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Top 7 CRM Features to Ensure Security in a CRM Software

Krunal Shah

Sep 21, 2022

8 min readLast Updated Sep 29, 2023

CRM features

CRM is not just software; it's a strategic approach that puts customers at the center of a company's operations. It encompasses a range of practices and technologies designed to understand, manage, and nurture customer relationships throughout their lifecycle. CRM software is crucial for businesses to manage relationships, operations, and growth. Security is now a top priority due to our interconnected world.

For a Customer Relationship Management software to be truly successful, it needs certain CRM features. These CRM features allow the CRM solution to give ample support to your business, make the work more accessible, and streamline faster growth. In addition, top CRM security features would make the solution fool-proof from hackers, store the data in a secure, centralized database, and protect it from cyber threats.

Here, we will have a detailed look at the leading CRM features in security that would save the system from data breaches and eventually save the company from incurring heavy losses.

Why CRM Security Matters in Today's Competitive Business?

CRM security holds paramount importance in today's fiercely competitive business landscape. In an era where customer data is a prized asset, safeguarding this information is not just a regulatory requirement but a strategic imperative. A robust CRM system streamlines customer interactions and stores invaluable insights, sales data, and proprietary information. Any breach in CRM security could result in severe consequences, from loss of trust and customer defection to financial penalties and reputational damage.

Moreover, as businesses increasingly rely on remote work and cloud-based solutions, the attack surface for cyber threats has expanded. Cybercriminals are constantly evolving their tactics, making CRM security an ongoing concern. Protecting customer data, maintaining business continuity, and securing sensitive information gives organizations a competitive edge. CRM security is not merely a checkbox; it's a critical component of a company's resilience and success in the modern business arena.

7 Essential Features of CRM to Ensure Security

Organizations must understand that selecting a CRM solution is one of the most essential factors in keeping your business afloat. If the selection process is improper, the very thing that makes the CRM features useful could also destroy your business. To help you protect your CRM software and safeguard your customer data, we'll delve into the top seven CRM features that are essential for ensuring security in your CRM solution.

CRM security featuresFC

1.    Information Encryption

It is vital to keep the information related to the product and customer safe in the modern-day business arena. A solution business does not need to keep all of its data in one secure place through a competent CRM. Moreover, it is easier to relocate any information for those who require it to be used to access it. As any skilled burglar knows, your data can be taken more easily while in transit.

Even if someone from outside your organization accesses your data, the CRM feature of information encryption ensures that it cannot be read. The information is altered to create a code that can only be cracked using the proper key, in this case, a password. Moreover, the business organization needs to make sure your CRM has this feature before continuing because almost every program comes with the ability to encrypt shared or copied data.

See More: Benefits of Outsourcing Custom CRM Software Development In 2022

2.    Must Work in Offline Mode

It is necessary to have an offline mode as a CRM feature. The solution must allow the business organization to access required information even with a weak internet signal. The idea of having all of the company information accessible offline may seem like a good one at first. However, this results in two significant breaches. First, hackers who enter your CRM can retain the data they discover once they go offline for security reasons. Second, if all a hacker needs to do is steal a worker's computer or phone, they won't even need to hack anything. The latter alternative occurs more frequently than you might imagine, especially since a lost gadget can unexpectedly become a stolen one.

All you require is a CRM with restrictions on the data that may be seen offline. Your staff may find this setup a little more uncomfortable at work. However, this discomfort can cause significant hindrances in the future. Some complex strategies must be adopted to keep your organization afloat.

3.    Cloud-Based CRM Feature

To render an extra layer of security, having a cloud-based feature in the CRM solutions would be beneficial. CRM solution service providers or vendors host cloud-based CRM solutions on a private, secure cloud. It is frequently referred to as a Virtual Private Cloud (VPC). With cloud-based CRM, you can remotely access the data whenever you have a strong internet connection. The consolidated database houses all data in the cloud-based CRM in one location. There is a misconception that CRM is unsafe. A cloud-based feature will give extra strength to the overall security structure.

