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Uploaded byPete Jakob
Escaping email purgatory
The document discusses strategies for improving email management and productivity in marketing, emphasizing a shift from traditional email practices to collaborative tools. It outlines various techniques and tools, such as the Pomodoro technique and social business platforms, to enhance workflow and minimize email overload. The author encourages marketers to audit their time, experiment with new methods, and leverage collaboration systems to reduce reliance on email.
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 aMarketer Too!
- 3. Purple Salix • Approachesto “Work” • Controlling email • Exploring Alternatives
- 4. Purple Salix What doyou do all day? Extract from Toggl.com
- 5. Purple Salix My PreviousApproach
- 6. Purple Salix Getting ThingsDone Collect Process Do Review
- 7. Purple Salix Getting ThingsDone 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 MoreProductive 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 Dayin 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 5Email 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/
Editor's Notes
- #22 “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.