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YOU DON’T NEED A STRONG CASE MANAGEMENT SYSTEM BECAUSE YOU DON’T HAVE ENOUGH BUSINESS – ARE YOU SURE?

At first glance, the statement, that you don’t have enough business to justify the cost a case management platform, appears logical.  You’re keeping overhead low while the volume of your client cases is less than desired.

However, that assertion relies on two false premises……that it is expensive to commit to a case management platform and that the right case management system should only be viewed as a cost.  Both assertions do not bear scrutiny.

COST

First, let me calm your fears…..today you can secure a true “state of the art” case management system for under $40 a month with no long term commitment.  The many controls and efficiencies alone will more than justify that number.

However, there are stronger reasons that a firm desiring new business should commit to a case management platform, which follow below.

SYSTEM BENEFITS ON YOUR BUSINESS 

The truth is, a case management system can help your business development efforts by demonstrating controls to existing clients or by touting those same attributes to prospective clients.

 

As you well know, in the private investigation / risk management industry, your reputation, discretion and professionalism are everything.   Ask any successful risk management firm and they will tell you their revenue went up as their reputation became stronger.  So what are some of the many ways the right case management system can help your reputation?  By demonstrating…

  • Strong Controls and Management Tools which ensure consistency and certainty.

      

  • Professional Reporting.  Nothing says you’re professional like a consistent and insightful reporting package.

 

  • The Management of Third Party Investigators.  Before you expand, clients will appreciate that you have a vehicle to keep an eye on everyone / vigilant against ghosting /etc.

Next time you ask an existing client for more business or are making a presentation to land a new account…..trust me, the ability to tout many of these attributes can truly help in that regard and make any associated system costs irrelevant.

CROSStrax has numerous control procedures, reporting and other areas.  Please view this functionality and many others by trying our 7-day free trial.  You will not be sorry.  Go to www.crosstrax.co and start your free trial today.