15 Productivity Tips for the mobile salesperson.

1. The Road Warrior
15 Productivity Tips For The Mobile Worker
Presented by:

2. Housekeeping
Please interrupt me – this is better when
interactive.
No need to take copious notes. Entire slide
already uploaded and available at
DerekMassey.info/presentations.

3. Your father’s office

4. Your office(s)

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. The Solution?

7. My office…

8. Organization: What we’ll
discuss…
Devices / Hardware
Software / Applications (“apps”)
Tips or “hacks” for being more
productive

9. 1. Get a smart phone

10. 2. Get a tablet

11. Why a tablet?

12. Why a tablet?
Super portable
No “boot up” time
Many can connect to internet via cell networks
Many apps are easier to use than their PC/Mac counterparts
With a keyboard, it functions like a laptop
Can be used for reading, games and movies

13. Which tablet?
Reviews.cnet.com/best-tablets

14. 3. Use Dropbox

15. Advantages of Cloud Storage
Your files are accessible 24/7 from any
device
You can “share” each folder with others,
allowing them access to files
“Dropping” a file into Dropbox via
iPhone or iPad is simple
Consider a folder per transaction…

16. Transactional folders

17. Write this one down…
www.LifeHacker.com

18. 4. Control your email inbox

19. Inbox Zero

20. Trusted Trio / “AHA”
Use 3 folders and 3 folders only:
Action
Hold
Archive

21. 1 minute decision,
4 possible actions
1. 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. Mobile Inbox Zero Made
Simple
www.MailBoxApp.com

23. 5. Tasks and Reminders
(The “What”)

24. Tasks: Tips and Tools
Use “Tasks” for daily to-do list
Your iPhone or iPad’s “Reminders” app will sync with
Outlook’s “Tasks” when configured properly
Replace writing on Post-Its and paper to-do lists with your
handheld device
Stagger due dates: Don’t have everything due by Friday at
5PM!
Remember: Tasks tell what to do, not when to do it…

25. 6. Calendar
(The “When”)

27. A word about apps and app
organization…

28. 7. Expensify: “Expense Reports
That Don’t Suck”

29. 8. Evernote

30. 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

31. 9. Turn your alerts OFF

32. Settings > Notifications > App

33. 10. Sign electronically

34. 11. Create from your tablet

35. CloudOn let’s you…
Create, view and edit…
Word®
Excel®
PowerPoint®

36. 12. Key it up…

37. 13. Google Voice

38. With Google Voice, you can…
Have one number that rings anywhere
Have all of your voicemails transcribed and emailed to you
Screen an incoming voicemail before deciding whether to
answer
Block unwanted callers
Send a quick text reply back

39. 14. Chargers and adapters

40. My advice?
Have a lot of them…

41. 15. LogMeIn.com

42. Questions?
Thank you!
Presentation available at
DerekMassey.info/Presentations
Email: Derek.Massey@MSSG.com

43. Photo Credits
Slide 3 (Old Desk): http://www.flickr.com/photos/kheelcenter/5279616618
Slide 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.com
Slide 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.svg
Slide 18 (Inbox): http://www.flickr.com/photos/restlessglobetrotter/2660204217/sizes/m/in/photostream/
Slide 19 (Mail bin): Copyright under license with iStock.com
Slide 22 (Cheklist): Copyright under license with iStock.com
Slide 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/