Data Management and Data Security

What is data management in CRM?

CRM data management involves organizing the necessary details of your company's current customers and prospects, analyzing it, and using it for building optimal customer relationships.

What are smart lists?

Smart Lists are pre-set filtering conditions that users can use to find relevant information faster. There must be filters unique to your business used frequently by your salespeople. Open leads, leads created by a specific user, contacts created in last 30 days etc. are some examples of common filters used repeatedly by sales people. User can save such filters with Smart List feature available in Kylas CRM. Also, when you update data on the CRM, these lists get populated automatically.

How does a CRM system handle data management and storage?

A CRM provides a centralized data repository to businesses where they can store and update customer contact information, interaction history, purchase records, and customer preferences. CRMs can also be integrated with various data sources to capture leads and their information automatically.

Most CRMs also let you create custom data fields to categorize and segment data on various grounds such as by customer, company, deal, or project. You can also give role-based access to data and ensure that no unauthorized users can access your data.

What measures does a CRM system employ to ensure data security?

CRMs offer data encryption, access controls, compliance with regulations, and security updates to ensure that your data is safe. Kylas is ISO 27001:2022 certified, and you can be sure that your data is in safe hands at all times.

What are the best practices for data backup and recovery in CRM?

CRMs employ a wide range of measures to ensure data security, protecting sensitive customer information from unauthorized access, breaches, and other security threats. Some of the most common practices include cloud-based backups, data encryption, monitoring and alerting, API security, etc.

How does a CRM system comply with data privacy regulations?

Most CRMs follow a series of measures that are aimed at protecting the privacy and security of customer data. They employ robust encryption protocols to safeguard data from unauthorized access. They also have role-based permissions and authentications to restrict data access.

Kylas offers IP restriction, 2-factor authentication, and number masking so that your data is safe and only accessed by authorized personnel.

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Leverage The Power Of Data!

Includes

Import or migrate data from other CRMs or Excel

Custom Fields

Handle
Duplicates

Manage your
Products/Services

Smart List

Data
Security

Data
Protection

FAQs

What is data management in CRM?

What are smart lists?

How does a CRM system handle data management and storage?

What measures does a CRM system employ to ensure data security?

What are the best practices for data backup and recovery in CRM?

How does a CRM system comply with data privacy regulations?

For Sales Manager:

For Sales Reps:

Leverage The Power Of Data!

Includes

Import or migrate data from other CRMs or Excel

Custom Fields

Handle Duplicates

Manage your Products/Services

Smart List

Data Security

Data Protection

FAQs

What is data management in CRM?

What are smart lists?

How does a CRM system handle data management and storage?

What measures does a CRM system employ to ensure data security?

What are the best practices for data backup and recovery in CRM?

How does a CRM system comply with data privacy regulations?

5000+ growing businesses have signed up for Kylas!

Handle
Duplicates

Manage your
Products/Services

Data
Security

Data
Protection

5000+ growing businesses have
signed up for Kylas!