Why categorizing your business data is best practice

When you’re just starting out with your own small business, you might be tempted to keep all of your data in one or two files for the sake of convenience. This includes your sales records, leads, clients, prospects, and anything else that is related to your business. Unfortunately for the many business owners out there who might attempt this, keeping all of your records in one place is not always a good idea. It’s actually better to organize all of your business data into separate categories. Here are just a few reasons why.


When you’re just starting out in the business world, keeping most of your data in one spot doesn’t seem like such a bad idea. You most likely do not have a lot of sales or clients yet, so what little information you have may not be worth organizing. However, that will change when your business grows. Once you have too much information to keep in one place, organizing it into separate categories will make it easier to access the information you need at any given time. All you will need to do is go to the right category, and you should hopefully be able to find what you need in short order.

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Categorizing your business’s information is largely for your own benefit, but it can give you some added security. If you keep all of your information in one file or database, you will have more to lose should your records be compromised. You will always stand to lose some confidentiality whenever there’s a security breach, but you can at least be sure that not all of your data is compromised if you took the time to store it in separate files.

Better Customer Service

Being able to access your business’s data at practically a moment’s notice will not only make things easier for you, but it will make things easier for your clients.When all of your data is in easy-to-access categories, you can pull up information on clients and give them exactly what they need at any given time.

These are just a few reasons why it is in your best interests to categorize your business’s data. It is something that may seem like a lot of work early on, but it will pay off once your business starts to grow and mailPDQ allows your data to categorize itself when its setup with the right organization system, so you can easily transition from a small start-up to a large company with relatively little effort.  If you’d like a free demo then please just get in tough through the website here.

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