Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for June, 2010


Arrow-Tip #62 Maintaining Inbox Zero

I’ve talked a lot about attaining Inbox Zero in the past couple of months, but what are some of the biggest challenges to maintaining it? Vacation or the occasional work or personal crisis are two situations that can lead to temporary setbacks, but again those can be overcome with some …


Selling from Outside In – Let’s Help the Sales Rep

Recently I was chatting with my friend and founder of DRE Software, Inc. Donald Hatter about collaborating online from a sales perspective.  It just so happens that his company has a great new tool that I thought Arrow-Tips readers might find interesting so I asked him to discuss the need …


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 …


My 10 Year Old Son Has a Blog

Last week my 10 year old son announced that he wanted to learn how to earn his own money and asked me if I could help him do it.  We sat down and brainstormed on ways that he could earn money including selling fruit from our back yard, walking neighbors dogs, and teaching other kids how to …


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 …


Social Media Presentation to Partners in Wealth Group

 

 

 

 

 

 

Another big thank you to the folks at Partners in Wealth who invited me to speak about social media during their May luncheon at Ouisie’s Table.  You can check out the slides from my presentation on slideshare.  I also thoroughly enjoyed their other presentation that day regarding Financial Assistance to Grown …


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 …