Slides from a webinar for B2BMarketing Magazine on 13/03/13. Covers:
- reviewing your approach to work
- Tips for handling email quicker
- Using collaboration platforms as an email alternative
Having reviewed this presentation, why not download my guide to Productivity Tools. Over 50 tools are reviewed covering everything from Task Managers, Note taking apps and utilities I use every day. Get it at at http://productivityguideform.purplesalix.com/productivityguide
1. Purple Salix
How to escape email purgatory and transform
management of your marketing
Pete Jakob
MD, Purple Salix
March 13 2013
Illustration: Jacqui Oakley
7. Purple Salix
Getting Things Done
Collect
•Action
•Waiting For
Process •Read/Review
•Someday/Maybe
•Reference
Do
Review
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Tips on Doing!
Stephen Covey
Pomodoro Technique
Big Rocks
Book Appointment
with Yourself Change Location
Disconnect
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Getting More Productive with email
Eliminate Minimise Email
Filter
Distractions Folders Etiquette
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Email Shortcomings...
Todo List
Collecting File Sharing
Feedback
Corporate
Broadcast Team
Communications Collaboration
Project
Co-ordination
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A Day in the Life of a B2B Marketer
MARKETING
EXECUTIVE
MARKETING MARKETING
MANAGER ASSIGNEE
AGENCY
Adapted from: IDC paper- “The Future of email is Social”
12. Purple Salix
A Day in the Life of a B2B Marketer
MARKETING
Email EXECUTIVE
Brief
Project Plan
MARKETING MARKETING
MANAGER ASSIGNEE
AGENCY
MARKETING ASSIGNEE’S STAKEHOLDER
DIRECTOR MANAGER
13. Purple Salix
A Day in the Life of a B2B Marketer
Email
Brief comments
Project Plan
MARKETING
EXECUTIVE
MARKETING MARKETING
MANAGER ASSIGNEE
AGENCY
MARKETING ASSIGNEE’S STAKEHOLDER
DIRECTOR MANAGER
14. Purple Salix
A Day in the Life of a B2B Marketer
Email
Brief comments
Project Plan
MARKETING
EXECUTIVE
Email
Brief comments
Project Plan edit
MARKETING MARKETING
MANAGER ASSIGNEE
AGENCY
MARKETING ASSIGNEE’S STAKEHOLDER
DIRECTOR MANAGER
15. Purple Salix
A Social Approach to Marketing
Management
Brief comments
Project Plan MARKETING
EXECUTIVE
Welcome
Brief
Project Plan Brief comments
MARKETING Project Plan edit MARKETING
MANAGER ASSIGNEE
View latest AGENCY
View latest View latest View latest
MARKETING ASSIGNEE’S STAKEHOLDER
DIRECTOR MANAGER
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Social Business Platform Typical Functions
• Activity stream
• Profile
• Filesharing/collaboration
• Wiki
• Blog
• Social bookmarking
• Task Management
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Personal Experience/Observations
• From “Knowledge is
Power” to “Sharing is
Power”
• Email + collaboration
• Cultural issues greater
than technological
– Groundswell v Topdown
– Leadership & Advocacy
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What Next?
Your Approach to Work
– Audit your time
– Draw YOUR “System”
Email
– Implement your Processing
“Buckets”
– Book Time to review
– Practice until it becomes a
habit
Social Business
– Analyse what could be better
done outside email
– Start an experiment
19. Purple Salix
Further Sources
All links available at bitly.com/bundles/curdridge/1
• Approaches
– Stephen Covey Big Rocks
– Personal Kanban
– GTD Introduction
– Inbox Zero Video
• Tools
– Toggl
– RescueTime
• Automatic Mail Handling
– IFTTT, Unroll.,me (Gmail/Yahoo)
– ToodleDo, ActiveInbox (Gmail), IQTell,
eproductivity (Lotus Notes)
• Social Business Platforms
– Huddle, IBM Connections, MS SharePoint
21. Huddle’s Top 5 Email Mistakes Marketers Can Avoid by
Using Collaboration tools
1. “Reply to all” error
2. Unsecure and disorganised
3. No relevant context and assets
4. Brevity and levity
5. Excluding email threads in reply
Email isn’t going anywhere yet - use with caution and leverage as part of
wider collaboration solution
22. Pete Jakob
email: pete@purplesalix.com
Web: www.purplesalix.com
Blog: b2bnurture.blogspot.co.uk
Twitter: @curdridge
Huddle – Collaborate Intelligently
Email: sales@huddle.com
Tel: +44 (0) 8709 772 212
Web: www.huddle.com
Test drive Huddle: http://www.huddle.com/demo/
Notas del editor
“Reply to all” – Use email with caution, avoiding inappropriate content in any email and double check the recipients. Collaboration tools make it clear who is receiving items and why, and will keep you on track with activities.Keep secure and organised – Emails can be easily forwarded and end up in places you may never expect. Collaboration solutions can encrypt all data exchanged. Keeping a heaving inbox organised can be time-consuming. Collaboration tools enables folders to be created to share files and communications with team members in just a few clicks. Wanted: relevant context and assets – Emails can often be siloed communications with no context. A relevant setting is needed. Collaboration solutions directly add comments to the right whiteboard, discussion, file or task and all relevant parties are notified. Brevity and levity – Everyone on your team are as busy as you, so keep emails short and to the point. Excluding email thread in your reply – Receiving dozens or hundreds of emails daily requires a cohesive environment to let you skim through previous emails as well as associated content, tasks and discussions. Deleting email threads leads to confusion.