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CRM for Manufacturing: Security Considerations

Security is a key differentiator for manufacturers looking for a CRM. We explore the security considerations that matter most for these businesses.

Manufacturers require stringent security controls from every software tool in their tech stack.  

When looking for a CRM, this standard is raised further by the handling of customer data.

The following considerations can help you identify whether a CRM will be able to meet your security needs.

  • Role-based access controls (RBAC)- By restricting access to sensitive information to specific roles within an organization, manufacturers can ensure that employees have all the information they need to perform their duties while limiting the potential for data mishandling.

Coupled with access management tools such as auditing software that captures and stores log-in attempts, field changes, and the like, RBAC serves as the foundation of a secure data environment.

  • Data encryption- The encryption of sensitive information ensures the protection of that information from data breaches.

There are various encryption methodologies and standards, but for manufacturing companies, it is essential that all data stored in a CRM is encrypted both in transit and at rest.

  • Compliance- Manufacturers must comply with the consumer data protection standards of every region and territory they operate in. The General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) are examples of such regional standards.

A flexible, customizable, and user-configurable CRM allows manufacturers to meet these standards while maintaining a high level of accessibility and efficiency.

5 questions you should ask every CRM vendor about security

The following five questions can help you determine whether a CRM vendor can meet your security needs.

  1. Is data managed within the CRM platform encrypted in transit and at rest?
  2. Does the CRM platform support customizable role-based access controls? 
  3. How is data within the CRM platform stored, backed-up up, and replicated?
  4. Does the CRM vendor have an incident response plan for dealing with data breaches?
  5. Does the CRM meet the compliance standards of the region where you operate?

FreeAgent CRM is the right choice for manufacturing

At FreeAgent, we know firsthand the challenges that manufacturers face with maintaining security and compliance because we help manufacturers maintain these standards every day.

Check out these powerful success stories to learn more:

To see FreeAgent in action, get a demo, and discover for yourself how we are leading the way to a better workday.

CRM Buyer’s Guide for Manufacturing

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