A Guide On How To Organize Business Cards Digitally

The business environment of today is heavily reliant on technology. As such, the advent of the digital business card has been nothing short of fascinating. Like its physical counterparts, these business cards in particular do require organization.

The good news is you can easily organize them accordingly by name, phone number, and other types of information. That’s why we’ll be taking a look at this guide on how to organize business cards digitally to help you get the job done.

All without the headaches and frustrations that had come with organizing physical business cards. Let’s begin with what you need to know.

What makes organizing digital business cards necessary?

In the digital age, we are reminded of the fact that efficiency and accessibility are two major goals when it comes to organizing digital business cards. These are welcoming since they are impossible to achieve with its physical version.

When these business cards are in digitized form, you can access them with little to no effort. Your contacts can be managed in a few clicks. The result is more time saved and the ability to have all the critical information at your fingertips.

A lot better than having to dig through your desk drawers and rummage through a Rolodex full of cards, right? You can say goodbye to that time consuming process. But there’s one more added benefit.

With digital business cards, you’re adopting an environmentally friendly approach. Meaning you don’t have to worry about wasting paper. Less paper in wastebaskets is always a good thing even in today’s day in age.

How to Digitally Organize Your Business Cards

Now that you have a good idea of some of the benefits of organizing digital business cards, we’ll take a look at this step-by-step guide on how you can get it done. Without wasting time, let’s get into it:

1. Choosing an app for digital business cards

Needless to say, there are all kinds of apps dedicated to digital business cards including storage and organization. This can include CamCard, Evernote, even Google Wallet. So you want to choose one that will be based on your personal needs and preferences.

Another thing to look out for are some of the key features. Will it give you the ability to organize the cards based on several different categories? Is there an exchange feature you can do with other devices? 

2. Scan and capture

One feature that your app of choice should have is the ability to scan and capture the information of physical business cards. While that may be good, keep in mind that information captured from these digital business cards could be out of date later on. This is one more good reason why digital business cards are the way to go.

If you have a digital business card, you can update your information at the snap of a finger. Furthermore, you don’t have to throw away your old business cards. The recipients of your digital business card can also get the updated contact information. 

So while you still have the luxury of scan and capture on most apps that store digital business card information, there are alternative ideas to play around with when it comes to organizing it on your digital device of choice.

3. Organize by category

To make things easily accessible, you’ll want to create all kinds of categories and groups within your digital business card app of choice. You can categorize your contacts based on location, industry, your relationship with them, and so on. From there, you will be able to quickly locate a specific contact with just a few taps of the button.

Imagine having the contact information of someone who can help solve an individual problem you or anyone else may have. For example, let’s say you’re having a conversation with someone. They discuss their concerns about cybersecurity.

Lucky for you, there’s someone in your contact list that specializes in it. So you can access the information easily and pass it along to the other person. Boom - you’ve just leveraged your network for a greater good with the power of digital contact storage.

Another excellent benefit that gives digital business cards the recognition it deserves. We’re not done yet - we’ve still got a few more steps to cover here.

4. Verification and editing information

At this point, we’ve covered this in part. You want to verify the accuracy of the contact information you may have. This will give you a chance to edit any errors that may be present. 

You can also fill in any missing details that may otherwise make a future interaction difficult, if not, impossible. Accuracy is a big plus when it comes to your network. It can help build bridges from one connection to another.

5. Backup your information accordingly

While technology can be convenient, it can have its share of hiccups and issues as well. That’s why you need to backup all the contact information you have on a regular basis. The reason is that your device might be lost, stolen, or it can stop working altogether.

Since those issues are possible, backing up will make a ton of sense. Because you can access that information that is stored in a backup file (or even a cloud-based storage space). Either way, you can rest easy knowing you won’t have to worry about losing all kinds of contact information that is crucial to building your network.

Let Oamii Cards handle your digital business card needs

When it comes to going digital, business cards should be one of those things. Oamii Cards knows that there are way more benefits to digital cards than physical ones. They can be easy store and organize all thanks to what we have today for technology.

Building and maintaining your network has never been easier. If you keep it well organized, you won’t have a problem accessing the information you need. Don’t wait - contact Oamii Cards today and we’ll get the ball rolling on putting together a digital business card for you.