Best Practices for Using Microsoft Outlook from a Sales Perspective

Arrow-tip #2: Don’t use your Calendar to manage your call backs

You create an appointment item to call a client and set the appointment alarm to help you remember to make the call. Inevitably you get busy and don’t have time to make the call at the time the alarm goes off which leads to a click on the snooze button. Then another alarm goes off for the next scheduled call, but you are still too busy to make the calls – another snooze button click. Pretty soon the alarm window sounds and there are 10, 15, 100 items in the Reminder window. At that point, Read More

Check out A Conversation with Nigel on YouTube

In “A Conversation with Nigel” I have a discussion with aging rock star Nigel regarding his new entrepreneurial venture selling “little gold guitars.” Believe it or not, this really is all about contact management and business development, but you’ll have to see the video to understand.
Click here for the YouTube link- Make sure you leave comments and ratings!

The Paperless Office Seminar Scheduled for 11/8/07

A big thank you to Howard Rambin of Moody Rambin Interests who has graciously offered his beautiful high tech conference room as a venue for our next seminar. The Paperless Office was one of our most successful and well attended seminars last winter so we are glad to have the opportunity to offer it again. for more information please click here: http://arrow-tips.com/archives/4.

Fabulous Forecasting

Using HuntressPro pipeline reports to more accurately forecast revenues and to help determine the real value of your contacts

Course Description: Will I have enough money to pay my post holiday credit card bills? Is this customer really worth the revenues they are bringing in? Forecasting using the Huntress Pipeline report can help you stay on track to meet your goals and quotas. And the Huntress Win and Loss reports will help take the emotion and guess work out of figuring out which prospects are chewing up your valuable time without an adequate payback and which ones are the most lucrative based on quantitative information.

Fantastic Follow Up

Using HuntressPro call lists to keep in touch with your prospects, clients and network

Course Description: Who was I supposed to call today? I know I’m supposed to talk to Bob Johnson today, but I can’t remember why? This seminar will cover best practices for using Outlook and the Huntress Today’s Call List, This Week’s Call List and Call List views so that you can use them with confidence to make sure you never miss an important call or deadline again.

Send me your questions!

Have a question about best practices for using Microsoft Outlook? Is there a particular topic you would like to see me cover in Arrow-tips? Please send them to me at askHuntress@HuntressKnows.com and we’ll get them in the queue.

Also, want more information regarding an existing Arrow-tip? Please let me know at askHuntress@HuntressKnows.com.

How to Sort on the Modified Field in the Contacts Folder

First, add the Modified field to the column list of the view you would like to use – I suggest the Phone List view – by right clicking in the Column header row and selecting Field Chooser from the pop up menu or clicking on the Field Chooser button on your Advanced Outlook toolbar (see below).

Field Chooser

Make sure that “All Contact Field” appears in the drop down box at the top of the Field Chooser by left clicking on the drop down arrow.

Field Chooser - Select All Contact Fields

Next scroll down in the field list on the Field Chooser until you come to the Modified field. Left click on Modified in the Field Chooser window and drag the Modified field to the Column Header for the view – you can drop it between any of the existing columns you like.

Modified Column Insertion

To sort on the Modified field, all you need to do is click on the Modified column header – to reverse sort, just click again.

The Paperless Office

Using the Outlook journal to get rid of those over stuffed filing cabinets and get a better handle on your sales activities.

Course Description: Tired of dealing with paper all over your desk and car? Are your sticky notes losing their stickiness? Ah the joy of a paperless office! Find out how you too can have one by using the Outlook Journal and other standard Outlook features. This seminar will also show you how to quickly and easily access contact information, meeting notes, emails and more all from your computer screen.

Next Date: 11/8/07 11:00 AM – 1:00 PM

Fee: $99

To sign up, please e-mail mkhan@advenaartemis.com

Marketing Mail Merges

Using Microsoft Outlook and Word mail merge functionality to generate targeted marketing and drip email campaigns.

Course Description: Want an easy and cost effective way to establish top of mind awareness for your company among your customers and clients? Yes, you actually can master the mail merge functionality of Microsoft Outlook and Work to send targeted emails or generate labels for direct mail to selected groups. Learn how to categorize your contacts and capture the right information to conduct more meaningful communication with your clients and prospects to promote top of mind awareness of your products and services.

Arrow-tip #1: Don’t use your Inbox as a data repository Part I

When was the last time that you called someone from your smart phone only to reach the wrong person on the other end of the line or even worse get that ear piercing tone followed by a message stating the number is no longer in service? And then somewhere in the recesses of your mind you vaguely remember getting an email that notified you of a change of address and phone number. If you have email access on your smart phone, you might try scrolling through your emails to find that notification, but this is a time consuming exercise at best and a futile one at worst.

Read More

« Previous Page

Products

Links


Click here to check out
The Houston OpenCoffee Club!

Other Great Resources