Security-Focused CRM

CRM security is often overlooked by RevOps professionals and sales leaders. Still, it's crucial to understand and implement security measures to mitigate data breaches and data integrity issues that could significantly impact a business, its budget, and its ability to go to market.

Challenges of CRM Security

Implementing security measures can make the CRM more difficult for users, as it may involve more complex login requirements and data lockdowns. Balancing security with user experience is essential to ensure that security measures don't hinder individual contributor productivity.

Security Recommendations

• Enable Two-Factor Authentication (2FA) for all users. This adds an extra layer of security to prevent unauthorized access to your CRM.

• Regularly perform database backups. Store the backed-up data in a secure location to ensure you have access to historical information in case of data breaches or data integrity issues.

• Fine-tune user permissions and security protocols. Avoid having everyone as a super admin and ensure that users only have the level of access necessary for their roles.

• Minimize the number of admins. Only a handful of people should have admin-level access to the CRM to reduce the risk of unauthorized changes.

• Keep sensitive dashboards private. If you have data that needs to be kept separate, ensure that the general user base cannot access it.

• Review how third-party integrated tools use your CRM's data. Ensure that these tools are keeping your data secure and understand how they leverage your data.

Conclusion

There's no perfect CRM, and the ideal security posture will vary depending on your business needs. Balancing user experience, reportability, and security is crucial to meet your business requirements effectively.