the road warrior: 15 tips for the mobile salesperson

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The Road Warrior The Road Warrior 15 Productivity Tips For The Mobile Worker 15 Productivity Tips For The Mobile Worker Presented by:

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15 Productivity Tips for the mobile salesperson.

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Page 1: The Road Warrior: 15 Tips for the Mobile Salesperson

The Road WarriorThe Road Warrior15 Productivity Tips For The Mobile Worker15 Productivity Tips For The Mobile Worker

Presented by:

Page 2: The Road Warrior: 15 Tips for the Mobile Salesperson

HousekeepingHousekeeping

Please interrupt me – this is better when Please interrupt me – this is better when interactive.interactive.

No need to take copious notes. Entire No need to take copious notes. Entire slide already uploaded and available at slide already uploaded and available at DerekMassey.info/presentations.DerekMassey.info/presentations.

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Your fatherYour father’’s offices office

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Your office(s)

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The Dilemma(s)The Dilemma(s)We’re at our best when we’re face-to-face, but…We’re at our best when we’re face-to-face, but…

We need to be in 3 different places at the same We need to be in 3 different places at the same time.time.

Technology gives us more options, but…Technology gives us more options, but…

Too many options can paralyze us.Too many options can paralyze us.

We can now be accessible 24/7, but…We can now be accessible 24/7, but…

We also need to be productive.We also need to be productive.

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The Solution?The Solution?

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My office…My office…

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Organization: What we’ll discuss…

Devices / HardwareSoftware / Applications (“apps”)Tips or “hacks” for being more productive

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1. Get a smart phone1. Get a smart phone

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2. Get a tablet2. Get a tablet

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Why a tablet?

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Why a tablet?Super portableNo “boot up” timeMany can connect to internet via cell networksMany apps are easier to use than their PC/Mac counterpartsWith a keyboard, it functions like a laptopCan be used for reading, games and movies

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Which tablet?

Reviews.cnet.com/best-tablets

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3. Use Dropbox3. Use Dropbox

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Advantages of Cloud Storage

Your files are accessible 24/7 from any deviceYou can “share” each folder with others, allowing them access to files“Dropping” a file into Dropbox via iPhone or iPad is simpleConsider a folder per transaction…

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Transactional folders

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Write this one down…

www.LifeHacker.com

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4. Control your email 4. Control your email inboxinbox

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Inbox Zero

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Trusted Trio / “AHA”

Use 3 folders and 3 folders only:

Action

Hold

Archive

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1 minute decision,4 possible actions

1. If you can reply, forward or delete the email in one minute, do it.

2. If you need to act on it later, move it to “Action”

3. If part of a live project or an email that you will want to quickly pull up later, move it to “Hold”

4. If you want to save it forever, move it to “Archive”

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Mobile Inbox Zero Made Simple

www.MailBoxApp.com

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5. Tasks and Reminders5. Tasks and Reminders(The (The ““WhatWhat””))

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Tasks: Tips and ToolsUse “Tasks” for daily to-do listYour iPhone or iPad’s “Reminders” app will sync with Outlook’s “Tasks” when configured properlyReplace writing on Post-Its and paper to-do lists with your handheld deviceStagger due dates: Don’t have everything due by Friday at 5PM!Remember: Tasks tell what to do, not when to do it…

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6. Calendar6. Calendar(The (The ““WhenWhen””))

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A word about apps and app organization…

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7. Expensify: 7. Expensify: ““Expense Expense Reports That DonReports That Don’’t Suckt Suck””

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8. Evernote8. Evernote

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Why Evernote over native “Notes” app?

Accessible across all platforms (PC, Mac, iOS, Droid, etc.)Email notes directly into EvernoteEasy search functionality across all of your notesWeb Clipper

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9. Turn your alerts OFF9. Turn your alerts OFF

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Settings > Notifications > App

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10. Sign electronically10. Sign electronically

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11. Create from your 11. Create from your tablettablet

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CloudOn let’s you…Create, view and edit…

Word®

Excel®

PowerPoint®

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12. Key it up…12. Key it up…

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13. Google Voice13. Google Voice

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With Google Voice, you can…

Have one number that rings anywhereHave all of your voicemails transcribed and emailed to youScreen an incoming voicemail before deciding whether to answerBlock unwanted callersSend a quick text reply back

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14. Chargers and 14. Chargers and adaptersadapters

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My advice?My advice?

Have a lot of them…Have a lot of them…

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15. LogMeIn.com15. LogMeIn.com

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Questions?Questions?Thank you!

Presentation available at DerekMassey.info/Presentations

Email: [email protected]

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Photo CreditsPhoto CreditsSlide 3 (Old Desk): http://www.flickr.com/photos/kheelcenter/5279616618

Slide 4 (Cube): http://www.flickr.com/photos/thechanel/1280077893/sizes/m/in/photostream/

Slide 4 (Home Office): http://www.flickr.com/photos/jnyemb/4051398710/sizes/m/in/photostream/

Slide 4 (Starbucks): Starbucks.com

Slide 4 (Car): http://www.flickr.com/photos/glenirah/2746013371/sizes/m/in/photostream/

Slide 6 (Vitruvian Man): http://www.flickr.com/photos/notionscapital/1034031447/sizes/m/in/photostream/

Slide 9 (iPhone): http://www.flickr.com/photos/67539924@N06/6150242396/sizes/m/in/photostream/

Slide 10 (tablet): http://www.flickr.com/photos/willemvdh/2305433435/sizes/m/in/photostream/

Slide 14 (Dropbox): http://commons.wikimedia.org/wiki/File:Dropbox_logo.svg

Slide 18 (Inbox): http://www.flickr.com/photos/restlessglobetrotter/2660204217/sizes/m/in/photostream/

Slide 19 (Mail bin): Copyright under license with iStock.com

Slide 22 (Cheklist): Copyright under license with iStock.com

Slide 24 (Calendar): http://www.flickr.com/photos/danmoyle/6601589893/sizes/m/in/photostream/

Slide 38 (iPhone charger): http://www.flickr.com/photos/dahlstroms/3170629779/sizes/m/in/photostream/

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