How to protect your CRM Data

Cloud customer relationship management (CRM) systems afford businesses many conveniences and efficiencies, allowing sales teams to manage their pipelines with greater ease and proficiency. Businesses are becoming more dependent on these systems to provide timely reporting and even predictive analytics to inform future strategy. As these businesses increasingly rely on their CRM solutions, however, entrusting them with valuable information, it becomes even more important to ensure that the data residing in these systems is protected against theft or loss. Here are four ways in which businesses can take measures to secure their CRM environments.

1. Do Your Due Diligence on Your CRM Provider

One benefit of using a cloud-based CRM system is that you no longer have to patch it, back it up, or perform the daily administrative tasks you might otherwise have had to do. That said, placing your eggs in a cloud provider’s basket does not mean that you are entirely off the hook when it comes to ensuring that the data are protected and safe. If you haven’t already done so, familiarize yourself with your CRM provider’s data security and backup practices—particularly if you are bound to government regulations. Make sure to ask detailed questions of your provider and understand how your CRM data are protected against both unauthorized access and data loss.

2. Do Your Due Diligence on Your Own Network

Using a cloud-based CRM system does not prevent you from suffering a data breach involving CRM data. If your information security policy is not strong enough to manage the level of risk your business faces, you can still be compromised. An attacker, having gained access to a corporate user account, will likely not have much trouble gaining access to other systems that your business uses (either through piggybacking on accounts to which the attacker is already authenticated or by using a keylogger). Review your internal security practices, and ensure that your network is adequately protected.

3. Properly Restrict Users’ Access

Although we don’t like to contemplate it, insider threat is a very real aspect of information security that all organizations must consider. Have you recently reviewed the access privileges for the users currently defined in the CRM system? Do those users have the correct rights and privileges, or have some of them been granted permissions beyond a level they need to perform their work? Take a moment to review how passwords are managed, as well. If you don’t currently integrate your CRM system with Active Directory or Lightweight Directory Access Protocol, you may find it beneficial to do so—just make sure that the password policy on which those systems rely is as strong as it should be and that your overall information security practices are up to the task. In addition, make sure you have a clear plan for removing user accounts from the CRM system after employees depart your company.

4. Secure Your Mobile Devices

Last but certainly not least, make sure that any end points that accessing the CRM system—be they laptops, tablets, smartphones, or even wearables like the Apple Watch—are properly secured so that only the appropriate parties have access to them. This links back to your information security policy, of course, and it also ties back to your processes and tools for managing your mobile devices. If you have a Bring Your Own Device program in place, pay particular attention to how passwords and authentication codes are handled on any devices that access your CRM system.

With prudent measures and vigilant proactive attention, you can ensure that your CRM system is protected from a data breach. Knowing that you have taken those steps, you can rest assured that the valuable data you have placed in your CRM system are safe and secure.

By Rose de Fremery "founder of lowercase d consulting"

The Basic Concept Behind the Idea of CRM

Unless you are operating a business that does not rely on customers, you are going to need some kind of a system to help you manage and control these customers. Customer relationship management (CRM) is a method by which you can control the company’s interactions with its customers, both the current and the prospective ones. It basically involves the use of technology to be able to have the entire customer base under one roof and in one database. This database can then be accessed every now and again to find relevant information to be used in making the customers even more contented.

When a company is engaging in its business, it is usually reliant on the customer base. If the customers are happy, the business will definitely thrive. If the customers are not happy, the business will fall on tough times. This simply means that it is in the best interest of any company to make sure that its customers are happy at all times. CRM presents a worthwhile means for the company to ensure that customers are happy at all times. It creates a special bond between the customer and the business which gives the customer reason to be loyal to the brand of the company.

Any transaction between a customer and the business is recorded through the CRM system. This transaction will have quite a lot of information ranging from the customers’ details to their tastes and preferences. Next time in case the business would like to contact the customer to pass on any kind of information, these details come in handy. When a customer gets a personal message from a company, they are more likely to believe that the business really does care about them. Periodical and regular messages can then be sent to the customer to keep reminding them about the intentions of the company.

One of the reasons why CRM continues to be a big part of the operation of many businesses is because of the issue of sales and marketing. Through this system a company can create and follow sales leads and it can do this without having to stretch too far or spend too much. With the information that is stored in the database, some leads for prospective customers can be created and these customers can then be contacted for further sales to be done.

CRM also acts as a platform for customers to communicate their grievances and desires to a company. A company will only be able to improve its operations if it can manage to do what its customers expect of it. The only way it can become aware of the desires of the customers is through constant communication between the two parties. When customers can tell a company what they want and the company can respond by telling the customers what it can offer, there is usually a healthy relationship that is created. This customer relationship management usually ensures that this relationship flourishes and continues to grow and spread its wings to include as many new customers as possible.

Infographic: Benefits of CRM

Infographic: Benefits of CRM

Agiline CRM Software

Agiline CRM is the brand new face of Surado Software’s most successful CRM product, Surado CRM. After having signed the build and support agreement with Surado Software, Agiline is now set to take on Agiline CRM to a new level with its strong industrial exposure and experience.

