Protect Your CRM from Data Breaches in 7 Ways

3 min readSep 22, 2020


CRM systems enable companies to create positive customer relationships, identify new prospective customers, and drive revenues. Since CRM programs contain so many customer details, they present a possible hacker goldmine.

If your CRM data is hacked and released to the public, it can ruin customer interest in your company and affect your company. Here are seven ways you can protect your CRM data from the data breach.

The first step is to protect the IT infrastructure hosting your CRM info. Creating several protection levels is necessary to make it all the more difficult for hackers to get in. You can start by installing a reliable firewall, which will allow you to monitor who has access to your details. First, install trustworthy anti-virus software to protect your CRM data from viruses, worms, and trojans.

Many antivirus programs include real-time scanning to block intrusion attempts as they occur and provide anti-virus and anti-phishing capabilities that allow your employees to access the web safely.

Ensure you update your OS (Operating System) periodically — the operating system has a default and recommended feature to install updates automatically, including those that correct security breaches. Some users turn off auto-updates, risking the loss of internet access and increased use of data, but keeping them on is advisable to secure data or assets.

You can also install applications that offer full-disk encryption. Encryption software can be easy to use, and may even be installed on your OS already.

Research companies that offer CRM solutions should be an essential step in securing the data of your customers. The company you choose to manage your customer data must provide unlimited, secure access to the requested data and be reliable enough to comply with data standards. Your CRM vendor should be transparent in coping with it and have a strong reputation in securing data.

You need to look for a provider with CRM data secure databases, either in-house or in the cloud, to ensure good customer relationship management. A CRM vendor registered with the Cloud Security Alliance via their CSA STAR registry secures your customers’ data.

Customer data is the basis of any CRM program. Any major disaster or program bug will cause years of data collection to delete any piece of customer data in an unprotected public cloud domain instantly or to lose. Cloud data storage is essential in many ways to protect our data and reduce our data loss cases. Each data center is replicated with another global data center, providing all customers and other CRM data on the servers with real-time backup.

Daily data backups are taken and processed to restore a customer’s data if the need occurs. These data recovery steps not only help in long-term high-stress situations but also allow service agents to recover customer data that can be lost by mistake or manual mistake.


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