Advisor Quick Tip: Building Relationships with Outlook Social Connector


Sep 4 • LinkedIn, Social Media, Technology, Twitter • 4525 Views • No Comments

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Editor’s Note: We would call this a timeless tip. While much of the information we access and interact with (and for that matter, the people we engage with) is, in effect, in the cloud, much of the business world remains anchored in Outlook. This capability is powerful for as simple as it is to use. The ability to quickly see what social profiles are active based on email – and click to connect further – is invaluable and very efficient.


One of the most widely used e-mail applications, Microsoft Outlook, serves as a great tool for managing your business e-mail.  However, what you may not have known is that you are missing opportunities to build relationships with your LinkedIn connections via Outlook.  Although this is nothing new, it may be a widely underutilized tool.  Outlook Social Connector is a helpful tool, which you can download from LinkedIn, and it serves as an add-on for Outlook (click here to download).

account-settingsWhy should you download it?  Some of the simplest tools can provide substantial value for your business and relationships.  In this case, the app shows you information from your Outlook contacts by pulling information from their LinkedIn profile (assuming they have a profile). The easy to view display allows you to see what other conversations you have had with them (via Outlook or LinkedIn).  Simply click on e-mails you received from them, and the information appears in a menu bar on the right side of your screen.

The best part, for those using Twitter as well, Outlook Social Connector is not limited to LinkedIn.  You are able to connect other platforms (such as Twitter) to provide you with a more holistic view of your interactions with each contact without ever leaving Outlook.

For more information about setting up your Outlook Social Connector as well as adding platforms, click here.

I have been using this tool for years and it offers a quick snapshot of your interactions and enables you to see them in real-time.  With no shortage of communications tools available (i.e. e-mail, social media, phone, etc…), it may be beneficial to seize every opportunity to consolidate your conversations into one location.  Outlook Social Connector will help you do just that.

This tool won’t change the way that you do business or even revolutionize it; however, it will change the way that you view your conversations with you clients, prospects, and business partners.

*image sources:  Linkedin.com and Office.microsoft.com

Todd Greider

Todd Greider is a seasoned professional with more than 11 years of sales, marketing, as well as learning and development experience. Now as an independent consultant, he focuses on designing and implementing comprehensive learning platforms for organizations to help them reach their organizational development and revenue goals. He also focused on coaching small business owners on how to maximize their efforts using inbound marketing strategies to build their brands.

For the past 9 years, he was responsible for designing and managing a comprehensive learning platform that offered mentoring, live training, distance learning, and coaching for financial professionals across the US. These educational opportunities covered the areas of marketing, social media, financial planning, and insurance and investment product education to help financial professionals build sustainable and profitable businesses.

Todd received his bachelor’s degree in Marketing & International Business from Pennsylvania State University and is a Certified Professional in Learning & Performance (CPLP) designation holder from the American Society for Training and Development. Outside of work, he is a proud family man, soccer fanatic, amateur cyclist, and scuba diver. You may find him on Twitter (@toddgreider) or via other connection points at www.about.me/toddgreider to share ideas.

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