Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the SharePoint Category


Dashboards & SharePoint – Very Cool!

I haven’t forgotten I owe you an Arrow-Tip on creating a quote information sheet form with calculated fields in Word – look for it next week.

In the mean time, I had an interesting meeting with a prospect for one of my clients who reinforced my insistance on posting performance metrics. …


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 #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 …

« Previous Page

Newer Posts »