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Purple Salix

    How to escape email purgatory and transform
          management of your marketing




        Pete Jakob
      MD, Purple Salix


            March 13 2013


Illustration: Jacqui Oakley
Purple Salix


I’m a Marketer Too!
Purple Salix




• Approaches to “Work”
• Controlling email
• Exploring Alternatives
Purple Salix


What do you do all day?




                 Extract from Toggl.com
Purple Salix


My Previous Approach
Purple Salix


Getting Things Done
   Collect

   Process

   Do

   Review
Purple Salix


Getting Things Done
   Collect
               •Action
               •Waiting For
   Process     •Read/Review
               •Someday/Maybe
               •Reference
   Do

   Review
Purple Salix


                   Tips on Doing!



      Stephen Covey
                                    Pomodoro Technique
         Big Rocks




Book Appointment
  with Yourself                                Change Location
                       Disconnect
Purple Salix


Getting More Productive with email




           Eliminate     Minimise       Email
 Filter
          Distractions    Folders      Etiquette
Purple Salix


         Email Shortcomings...
                      Todo List


   Collecting                        File Sharing
   Feedback




  Corporate
  Broadcast                              Team
Communications                       Collaboration


                     Project
                     Co-ordination
Purple Salix


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”
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
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
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
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
Purple Salix


    Social Business Platform Typical Functions


•   Activity stream
•   Profile
•   Filesharing/collaboration
•   Wiki
•   Blog
•   Social bookmarking
•   Task Management
Purple Salix


  Personal Experience/Observations

• From “Knowledge is
  Power” to “Sharing is
  Power”
• Email + collaboration
• Cultural issues greater
  than technological
  – Groundswell v Topdown
  – Leadership & Advocacy
Purple Salix


                     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
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
Purple Salix




           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/
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
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/

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Escaping email purgatory

  • 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
  • 2. Purple Salix I’m a Marketer Too!
  • 3. Purple Salix • Approaches to “Work” • Controlling email • Exploring Alternatives
  • 4. Purple Salix What do you do all day? Extract from Toggl.com
  • 6. Purple Salix Getting Things Done Collect Process Do Review
  • 7. Purple Salix Getting Things Done Collect •Action •Waiting For Process •Read/Review •Someday/Maybe •Reference Do Review
  • 8. Purple Salix Tips on Doing! Stephen Covey Pomodoro Technique Big Rocks Book Appointment with Yourself Change Location Disconnect
  • 9. Purple Salix Getting More Productive with email Eliminate Minimise Email Filter Distractions Folders Etiquette
  • 10. Purple Salix Email Shortcomings... Todo List Collecting File Sharing Feedback Corporate Broadcast Team Communications Collaboration Project Co-ordination
  • 11. Purple Salix 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
  • 16. Purple Salix Social Business Platform Typical Functions • Activity stream • Profile • Filesharing/collaboration • Wiki • Blog • Social bookmarking • Task Management
  • 17. Purple Salix Personal Experience/Observations • From “Knowledge is Power” to “Sharing is Power” • Email + collaboration • Cultural issues greater than technological – Groundswell v Topdown – Leadership & Advocacy
  • 18. Purple Salix 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
  • 20. Purple Salix 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/
  • 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/

Hinweis der Redaktion

  1. “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.