The concept that most corporations are hesitant to migrate to cloud-based CRM is untrue. However, cloud-based CRM is incredibly safe and helpful for enterprises. The cloud-based CRM secures its data in the following ways:

·    VPC is divided into sections for security and management to guarantee data security

·    The data is secure with rigorous all-around security and encryption in cloud-based CRM

·    It is easier to install and access from anywhere using any device

·    Since you are hosting it locally, no upkeep is necessary

·    Every day, all of the data in cloud-based CRM is backed up

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4.    Data Authentication

Naturally, your data cannot be kept so private that only your organization can access it. A door could be opened, allowing hackers access, but a door lock is required for every software. It is not difficult to establish a procedure that requires authentication of a person's credentials before allowing them to view the data. The difficulty of destroying or circumventing this procedure makes it more difficult for hackers to obtain access.

There are various approaches to authentication, and you can install as many as you like, given the variety of alternatives. The most popular authentication technique is a password, but the CRM will require more excellent protection than a standard social media account.

A property-based token authentication, such as an RFID chip in a card, might be more challenging for hackers to get or imitate. Fingerprint or voice patterns can be used as biometric passwords to safeguard your data further.

See More: How to Build A CRM App Using React Native

5.    Optimal Security Against Cyber Attacks

If your company targets a cyber assault, these authentications will be of no assistance. A talented, dedicated hacker team has numerous ways to breach any secure barricade. Before such attacks, you must have countermeasures in place. One such measure is to hire an experienced software development company with a rich history of providing stupendous cybersecurity services. This is because, under extreme data malware conditions, your software development partner would become your first point of assistance in every required thing.

These typical cyberattacks include overloading a server and DDoS attacks, which cause your server to function slowly or cease entirely and destroy your web services. The deployment of gating mechanisms and the server's filtering of dubious IP addresses help protect data from such attacks. Certain restrictions should apply to IP addresses.

6.    Authentic Password Policy

Being on the data security spectrum, it would be advantageous if a password authentication policy was included in the CRM features. If your passwords are hard to guess, you can use as many multiple authentication techniques as you want. More accessible passwords or just a simple fingerprint authentication won't work as it is elementary for hackers to trace. Therefore, you'll need a CRM application that foresees this weakness and requires users to develop a strong enough password for your CRM security. In addition to controlling your sales process, organizing your data, and integrating your connections, many excellent CRM applications provide extra top-notch security features.

Excellent password authentication CRM features are ideal for all business enterprises, irrespective of their size or nature of work. Password policies are nothing new; many websites online already use them. Simple guidelines like having more than six characters, including numerals and symbols, and making sure it differs from the previous three times you used it are all required to ensure a secure password. One issue is having trouble recalling the password or forgetting to write it down, but CRMs can also retain this information.

See More: Top 7 CRM Features to Ensure Security in a CRM Software

7.    Inbuilt Protection Against Malware or Attacks

If a CRM solution has inbuilt antivirus software CRM, it becomes easier to incorporate it into similar laptops or computer systems. In addition, with inbuilt malware protection CRM features will allow the business organization to be safe about their data and thus focus on more customer acquisition and experience enhancement processes.

Moreover, it is preferable to have a CRM with a built-in antivirus that can continuously check for risks. A CRM with integrated antivirus regularly updated against the most recent threat signatures, such as viral Trojans, malware, encryption, etc., is a crucial security aspect to consider before purchasing. CRM benefits from having safer data than previously.

Third Rock Techno: Your Partner for Secure and Customized CRM Solutions

Data security is a critical feature in a CRM solution as it plays an essential role in customer engagement. The most crucial factor in securing data in all firms is security. Implementing CRM is critical to the business's growth and to give customers a better experience because it has significant advantages for organizations. It is crucial to ask your CRM software development partner about the security features. Before purchasing, you should check the CRM software for a few key security aspects.

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At Third Rock Techno, we focus on providing clients with an all-encompassing CRM solution according to their requirements. We have a proper understanding of the importance of data security in today's business environment. In addition, our experienced team of project managers, developers, designers, QA, etc. will understand your needs, analyze them with the trends in the market and then render you customized CRM features. Please have a look at previous work to understand our previous work.


Q1: Should I inquire about security features when choosing a CRM software provider?

A: Absolutely! When selecting a CRM software provider, it's essential to inquire about their security measures, certifications, and compliance with data protection regulations to ensure your CRM system is secure.

Q2: How often should I update the security features in my CRM software?

A: Regular updates are crucial to staying protected. Ensure your CRM software receives security patches and updates promptly to address new vulnerabilities and threats.

Q3: Can CRM security features be customized to fit my business needs?

A: Many CRM solutions offer customizable security features. You can often tailor security settings to align with your business requirements and compliance standards.

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