How valuable is your company’s data?
How easy would it be for one of your employees to leave your business and take important client or pricing information with them? What would be the impact of data corruption on in-house databases or spreadsheets to your day to day operations?
For many of our clients, data security and business continuity considerations were some of the main reasons for implementing Salesforce CRM.
Data Security best practice
Records in Salesforce are protected by several layers of security setting such as user profiles, permissions and user hierarchies, we’ve written a more comprehensive article on this previously.
Salesforce provides security features that give you the best combination of securing records on the one hand, and making the CRM easy to use of the other. For companies of any size it’s now reasonably straight-forward to apply industry best-practice security techniques within Salesforce.
Business Continuity - Don’t miss a step when someone leaves
Whenever an employee leaves your business there’s going to be a period of readjustment as their accounts or projects are handed over to a current or new employee. The speed that you can get this transfer of information and tasks handed over is really important, it impacts client satisfaction levels and company profitability.
‘Business Continuity’ refers to how easy it is for companies to continue to trade as normal after a disruptive event (such as an employee leaving). If your company is a Salesforce customer, this process is made easier by having all previous actions and future planned actions (planned or completed meetings, meeting notes, emails or logged phone calls) logged in the Salesforce CRM. When the new person takes over the accounts or opportunities, they can see every detail and touch-point that you’ve had with this company.