CRM Data Security
Mar 20, 2023
Nandinee Biswas

Top 5 Best Practices of CRM Data Security

Customer Relationship Management (CRM) software is essential for any business looking to maintain positive relationships with their customers. However, with this convenience comes a great responsibility to ensure that the data contained within the system is kept secure. Customer data is highly sensitive information, and a breach of such data could lead to significant financial and reputational damage to businesses.

In recent years, there have been numerous high-profile data breaches, which highlight the importance of maintaining strong data security practices. Therefore, businesses must take every precaution to ensure that their CRM systems are secure from unauthorized access, theft, or misuse.

This article would explore five best practices for CRM data security. These practices would enable businesses to better protect their sensitive customer data from cyber-attacks, system failures, and other risks. By implementing these, businesses can safeguard their customer data, maintain customer trust, and avoid the financial and reputational damage that can result from a data breach.

What are the Best Practices of CRM Data Security?

Implement strict access controls

Access controls are the first line of defense against unauthorized access to sensitive data. This helps prevent unauthorized access and reduces the risk of data breaches. Access controls should be implemented at multiple levels, including user accounts, roles, and permissions. For example, administrators should be the only ones with access to sensitive data, such as customer credit card information. Additionally, employees are required to use strong passwords and ensure those are changed regularly. Two-factor authentication is another effective way to ensure that only authorized users could access sensitive data.

By implementing strict access controls, you could ensure that sensitive customer data is only accessible to those who need it, reducing the risk of data breaches and protecting the customers' privacy.

Regular backup data

Data backup is critical for protecting against data loss due to system failures, data corruption, or other similar issues. Regular data backups should be performed and stored in a secure offsite location.

Cloud storage solutions are a popular option for data backup and offer added security and accessibility. In the event of a data breach or system failure, backups ensure that data can be restored quickly and efficiently. Backups also protect against ransomware attacks that can render data inaccessible.

By regularly backing up data, you could ensure that their customer data is protected against unforeseen events, and they can quickly recover from data loss or corruption.

Encrypt sensitive data

Encryption involves converting data into an unreadable format, which can only be deciphered with a decryption key. This helps to protect against unauthorized access to sensitive data, even if it is stolen or intercepted.

Encrypting sensitive data can be done at multiple levels, including disk encryption, file encryption, and data transmission encryption. It should be implemented both in transit and at rest. In transit refers to data being transmitted over the internet, while at rest refers to data stored on a server or other storage medium.

By encrypting sensitive data, even if it is accessed, the data will be unreadable without the decryption key, reducing the risk of data breaches and maintaining customer trust.

Regularly update software and systems

Regularly updating software and systems is a critical best practice for enabling CRM data security framework. Software and systems updates typically include patches for security vulnerabilities, bug fixes, and new features that improve the overall security and functionality of the software. Working with outdated software and systems could be a significant security risk, as hackers may exploit known vulnerabilities to gain unauthorized access to sensitive data. Additionally, outdated systems and software may not be compatible with newer security protocols, making them more susceptible to attacks.

By keeping software and systems up-to-date, you could ensure that the CRM solution remains secure, reducing the risk of data breaches and protecting sensitive customer information.

Implement data retention policies

Data retention policies define how long data should be retained and when it should be securely disposed of. It is critical as it ensures that sensitive data is not retained for longer than necessary and reduces the risk of data breaches due to outdated or unnecessary data.

Data retention policies also help you comply with legal and regulatory requirements related to data privacy and security.

Get the CRM Software with Security Practices

Our cloud-based CRM software is designed to enable our clients to follow the industry’s best practices. We could also help you in getting the security necessary for your business to protect critical data from the biggest cyber threats.

Feel free to talk to our experts to know more about the solution or sign up for a free trial!

Get Started Now!

Follow CentraHub CRM

4.5/5 Rating on Gartner | 34 Reviews