Purple Salix    How to escape email purgatory and transform          management of your marketing        Pete Jakob      M...
Purple SalixI’m a Marketer Too!
Purple Salix• Approaches to “Work”• Controlling email• Exploring Alternatives
Purple SalixWhat do you do all day?                 Extract from Toggl.com
Purple SalixMy Previous Approach
Purple SalixGetting Things Done   Collect   Process   Do   Review
Purple SalixGetting Things Done   Collect               •Action               •Waiting For   Process     •Read/Review     ...
Purple Salix                   Tips on Doing!      Stephen Covey                                    Pomodoro Technique    ...
Purple SalixGetting More Productive with email           Eliminate     Minimise       Email Filter          Distractions  ...
Purple Salix         Email Shortcomings...                      Todo List   Collecting                        File Sharing...
Purple SalixA Day in the Life of a B2B Marketer                                                        MARKETING          ...
Purple Salix  A Day in the Life of a B2B Marketer                                           MARKETING                     ...
Purple Salix  A Day in the Life of a B2B Marketer                                   Email                                 ...
Purple Salix  A Day in the Life of a B2B Marketer                                      Email                              ...
Purple Salix    A Social Approach to Marketing              Management                                                Brie...
Purple Salix    Social Business Platform Typical Functions•   Activity stream•   Profile•   Filesharing/collaboration•   W...
Purple Salix  Personal Experience/Observations• From “Knowledge is  Power” to “Sharing is  Power”• Email + collaboration• ...
Purple Salix                     What Next?Your Approach to Work   – Audit your time   – Draw YOUR “System”Email   – Imple...
Purple Salix                  Further Sources           All links available at bitly.com/bundles/curdridge/1• Approaches  ...
Purple Salix           Pete Jakobemail:     pete@purplesalix.comWeb:       www.purplesalix.comBlog:      b2bnurture.blogsp...
Huddle’s Top 5 Email Mistakes Marketers Can Avoid byUsing Collaboration tools1.   “Reply to all” error2.   Unsecure and di...
Pete Jakobemail:     pete@purplesalix.comWeb:       www.purplesalix.comBlog:      b2bnurture.blogspot.co.ukTwitter:   @cur...
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Escaping email purgatory

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Slides from a webinar for B2BMarketing Magazine on 13/03/13. Covers:
- reviewing your approach to work
- Tips for handling email quicker
- Using collaboration platforms as an email alternative

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  • “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.
  • Escaping email purgatory

    1. 1. Purple Salix How to escape email purgatory and transform management of your marketing Pete Jakob MD, Purple Salix March 13 2013Illustration: Jacqui Oakley
    2. 2. Purple SalixI’m a Marketer Too!
    3. 3. Purple Salix• Approaches to “Work”• Controlling email• Exploring Alternatives
    4. 4. Purple SalixWhat do you do all day? Extract from Toggl.com
    5. 5. Purple SalixMy Previous Approach
    6. 6. Purple SalixGetting Things Done Collect Process Do Review
    7. 7. Purple SalixGetting Things Done Collect •Action •Waiting For Process •Read/Review •Someday/Maybe •Reference Do Review
    8. 8. Purple Salix Tips on Doing! Stephen Covey Pomodoro Technique Big RocksBook Appointment with Yourself Change Location Disconnect
    9. 9. Purple SalixGetting More Productive with email Eliminate Minimise Email Filter Distractions Folders Etiquette
    10. 10. Purple Salix Email Shortcomings... Todo List Collecting File Sharing Feedback Corporate Broadcast TeamCommunications Collaboration Project Co-ordination
    11. 11. Purple SalixA Day in the Life of a B2B Marketer MARKETING EXECUTIVEMARKETING MARKETING MANAGER ASSIGNEE AGENCY Adapted from: IDC paper- “The Future of email is Social”
    12. 12. Purple Salix A Day in the Life of a B2B Marketer MARKETING Email EXECUTIVE Brief Project Plan MARKETING MARKETING MANAGER ASSIGNEE AGENCYMARKETING ASSIGNEE’S STAKEHOLDERDIRECTOR MANAGER
    13. 13. Purple Salix A Day in the Life of a B2B Marketer Email Brief comments Project Plan MARKETING EXECUTIVE MARKETING MARKETING MANAGER ASSIGNEE AGENCYMARKETING ASSIGNEE’S STAKEHOLDERDIRECTOR MANAGER
    14. 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 AGENCYMARKETING ASSIGNEE’S STAKEHOLDERDIRECTOR MANAGER
    15. 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 latestMARKETING ASSIGNEE’S STAKEHOLDERDIRECTOR MANAGER
    16. 16. Purple Salix Social Business Platform Typical Functions• Activity stream• Profile• Filesharing/collaboration• Wiki• Blog• Social bookmarking• Task Management
    17. 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. 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 habitSocial Business – Analyse what could be better done outside email – Start an experiment
    19. 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. 20. Purple Salix Pete Jakobemail: pete@purplesalix.comWeb: www.purplesalix.comBlog: b2bnurture.blogspot.co.ukTwitter: @curdridgeHuddle – Collaborate IntelligentlyEmail: sales@huddle.comTel: +44 (0) 8709 772 212Web: www.huddle.comTest drive Huddle: http://www.huddle.com/demo/
    21. 21. Huddle’s Top 5 Email Mistakes Marketers Can Avoid byUsing Collaboration tools1. “Reply to all” error2. Unsecure and disorganised3. No relevant context and assets4. Brevity and levity5. Excluding email threads in replyEmail isn’t going anywhere yet - use with caution and leverage as part ofwider collaboration solution
    22. 22. Pete Jakobemail: pete@purplesalix.comWeb: www.purplesalix.comBlog: b2bnurture.blogspot.co.ukTwitter: @curdridgeHuddle – Collaborate IntelligentlyEmail: sales@huddle.comTel: +44 (0) 8709 772 212Web: www.huddle.comTest drive Huddle: http://www.huddle.com/demo/

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