Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Arrow-Tip #34 Managing Inbox Overload Part II

Now that you’ve done some of the no brainer clean up from Arrow-Tip #33, its time to address the emails that need to be kept, but don’t need a response. In order to deal with these emails, you need a place to put them. My best analogy for …


Arrow-Tip #33 Managing Inbox Overload Part I

Inbox overload – we’ve all experienced it and once you get there, its easy to get trapped in a downward spiral where before you know it your email count goes from 100 to 1000. Never fear, this arrow-tip will be the first in a five part series this week on …


Arrow-Tip #32 Use Meeting Requests to Set Client Expectations

While working with a member of one of my client sales teams this week I was reminded of a little trick I learned years ago to help prevent no shows for sales meetings – use an Outlook Meeting Request as opposed to an email to schedule meetings with prospective clients.

I …


Arrow-Tip #31 Using Tasks to Help Organize Your Team

One of my clients has engaged me to manage his sales and marketing team and they have been really great to work with. Obviously we use HuntressPro and some customizations to help them manage their call back list, opportunities and capture sales history. However, I was reminded last …


Arrow-Tip #30 Using the Outlook Calendar to Record Mileage

Some of you have may have read Arrow-Tip # 13 Can Outlook Help Me Track Billable Hours which discusses using the Microsoft Outlook Calendar to track billable hours. Thanks to Jim Long of Verge New Media for inspiring me through a twitter post to write about how I also use …


Arrow-Tip #29 Using Outlook to Get Back on Track

Most of you know from my previous posts that I recently lost my dear father after a 7 month battle with cancer. Dad’s illness and death definitely had an impact on my work which you may have noticed from time to time if you have been following this blog …


Arrow-Tip #28 Using Outlook to Help Achieve Your Personal & Business Goals Part III

Last week I promised to talk about how I use the Tasks folder to help me achieve my goals. So here is my Outlook Task strategy…

Capture All To-dos with a Task Item

I capture all To Dos no matter how trivial or when I think I may actually have time …


Arrow-Tip #27 Using Outlook to Help Achieve Your Personal & Business Goals Part II

In this Arrow-Tip I will be discussing how I’ve used the Outlook Calendar to help me achieve my goals and I’ll give you a quick update on progress toward my May goals discussed in Arrow-Tip #26

This week, the Outlook Calendar was definitely my friend. Because I’ve over booked myself, …


Arrow-Tip #26 Using Outlook to Help Achieve Your Personal & Business Goals Part I

Every year my family travels with our best friends to the beach for a week. We always have a wonderful and very relaxing time and I want to make sure this year is no different. But there are some goals I want to achieve before our trip at …


Arrow-Tip #25 Want Instantaneous Email, Calendar, Contact and Task Updates on Your Blackberry or TREO

If your answer to this Arrow-Tip title question is “yes” then you may want to consider a mail server solution – even if you are just a one person business. Your next question is most likely “how can you afford a mail server if you are just one person?” …

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