Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Using SharePoint to Communicate KPI Dashboards

There is a reason that although I first promised a blog post on using SharePoint to display your company KPI dashboard back in late June, I’m just now getting started on it.  Turns out, its a much more complicated and multi-step process than I first expected.  So in attempt not to overwhelm …


Arrow-Tip #49 Synchronizing Calendars Between Email Profiles

Do you have multiple email/calendar profiles? If so, you may be interested in this quick solution I’ve come up with for synchronizing my calendars and it will even work with gmail.

Because I work with several Outlook software and coaching clients on Outlook, I usually have at least 4 active Outlook …


Arrow-Tip #48 Transitioning from Outlook 2003 to 2007

As many of my early readers know, I resisted the upgrade from Outlook 2003 to Outlook 2007 for a long time (see Arrow-Tips #22 Should You Upgrade to Outlook 2007).  Since that March 2008 post, Microsoft has released service packs for both Vista and Office 2007 which is always one of …


Arrow-Tip #47 Options for Managing Assigned Tasks Part III

In Arrow-Tip #45 we discussed managing tasks across an organization using the task assigmnet options in Microsoft Outlook and Exchange.  In Arrow-Tip #46 we discussed managing these same tasks in SharePoint.  This Arrow-Tip will address using a combination of Outlook/Exchange and SharePoint to manage assigned tasks.

SharePoint tasks can be downloaded …


Arrow-Tip #46 Options for Managing Assigned Tasks Part II

In Arrow-Tip #45 I discussed managing tasks using the Outlook and Exchange task assignment features.  In this Arrow-Tip I’m going to discuss how we use SharePoint in combination with Outlook to manage tasks as an organization for one of my clients Gulf Coast Welding Corp.

Each week at Gulf Coast Welding Corp (GCW …


Arrow-Tip #45 Options for Managing Assigned Tasks Part I

I got some great feedback after posting Arrow-Tip #44 Outlook vs Sharepoint: Where to Put What - Part II regarding management of combined tasks from both Outlook and Sharepoint.  After playing with the suggested solutions, I’ve learned some great new alternatives for managing tasks both individually or as an organization.  Then …


Arrow-Tip #44 Outlook vs SharePoint: Where to Put What? - Part II

In Arrow-Tip #43 I discussed how my newest client Gulf Coast Welding is using Outlook/Exchange and SharePoint to manage their shared documents, calendar and email.  In this post, I’d like to tackle tasks which proposed a real dilemma when trying to decide between posting on Outlook or SharePoint.

To be perfectly …


Arrow-Tip #43 Outlook vs SharePoint: Where to Put What? - Part I

As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email - see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook).  Its taken me …


Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook

For the past few weeks I have been spending about four days a week with my newest client - my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. - a fabrication company that builds ASME code vessels, rolls steel plate …


Arrow-Tip #41 Outlook Plug-Ins Take Three

In Arrow-Tip #23 I talked about Outlook plug-ins that may help increase your efficiency. That post was so popular that I decided to expand on it in another post called More on Outlook plug-ins back in April of last year. Well a lot can and did happen in …

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