You're juggling client data privacy concerns and CRM system efficiency. How can you strike the right balance?
Dive into the delicate dance of data privacy and CRM agility. Share your approach to maintaining harmony.
You're juggling client data privacy concerns and CRM system efficiency. How can you strike the right balance?
Dive into the delicate dance of data privacy and CRM agility. Share your approach to maintaining harmony.
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This brings with it the very primary concern of many Sales organizations- how well do we use the CRM. If we use the CRM as an integral part of operations,then the users would have defined access and a trail of the activities.If this is monitored,even randomnly by the line managers -what is the activity carried out and for how long etc, access to the data would be for genuine reasons and would deter team members from misuse.Also access trail,download access restrictions,restricted access-predefined data(own accounts)etc apart from ability to prevent photography or screenshots and Print screen options,helps prevent data misuse. Having said that, this is not comprehensive and the culture of risk management that we build is critical.
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