Wednesday, August 20, 2008

Still Not Convinced Your CRM is Secure?

When a new business management solution is developed or for that matter when when a new anything is released it is bound to end up under the microscope. With Web Based CRM Software the area most scrutinized was how secure this web based application could really be. There has been many articles, white papers, webinars and so on discussing the security of online CRM Software and I thought I would add one more blog to this list to add further evidence of the tight security of online CRM.

First a list of 3 areas used to ensure the security of your Web Based CRM:

1) Data is housed in a highly secure Data Center and constantly maintained 2) Data is transferred using highly secure internet connections similar to those trusted by the banking industry 3) Customizable Organization Security Tools

There is no better place to start then the data center where an organizations information is stored. Prior to Web Based CRM it was up to each individual organization to house, maintain and securely network their own data center. This brings on a large cost and takes a lot of resources to properly house a data center. Involved in maintaining a data center is building the correct facility which is ready for all types of natural disaster and is constantly backed up as a fail safe. With this in the hands of an organization who's main role is to provide and protect such a data center combined with their ability to allocate a large amount of resources to this task, organizations can rest assured that their data is safely stored and backed up in a cutting edge data center.

Next we have the transfer of business information over the internet. In a time when I don't remember the last time I actually stepped foot inside of my bank and most people I speak with share the same trait, the internet has reached a point where data can be securely sent and received via the internet and a simple web browser. Using a file encryption like that leveraged by banks, Web Based CRM vendors can safely transfer an organizations data to any computer a user desires as long as they have a secure internet connection. The great upside to this functionality is the freedom it provides businesses and the money saved by no longer needing to have a hardwired office network. This feature allows SMB's to be up and running quickly with a secure CRM solution with little or no head aches, currently I even have an HP wireless printer which now allows me to sit in my kitchen, contact 2000 people simultaneously using Online CRM and print a confirmation of this act without a single wire to trip over.

My third point, is at the organization level. Many CRM vendors like Salesforce or offer many means of furthering securing your CRM based on user roles and profiles. Using customized user roles and profiles an organization may set exactly who can view, edit or view and edit any given record within their system. Best of all this functionality is easy to use and modify as new hires join the team or staff advance up the ladder. Adding again to security at the organization level is functionality called the audit trail. This feature provides executives, managers or administrators with the ability to see who has been doing what within the CRM. Companies can easily see who has created, modified or deleted any record which also acts as a means of uncovering the most productive employees.

The mentioned above features and functionality of Web Based CRM Software are only some of the ways CRM vendors are protecting your data while at the same time saving you money. For added security you can take it another step and add two-factor authentication which involves a USB token which acts as your key to your CRM platform. Without having your USB Key with matching login information your user name and password are rendered useless thus being of no value to scammers. All in all I believe that organizations can now trust Web Based CRM Software with their important data and still receive a good nights sleep.


Craig Klein said...

The fact is that any web hosted CRM that meets even a minimal set of standard security protocols is far more secure that having your client data stored in Outlook, Quickbooks, ACT! or any other locally installed database. Companies like, Salesboom, SalesNexus and others provide the customer with a huge step up regarding security.

james Dean said...

This is certainly one of the most valuable posts. Great tips from beginning till end. Lots of suggestions for me and for people. Superb work

Aliana Lead said...

CRM for online business that generates good return on investment while keeping your business focused on its core activities. Hence it is prior important work to make sure that our CRM software is secure or n't?

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Rajendra Singh said...

Thank you sharing such a great information about online business CRM.

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