Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


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 …


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 …


Arrow-Tip #58 Using the Outlook Conversations Feature to Achieve Inbox Zero

As explained in Arrow-Tip #33 Managing Inbox Overload Part I, one of the fastest ways of cleaning out your Inbox is to sort on the FROM field. Once you have cleaned out the newsletters, spam filter reports, vacation responses, etc. you are left with emails you care about.  Arrow-Tip #34 Managing …


Arrow-Tip #57 Creating Metrics to Illustrate KPIs Part II

In Arrow-Tip #56 we discussed creating metrics to illustrate Safety and Quality KPIs for my client company Gulf Coast Welding (GCW).  In this Arrow-Tip we will cover Profitability and Revenue KPIs.

KPI: Profitability

Metric 1: Average Labor Cost pe Hour- Average cost of labor at GCW includes burden and overhead loaded on top of hourly wages.  …


Arrow-Tip #56 Creating Metrics to Illustrate KPIs Part I

In Arrow-Tip #53 Establishing Key Performance Indicators, we discussed choosing KPIs to track performance at my client company Gulf Coast Welding (GCW). In the next two Arrow-Tips we will discuss the specific metrics we are using to generate those KPIs and how we collect the data to calculate them.The following are the first …


Arrow-Tip #55 What Is Your Sales Checklist?

As a nod to my husband’s great post on using a check list to help our son get organized, I decided to resurrect this draft post regarding using a sales checklist that I started back in 2008.  Interesting side note: my original post was inspired by an article listed in a …


Arrow-Tip #54 Top 5 Benefits of Reaching Inbox Zero

This Inbox Zero thing just gets better and better – I didn’t realized how much I’ve missed it!  For those of you who think it is an impossible achievement – I’ll be announcing some very exciting news real soon so stay tuned.  In the mean time, here are my top five reasons …


Arrow-Tip #53 Establishing Key Performance Indicators (KPIs)

As promised this post is the first in a series discussing how I helped my client Gulf Coast Welding Corp (GCW) establish and communicate performance in key areas of their business i.e. Key Performance Indicators (KPIs).  My good friend and super operations management guru Tim Smith was also kind enough …


How to Synchronize SharePoint Contacts with Outlook

You can create a contacts folder in Outlook that mirrors any contacts folders on SharePoint and then keep the data synchronized between the two.  You will not be able to synchronize with your main Contacts folder, but this feature is nice for company lists that don’t all need to be …

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