Real Estate Mobility – Mobile Offices for Real Estate

The WebEx WebOffice does a great many things very well.  And, the custom

Tech Tips for WebEx WebOffice

databases extend the funtionality in many ways.  It’s natural that users compare the system to what they’ve used before, are another vendor they’re considering.  Since many of the other vendors are custom software, there are things they can do that aren’t able to be accomplished with WebOffice…or at least not quite the same way.  Here’s a great example and the way we solved the challenge:

A user really only missed one thing about the way his previous Top Producer software tied his emails to the prospect/contact/client automatically.  Though you can email right from the contact’s record in your WebOffice, it doesn’t actually tie a copy of the email to that record.  So, we found a truly elegant solution, particularly because it uses the generous free storage and great search capability of Gmail.

If you don’t have a Gmail account, you can set one up for free, and get almost 7 Gigabytes of free email storage.  The power of Google search is also part of the package, for searching within your emails.  So, we combined these two features and came up with this procedure:

1. Use the new Gmail address as your return address in WebOffice, or forward a copy of all mail from your regular email address to the Gmail address.
2. When you email out from WebEx, always elect to “send yourself a copy.”
3. This copy will then end up in your Gmail account.
4. Do a search on a contact’s name or email address in Gmail and all emails between you, incoming or outgoing, will show up in reverse time order.
5. Look up in the URL address bar in your browser, and you’ll see that this search has its own URL, as in https://mail.google.com/mail/#search/firstname+lastname.
6. Copy  out that URL and place it into a new field in your Contacts Database.  This will be a “web address” type field, and you paste the URL into that field for the specific client.
7. From then on, anytime you’re in a client’s record in the CRM database, just click on that link to see every email the two of you have ever exchanged opened up in Gmail.

**NOTE:  The beauty of this solution is that you don’t even need to send the email from WebOffice.  Even if you send it from your Gmail account, or from your regular email with a Cc to Gmail, all of the emails will end up in this one place for instant recall later.

One of the things I do best is to find ways to get things done technologically at the lowest cost or free.  I believe that the power of the WebEx WebOffice with custom databases is huge, but you sometimes would like to do something more than looks possible.  Send me an email, as there’s probably a fast and easy way to get it done.