Even if you think that no one needs your work records, there is still a risk of losing them. What potential threats lie in wait for your client base and documents?
Stealing or “merging” the database with competitors
Active customer databases are highly valued in the market. The database can be stolen by third parties, having hacked into it, or “merged” by the company’s employees themselves. It is not uncommon for managers to take most of the customers with them when they resign.
Database deletion by “offended” employees
If the database is not protected in any way, any employee with whom a conflict has occurred poses a potential threat. He can simply delete important documents, including customer contacts.
Data loss due to failures and errors
Internet or power outages, hard drive failure, program crashes, viruses — all of these can lead to the loss of important information. If the database is maintained in Excel or a similar program, the file may be damaged.
Extortion
Many companies have encountered this type of crime. Usually, extortion is done using a special malicious program that encrypts telegram data and demands a round sum of money to restore access. Unfortunately, the data is not always recoverable.
Human Factor
An ordinary employee can accidentally delete data or make a mistake that can lead to information corruption. Here we mentioned how create thematic content sections many complications arise if the customer database is maintained in Excel.
How to protect work files and documents
There are many ways to protect files and documents, from basic to high-tech. However, all of them only reduce the likelihood that bfb directory something will happen to the files, but do not provide a 100% guarantee.
Accordingly, if the task is to ensure data security, it is worth analyzing the most vulnerable areas and increasing the level of protection specifically for them.
Small and medium-sized businesses usually cannot afford to implement complex schemes for protecting personal data. However, this is unnecessary, because such businesses usually have fewer potential threats. Who and what should you protect your customer base and working documents from first and foremost? — From unscrupulous employees, viruses, and various equipment and software failures. A cloud CRM system can solve all these tasks.
Data security in CRM is given great attention. After all, companies trust it with the most valuable things — customer contacts and transaction records. How reliable is the protection of personal data in CRM and how is it implemented? Let’s talk about it using the example of NetHunt CRM.
CRM data security within the office
We have already mentioned above that every company should protect working documents primarily from accidental or intentional actions of personnel. To protect data in CRM, NetHunt has implemented a number of features.
Access hierarchy
Data security in the NetHunt CRM system is ensured by flexible access settings. The administrator can assign different roles to employees and manage permissions for them. Each manager can open only that part of the database with which he directly works, allow some actions and prohibit others.
Due to the fact that any data editing in CRM is done from an individual account, if necessary, you can see who made the changes and when.
Also, access to CRM can be instantly denied — for example, if an employee quits.
Copy and delete protection
The role hierarchy in NetHunt CRM allows you to selectively assign functions for deleting and exporting data for each employee. The CRM system interface is organized in such a way that copying information or taking screenshots will take a very long time, so the database cannot be stolen by someone from the company.
Data recovery capability
If the data is deleted by mistake or intentionally, it will not disappear without a trace. The person assigned the administrator role will be able to restore the missing records.
Minimizing errors due to the human factor
Working in the CRM interface not only saves time, but also minimizes the likelihood of errors. A lot of data (for example, new requests from the website) can be transferred to NetHunt automatically. Filling in fields can often be implemented using drop-down lists. When information is entered manually, the CRM will check it and warn about the creation of duplicates. Thus, the database will contain only unique information about customers and transactions.
Protecting CRM data from hacking and technical failures
NetHunt provides a high level of data security in the CRM system.
Servers
All data that the company enters into the CRM is stored on Google servers in the USA. This guarantees uninterrupted operation due to regularly updated hardware and software.
Backup
NetHunt protects CRM data from accidental deletion by using backups in case of disaster recovery. To protect files and documents from deletion, we also recommend that you configure automatic backups yourself. You can also export data manually if you have the appropriate access level. Instructions on how to back up data in the NetHunt CRM system can be found at .
Compliance with safety standards
Because NetHunt CRM has direct integration with Google Workspace services, it meets Google’s security standards. These standards include a number of parameters, including API access requirements, the level of data protection in the CRM, and data usage terms. To comply with the standards, NetHunt undergoes an annual CRM security audit and confirms compliance with these requirements. You can read more about the annual audit in this article .
Conclusions
Cloud CRM systems, such as NetHunt , are able to provide a significantly higher level of security than what can be organized on your own. Due to the fact that CRM is delivered to many users around the world, high-quality protection of working documents is much cheaper than independent security.
NetHunt CRM meets global security standards, so you can confidently entrust it with your client base and other work data.
