. lighting.

Turn your webcam on. Hey sales!

In your email calendar create a new
meeting request.
Adjust webcam position. Make your minutes matter
Connect to audio.
with Webex Meetings.
02

Background noise?
Go on “mute”.

Share your screen.

No content to share?
Fill in email addresses, subject, location, Make video full screen.
date and time.
Someone can’t join?
03 Record the meeting and
send the link.

Need to host your own

Click “Add Webex Meeting”, click the OK
button and click send.
Webex Meetings?
To get an account please [customer to
add process for requesting a Webex
account]. See inside to get started.

Travel less. Save time. How to join a meeting: Top tips

Plane tickets, hotels, expense reports – it
all takes time. To be more productive, you 01
need to have meaningful conversations from
anywhere and travel only for those high Show something:
impact moments. It’s easy to share
your screen,
Webex Meetings reduces time on the road
application or a file
so you can focus on what matters.
in a meeting.

Sealing deals is all about

building relationships.
Join a meeting from your calendar by
You want to impress customers and earn clicking on the link.
their trust, even when you can’t be in the
same room. You’re hungry for high-quality,
02
no-hassle virtual meetings.

With Webex Meetings, easy-to-use video If joining by

and screen sharing helps you nurture audio only,
relationships and make every meeting count. remember:
If you forget
to enter your
Increase productivity.
attendee ID
Speed up quarter and year end activities and other people
dial down the pressure. on the call
Join audio. aren’t able
With Webex Meetings you can:
to see who
• Join customers wherever they are with 03 you are.
a single click.

• Strengthen relationships with HD video

Download flyers and cut down on travel.

Don’t forget,
• Enjoy a great experience from your desk, you can set up a
home or on mobile at the airport lounge. recurring Webex
meeting!

Turn the webcam on.

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Going the extra mile

Join the conversation

Would you like to meet and learn from Webex Meetings
champions around the world? Come join us in the
Cisco Collaboration community, where you can ask
questions, find all of the great content discussed in this
playbook, and more.

Want to put your stamp on it?

Would you like 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.

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Contact
For any further help, get in touch at communities.cisco.com

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