KEN KIRSCHENBAUM, ESQ ALARM - SECURITY INDUSTRY LEGAL EMAIL NEWSLETTER / THE ALARM EXCHANGE You can read all of our articles on our website. Having trouble getting our emails? Change your spam controls and whitelist ken@kirschenbaumesq.com ****************************** Comment on Setting up client folder January 25, 2024 ****************************** Comment on Setting up client folder from article on January 16 2024 **************************** Ken In response to: What is the best way to set up a client folder - that is, to set up the physical paper in the folder? What are the best practices for this in the industry? I'd prefer you didn't use my name for this. Response In our industry, setting up a client folder effectively is paramount for efficient operations and long-term business success. While traditional paper records have their place, the advantages of integrating a Customer Relationship Management (CRM) system, especially one tailored to the alarm industry, far outweigh the reliance on physical documents alone. Here's why:
1. Accessibility and Mobility: A CRM allows you to access client information from anywhere, at any time. This is in stark contrast to paper records, which can only be accessed where they are physically stored. Our industry we want to keep all of the info, service/billing history, payment methods, and what is installed at the jobsite readily available for you and your team.
2. Data Security and Backup: Paper records are vulnerable to damage, loss, or misplacement. In contrast, a CRM provides secure storage with regular backups. In the case of unforeseen events like fires or natural disasters, digital records in a CRM remain safe and recoverable.
3. Scalability: As your business grows, so does the volume of your records. A CRM can effortlessly scale to accommodate an increasing amount of data, something that's challenging and space-consuming with physical files.
4. Integration and Updates: CRMs can integrate with other business tools and systems, providing a unified platform for all your business operations. This is something paper records cannot offer. Plus, digital records can be easily updated, ensuring you always have the most current information at hand.
5. Professionalism and Compliance: Digitally stored data reflects a level of professionalism and modernity that can impress clients and stakeholders. Furthermore, a CRM can help ensure compliance with industry regulations, which might require specific ways of handling and storing client information.
6. Preparedness for Business Scenarios: Whether it's securing financing, selling your business, or dealing with legal issues, having your client information in a CRM provides a level of preparedness and professionalism. Paper records, due to their inherent limitations, can’t offer the same level of readiness for these critical business events. Shameless Plug: When you use a Software like WorkHorse not only do you have the records that you keep, but you also have real-time updates from your central stations, communication providers, and we act as your billing provider so everything is in one place for you, your reps, your lawyer, and account. Name withheld ***************************** Response ***************************** Workhorse and other software vendors are listed in The Alarm Exchange in the category Technology and Services that increase or preserve your RMR ***************************** STANDARD FORMS Alarm / Security / Fire and related Agreements click here: www.alarmcontracts.com *************************** CONCIERGE LAWYER SERVICE PROGRAM FOR THE ALARM INDUSTRY - You can check out the program and sign up here: https://www.kirschenbaumesq.com/page/concierge or contact our Program Coordinator Stacy Spector, Esq at 516 747 6700 x 304. *********************** ALARM ARTICLES: You can always read our Articles on our website at ww.kirschenbaumesq.com/page/alarm-articles updated daily ******************** THE ALARM EXCHANGE - the alarm industries leading classified and business exchange - updated daily ************************* Wondering how much your alarm company is worth? Click here: https://www.kirschenbaumesq.com/page/what-is-my-alarm-company-worth ****************************** Getting on our Email List / Email Articles archived: Many of you are forwarding these emails to friends or asking that others be added to the list. Sign up for our daily newsletter here: Sign Up. You can read articles and order alarm contracts on our web site www.alarmcontracts.com ************************** Ken Kirschenbaum,Esq Kirschenbaum & Kirschenbaum PC Attorneys at Law 200 Garden City Plaza Garden City, NY 11530 516 747 6700 x 301 ken@kirschenbaumesq.com www.KirschenbaumEsq.com
