Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Management Category


Outlook 2010 – It’s a Love Hate Thing Argh!

I upgraded to Office 2010 earlier this year when I purchased a new PC and have been adjusting ever since. At first, I didn’t see much not to like (other than having to find a few things again). But then, disaster struck – Microsoft removed on of my …


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 …


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 #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-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 …


Inbox Zero One Month Anniversary & Just Say “No”

 

 

 

 

 

 

 

Today marks my one month anniversary of maintaining Inbox Zero – Yay!  Maintaining Inbox Zero has done so much for my productivity that I’m seriously considering tracking “Days at Inbox Zero” the way some of my clients track “Days Without a Lost Time Incident.”  You too can join me in Inbox Zero nirvana – check …


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 …


This morning, I taught my son to fly a 747!

From Misty:  My husband posted the following on his company blog and since I thought Arrow-Tips readers might enjoy it, he agreed to post it here as well.  Enjoy!

This morning, I taught my son to fly a 747.

Actually, no I didn’t.  But we used a tool pilots use every day:  …


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 …