How to Understand If Your CRM Needs Health Check And Security Assessment

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Based on the Data Breach QuickView Report released by Risk Based Security, there were over 1,700 publicly reported data breaches in the first half of 2021 with almost 53,000, 000, 000 lost records!

Are you sure that your company is out of the risk and all users have the right security setup?

To know for sure that your business won't be the next, your CRM system requires regular health checkups. And here are the benefits of consistent audit.

It goes without saying that revising critical areas of CRM software are as important as regular medical checkups to ensure data protection and data loss prevention and stable CRM performance in the future. Thanks to this, you and your company will be able to rely on your CRM system to hold sensitive information and use the solution with confidence.

Regular org check-ups enable you to stay informed about actual vulnerabilities, prioritize remediation roadmap, and adjust change strategy accordingly.

This, in turn, will help accelerate user adoption, develop an effective user training program, and understand existing processes. Besides this important factor, you will be able to manage your investments and costs associated with your current infrastructure better, exceed all industry technology development standards, reduce operation costs, and improve solution scalability.

In the end, it will elevate sales management, effectiveness, and results.

You can see if you need to assess your CRM health by answering the following questions:

  • Does original CRM implementation still align with your company initiatives?
  • Do you have a lot of technical debt accumulated over the years?
  • Has the amount of data entering your CRM increased over time?
  • Do you have a lot of duplicate records that require data cleansing?

Need more hints on what you should pay your attention to ensure intermittent and secure operation of your CRM system, let me know in comments.

submitted by /u/AliceGatsby
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