How to Handle Data Privacy and Security Issues

As businesses begin to rely more on the Internet and computers, data privacy and security issues become major areas of concern for any company. While large corporations often fall victims to security and privacy breaches, it is the small and medium-sized businesses that often have the hardest time implementing preventative measures that would keep both themselves and their customers protected.

Companies interested in employing a customer relationship management system (CRM) may see web based CRM services as particularly vulnerable to data privacy and security issues. While there is no easy, one-size-fits-all solution for collecting customer and sales information of any kind, by taking the appropriate measures to ensure that your CRM software is secure, you can alleviate concerns about data security and assure your customer that you are a trustworthy business partner.

Here are some questions to consider when addressing data privacy and security issues through the CRM application in your small to mid-size business:

  • Do you have a third-party privacy policy in place? If you don’t, you need to. Customers want to know that their information is not being shared with third-party vendors, because that leaves them vulnerable to privacy issues.
  • Does your CRM software meet the needs of a business your size? Often, sales automation software aimed at larger corporations is overloaded with unnecessary features that become too cumbersome for smaller operations. For small and mid-size businesses, the more intuitive and user friendly, the better.
  • Do you know who has access to what? Does everyone in your company have access to your customer relationship management database? If so, do they need to have access?  Set business rules and privileges for your employees. A good CRM software allows you to set up groups and administer the access for different groups.
  • Are passwords, login information, and usernames secure? This is particularly important if you have a team of people working with customer support management software, but it applies to everyone in your business. Chances are you save passwords and usernames in your home computer just to make it easier for yourself, but doing the same with your CRM software can mean trouble. Assigning unique user names to everyone and enforcing strict rules on username sharing and frequent changing of passwords by default can go a long way in securing the information that has been entrusted to you.

Your small business may not have the same size workforce or customer base as larger corporations, but that doesn’t mean you can ignore crucial security issues. As long as you take into account your basic data protection needs, an on demand CRM designed to work with a business of your size can revolutionize your efficiency and your sales as well as keep you secure.

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One Response to How to Handle Data Privacy and Security Issues

  1. Pingback: Customer Support Software: Benefits of an Automated Helpdesk « Soffront Blog

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