Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Arrow-Tip #65 Use Recurring Appointments to Make a Date with Your Kids

Ah, as the old Staples ad goes - it’s the most wonderful time of the year!  Back to school time that is (see Staples video) and that means my kids are back in school and its time for me to ramp my work hours back up.  I’ve made a commitment …


MS Outlook Training vs Coaching - How Do You Learn Best?

A few years ago one of my largest clients asked me to do something out of the ordinary - they asked me to conduct a Microsoft Outlook training session for a group of folks from their Financial Controls Department.  Normally we work with sales, executive and entrepreneurial types so I anticipated an …


Arrow-Tip #64 Housing Your SharePoint KPI Dashboard Data

In Arrow-Tip #61 Publishing KPI Metrics in Microsoft Excel we discussed compiling data in and Excel spreadsheet and then publishing the data on SharePoint from there.  In this post we will discuss the places on SharePoint we house data that feeds the Excel Spreadsheet.

First of all, we created a special document …


Guest Post: Using Wix.com to Promote Yourself

Recently I had the pleasure of spending a few hours with recent University of Texas graudate Hunter Nelson.  Like many recent graduates, Hunter is in the process of exploring internships and applying for graduate MBA programs so we spent a few minutes discussing how he is marketing himself.  Hunter mentioned …


Guest Post: How a Genealogist Uses Outlook to Manage Her Activities

When my new twitter pal Alex Coles tweeted several great examples of how she uses Outlook to stay organized for her favorite hobby genealogy, I asked her if she would create a guest post for Arrow-Tips readers.  You’ll notice a few points that I’ve made in past Arrow-Tips (great minds think …


Arrow-Tip #63 Outlook Has a Journal?

Probably the least well know not to mention the most misunderstood folder in Outlook is the Journal folder.  My new twitter pal Veronica inspired me to put together this post on my top 5 favorite uses for the Outlook Journal folder.

#5 Tracking MS Office Document Time

Did you know that once …


Arrow-Tip #62 Maintaining Inbox Zero

I’ve talked a lot about attaining Inbox Zero in the past couple of months, but what are some of the biggest challenges to maintaining it? Vacation or the occasional work or personal crisis are two situations that can lead to temporary setbacks, but again those can be overcome with some …


Selling from Outside In - Let’s Help the Sales Rep

Recently I was chatting with my friend and founder of DRE Software, Inc. Donald Hatter about collaborating online from a sales perspective.  It just so happens that his company has a great new tool that I thought Arrow-Tips readers might find interesting so I asked him to discuss the need …


Arrow-Tip #61 Publishing KPI Metrics in Microsoft Excel

In Arrow-Tip #56 and #57 Creating Metrics to Illustrate KPIs Parts I and II, we discussed the metrics that my client Gulf Coast Welding (GCW) Corp. decided to track.  After some agonizing over where to house the data (to be discussed in the next Arrow-Tip) we decided it was easiest to compile the data …


Arrow-Tips #60 Why Use an Online Backup Service & How to Choose One

I often mention both here on Arrow-Tips and in my live seminars that one of the reasons I became an Outlook evangelist is my hatred of paper files.  A frequent retort is something along the lines of “what if your computer crashes - where is your back up?”  To which …

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