6 ways to keep your CRM safe

6 ways to keep your CRM safe

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. Because of how important they are especially for small business owners it is just as important to keep them secure and safe.

6 ways to keep your CRM safe

Everything from malware to virus can come out of nowhere so it is important to keep your guard up.

6 ways to keep your CRM safe

Are Firewalls important?

To simply put this, YES firewalls are important and should be a priority if you wish to keep your CRM safe. Windows already comes with a firewall program installed and you should use it. Firewalls are the barrier between you and the internet and is one that you should keep active at all times.

Should I install an anti virus program?

In the news we here time and time again on recent cyber attacks and to protect yourself an anti virus program is a must. I would suggest ne that has real time protection so it runs in the background and it will keep you up to date while you work.

Is antispyware a necessity?

Most forget how bad malware can hinder your progress. Malware secretly installs in your computer while it gathers data and information on everything that you are doing. This is a big security concern as it can expose client information to the wrong hands.

Windows Update

This may seem to be a no brainer but some refuse to or even avoid the dreaded Windows Update. What is more important is that one can choose to only install critical and safety updates. Recently many computers where vulnerable to a cyber attack because they did not have the most recent Microsoft Windows Updates.

You should back up your databases.

Ensure that you backup your work and databases and work when available. Anything can happen and it is important to be able to recall all your information fast to be back and running as soon as possible.

Restrict your access

Not everyone should have access to your CRM and you should limit interactions to those that HAVE to have access. Also ensure that everyone has their own log in information as well as a password that is not easily guessed.
6 ways to keep your CRM safe

Viruses and malware can be a burden that can kill your business if you are not careful. Take your time and make a plan to ensure that all your customers information are secure. This may not prevent all attacks but it is steps that can help minimize any problems or attacks that can hurt your brand and integrity.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: