How to Ensure Your Prospect and Client Data is Safe and Secure

Customer resource management platforms are the ideal tools to help streamline every aspect of the sales and customer management process. But with so many available on the market, it can be difficult for companies to determine which CRM solutions are the best for them. There are plenty of factors to consider, and, acknowledging the amount of data passed through various platforms, CRM security standards is one of the most important. While not all CRM platforms are created equally, luckily, there are some standard security features that potential CRM users can look for to help make their decision. 


PCI Compliance

The Payment Card Industry Data Security Standard, or PCI DSS, is a compliance protocol established and required by the major credit card companies for all businesses that process credit card transactions. The protocol exists to combat fraud and to ensure the protection of the sensitive consumer data that gets transmitted with each credit card transaction. It is made up of 12 individual compliance requirements, and to maintain overall compliance, companies must meet or exceed all 12. Companies must also revalidate their certification on a quarterly or annual basis to ensure constant compliance. 

Any customer resource management system that enables electronic payment processing absolutely must be fully PCI compliant in order to avoid putting the user’s merchant account and their clients’ payment data at risk. CRMDialer is fully PCI Level 1 compliant and meets or exceeds the standards for each individual compliance category. 


Secure Third-Party Solutions

Customer resource management tools are designed to streamline the storage and handling of large amounts of data, and they all use a third-party solution to handle those data demands. Different third-party providers offer differing levels of security, and varying levels of security exist even within individual service providers. It’s incredibly important for companies selecting a CRM to ensure the solution they choose has the best cloud-based storage security possible. 

CRMDialer utilizes Amazon Web Services with management servers located on Amazon EC2 and all secure data stored on Amazon RDS. That means all of our clients benefit from the highest security level AWS has to offer, ensuring they never have to worry about the safety of their customer and lead data. 


Penetration Testing and Monitoring

The arms race between bad actors and the security systems designed to keep them out is never-ending and constantly evolving. Security solutions can’t be treated as static, and firms that rest on their laurels are sure to eventually fall victim to attack. To ensure the greatest possible level of security, customer resource management tools need to constantly reassess the security across all aspects of their service, not just their data storage or payment processing. 

CRMDialer employs regular penetration testing to ensure that our front and back-end applications, as well as our IT infrastructure,  are always totally secure. These tests ensure that our systems and safeguards are always one step ahead of the latest malware and exploits. Additionally, Amazon AWS provides 24/7 security monitoring, ensuring that our clients’ data is secured by dedicated teams every minute of every day. 


CRMDialer offers industry-leading security in our data management and storage, our payment processing, and all aspects of our front and back-end systems. Our clients can rest easy knowing that the data they enter into CRMDialer and the highly sensitive information their customers submit during electronic payments will always be fully secure. If you’d like more information on our unparalleled security protocols, contact us today to speak to one of our talented support specialists.