Agiline CRM retains all the features and modules of Surado CRM and plans to extend on it further, to offer more sophisticated and advanced features in the product to match today’s demands of extensive 

Customer Relationship Management.

Essentially, the Agiline CRM comprises various important modules like Sales Automation, Marketing Automation, Customer Service/Help Desk, Contact & Account Management, Dashboards, Analytic’s & Reporting, and Tools and Technology. Agiline CRM also continues to offer Small Business CRM, as well. All these modules are empowered with Surado’s seventeen years of industry experience, and offer powerful and efficient features, which make these modules highly successful amongst their peers.

Agiline, as a company has the expertise and proven track record of ensuring its clients’ success. The team at agiline comprises consultants, who have the experience of working with multiple industries, integrating a large variety of software systems. Agiline thus brings best practices from hundreds of successful projects. It is this domain expertise and industry exposure, which has helped agiline to grab the opportunity to sign the build and support agreement for Surado CRM, which happened to be one of the most successful CRM products available in the market today.

Agiline has purposely retained all the features of Surado CRM, as is, especially to make the transition smooth and hassle free, for Surado CRM’s existing customers. While agiline definitely has plans to extend Agiline CRM’s offerings to a new level, at the same time, it also has made all the necessary arrangements to support the existing Surado customers, seamlessly. This means that the existing clients of this CRM Products continue to receive the same kind of support and maintenance, as before, as they are automatically enrolled to receive support from the Agiline CRM support team.

Apart from the product modules and support, there is another dimension to Agiline CRM, and that is services. Continuing the tradition of Surado CRM, the Agiline CRM also offers professional services to help the clients define their CRM requirements. These services cover varied areas like Project Needs Analysis, Design & Implementation Planning, Installation & Business Rules Development, Back-Office Application Integration, Data Migration, Agiline CRM Customization, Project Management, End-User & System Administrator Training etc. These professional services definitely offer the much required help for companies seeking the right kind of CRM product for their organization.

Agiline CRM is thus completely set as a new CRM product to be offered to its potential clients, while it retains and supports all the goodness that was there in Surado CRM. And with a strong will to succeed, which is supported by an expert and visionary Agiline team, Agiline CRM brings new promises, to meet the new age demands of Customer Relationship Management.

Microsoft Dynamics CRM Vs. Prophet CRM software

In today's world when the market is so competitive, companies have to take care to keep their customers coming back, and one of the best ways to do this is by using customer relationship management, otherwise known as CRM. Having a good CRM software system in place is important if you are going to make your company a profitable and successful one. However, there are a variety of different software options, including software like Prophet CRM and Microsoft Dynamics CRM software. Prophet is a software that is offered by Avidian and of course Microsoft Dynamics CRM is offered by Microsoft. Both CRM software programs have quite a bit to offer, but you may want to take the time to compare the two options before you decide if Microsoft Dynamics CRM is the right choice or if Prophet is the best choice for your company. So, let's take a look at both Microsoft Dynamics CRM and Prophet, how they compare, and which one is the best choice for most companies. 

The benefits of Microsoft Dynamics CRM. 

Microsoft Dynamics CRM is a software option for businesses that was designed to help meet integration requirements for a variety of different business systems, whether they are complex ones or even simple ones. Also, Microsoft Dynamics CRM was designed to work with different types of software applications that business use, such as Microsoft applications and other applications from different providers as well. In fact, Microsoft Dynamics CRM actually will even work with software that is custom designed as well. One of the main benefits of using Microsoft Dynamics CRM for your business is that it works so well at providing your employees with information that is up to date. You will also find that with Microsoft Dynamics CRM, you will be able to share the information between different departments as well. Having Microsoft Dynamics also helps businesses to be able to streamline their processes. Microsoft Dynamics makes it easier on employees, since they don't constantly have to reenter information. This gives them the opportunity to work on other important sales tasks that will keep your company making a lot of sales. 

Microsoft Dynamics CRM is great, but Prophet CRM software is better. 

Now for a look at the Prophet CRM software, and how it works. Prophet was designed and is marketed by the Avidian company, and unlike Microsoft Dynamics CRM, this is a software option that has been awarded many different awards. In fact, one of the best CRM software options on the market today is considered to be Prophet. Sure, Microsoft Dynamics CRM does have much to offer, but they have a hard time coming close to what Prophet can offer businesses for their CRM needs. First of all, the Prophet system is very easy to use and it is also extremely easy to implement into a company as well. The price on Prophet is reasonable as well, and it is cost effective. In fact, you will be able to have this software customized just like you want it, which is not something that all CRM software options, such as Microsoft Dynamics CRM can offer. Automated emails are another benefit that Prophet offers as well, which makes following up with customers a breeze. A calendar option is also a part of the Prophet system, which can be helpful. You can even make reports with Prophet which help to keep track of how the company is performing so you can make sure that you company is working at it's best. 

