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Supercharge Microsoft Outlook® to Win More Cu$tomer$ Presented by
National Air Filtration Association 2009 Technical Seminar Supercharge Microsoft Outlook® to Win More Cu$tomer$ Presented by
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Do you feel like this is the road you’re on?
Well…
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…I’m going to help you see a better Outlook in your future
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The top 9 ½ Ways to Leverage Outlook® To Win More Customers
Capture important contact data Put important events into your calendar Create categories to quickly see what type of work you are doing Manage your to dos for yourself and others Share your calendar and contacts within your organization Collaborate with your team on important customers Create signatures that save time and support your goals Flag your s for efficient follow-up Organize your for fast retrieval 9 ½) Develop a Customer Relationship Management strategy focused on acquiring and retaining customers
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Let’s take a look at Outlook®
But first, make a note of these two web addresses
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Outlook 2007 Basics, not so Basic
Not just a logo
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All this from a little circular logo?
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What do you know about them?
Who Do You Know? What do you know about them?
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Know your customers and prospects
Put your information here
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More than just a number!
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Some additional details
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Even more fields!!
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Do You Remember Important Dates
How ‘bout your anniversary? Don’t just look at the calendar, USE the calendar!!
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Birthdays and anniversaries show up every year and there are reminders that can pop-up to…
…Remind you!
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Meetings make money
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Invite meeting attendees
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Scheduling team members
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Categories… …just like on family feud?
Not! What about s, appointments, and tasks
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Create and Edit Categories
Go to Edit, Categorize, and then All Categories
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Categorize your calendar
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Get someone else to do some work for you!
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Use the Task function in Outlook® to delegate to others.
Yea! Less work for me
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The best part is that I can choose to delegate this to someone else!!
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Sharing your calendar and visa versa
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To Sign or Not to Sign The Power of a Signature
No, not this signature!
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Marketing 101
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Do you want to thank someone?
Use the signature feature in Outlook
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This is another use of a signature
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Select Tools / Options / Mail Format(tab)
Click the Signatures button Click New Add a name for this signature Click OK Enter whatever you’d like, including images in the Edit Signature block
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Flag e-mail for efficient follow up Add reminders, too
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Organize your “in box”
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Take it to the next level and blow the competition away!
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Use technology to improve your sales and marketing efforts
Instant Messaging (IM) Electronic Surveys eNewsletters Web site Facebook Youtube Twitter Collaboration Technology Who knows what’s next!
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Customer Relationship Management It is not JUST Software!
What the Heck is CRM? Customer Relationship Management It is not JUST Software!
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It’s all about the Relationship
Create a Customer Relationship Strategy
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Customer Relationship Strategic Framework
CI Execution Marketing Plan Sales Plan Strategic Plan Corporate Goals
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Your prospects and customers are there!
Leverage the Internet Your prospects and customers are there!
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What’s this cloud thing people are talking about?
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Most of these are FREE!
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There are many more applications available
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Do you want to see something cool?
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Do you want to see something cool? Check it out!
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Learn about data security 8:00am tomorrow
Mike Foster
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Quick Review of the top 9 ½ Ways to Leverage Outlook® To Win More Customers
Capture important contact data Put important events into your calendar Create categories to quickly see what type of work you are doing Manage your to dos for yourself and others Share your calendar and contacts within your organization Collaborate with your team on important customers Create signatures that save time and support your goals Flag your s for efficient follow-up Organize your for fast retrieval 9 ½) Develop a Customer Relationship Management strategy focused on acquiring and retaining customers
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To request a copy of this presentation and 5 ½ additional ways to leverage Outlook®, send an to and include in the subject line: NAFA
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Thank you and have a great TECH2009
PO Box 923, Lincolnshire, IL, 60069 (847) RTG-inc.com
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