Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Front Page Category


Quick Poll – Which Arrow-Tip How To Would You Like to See Updated for Outlook 2010?

Yes, arrow-tips readers, its been a while! But looking back over the past several months I see that there are some posts which still get a lot of traffic and I’m still getting new users registering. It occurred to me that all those posts are for older versions …


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: 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 #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 …


My 10 Year Old Son Has a Blog

Last week my 10 year old son announced that he wanted to learn how to earn his own money and asked me if I could help him do it.  We sat down and brainstormed on ways that he could earn money including selling fruit from our back yard, walking neighbors dogs, and teaching other kids how to …


Arrow-Tips #59 Categorize Your Contacts

This Arrow-Tip was inspired by Mashable.com writer Dan Schawbel in his June 3rd post HOW TO: Organize Your Contacts for Networking Success – thanks, Dan!  He has some great tips in the article especially regarding capture of social media contacts, but one of my favorites is the concept of taking the time …

« Older Posts

Next Page »