How does a CRM help improve Data Security?

If you’ve ever worked in the contact center industry, you know that keeping customer information secure is always top priority. In fact, you might have had to go through different training sessions just to ensure that you do your due diligence. Training is one thing, but having the right CRM tool is another. With so many tools at your disposal, finding the right one to deploy at an enterprise level is a challenge all it’s own.

Are you tired of having to manually keep track of customer information? Or maybe having to jump around applications just to find that one detail you need? If so, what you need is a powerful Customer Relationship Management platform.

Customer Relationship Management

A CRM is a tool that allows a business to better manage their relationships and interactions with leads and existing customers. The goal of this tool is quite simple: to improve customer relationships.

Businesses use a CRM to stay connected with their clients, to streamline sales processes, and to better profit from existing relationships. Most CRM platforms offer more than just contact management, but also provide marketing and sales capabilities that make investing in one more than worth it.

Zendesk: Championing the CRM Revolution

Now while there are over a dozen options when it comes to CRM platforms, it is important to know what they offer. Most common amongst these companies’ offerings include email integration/automation, sales management, messaging and live chat, and a host of others.

That’s where Zendesk shines. The best CRM platform offers the right amount of features to encourage agents to be productive. Zendesk offers that and more! It also offers powerful reporting and analytics that allow a business to excel.

Why choosing the right platform helps with data security initiatives

The right Customer Relationship Management (CRM) platform can help with data security in the following ways:

  1. Centralized Data Storage:

    A CRM acts as a central hub for all customer data including their profile, previous purchases, and other information indicative of their behavior. Having all this in one easy-to-access space empowers team members to maximize their time and resources.

  2. User Access and Management:

    A CRM can be customized to offer specific users role-based access controls, which means that different users can be allowed access to specific tiers appropriate to their job function. This prevents unwanted access to customer data.

  3. Customized Encryption:

    CRM platforms today offer specific data encryption options to help secure data in transit. Since CRM platforms run on secure data servers, communication is kept secure and away from prying eyes.

  4. Specified data trails:

    Modern CRMs act as repositories of data, namely customer activity. CRMs track everything pertinent to customer data, activity, login attempts, etc. This provides companies a better way to investigate data breaches in the event that they occur.

  5. Privacy Compliance:

    Most CRM providers are required by law to undergo specific data privacy training sessions before they are allowed to offer services. This ensures that everyone in the business is aware of threats and solutions to data leaks / breaches.

Why we recommend Zendesk

Zendesk has been a go-to CRM provider for major corporations for the past few decades. And there’s a reason why: it offers a range of features that help businesses improve their customer support solutions.

Everything from its user-friendly user interface, it’s feature-rich platform that includes automation, analytics, and multi-channel support make it an easy choice for companies looking to upscale their operations.

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