WebEx - Sales Center FAQs
Q1. How does Sales Center differ from Meeting Center?
Sales Center provides the following additional features that are specifically tailored for the sales meeting environment:
- Silent monitoring: join meetings that are already in progress. As you enter or leave a meeting, your audio is muted; you can hear phone conversations, but you cannot speak. You can also read chat messages and notes.
- Attention indicator: shows when someone is not paying attention to your presentation. If a participant minimizes the meeting window or displays another window on top of the meeting window, the attention indicator displays next to the participant's name.
- Subject matter experts: maintain information about subject matter experts (SMEs). Sales Center then makes it easy to quickly find their contact information and invite them to a meeting when necessary.
- Account and opportunity reporting: specify the team, representative, account or opportunity associated with a meeting and later track the information in reports.
- Accounts and opportunities, you can associate accounts and opportunities with a portal. For example, if you have an account with ABC and are hoping to sell items to the Human Resources department, you might specify the "human resources" opportunity with the portal description.
- Prospect and personal communication portals: set up a personal Web page that displays information and documents that are intended for particular prospects.
- Private team chat and notes: privately share notes and chat messages amongst the sales team during sales meetings.
- CRM system integration, schedule or start sales meetings from your CRM system including Sales Force Automation.
- (Optional) Sales Force automation: Sales Center integrates with leading sales force automation tools makes it easy to add online sales calls to your existing business process.
Q2. What do I need to host or attend a meeting?
You will need to download the WebEx Meeting Manager. The first time you start or join a meeting, it is automatically downloaded to your computer. You can also download the Meeting Manager at any from your Support page.
Note: If you are using running Windows 2000 or Windows XP and do not have administrator privileges, you will not be able to share documents; you can, however, share presentations. To share documents, log in to your computer as an administrator to perform the initial Meeting Manager setup or have an administrator set it up for you. After the initial setup, you can share documents without the need for administrator privileges.
Q3. Can I use Microsoft Outlook or Lotus Notes to schedule meetings?
Yes. WebEx allows you to schedule or start sales meetings and invite prospects from Microsoft Outlook and Lotus Notes. To get started, see detailed instructions and download the installer from the Support page of your Sales Center service site.
Q4. Can I schedule a meeting on behalf of someone else?
Yes. You can designate someone else to schedule and start a meeting for you; this person is called the "alternate host". You can set this up on the My Profile page of the My WebEx tab.
During meetings you can also transfer the host responsibilities to another person by "passing the ball"; to do this, click the person's name in the participant panel and assign the host role to them.
Q5. Can I search for a particular SME?
Yes. When you designate that someone is a SME, you can add information about SME's area of expertise. You can then search for that information to identify the appropriate SME.
Q6. How can I prevent uninvited attendees from joining my meeting?
To prevent uninvited attendees from joining a meeting you can:
- Specify a password that users must enter to join the meeting. That password appears in the invitation email message that WebEx sends to the people you invite.
- Make the meeting "unlisted" so that only the people you invite know that it exists.
- Restrict access to the meeting; once all invited attendees have joined, select Restrict Access on the Meeting menu to prevent others from joining the training session.
- During the meeting you can expel unwanted attendees by selecting Expel on the Participant menu.
Q7. What's the difference between sharing documents and applications?
With document sharing, attendees can see the document, but you can't change it. With application sharing, you share the application that you used to create or change the document; as you change the document, your attendees see your changes. Application sharing uses more bandwidth and therefore can affect the overall performance of your meeting.
You can share virtually any type of document or application, but those that stream video or audio may not display appropriately. To share streaming content, use WebEx "Web content sharing" which displays the content in a Web browser on each attendee's computer. All you have to do is select Web Content from the Share menu, enter the URL of a Web site that contains the streaming content, and your attendees can see it in their own browsers. You can share many documents or presentations at the same time; each document or presentation appears on its own tab in the content viewer.
Q8. Does everyone in the meeting need the file or application that I want to share?
No. Only you need to have the file or application on your computer.
Tip: If some of your attendees have slow network connections, ask them to cache the course material prior to the meeting. For detailed information, see the Sales Center Host's guide on the Support page of your Sales Center service site.
Q9. Can I change documents as I share them?
Yes. From the Meeting Manager's Share menu, select Application and then use the application that you used to create the document to change it. Your attendees will see your changes, and if you grant them the privilege, they can even control the application for you.
Q10. Can I show animations and slide transitions in presentations?
Yes. If you share a Microsoft PowerPoint presentation, attendees can see the animations and slide transitions. You can also use the WebEx application sharing feature to show animation and slide transitions; just display the presentation in your slide-authoring application and then run the slideshow.
Q11. How can I invite prospects to my portal?
You can invite people when you create the portal or at anytime after that. The people you invite will receive an email invitation that contains a link to the portal.
Q12. What kinds of files can I put in my portal?
You can add any type of file, including recordings, in your portal.
Q13. Can everyone access my portal?
Only people that you invite, who have a valid username and password, can access your portal.
Q14. Can my prospects invite other people to my portal?
Yes. If you enable this feature, your prospects can invite others to your portal. You can, however, require that you approve all requests before anyone else accesses your portal.
Q16. Can I see a report that shows who has accessed and downloaded content from my portal?
Yes. You can run portal reports. If you have more than one portal, you can see reports that show information about all your portals at once.
Q17. Do the people that I invite to my portal have to register?
No. You can require that all or only certain people need to register.