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

Do you feel like this is the road you’re on? Well…

…I’m going to help you see a better Outlook in your future

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

Let’s take a look at Outlook® But first, make a note of these two web addresses http://office.microsoft.com http://www.brainstorminc.com

Outlook 2007 Basics, not so Basic Not just a logo

All this from a little circular logo?

What do you know about them? Who Do You Know? What do you know about them?

Know your customers and prospects Put your information here

More than just a number!

Some additional details

Even more fields!!

Do You Remember Important Dates How ‘bout your anniversary? Don’t just look at the calendar, USE the calendar!!

Birthdays and anniversaries show up every year and there are reminders that can pop-up to… …Remind you!

Meetings make money

Invite meeting attendees

Scheduling team members

Categories… …just like on family feud? Not! What about E-mails, appointments, and tasks

Create and Edit Categories Go to Edit, Categorize, and then All Categories

Categorize your calendar

Get someone else to do some work for you!

Use the Task function in Outlook® to delegate to others. Yea! Less work for me

The best part is that I can choose to delegate this to someone else!!

Sharing your calendar and visa versa

To Sign or Not to Sign The Power of a Signature No, not this signature!

Marketing 101

Do you want to thank someone? Use the signature feature in Outlook

This is another use of a signature

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

Flag e-mail for efficient follow up Add reminders, too

Organize your “in box”

Take it to the next level and blow the competition away!

Use technology to improve your sales and marketing efforts E-mail Instant Messaging (IM) Electronic Surveys eNewsletters Web site Facebook Youtube Twitter Collaboration Technology Who knows what’s next!

Customer Relationship Management It is not JUST Software! What the Heck is CRM? Customer Relationship Management It is not JUST Software!

It’s all about the Relationship Create a Customer Relationship Strategy

Customer Relationship Strategic Framework CI Execution Marketing Plan Sales Plan Strategic Plan Corporate Goals

Your prospects and customers are there! Leverage the Internet Your prospects and customers are there!

What’s this cloud thing people are talking about?

Most of these are FREE!

There are many more applications available

Do you want to see something cool?

Do you want to see something cool? Check it out!

Learn about data security 8:00am tomorrow Mike Foster

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

To request a copy of this presentation and 5 ½ additional ways to leverage Outlook®, send an e-mail to david@RTG-inc.com and include in the subject line: NAFA

Thank you and have a great TECH2009 PO Box 923, Lincolnshire, IL, 60069 (847) 415-2004 RTG-inc.com