CRM Insights: Overcoming IT Challenges Through Your CRM

Transcript

1. CRM Insights: Overcoming IT Challenges Through Your CRM Overcome IT Challenges by Selecting a Well-Rounded and Secure CRM
2. CRM Quality Matters in Business Operations Your CRM Can Influence How You Operate Your Business
3. How CRM Impacts Business Operations Driving innovation Creating new business models Dealing with supply chain issues Leveraging AI to the organization’s advantage Resilience in the face of increasingly sophisticated cyber threats. A low-code/no-code model SOC2 Type 2 endorsed data protection Data security and privacy, especially when complying with the GDPR Multiple applications across all departments Digital scalability Here's how a well-rounded CRM can enhance your business processes:
4. 5 Ways SugarCRM Develops its Applications with IT Needs in Mind Privacy, security, and compliance are core principles for us.
5. Sugar ensures that business needs and IT challenges find a natural balance within our services, so enterprises of varying sizes can supercharge their operations with our CRM at their core. Here are some critical IT aspects we put time and effort into to deliver exemplary privacy, security, and compliance standards through our applications. 5 Ways SugarCRM Develops its Applications with IT Needs in Mind Resilience Low Administration Efforts Cost Containment Powerful Integrations Exemplary Security and Compliance SugarCRM is powerful, scalable and evolving. That’s what we enjoy the most about it. If I have a new activity or need tomorrow, I know that I will be able to set it up with a tool or feature. Sugar’s evolution is almost infinite. St Stéphane L éphane L., Franchise and Branch Network Manager, Isocomble
6. Resilience Technological Resilience is Critical for Business Development and Growth
7. Resilience No matter how hard organizations fight to keep malicious events at bay, they still can happen in spite of all precautions. In similar scenarios, your CRM should function despite: Cyberattacks Data corruption Catastrophic system failure, etc. At Sugar, we have several ways to ensure resilience: Our systems are hosted in AWS Availability Zones We have Global Delivery protocols We have failover best practices with automated replication in place in case of unfortunate events We ensure 99.7% uptime SLA We build resilience into every Sugar solution so our customers can access scalable, high-availability applications globally without worrying about the catastrophic outcomes of the abovementioned events.
8. Low Administration Efforts CRM Users Don’t Have to Be IT Gurus
9. When developing new applications for midsize enterprises, we aim to provide: Solutions that don’t require constant IT involvement Applications that can be administered at a departmental level Solutions that feature User Role templates to facilitate usability and adoption Automated daily backups with a 30-day recovery period Low Administration Efforts As the core of your operations, your CRM should be designed to be administered at a departmental level. With our onboarding, training, and certifications, IT's involvement in routine administrative tasks is reduced, and each department can independently handle such jobs. An implementation process for one of our products is very complex because it involves both sides of our sales organisation – but it needed to be improved. We were looking for a system in our current stack, and SugarCRM was chosen because it was the best fit for our needs. Jul Julia W ia W., CRM Team Lead, Unite
10. Cost Containment Get Full Control of How and When You Spend Your Tech Budget
11. Our CRM solutions can grow and scale with your business at predictable and realistic costs We offer multi-year cost lock-in Our pricing is based on the level of the CRM usage Cost Containment CRMs are the heart of business operations, but unpredictable costs can quickly deteriorate your experience with the product and vendor. As such, we aim to offer customers full control of their costs: This way, you can confidently use our CRM and: Avoid billing surprises Access CRM usage stats in-app Align CRM costs with your long-term business requirements
12. CRM Integrations and Feature Flexibility Simplify Your Tech Stack, Enhance Your Capabilities
13. CRM Integrations and Feature Flexibility Switching between tools quickly becomes a burden if your teams use programs and tools that aren't fully compatible with your CRM. At Sugar, we aim to accelerate growth through integrations and software extensions via multiple environments: The SugarOutfitters Marketplace Published APIs An array of off-the-shelf integrations with reputable ERPs, Marketing Automation services, and more Certain benefits derive from a CRM with solid integration capabilities: It allows you to collaborate with existing applications in your tech stack. It meets your business needs as your company grows. It helps you maintain proper performance levels across your tech stack.
14. Privacy, Security, and Compliance Your CRM Should Lower Organizational Vulnerability, Not Add to It
15. Privacy, Security, and Compliance Applications that operate with vast databases can be vulnerable in the face of cyber threats, but they also need to comply with various privacy laws and regulations (GDPR, for example). Sugar provides secure SOC2 Type 2 endorsed environments for this to happen. These fall into three sections: user-facing, internal-facing, and external-facing. User-Facing Environments Internal-Facing Environments External-Facing Environments
16. User-Facing Environments Two-step Authentication: All types of data, especially CRM data, must be protected beneath multiple layers of security features. This protects your data from phishing attempts that target usernames and passwords. A biometric or time-sensitive security token is the best for keeping your CRM data sheltered. User Access Management with Role- Based Access Control (RBAC): We use RBAC to restrict access to specific types of data, applications, or even entire networks based on a person’s role in an organization.
17. Internal-Facing Environments Cloud-Service: With cloud hosting services, data can be accessed remotely around the clock in a centralized database. The good news is that with cloud CRM services, your data is backed up every day, ensuring that you have access to your CRM securely. Data Encryption: We offer at rest and in transit data encryption to ensure that your data can only be accessed by authorized individuals. Data Loss Prevention: Data residency is vital for global business, requiring control over data storage and vendor access in your CRM. We use DLP to prevent data leaks, with systems at network, app, or endpoint levels. Secure Integrations: We recommend that our customers select secure integrations to use together with our solutions. This way, they can prevent potential security issues down the road.
18. External-Facing Environments Privacy Management: To comply with GDPR and CCPA, clarify data collection in privacy policies. We support data protection laws through GDPR-ready apps and CSA Star membership. Tracking and Auditing: All online actions leave traces. Audit trails ensure privacy and security, aiding data breach response by tracking data history for damage mitigation. Data Localization Controls: Non-US organizations seek digital sovereignty. Some face strict data transfer restrictions, like healthcare institutions. At Sugar, we keep data in the processing region for compliance. Compliant Backup Systems: In the event of a data loss, businesses are susceptible to even closing their doors. That’s why we provide automated compliant backup systems. Consent Management: Such features help you ensure that you have your customers’ consent to store and process their data in the light of GDPR and CCPA regulations. A CRM tool that balances your business needs with your IT challenges allows end users to set up customized ways to declare how their data can be stored and handled.
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