2 Things About Cybersecurity And CRM You May Not Have Known!

Gone are the good old days when organizations resorted to filing cabinets and rolodexes for storing and managing customer information/data. Thanks to the invention of CRM systems and cloud technology, a business can opt to store all its critical customer data up on cloud servers that can be accessed at the click of a button from almost any given location and 24 x 7. All you need is strong Internet connectivity.

However, as Maxwell Perkins rightly quoted, “Every good thing that comes is accompanied by trouble.” Yes, the liberty of instant access to key customer on the go is accompanied with the perils of cyberattacks such as malware, ransomware, etc. Nonetheless, cybersecurity is no nightmare if handled with diligence and care.

Yes, it’s time businesses wake up to the idea of cyber-attacks.

Two most commonly encountered security threats for information stored in a CRM software include a malicious security violation/breach or server breakdown or malfunction. In times of server malfunction, a company can opt to go for data backups to recover the data back from cloud servers thus, saving the day. Whereas, in the event of a cyberattack or lethal security violation, your CRM system should be armed with stringent security walls to tackle the breach.

Here is a rundown on three critical things about cybersecurity and CRM that you will kick yourself for not knowing:

  1. Mobile CRM and security

Yes, mobile CRM should never compromise with security. While mobile CRM solution is certainly the buzzword these days in the CRM ecosystem. Though it allows ease of access to key customer data on the run, not to forget, it is also one of the most sensitive portals when it comes to security. Data access and cybersecurity threats in offline mode is the biggest bottleneck for mobile CRM systems. However, you can always choose to customize security layers on the mobile devices that will bar access to data in offline mode. Eureka! This will secure data via robust remote security protocols and firewalls.

  1. Data sharing and access

As a CRM software can be tailor-made to provide data access, similarly it can be tailor-made to provide access to data duplicating and sharing. Long story short, while your employees use the CRM solution for their regular chores such as checking analytics, generating reports for sales, etc., the solution can be customized to bar certain group of users or departments to download, share or copy the data it entails. Thus, without disturbing the real purpose and essence of a CRM software, you enjoy optimum control over your data.


Since mobile CRM is the new normal, which makes it possible for multiple people to access customer data at any given time and on the run, your mobile app security game ought to be stronger. Yes, using a mobile-based CRM software is a trend now, since it makes way for seamless integration, user-friendly navigation and improved efficiency.

As with any great invention comes its own share of evils and similarly, security breaches to your customer data can unleash irreparable damages to a business and to say worst, can even throw your business off the track.

Luckily, today we have robust and advanced CRM systems that are catering to organizations of all sizes with intelligent customer information in a seamless and secure manner.

Author bio:

Anwar Shaikh writes about cloud, automation and enterprise technology solutions such as sales CRM software, ERP, etc. A self-made writer and digital marketing manager, Anwar writes for Sage Software Solutions Pvt. Ltd., a leading provider of cost-effective and cloud based sales CRM software to small and mid-sized businesses across India.

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