CRM

Whether you’re a small business owner or work for a global corporation, you deal with information every day. You receive information, you send it, you determine what’s relevant, and you make decisions, whether consciously or subconsciously, about what information to retain. That’s why records management — managing the flood of information you get every day — should be such an important part of your business strategy.

A fundamental part of a successful records and information management program is identifying what records and information your company possesses and then applying appropriate retention periods. Records appraisal. There are different methods for appraising your records and information, including inventories, interviews, and questionnaires.

The amount of electronic information has grown exponentially over the past decade. Local (C: Drives) and network drives are becoming digital graveyards. An effective records management program will provide you with the knowledge and tools you need to ensure that electronic files are properly managed. Folder structures and names.