The Road Warrior: 15 Tips for the Mobile Salesperson
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The document provides 15 productivity tips for mobile workers. It recommends getting a smartphone, tablet, and using cloud storage like Dropbox. It suggests organizing your email inbox using folders for action items, items to hold, and archive. It also recommends using tasks and calendar functions to stay organized, and apps like Evernote, Expensify, and Google Voice. Additional tips include turning alerts off, signing documents electronically on tablets, using keyboard cases, and ensuring you have backup chargers and adapters. The overall goal is to help mobile workers stay productive while on the go.
The Road Warrior: 15 Tips for the Mobile Salesperson
- 1. The Road Warrior 15 Productivity Tips For The Mobile Worker Presented by:
- 2. Housekeeping Please interrupt me – this is better when interactive. No need to take copious notes. Entire slide already uploaded and available at DerekMassey.info/presentations.
- 5. The Dilemma(s) We’re at our best when we’re face-to-face, but… We need to be in 3 different places at the same time. Technology gives us more options, but… Too many options can paralyze us. We can now be accessible 24/7, but… We also need to be productive.
- 7. My office…
- 8. Organization: What we’ll discuss… Devices / Hardware Software / Applications (“apps”) Tips or “hacks” for being more productive
- 9. 1. Get a smart phone
- 10. 2. Get a tablet
- 11. Why a tablet?
- 12. Why a tablet? Super portable No “boot up” time Many can connect to internet via cell networks Many apps are easier to use than their PC/Mac counterparts With a keyboard, it functions like a laptop Can be used for reading, games and movies
- 14. 3. Use Dropbox
- 15. Advantages of Cloud Storage Your files are accessible 24/7 from any device You can “share” each folder with others, allowing them access to files “Dropping” a file into Dropbox via iPhone or iPad is simple Consider a folder per transaction…
- 17. Write this one down… www.LifeHacker.com
- 18. 4. Control your email inbox
- 19. Inbox Zero
- 20. Trusted Trio / “AHA” Use 3 folders and 3 folders only: Action Hold Archive
- 21. 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”
- 22. Mobile Inbox Zero Made Simple www.MailBoxApp.com
- 23. 5. Tasks and Reminders (The “What”)
- 24. Tasks: Tips and Tools Use “Tasks” for daily to-do list Your iPhone or iPad’s “Reminders” app will sync with Outlook’s “Tasks” when configured properly Replace writing on Post-Its and paper to-do lists with your handheld device Stagger due dates: Don’t have everything due by Friday at 5PM! Remember: Tasks tell what to do, not when to do it…
- 27. A word about apps and app organization…
- 28. 7. Expensify: “Expense Reports That Don’t Suck”
- 29. 8. Evernote
- 30. Why Evernote over native “Notes” app? Accessible across all platforms (PC, Mac, iOS, Droid, etc.) Email notes directly into Evernote Easy search functionality across all of your notes Web Clipper
- 31. 9. Turn your alerts OFF
- 32. Settings > Notifications > App
- 34. 11. Create from your tablet
- 35. CloudOn let’s you… Create, view and edit… Word® Excel® PowerPoint®
- 36. 12. Key it up…
- 37. 13. Google Voice
- 38. With Google Voice, you can… Have one number that rings anywhere Have all of your voicemails transcribed and emailed to you Screen an incoming voicemail before deciding whether to answer Block unwanted callers Send a quick text reply back
- 39. 14. Chargers and adapters
- 40. My advice? Have a lot of them…
- 41. 15. LogMeIn.com
- 42. Questions? Thank you! Presentation available at DerekMassey.info/Presentations Email: [email protected]
- 43. Photo Credits Slide 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/