Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


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 …


Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook

For the past few weeks I have been spending about four days a week with my newest client – my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. – a fabrication company that builds ASME code vessels, rolls steel plate …


Arrow-Tip #41 Outlook Plug-Ins Take Three

In Arrow-Tip #23 I talked about Outlook plug-ins that may help increase your efficiency. That post was so popular that I decided to expand on it in another post called More on Outlook plug-ins back in April of last year. Well a lot can and did happen in …


Arrow-Tip #40 Is Your Smart Phone a Leash?

While most of my clients use a Blackberry or some other form of smart phone, there are a few hold outs that express concern over their cell phone becoming a leash. These folks are worried that if they have a mobile device that receives email, their clients will expect …


Arrow-Tip #39 Its About the Clicks – the Fewer the Better!

I’m continually surprised how little things can make such a large difference. Take babies for instance – the smallest people in the house and yet the most demanding. Spending 30 minutes to clean out and reorganize a closet can provide more value than an expensive new storage cabinet. …


Arrow-Tip #38 Improving Outlook Performance & Stability

For those of us heavily dependent on Outlook whether for email, calendar or contact management, the idea of Outlook crashing is unthinkable. But as many of you have learned the hard way, it can happen from time to time. My Facebook and Twitter pal Jim Turner recently ran …


Arrow-Tip #37 Managing Inbox Overload Part V

In the first four installments of the Managing Inbox Overload series we talked about ways to clean up your Inbox and by now, you should no longer be feeling overwhelmed by your Inbox. In fact you should feel empowered and what a great feeling that is! So …


Arrow-Tip #36 Managing Inbox Overload Part IV

In Arrow-Tip #35 we discussed tackling emails that require some sort of follow up action on your part such as a quick answer or scheduling a meeting. Now it is time to address the toughest category of emails requiring follow up – emails that require a task. These tasks …


Arrow-Tip #35 Managing Inbox Overload Part III

So now that you have deleted the junk and filed the information only emails, its time to tackle the emails that require action. Yes, this part takes a little more time, but the longer you put it off the more likely you are to miss important deadlines or let …

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