Supercharge Microsoft Outlook to Win More Cu$tomer$ Presented by

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Supercharge Microsoft Outlook to Win More
CutomerPresented by

• National Air Filtration Association
• 2009 Technical Seminar

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Do you feel like this is the road youre
on? Well
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Im 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 e-mails for efficient follow-up
• Organize your e-mail for fast retrieval
• 9 ½) Develop a Customer Relationship Management
  strategy focused on acquiring and retaining
  customers

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Lets take a look at Outlook
But first, make a note of these two web addresses
http//office.microsoft.com http//www.brainsto
rminc.com
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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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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?

• Dont just look at the calendar, USE the
  calendar!!

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Birthdays and anniversaries show up every
yearand 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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Categoriesjust like on family feud?

• Not!
• What about E-mails, 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 SignThe 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 youd like, including images in
  the Edit Signature block
• Click OK

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Flag e-mail for efficient follow upAdd
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
E-mail Instant Messaging (IM) Electronic
Surveys eNewsletters Web site Facebook Youtube Twi
tter Collaboration Technology
Who knows whats next!
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What the Heck is CRM?

• Customer Relationship Management
• It is not JUST Software!

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Its all about the Relationship

• Create a Customer Relationship Strategy

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Customer Relationship Strategic Framework
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Leverage the Internet

• Your prospects and customers are there!

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Whats 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 security800am 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 e-mails for efficient follow-up
• Organize your e-mail 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
e-mail to david_at_RTG-inc.com 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)
415-2004 RTG-inc.com