Using Microsoft Outlook Contacts to Organize Your Sales Efforts

IjonaSkills - Soft skill development courses

Overview
Sales is a demanding and complex job. Today rolodex files and piles of business cards are replaced with digital information on potential and existing clients. Even though the information is now digital, keeping track of all details can still be overwhelming. 
Simplify the process by using the sales features of Microsoft Outlook. When you become a savvy user of the sales features of Outlook, you will have more time to focus and think strategically on how to close a deal instead of worrying about keeping track of the multitude of sales details that accompany the sales process. 
After this training you?ll have the ability to manage your pipeline and follow up every lead or request for information in a timely manner. You?ll know what your next action is for every prospect. 
Because you are a unique personality, this webinar will teach you how to customize Outlook Contacts for your personal preferences and work style. You'll learn how to integrate social media to keep you abreast of relevant prospect information and how to use the Inbox in tandem with Contacts to keep email and contact information synchronized. 
You?ll get quick tips for expediting the sales process to maximize your sales time and revenues while avoiding the purchase of expensive sales software programs.
Attend this webinar and make your sales manager smile when you close more sales.
Why should you attend?
When you attend this webinar you will learn how to:
  • Make more sales
  • Simplify sales tracking
  • Organize your sales contacts in your sales funnel into categories
  • Focus on the High A prospects
  • Save time by integrating the Inbox folder with Contacts
  • Easily identify and change sales status
Areas Covered in the Session:
In this webinar you will learn how to use the Contact Folder and how to take advantage of the relationship between Contacts and the Inbox. You'll learn techniques for organizing contacts into groups along the sales funnel and you'll benefit from instruction on:
  • Viewing contacts in different ways
  • Expanded click and drag techniques between the Inbox and Contacts
  • Innovative ways to use signatures for routine sales information
  • Grouping sales conversations with the "Show As Conversations" feature
  • Customizing column headings to give you immediate access to information
  • Use the Reminders window effectively
  • Set up Categories to visually sort contacts
  • Set up additional folders for types of sales contacts
  • Send group emails with the New Contact Group feature
  • How to resend marketing emails
  • Quick Parts and how they can save you time
  • Date stamping and documenting conversations
  • Using the Rules Wizard to route emails
  • Using abbreviations to speed up documentation of relevant points
You'll work faster and smarter and have time left to focus on your workload.
Who can Benefit:
Anyone who uses Microsoft Outlook for email. 
This time and technology webinar has broad appeal and is instructive for all employees who want to be more productive as they process their Inbox. This webinar is a critical element of productivity for:
  • Administrative personnel
  • Team leaders
  • Team members
  • Project managers
  • Engineers
  • Managers at all levels of the company
  • Executives
  • Sales professionals
  • Sales managers
  • Customer service personnel
  • Employees who use Microsoft Outlook for just email

Location: United States

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