10 productivity tools every sales and marketing professional should know

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10 productivity tools you should know about Adam Frank, Principal Consultant, InsightfulCRM au.linkedin.com/in/adamthefrank/

Post on 13-Sep-2014

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Are you being asked to do more for less? These slides are from a meetup we held on this topic - designed to help professionals get more out of the tools that are already around them. Hopefully you find them useful too!

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Page 1: 10 productivity tools every sales and marketing professional should know

10 productivity tools you should know about

Adam Frank, Principal Consultant, InsightfulCRMau.linkedin.com/in/adamthefrank/

Page 2: 10 productivity tools every sales and marketing professional should know

Agenda

• Brain dump• Todos, tasks, lists• Quality time• Creating• File management• Collaboration• Obtaining signoff• Automating the repetition• Q&A

Page 3: 10 productivity tools every sales and marketing professional should know

Brain dump

Page 4: 10 productivity tools every sales and marketing professional should know

Brain dump

• Evernote – cross-platform synchronisation• OneNote – Windows’ answer to iOS Notes• Google Keep – Google’s answer to iOS Notes• Penultimate - Handwriting• AudioNote – Audio capture• …

Page 5: 10 productivity tools every sales and marketing professional should know

Todos, tasks, lists

Page 6: 10 productivity tools every sales and marketing professional should know

Todos, tasks, lists

• Evernote – reminders across notes• Trello – whiteboard style lists• Remember the milk – simple list management• …

Page 7: 10 productivity tools every sales and marketing professional should know

Quality time

Page 8: 10 productivity tools every sales and marketing professional should know

Quality time

• Noisli – pleasant background noise• Write or Die – motivates you to write• Getting to work early and using

noise cancelling headphones• …

Page 9: 10 productivity tools every sales and marketing professional should know

Creating

Page 10: 10 productivity tools every sales and marketing professional should know

Creating

• Prezi – highly visual presentations• QuoteRoller – proposal generator• BrainyQuote – library of quotes• FactChecker• …

Page 11: 10 productivity tools every sales and marketing professional should know

File Management

Page 12: 10 productivity tools every sales and marketing professional should know

File Management

• Dropbox• Google Drive• OneDrive (SkyDrive, Live Folders)• Box• Amazon Cloud Drive• …

Page 13: 10 productivity tools every sales and marketing professional should know

Collaboration

Page 14: 10 productivity tools every sales and marketing professional should know

Collaboration

• Asana – task management without email• Basecamp – project management• Join.me – screen sharing• Moxtra – multi-media collaboration• Skitch – markup screenshots• wireframe.cc ($) - wireframing

Page 15: 10 productivity tools every sales and marketing professional should know

Obtaining signoff

Page 16: 10 productivity tools every sales and marketing professional should know

Obtaining signoff

• EchoSign ($)• DocuSign ($)• RightSignature ($)

Page 17: 10 productivity tools every sales and marketing professional should know

Automating the repetition

Page 18: 10 productivity tools every sales and marketing professional should know

Automating the repetition

• IFTTT• Zapier• WeWiredWeb ($)• oDesk ($)

Page 19: 10 productivity tools every sales and marketing professional should know

Questions?

Page 20: 10 productivity tools every sales and marketing professional should know
Page 21: 10 productivity tools every sales and marketing professional should know

Thank you!

Adam FrankPrincipal Consultant, InsightfulCRMApril 2014au.linkedin.com/in/adamthefrank/