You want to get organized, but you get overwhelmed or life happens and everything falls apart. Don’t worry! There are easy solutions that work and provide big payoffs. Here’s a few simple simple ideas to keep your business organized.

Organize the files on your hard drive.

Different folders and names can create a challenging web when you’re searching for something. Thank goodness for the search bar, right? But… with revisions and changes you now have several files with similar names. How do you choose the most current version? Label with this fool-proof format: Client Name YYYYMMDD (example: ABC Co 20190630 Bridge Proposal). No matter if the year changes, your files will stay in chronological order.

Too much paper!

Not everything needs to be kept, but it’s safer to err on keeping too much – just in case. For a more efficient system, create digital copies of your the documents instead of keeping paper copies. It is easier to search for a file on a computer than in several drawers or filing cabinets. Plus, if you have a digital copy and cloud storage, you’ll be able to access your data from anywhere. Email is OK for file storage, but it can make finding things quickly a problem.

At the end of the day, the world is moving to digitized documents and cloud storage systems. If your small or medium-sized business needs help with data storage, Digital 55 has just the tool to help keep your data organized and easily searchable. You can scan and upload all your important documents in our Simple and Easy™ CRM.

Increase your efficiency.

Now you’re getting organized, but you still have a huge pile on your desk from your pre-organized life. Tackle a realistic number of items each day. If you are waiting on hold, tackle 1 item from the pile. Waiting for a meeting to start? Not involved in a portion of the meeting but can’t leave? Take a small folder with a little of the old stack with you for such a time as this. Tons of business cards? Our Simple and Easy™ CRM can help you keep everyone and everything straight. Add your Leads and Contacts as well as their Company information, Notes, Attachments, Due Dates, Request, and much more!

Digital 55 can help you get your data in order. Our Simple and Easy™ CRM is just one aspect of how we can help you get organized, increase your brand, and generate more traffic. Call our Sales Team at 866-665-3887 or contact us. We’ll get back to you right away.