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The Road Warrior15 Productivity Tips For The Mobile Worker                          Presented by:
HousekeepingPlease interrupt me – this is better wheninteractive.No need to take copious notes. Entire slidealready upload...
Your father’s office
Your office(s)
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.Technolo...
The Solution?
My office…
Organization: What we’ll          discuss…Devices / HardwareSoftware / Applications (“apps”)Tips or “hacks” for being more...
1. Get a smart phone
2. Get a tablet
Why a tablet?
Why a tablet?Super portableNo “boot up” timeMany can connect to internet via cell networksMany apps are easier to use than...
Which tablet?Reviews.cnet.com/best-tablets
3. Use Dropbox
Advantages of Cloud StorageYour files are accessible 24/7 from anydeviceYou can “share” each folder with others,allowing t...
Transactional folders
Write this one down…www.LifeHacker.com
4. Control your email inbox
Inbox Zero
Trusted Trio / “AHA”Use 3 folders and 3 folders only:  Action  Hold  Archive
1 minute decision,             4 possible actions1. If you can reply, forward or delete the email in   one minute, do it.2...
Mobile Inbox Zero Made        Simple    www.MailBoxApp.com
5. Tasks and Reminders     (The “What”)
Tasks: Tips and ToolsUse “Tasks” for daily to-do listYour iPhone or iPad’s “Reminders” app will sync withOutlook’s “Tasks”...
6. Calendar(The “When”)
A word about apps and app     organization…
7. Expensify: “Expense Reports      That Don’t Suck”
8. Evernote
Why Evernote over native “Notes”             app? Accessible across all platforms (PC, Mac, iOS, Droid, etc.) Email notes ...
9. Turn your alerts OFF
Settings > Notifications > App
10. Sign electronically
11. Create from your tablet
CloudOn let’s you…Create, view and edit… Word® Excel® PowerPoint®
12. Key it up…
13. Google Voice
With Google Voice, you can…Have one number that rings anywhereHave all of your voicemails transcribed and emailed to youSc...
14. Chargers and adapters
My advice?Have a lot of them…
15. LogMeIn.com
Questions?         Thank you!   Presentation available at DerekMassey.info/PresentationsEmail: Derek.Massey@MSSG.com
Photo CreditsSlide 3 (Old Desk): http://www.flickr.com/photos/kheelcenter/5279616618Slide 4 (Cube): http://www.flickr.com/...
The Road Warrior: 15 Tips for the Mobile Salesperson
The Road Warrior: 15 Tips for the Mobile Salesperson
The Road Warrior: 15 Tips for the Mobile Salesperson
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The Road Warrior: 15 Tips for the Mobile Salesperson

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15 Productivity Tips for the mobile salesperson.

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The Road Warrior: 15 Tips for the Mobile Salesperson

  1. 1. The Road Warrior15 Productivity Tips For The Mobile Worker Presented by:
  2. 2. HousekeepingPlease interrupt me – this is better wheninteractive.No need to take copious notes. Entire slidealready uploaded and available atDerekMassey.info/presentations.
  3. 3. Your father’s office
  4. 4. Your office(s)
  5. 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.
  6. 6. The Solution?
  7. 7. My office…
  8. 8. Organization: What we’ll discuss…Devices / HardwareSoftware / Applications (“apps”)Tips or “hacks” for being moreproductive
  9. 9. 1. Get a smart phone
  10. 10. 2. Get a tablet
  11. 11. Why a tablet?
  12. 12. 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
  13. 13. Which tablet?Reviews.cnet.com/best-tablets
  14. 14. 3. Use Dropbox
  15. 15. Advantages of Cloud StorageYour files are accessible 24/7 from anydeviceYou can “share” each folder with others,allowing them access to files“Dropping” a file into Dropbox viaiPhone or iPad is simpleConsider a folder per transaction…
  16. 16. Transactional folders
  17. 17. Write this one down…www.LifeHacker.com
  18. 18. 4. Control your email inbox
  19. 19. Inbox Zero
  20. 20. Trusted Trio / “AHA”Use 3 folders and 3 folders only: Action Hold Archive
  21. 21. 1 minute decision, 4 possible actions1. 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. 22. Mobile Inbox Zero Made Simple www.MailBoxApp.com
  23. 23. 5. Tasks and Reminders (The “What”)
  24. 24. Tasks: Tips and ToolsUse “Tasks” for daily to-do listYour iPhone or iPad’s “Reminders” app will sync withOutlook’s “Tasks” when configured properlyReplace writing on Post-Its and paper to-do lists with yourhandheld deviceStagger due dates: Don’t have everything due by Friday at5PM!Remember: Tasks tell what to do, not when to do it…
  25. 25. 6. Calendar(The “When”)
  26. 26. A word about apps and app organization…
  27. 27. 7. Expensify: “Expense Reports That Don’t Suck”
  28. 28. 8. Evernote
  29. 29. 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
  30. 30. 9. Turn your alerts OFF
  31. 31. Settings > Notifications > App
  32. 32. 10. Sign electronically
  33. 33. 11. Create from your tablet
  34. 34. CloudOn let’s you…Create, view and edit… Word® Excel® PowerPoint®
  35. 35. 12. Key it up…
  36. 36. 13. Google Voice
  37. 37. 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 toanswerBlock unwanted callersSend a quick text reply back
  38. 38. 14. Chargers and adapters
  39. 39. My advice?Have a lot of them…
  40. 40. 15. LogMeIn.com
  41. 41. Questions? Thank you! Presentation available at DerekMassey.info/PresentationsEmail: Derek.Massey@MSSG.com
  42. 42. Photo CreditsSlide 3 (Old Desk): http://www.flickr.com/photos/kheelcenter/5279616618Slide 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.comSlide 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.svgSlide 18 (Inbox): http://www.flickr.com/photos/restlessglobetrotter/2660204217/sizes/m/in/photostream/Slide 19 (Mail bin): Copyright under license with iStock.comSlide 22 (Cheklist): Copyright under license with iStock.comSlide 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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