Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips 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 …


What Happened to Arrow-Tips?

Happy New Year!  Wow – have I been neglecting this poor blog!  And, as those of you who have seen me in the past six months know, it is horribly out of date for what we are doing with Advena Artemis now.  So, its time for a redesign and I’m bringing …


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 …

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