7 Ways to Protect Your CRM from Data Breaches

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7 Ways to Protect Your CRM from Data Breaches
by Anastasiia Dyshkant

Protect Your CRM from Data Breaches in 7 Ways 


CRM systems enable companies to create positive customer relationships, identify new prospective customers, and drive revenues. Since CRM programs contain so many customer details, they present a possible hacker goldmine. 


If your CRM data is hacked and released to the public, it can ruin customer interest in your company and affect your company. Here are seven ways you can protect your CRM data from the data breach.


1. Secure your IT infrastructure


The first step is to protect the IT infrastructure hosting your CRM info. Creating several protection levels is necessary to make it all the more difficult for hackers to get in. You can start by installing a reliable firewall, which will allow you to monitor who has access to your details. First, install trustworthy anti-virus software to protect your CRM data from viruses, worms, and trojans.


Many antivirus programs include real-time scanning to block intrusion attempts as they occur and provide anti-virus and anti-phishing capabilities that allow your employees to access the web safely.


Ensure you update your OS (Operating System) periodically – the operating system has a default and recommended feature to install updates automatically, including those that correct security breaches. Some users turn off auto-updates, risking the loss of internet access and increased use of data, but keeping them on is advisable to secure data or assets.


You can also install applications that offer full-disk encryption. Encryption software can be easy to use, and may even be installed on your OS already.



CRM data breaches

2. Choose a reliable CRM Vendor


Research companies that offer CRM solutions should be an essential step in securing the data of your customers. The company you choose to manage your customer data must provide unlimited, secure access to the requested data and be reliable enough to comply with data standards. Your CRM vendor should be transparent in coping with it and have a strong reputation in securing data.


You need to look for a provider with CRM data secure databases, either in-house or in the cloud, to ensure good customer relationship management. A CRM vendor registered with the Cloud Security Alliance via their CSA STAR registry secures your customers’ data.



CRM data breaches

3. Create data backup


Customer data is the basis of any CRM program. Any major disaster or program bug will cause years of data collection to delete any piece of customer data in an unprotected public cloud domain instantly or to lose. Cloud data storage is essential in many ways to protect our data and reduce our data loss cases. Each data center is replicated with another global data center, providing all customers and other CRM data on the servers with real-time backup. 


Daily data backups are taken and processed to restore a customer’s data if the need occurs. These data recovery steps not only help in long-term high-stress situations but also allow service agents to recover customer data that can be lost by mistake or manual mistake.



CRM data breaches

4. Conduct IT risk assessment audits


Regulatory IT audits are essential to ensure compliance with various international data security laws. Also, recommend the same to most crm developers. 


An increasing number of people have access to different CRM functionalities. The device is vulnerable to numerous weaknesses due to an organization’s corresponding setting.


Due to the complicated practices followed by hacking groups, denial of service attack, illegal content, malware, and other hacking attacks on the CRM have become common. Often businesses fail to identify and address vulnerabilities. Auditing risk assessment of information technology can help in quickly exploiting loopholes.



CRM data breaches

5. Use strong passwords


Weak passwords that are easy to make it easy for hackers to get into your systems. Attackers take less than a minute to affect the target system. Make sure you’re using a strong password that includes numbers, alphanumeric and special characters.


Since remembering such passwords can be difficult, teach your employees how to store your passwords and retrieve them when required safely. Add automated validations to ensure poor passwords don’t fall through.


When attempting to log in with your username and password, you will also be prompt to enter a one-time password that goes to your mobile phone. This action can not break into your account unless someone knows the other password. That provides an extra security layer.



6. Provide cybersecurity training for your employees


As technology progresses, the security protocols are likely to get out of date. Data breaches often occur when workers carelessly move data, records, and even user credentials around. Carry out a compliance audit to find and address the weak points in your security protocols.


Start educating your staff on your security procedures and hold courses on role-playing to simulate real-life scenarios. This will help them make the best use of software, hardware, and data. Provide them with video guides, and hold weekly meetings. 


This will give them practical knowledge of the dos and don’ts in the event of data breaches. Aware that you test your security protocol regularly.


You also need to instruct them on secure web browsing so that they can avoid security threats. For example, if open emails from your employee’s unknown sources, they can contain links to malicious websites that install software, browser plugins, and add-ons that steal your customer data.



CRM data breaches

7. Monitor CRM activity


You don’t need to track your employees’ every action when they use your CRM system; however, you can set up security alerts that will warn you in the situation of illegal disclosure of data breaches. You can also build online dashboards in real-time to track your CRM system and company network’s security status periodically.


Many of these dashboard tools have out-of-the-box features to integrate with your security framework, which can help you monitor your IT infrastructure’s main security metrics quickly.




Final Thoughts


With these seven tips, you will evaluate your current situation and prepare yourself and your employees to take some action. Know what matters to the clients. Data breaches may destroy the relationship between your customers and you and your business. With a safe network and a well-trained team, you can protect your CRM and prevent data breaches.