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Five Ways to Protect Your CRM Data in the Cloud

In today’s world of advanced hacking mechanisms, its widely accepted that most data theft starts from within an organisation. By holding the data off-site or in a dedicated cloud environment, our customers can minimise the risk of internal data theft and know that their data is completely protected.

What are Cloud service providers?

What are Cloud service providers :

Cloud service providers (CSP) are firms that offer network services, infrastructure, or business applications in the cloud. These cloud services are hosted in a data center that can be accessed by CRM softwares companies or individuals using network connectivity. There are many cloud service providers in the market like – like Amazon Web Services, Google Cloud Platform, IBM cloud and many more which secure the infrastructure that runs their cloud services or provide direct security of the cloud.   

Once we use a trusted CRM software for our Customer Relationship management, protecting our CRM data is a joint responsibility between your company and your cloud provider. Its a “shared responsibility” model for securing data in the cloud and meeting compliance requirements for information protection.

These Cloud service providers invest heavily in security technologies. They have the bandwidth to closely monitor your system data  24*7, send prompt alerts when issues occur, and intervene to rectify network problems before your customer data is impacted.

Customer data security along with process compliance, data access, performance and resiliency are their top priorities.They are fully capable of assessing and notifying any security risks, preventing attacks and making sure your CRM software performs as it should.

CRM Data Security:

CRM Data Security :

CRM softwares contains valuable and sensitive customer information. With the cloud based security environment, this raises a lot of red flags when it comes to security:

  • Preventing phishing and malware attacks
  • Authenticating authorized users
  • Managing user-sharing policies
  • Encrypting data
  • Monitoring transaction logs

Apart from customer data security, it’s also important to consider other issues when it comes to your CRM data:

  • Process compliance—is your service vendor approach to security violating any government regulations and placing your business at risk of incurring heavy fines?
  • Data access—which users will be able to tap into the information they need to do their jobs?
  • CRM Performance—will the security measure allows your CRM application and data-retrieval process always perform optimally?
  • Data backup – Is your CRM customer data backed up sufficiently, how quickly can you restore in the event of a disaster and how secure is your backup data?
  • Data Transfer—if you want to move your CRM data to a new platform or scale it up to another cloud provider, what’s will be the process, and how quickly can the transfer be done?

Many CRM platform providers offer multiple options to address each of these issues and provide effective data security, compliance and resiliency functionalities.

Ways of Cloud Data Protection

Ways of Cloud Data Protection :

Protecting CRM data is very important if it lives in the cloud since businesses lose an amount of control by handing data to a cloud service provider. Once we enjoy the flexibility of data accessibility to the customer with a cloud environment, it makes our data more accessible for hackers. Let’s understand some of the ways to protect our data in the cloud environment.

1. Secure Transmission through Encryption
Encrypted Transmissions :

In the cloud service environment, all the interactions among the servers and clients, as well as communications between web servers and database servers, go through the encryption. This ensures that information traveling over the public domain stays confidential and is safeguarded against interception and misuse. As custodians of customer information, it is necessary to deploy network encryption solutions, whether virtual or hardware-based, to go with our particular security requirements.

For highly confidential information, a hybrid deployment model is implemented, delivering information owners complete control over their data and encryption access. A secure key management system allows the generation of keys for accessing encrypted information, providing an extra layer of data security. The hybrid environment combines the key generation and administration, resisting unauthorized access to customer information through encrypted data transfer. Several key management tools are implemented to generate and secure encryption key mechanisms. By utilizing on-premises keys management systems, cryptographic keys can be safely generated, stored, and managed. Such assures that in the event of an information breach, the encryption keys remain secure, following prompt key ownership strategies.

2. Robust Data Storage and Failover

Different cloud service providers provide several information storage deployment choices such as private, public, or multi-cloud, allowing businesses to choose depending on their particular security and operational needs. For companies managing the highly sensitive or confidential data in the cloud, a hybrid cloud deployment model demonstrates to be the optimal choice. Hybrid deployments utilize cloud services for information storage while implementing on-premises hardware appliances to bolster security.

The hybrid model complies with a shared responsibility approach, assuring that information owners manage complete control over the security and location of their information. In addition to diverse storage choices, each information center must implement swift disaster protection measures, involving fire suppression, access controls, redundant power supplies, and adherence with government policies on information security and failover mechanisms, that is Cloud Security Alliance (CSA), Cloud Computing Matrix (CCM), ISO certifications, and more.

Complementing the systematic storage mechanism and encryption model is the imperative aspect of automatic failover for information protection. The replication time lag among the production and failover information centers should be minimal, ensuring no information loss during the process.Productive failover mechanisms demonstrate a seamless redundancy system, maximizing uptime for CRM and other information storage applications.

3. Confidentiality & Data Access

Role based access and data confidentiality measures like login protocols, password resets, employee access, and physical acquisition to cloud servers are also very important to secure data over the cloud environment. In many cases, when the customers are sharing important information with our service agents it is our responsibility to keep is secure and confidential. With public and private cloud based service providers, we can have secure data lines to have interactions with the customer over phone and email services to protect our data using firewalls and VPN methods. No.of login attempts and session timeouts are also used to restrict unauthorised access of customer data through unhealthy ways of using employees laptops and access details.

Also, every service agents will have restricted access to customer data based on their jobs and roles in the customer support system. Along with role based access , various criterias are defined to grant permission to access customer data or sync a customer data to an outside gadget or device.

Every employee is also made aware of the confidentiality policies of the data access and cloud encryption restrictions and any policy breach is considered to be a grave misconduct and cause for instant dismissal.  

These measures not only create a secure environment for data transfer and accessibility but also formulating proactive measures and expectations for any misconduct and security breach.

4. Communication Protection

All communication on user’s web pages, telephone calls needs be encrypted, so that data transmitted over the public network cannot be intercepted and read.

Also, in the event that a communication device like computers, telephone etc are lost or stolen, it will quickly become useless, as access from an untrusted network requires a pre-issued security token that only authorized users can access. These, and many other features, ensure that your CRM data is only accessible by legitimate employees who have proper access for it.

5. Data Backup

Customer data is the foundation of any CRM software, any natural calamity or a software bug can cause years of data collection to erase immediately or lose every piece of customer data in an unsecured public cloud domain. Backing up cloud data is essential in many ways to secure our data and reduce our data loss cases. Each data center is mirrored with another global datacenter, providing a real-time backup of all customer and other CRM information stored on the servers.

Regular backups of the data are taken and stored to rebuild a customer’s data as at any day in the past if the need arises. All the backup data are stored in a compressed and encrypted format. Regular auditing of these secured backup data is triggered to maintain and secure these compressed files. These measures of backing up data not only helps in a long run of unpredictable circumstances but also help service agents to retrieve customer data which can be deleted by mistake or by any manual errors.


It’s important to remember that a minor security issue or breach at one cloud-based service provider, whether it’s a CRM vendor or otherwise, is not a complete representation of an insecure cloud environment. It’s a shared responsibility for our company to maintain the encryption and in the house premises well restricted with security measures and also create a positive environment for the employees to avoid any malfunctions and security breaches. We should act together with cloud service providers to showcase that data security is our top priority for every vendor and we will make sure we keep our customer data secure and healthy.