Prophet CRM software system is a better option. 

While both Microsoft Dynamics CRM and Prophet CRM have a lot to offer, if you are looking for the best possible CRM software system for your business, you will want to go with Prophet instead of the Microsoft Dynamics system. Prophet can offer a better option for a price that is cost effective, which makes it a better choice than Microsoft Dynamics. So, if you are ready to start growing your business, increasing your sales, and enhancing your overall business success, instead of turning to Microsoft Dynamics CRM for help, consider going with Prophet CRM software. This software has so much to offer and there have been many awards offered to Avidian for this software as well. In fact, Prophet actually has a four star rating with PC World, which is not easy to get. So, until Microsoft Dynamics CRM can boast about the same awards, you will be best going with the Prophet software. 

web Based CRM Software Solution for Boosting Your Business

In today's competitive world, Customer Relationship Management (CRM) is practiced by each and every business that values their customers. Without a customer, a business will finish to exist. It's web based CRM software solution which makes it achievable for an enterprise. Organizations constantly find such solutions to minimize the expense of the operations of a business. Due to this, many companies turn to web based CRM solution as a choice.

The CRM Software is rapidly becoming a chief business strategy that many organizations rely on to streamline their sales, marketing and customer service processes. Web Based or hosted CRM was created as a result of a certain conviction. It's basically meant to range as a number of customers and inforce the 3 main principles of a CRM. These are:

• Maintaining active customers 
• Obtaining possible customers 
• Improving upon customer encounter

A CRM software can make a world of a difference to the productivity rate of a business. Any organization can give its customers a world class customer care experience with the help of a customized Customer Relationshhip Management (CRM) software. t offers a business owner a competitive benefits in a various small ways and it is CRM which can make a strategic difference for the small business.

Web based CRM solution is a surprise for a sinking business. The solution can raise your firm to a whole new level. A flexible CRM software does the following:

• It allows you to track customers in the sales pipeline
• It doesn't require the purchase of new equipment
• It allows easy access to customer information
• The solution can be accessed from virtually anytime from anywhere
• Allows the sales person to obtain client information 24x7

By using the latest and modern technology you can help to benefit the business in some ways as a business owner. You can work on developing new ideas to boost up the business such as email campaigns to set customer care and to raise sales prospecting projects. You can email the customers directly to ask if they are happy with the purchase they made from the company.

One of the major advantages of the CRM - Anybody can connect with anybody, anywhere on the globe with the help of Internet. It makes the solution cost-effective and beneficial. Web Based CRM is a software solution offering Customer Relationship Management working processes over the internet. It supports various functionalities of a business such as Lead Management, Opportunity Management, Partner Management, Customer Service and Support, Contact Center Management, Performance Management and E-commerce etc.

Zoho Support and Maximiser support

CRM is a short form of the full word customer relationship management specialist. There are many Zoho CRM support and maximiser CRM support that have to deal with different customers across the world. However it is seen that the good customers are the people who can merge their various activities with the services of CRM. Therefore the Zoho CRM support and maximiser CRM support are there to fulfill the need of different customers, the most brilliant customers of the world.

It is the integral part of the different customers who manages to merge their activities with the CRM. It does not remain confined to a daily activity as it has become an integral part of them. The different advantages of using Zoho CRM support and maximiser CRM support. Different people uses the CRM to get more exact results and different staffs uses the CRM for getting better results.

The CRM software is really extremely useful software. The CRM software guides the different customers from the start of their work until the work is completed. They also show you different ways to record different leads from the web directly. Extremely useful software guides the different customers and gives them excellent services. If all the people are having any kind of problem in their offices then they should contact Zoho CRM support and maximiser CRM support. They help the people to change the management. They organize a movement for change to bring about a change in the management of that company. All the CRM of a graphic show needs a part which is needed. A CRM is needed by an automatic implementation system always.

There are many different types of CRM except from the type of CRM which is mentioned here. One of the extremely important kinds of CRM called the CLOUD Solution CRM. This is mostly used and applied for this type of business that wants to be very successful and wants to run their business very quickly and fast. Those people who takes this kind of CRM wants peace and flexibility of mind which contains technical requirements which is minimum and there is no scope of losing any data's of any type. This kind of CRM are mainly used by the people who have infrastructure which are low,the IT infrastructure have very small amount of workers and staffs and they accept for a monthly payment that is fixed and predictable.

Another kind of extremely popular CRM is known as the ON-PREMISE SOLUTIONS. This is also an extremely useful CRM and this is mostly used by the companies who want to fulfill the need of their companies. They want to incorporate different processes of CRM which are to be installed in the works of those people and want this to become a part of the company. The people of the companies want to incorporate this type of CRM because they require high security for different datas of their offices. They want this type of CRM that will fulfill the needs of the office that is unique and this needs a special kind of data structure.

Therefore the Zoho CRM support and maximiser CRM support is used by different companies and help those companies a lot.