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Business Integration of Microsoft Outlook and CardScan

Date post: 29-Jul-2015
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954-892-6121 or 786-419-5240 [email protected]
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Page 1: Business Integration of Microsoft Outlook and CardScan

954-892-6121 or [email protected]

Page 2: Business Integration of Microsoft Outlook and CardScan

How do you use technology to manage what you do?

Page 3: Business Integration of Microsoft Outlook and CardScan

Do you have what you need, without even realizing it?

Page 4: Business Integration of Microsoft Outlook and CardScan

So many Business cards…so little time

What to do when you are “typing challenged” and the world is just one continuous networker after another with business cards that seem to stack up on your desktop.

A business card scanner (CardScan 800C) will speed up the entry of your information to Microsoft Outlook, Goldmine, ACT and others.

It will also help to prepare you for building your e-mail distribution list for client marketing.

Page 5: Business Integration of Microsoft Outlook and CardScan

Using Microsoft Outlook to manage your Contacts

Once business cards are scanned into Outlook, or any other contact manager, you can begin to categorize what type of business people are in to better manage them as an “at a glance resource.”

A Notes section is also a good way to transfer anything you may have jotted down on their card when you met the person; for later referral.

Page 6: Business Integration of Microsoft Outlook and CardScan

When your E-mail comes in….are you there to receive it…

Or are you missing a potential client?

The Internet age means returning calls and e-mails beyond the 9-5, M-F, and not just when you’re at the office, house, beach, etc. Get connected with a Blackberry or other SmartPhone device

Page 7: Business Integration of Microsoft Outlook and CardScan

When you send out e-mail to a group…..

• Are you selecting each e-mail address, or are you clicking on a distribution list?

• Don’t forget to send using BCC:

Page 8: Business Integration of Microsoft Outlook and CardScan

When you send an e-mail, you ARE advertising….your company.

You can attach an “electronic business card” from Outlook to make it easier for others to add you into their Outlook contact list…..AND it goes a long way to being “green-er” - with no paper to waste.

Electronic Business cards can contain brochures, contact information, pictures and diagrams. What’s more – once saved with your picture attached, every e-mail you send to people will have your picture on it and will associate your face with your business e-mail – no longer a disconnect…..

Page 9: Business Integration of Microsoft Outlook and CardScan

Manage your E-mail….

• Don’t let it manage you• Create folders for events• Sub-folders for clients• And “rules” to manage all

your incoming and outgoing e-mails.

Page 10: Business Integration of Microsoft Outlook and CardScan

You may not meet someone in person….

• So your image – the way you present with in:• Printed brochures• Promotional items• How you use the technology to communicate

These are all crucial, so plan carefully & consult with the professionals in this room to maximize appearance, work habits, & success.

Page 11: Business Integration of Microsoft Outlook and CardScan

“Got BlackBerry?”

• Get WWW.Blackberry.com/appworld• This is an Application store for the Blackberry

that works with ALL Bberry’s.• You can Track your finances, News, & with the

new Apps available – Time Billing and CRM• Use the BB key and select “Categories” once

you see it on your screen & look around!

Page 12: Business Integration of Microsoft Outlook and CardScan

A little about My Support Services Group…

• Our company provides onsite, or remote support to SO/HO and small to medium sized businesses for network support, design and website creation.

• In an attempt to go green, we use a secure remote and encrypted software to provide remote support to our clients with high speed access in order to reduce our corporate carbon footprint.

• Every business is small when it starts,it’s the dedication of the person that counts.Remember, unless your Amish – you NEED us!

Page 13: Business Integration of Microsoft Outlook and CardScan

[email protected]

Thank you for your time!!


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