Best Practices for Using Microsoft Outlook from a Sales Perspective

Arrow-Tip #47 Options for Managing Assigned Tasks Part III

In Arrow-Tip #45 we discussed managing tasks across an organization using the task assigmnet options in Microsoft Outlook and Exchange.  In Arrow-Tip #46 we discussed managing these same tasks in SharePoint.  This Arrow-Tip will address using a combination of Outlook/Exchange and SharePoint to manage assigned tasks. Read More

Arrow-Tip #46 Options for Managing Assigned Tasks Part II

In Arrow-Tip #45 I discussed managing tasks using the Outlook and Exchange task assignment features.  In this Arrow-Tip I’m going to discuss how we use SharePoint in combination with Outlook to manage tasks as an organization for one of my clients Gulf Coast Welding Corp. Read More

Arrow-Tip #45 Options for Managing Assigned Tasks Part I

I got some great feedback after posting Arrow-Tip #44 Outlook vs Sharepoint: Where to Put What – Part II regarding management of combined tasks from both Outlook and Sharepoint.  After playing with the suggested solutions, I’ve learned some great new alternatives for managing tasks both individually or as an organization.  Then I got a call from my pal Adam Halpern asking for ideas on how to manage tasks assigned to other people and it occurred to me that I have yet to create an arrow-tip for managing assigned tasks.  So, Adam (and anyone else interested in using Outlook to assign and track tasks), read on for some great Outlook task management options. Read More

Arrow-Tip #44 Outlook vs SharePoint: Where to Put What? – Part II

In Arrow-Tip #43 I discussed how my newest client Gulf Coast Welding is using Outlook/Exchange and SharePoint to manage their shared documents, calendar and email.  In this post, I’d like to tackle tasks which proposed a real dilemma when trying to decide between posting on Outlook or SharePoint.

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Arrow-Tip #43 Outlook vs SharePoint: Where to Put What? – Part I

As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email – see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook).  Its taken me a while to get this post out to you because quite frankly, getting to know SharePoint a little better has forced me to think twice about some of my old tried and true practices.  Intrigued?  Read on to learn where we are drawing the line between managing Outlook tasks and meetings in Outlook versus SharePoint.

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2009 Mom 2.0 Summit Link Post

There are so many great posts regarding the Mom 2.0 Summit out there that I thought it might be useful to have an index.  If you blogged about the conference and I haven’t included you here, please comment with the URL to your post and I’ll include it in the main body so that the link shows up on Technorati.  Thanks again to Carrie Pacini, Marla Trevino, Laura Mayes, Amber Roussel and Monica Dana for putting together such a great conference – can’t wait for next year!

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Houston Business Connection & Mom 2.0 Summit

Mom 2.0 Summit Break Out Session (picture from Mom 2.0 Summit taken by Giovanni Gallucci)

What a day yesterday was!  I started the morning off bright and early (7:00 AM!) by giving a short presentation on social media to a great networking group called the Houston Business Connection and then had the great privilege of attending the Mom 2.0 Summit where the real experts spoke about social media.  It was such a wonderful and informative day that I thought Arrow-Tips readers might enjoy hearing about some of my key takeaways from both events.

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Woo Hoo – We Have Email!

In Arrow-Tip #42 I discussed the top five things I missed the most about having Outook and Exchange while working with my newest client Gulf Coast Welding Corp.  Well, Gulf Coast Welding has Exchange now so for the next few weeks I’ll be blogging here on Arrow-Tips about our progress in absorbing Exchange into daily tasks and the overall organizational workflow – should be interesting so check back often!

Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook

For the past few weeks I have been spending about four days a week with my newest client – my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. – a fabrication company that builds ASME code vessels, rolls steel plate and overlays equipment with corrosion resistent coatings. Mom and her staff have done a great job keeping Gulf Coast going, but recently she asked me to step in to help update some of their systems. The first thing I noticed was that there is no internal email capability – needless to say that is an environment that is somewhat uncomfortable for me and of course we are in the process of remedying the situation. In the mean time I have a whole new appreciation for Outlook and thought you might enjoy hearing the top 5 things about Outlook that I miss the most.

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Arrow-Tip #41 Outlook Plug-Ins Take Three

In Arrow-Tip #23 I talked about Outlook plug-ins that may help increase your efficiency. That post was so popular that I decided to expand on it in another post called More on Outlook plug-ins back in April of last year. Well a lot can and did happen in 8 months so I thought you might like to hear about some new plug-ins in addition to some more insight into the oldies. And, lets face it, what really made those two posts so good was all the great feedback I got from you guys so please don’t be shy this time either! Read More

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