Cloud-based CRM software platforms are seen as the norm within many businesses, they offer appeal as they can be used straight away with little training, as well as the plethora of services they can offer. But as with any business decision, is is important that businesses take the risk of such a platform into account. That’s not to say that every cloud-based service will throw up problems, but for those that do, it can create a hindrance for the company that they could no doubt do without. In order to keep your data safe you should always check that your CRM software provider has contingency plans in place such the worst case scenario occur. For example, when inputting your client’s details onto a CRM software provider’s server, will such data be safe? You should always check as to what action your CRM software company will take in this regard. There’s also the possibility of a CRM software provider going bust to consider, again you should check as to what will happen if this ever does happen. For example, would they look to transfer the data over to you should they go bust? Many companies remain strong and trustworthy for one reason, their customer base trusts them, and they are given the tools they pay for. As such, there are some providers that have steadily built a reputation as some of the best CRM solutions available offering a reliable service and ensuring that their customer base is covered should any troublesome situations arise with the CRM software platform. Punch is one such platform that has become popular among users if only for the vast selection of services it offers. Punch is able to connect to point of sales systems as well as providing mobile solutions for a business’s customers. For example, special offers can be sent to the e-mail of a customer by way of a barcade, which can then be scanned directly from the customer’s phone. Trails such as the e-mail being sent to the customer making a purchase can all be tracked within the Punchh CRM software dashboard. Tactile is another option that offers a more simplistic approach as it merges its Web-based management system with the rest of a business ecosystem. This means that information can be shared from multiple locations in one centralized location. The software can also be used seamlessly with other business tools such as Google Apps and FreshBooks. There are plenty of options available that are considered both safe and reliable, but that doesn’t mean you should falter when ensuring that the company has you and your business’s best interests at heart. Always ensure that they have backup plans and risk analysis for anything that could have the potential to go wrong in the future.
-
Keeping Data Safe Credit Picture License: perspec_photo88 via photopin cc
Comments are closed, but trackbacks and pingbacks are open.