CRM platforms are incredibly powerful tools for growth, but they can also create vulnerabilities, as they may expose your most sensitive customer and internal data. Here are four steps to help you get started securing your platform.
Like anything else, CRM solutions are only as effective as the way you use them, and not all sales teams are fully exploiting the technology's features.
Digital transformation is expected to create enormous value in the coming years, so now's the time to shift to digitizing processes and operations and help your organization support rapid change and innovation.
If you haven't moved key operational functions like managing customer communications to the cloud due to data security concerns, get over it; much of your customer data is already there.