Secure Your Data with CRM in 2021

Secure Your Data with CRM in 2021

CRM systems are useful tools and make a big difference in the success or failure of any organization. Due to the meaningful relationship and mutual trust that they help you build with your customers, CRM systems’ importance and value in business have been increased dramatically, especially in the past couple of years.

However, as a business owner, you are responsible for keeping your customers’ data on your CRM safe and secure. For a number of reasons, which we are going to talk about in this article, a single breach in your CRM system can fatally damage your company. Here are a few potential consequences to failing to keep your clients’ information secure:

  1.     It will ruin the trust between your company and your customer. The trust that you have worked so hard to build can be easily ruined if their personal information falls into unauthorized hands or gets lost for any reason. As a result, that customer may never come back to your business for a second purchase because you have lost their trust, probably forever.

  2.     It could end in a significant financial loss for your organization. If the data on your CRM is not secure and, regardless of the reason, you end up losing that data, can you imagine how much time and resources you need to waste to recover that data? The information you collect from your customer is crucial to doing your business in the best way possible. Now, with that information gone, you either need to purchase an advanced data recovery program, which is not guaranteed to work conclusively in all cases, or you will end up getting your staff to import that data manually into your CRM from scratch. In both cases, it is going to be a complete disaster.

  3.     It will ruin your company’s reputation. If you somehow manage to lose your customers’ data or an external force breaches your system to access it, the news is going to spread faster than you think. This way, not only will you lose your existing customers, but also those who have never heard of your business before may not approach you. You will remain infamous for a long time.

But, are there any benefits to keeping your data secure? The answer is yes, and we are going to list a few of them here for you.

  •       It prevents scammers from phishing and other cyber-criminal activities.
  •       It helps your system authenticate clients better and grant access to authorized users only.
  •       It allows you to encrypt your data so that only the people with an access code can view some confidential information.


What is the solution?

Now that you are aware of the importance of keeping your data safe on your CRM and you know the risks of losing this valuable information, let’s look at some ways that you can actually avoid this risk and stay secure.


Get your CRM from a trustworthy provider

You may think that this sounds more like percussion than a solution, and you are most probably right. But, is it not always better to avoid things from happening than to let them happen and think about how to solve them?

It is absolutely crucial that you purchase your CRM from a reputable and reliable company. You also need to make sure that they are completely transparent with you regarding their terms and conditions.

There are various benefits to doing so, but the most important one might be the fact that in almost all cases, you get post-purchase services if you buy your CRM from a trusted provider. Should anything happen to your CRM or the data you have stored on it, you can easily contact them, and they will do their best to help you solve the problem.

Another benefit of getting your CRM from a reliable provider is the security measures the developers of the CRM provide for the users. I am quite sure you have sometimes wondered why some products are more expensive than the others when it comes to different CRM software. Well, to simply put it, it is because of the amount of work and effort that each team puts into creating a product.

A trusted provider like ClickaCRM is famous for its security. They have done a great job in making the platform an entirely safe place for clients to store their customers’ information. With the advanced firewalls they have put up for their CRM system, there has not been a single breach reported by users or clients to their systems. Now, that is a provider that deserves your trust.


What other things can a secure CRM do for you?

In my opinion, this is the best feature you can have from any CRM that can literally save your company on many occasions, and it is the backup. It is strongly recommended that you avoid getting a CRM that does not have the ability to be automated to create regular backups of your data.

Regular backups are the best kind of percussion you can take in case anything happens to your customer's data on your CRM.  So, before buying a CRM, make sure that it has this ability. This way, you can avoid all the trouble after losing your customers’ data because restoring the data from the backup literally takes seconds. You also need to make sure that the backups are stored somewhere safe, whether on a drive, hard disk, or a cloud.