Thursday, May 16, 2013

Preventing Data Leaks from CRM Systems

Validation Widget's response to user inputs
All CRM enhances organizational efficiency by efficiently collating diverse data and processes. While efficiency gains are important, a likely consequence of such organized data is 'data leak', leading to large customer churn and sometimes litigation. With an effective strategy for the security of customer information, businesses can confidently put more qualitative data about their customers on their CRM without fearing data leaks.

Compared to how data processing services were provided to business years ago, CRM technology is light years ahead today.  It used to be that programs ran on a centralized computer system, usually in the same building.  A main frame or mini computer from which users had access through a computer screen and keyboard (called a terminal) was the mode of the day. Distributed processing between desktop and laptop computers back to the main company over the world wide web was still in its infancy!

Looking at a typical CRM software
Today, computer systems and data networks operate freely, sharing information over the internet across the world.  Anybody that has a home computer or laptop or even a tablet and an internet connection can make a connection with virtually any other computer system on the internet via Web Portals and VPN (virtual private network) connections. Access speed and data security remains an issue for companies that are sharing data with business partners all over the globe.  Current CRM solutions, should provide the latest state-of-the-art secure data leak protection available today to prevent information from falling into the wrong hands.

Currently, CRM software is able to provide its many IT services to enhance customer experience management using the latest secure web application technology.   The .NET FRAMEWORK is a web applications environment that is utilized in many leading edge secure applications, most implemented CRM solutions inherit the features and facilities that enable data acquisition and manipulation through the most secure means available to this environment.  A web CRM solution's environment can be accessed simply by typing a URL (web address)  into any internet browser, making it extremely portable for any web server farm that is ASP.NET enabled.  Behind the interface, users see a web CRM software which has a secure encrypted Database channel at the core that feeds it.  This is significant because SQL (System Query Language) is a robust relational database environment that lends itself to secure encryption of data and fast input and output of desired data queries.  This state-of-the-art technology is the compatibity standard for web application development in today's world.  Even other front-end web application languages like PHP work with this secure database foundation.

Web CRM inherently allows for handling multiple simultaneous connections from virtually any location to facilitate business partner access to information because it is compatible with current Secure Portal technology.  Adherence to current data security standards is critical to maintaining excellent customer relations on every level.  Because a ASP.NET web app CRM solutions lends itself to operating through Secure Portal and VPN technology, all business partners can be assured of complete protection for all data communications from remote users back to the source company. So, not only is this kind of CRM tool for use on multiple levels of corporate operation, it is compatible with the sophisticated protection aspects in current VPN (Virtual Private Network) and secure web PORTAL access. Third party validation and secure certificate technology is fully implemented in CRM solutions.

I must emphasize that any CRM solution doesn’t have to recreate the wheel to provide it’s own unique and secure access to its services. This kind of CRM solution is seamlessly compatible with existing secure protocols such IPV6, SSH & VPN that already are in use over the world wide TCP/IP based internet. This is because 3rd party secure compatibility is the issue here and this kind of CRM solution inherently conforms to current security standards!  The current secure corporate WAN/INTRANET technology is an international standard that any ASP.NET/ Web App CRM solution fully conforms to.  It is important to understand that this kind of CRM application development will integrate seamlessly with existing secure technology so that the issue of data leaks and controlled secure access will be at par with the latest and greatest levels of security available on the global internet today. Specifically unauthorized access is screened through the use of multiple keyword validations (known as Advanced Data Leak Protection). 3 tier validation utilizing unique passwords along with specific personal keyword requirements known only to the individual user, along with specific provision of dated transactions must be provided for user access. Current CRM solutions can therefore be fully  PCI Data Security Standard (PCI DSS) compliant by virtue of ASP.NET standards to which they conform.

Ensuring data security
Effective data leak prevention allows companies to implement a holistic data security policy to limit the extent of data that users can view based on the level of their authority and function. It also allows the administrators to set security gateways to ensure access to specific information only on validation of some critical information. To illustrate, you can set data leak prevention in a financial CRM Software to ask for a valid phone number and date of birth from a customer before displaying/ sharing requested details. Only if the user enters the correct details, they can access the customer's complete record.


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