Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Arrow Tips Category


Arrow-Tip #14 Where Did the Week Go – Using the Microsoft Outlook Calendar for More Effective Time Management

In Arrow-Tip #13 I discussed how Microsoft Outlook could be used to manage your billable hours, but tracking the rest of your time can be almost as important. I spent some time this week interviewing organizational development expert and President of Resource Management Associates Linda Carter who will …


Arrow-Tip #13 Can Outlook Help Me Track Billable Hours?

Have you ever mistaken efficiency for laziness e.g. your spouse doesn’t close the cabinet while cooking in the kitchen – you think this is laziness, but your spouse knows that in about 15 seconds he/she is going to need to get something else out of the cabinet so it is …


Arrow-Tip #12 Where Did My Time Go? – Using Outlook Journaling to Track Your Time

Have you ever used your Microsoft Outlook Journal folder? Did you know there is an Outlook Journal folder? Since the Journal folder is not exactly prominent in Outlook 2003 or 2007, it would not be surprising if you didn’t. But the Journal folder has some great features …


Arrow-Tip #11 Minimizing the need for Contact Database Clean Up

I answer a lot of questions both on LinkedIn and among my clients regarding database clean up. How often should I purge my contact records? How do I prevent entering duplicate records? Should we allow our sales people to enter data themselves or filter all new entries …


Arrow-Tip #10 Having a Hard Time Finding Your Contacts?

Keep all your contacts in one Contact folder! Here is a quick tip that I wanted to post because I run into it a lot. Don’t confuse folders with views. A lot of people who want to organize their contacts in Microsoft Outlook create separate folders for different types of …


Arrow-Tip #9 Why Archive Your Microsoft Outlook Mailbox?

Are you afraid to archive your Microsoft Outlook mailbox? If so you are in good company, but don’t be – your data isn’t going to disappear and you will get the benefit of not only having better organized information, but faster performance from Microsoft Outlook. In this Arrow-Tip I’m going …


Arrow-Tip #8 How Can You Speed Up Microsoft Outlook?

Often I get a calls from clients complaining that Microsoft Outlook is just too slow – what can they do to speed it up? Here is the list of questions I usually ask upon hearing this question:

How many emails are in your Inbox? (so far the record is 16,000)
Have …


Arrow-Tip #7 Mass Emailing Campaigns

As promised both in Arrow-Tip #6 and to David Couper in a great LinkedIn question, I’m continuing the topic of when to use Outlook distribution lists versus mail merge or some other email software. As we stated in Arrow-Tips #6, if you are regularly emailing a group of recipients …


Arrow-Tip #6 When to Use Distribution Lists

I get a lot of questions regarding the best method for sending emails to multiple recipients. When should I use a distribution list and when should I use mail merge? Should I use a distribution list or mail merge for my mass marketing campaigns? With all the …


Arrow-Tip #5 Use the Right Anti-Virus Software

Raise your hand if you have ever uttered 4 letter words in conjunction with your anti-virus software. Has Outlook ever asked you if you wanted to disable one of these programs becuase it caused errors the last time Outlook was shut down? Or have you ever noticed that …

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