Which privacy and security features does your CRM need to be compliant?

CRM systems store a trove of sensitive customer information, hence the need for compliance, security, and privacy to be incorporated by design.

Customer relationship management (CRM) platforms hold a wealth of sensitive and valuable customer information. Should that information end up in the wrong hands due to a data breach or leak, it could spell disaster for the organization, not to mention hefty fines in cases involving compliance failures.

In today’s digital world, every organization needs to take a proactive stance when it comes to privacy, security, and compliance. These factors should be hard-baked into any software your business uses, particularly mission-critical solutions like CRM. With regulations like Europe’s GDPR and California’s CCPA now in force, it’s more important than ever to ensure that the correct information governance routines are in place to safeguard customer data.

Thankfully, implementing the right CRM software can help you on your compliance journey by introducing security and privacy by design and default. An enterprise-grade CRM platform will provide the technical controls needed to satisfy the requirements of laws like GDPR and CCPA and, in doing so, simplify and, to a large extent, automate compliance routines. A fully modular, low-code, and open-source solution goes even further by giving you unprecedented freedom over how you govern your data.

In this blog, we’ll look at some of the functions and features a CRM should have to make that possible:

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How To Accelerate The Growth Of My Small Business?

Growth is one of the most important aspects of creating and developing any small business. Furthermore, growth is extremely crucial for the long-term development of an organization.

Organizational growth can enable your small business to fully take advantage of all available opportunities, attract the best human resources, increase marketing communication and increase sales and overall organizational performance. There are several smart business practices that your business can undergo to facilitate and encourage organizational growth.

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How To Speed Up Sales

One of the key indicators of a successful business is its current amount of sales. Sales metrics are not only indicative of a company’s current performance but also the potential for prospective future growth. Therefore, almost any company with long-term organizational goals and objectives in terms of growth and scalability must prioritize increasing sales.

However, as targeting new customers becomes more and more difficult over time with the integration of digital technology, some businesses may not be able to utilize the same sales tactics and strategies that were once effective for their products and services. Read more

How To Predict My Company’s Results

Predicting organizational results and key company behavior is one of the most crucial processes that can help businesses foster future success, scalability, and long-term growth.

Forecasting future organizational performance has a wide variety of advantages, such as helping businesses gain valuable insight, refining existing strategies, fostering self-reflection in terms of which strategies are not effective and do not align with organizational objectives, and decreasing operational costs.

Studies have shown that 67% of businesses lack a consolidated and formalized approach to forecasting. Therefore businesses must understand how to predict company behavior.

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Is a Spreadsheet The Best Tool To Organize Work?

As our modern business landscape continues to shift, today’s organizations have more responsibilities and day-to-day tasks than ever before. Therefore, organized documentation and effective task management are extremely vital aspects of operating any successful organization.

However, this can be time-consuming, impractical and can ultimately lead to potentially disastrous human errors if performed manually. According to The Wall Street Journal, executive-level employees in the United States spent approximately six weeks per year retrieving misplaced information.

Therefore, it is very useful for modern businesses to take advantage of the various advantages of digital spreadsheets to organize personal and organizational data.

Your business can utilize spreadsheets to highlight important data, utilize pre-made documentation templates, sort data according to specific factors, use multiple different spreadsheets in the same file and use automatic mathematical functions to avoid the possibility of human error.

Planet Crust’s CRM Suite can help users automate workflow processes, build cloud-based centralized calendars, create customizable enterprise software, and much more.

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Which CRM Is The Cheapest?

Managing funds is an extremely important aspect of achieving operational success for any business, especially small businesses with already scarce financial resources.

Furthermore, a CRM platform is a necessary tool that any business can leverage to keep track of client relationships and organizational data. Recent studies have shown that the average return on investment for CRM is $8.71 for every dollar spent.

Therefore, it is crucial for businesses to find high functioning yet affordable CRM platforms to keep track of organizational data and information. Corteza by Planet Crust is a customer relationship management software that you can self-host absolutely free of cost.

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Are There Any Free CRM Software?

Customer relationship management software platforms can allow businesses to easily access data, streamline workflow processes through automation, improve employee management, increase client satisfaction, achieve valuable insights using analytics, and much more. The CRM software solution industry is expected to reach a market value of $128.97 billion by 2028.

Although many businesses may spend large amounts of financial resources on complicated CRM systems, there are many free, open-source CRM options currently available in the market such as SuiteCRM, OroCRM, Vtiger, and  Planet Crust’s CRM. Read more

What Is The Best CRM For Small Businesses?

One of the biggest advantages small businesses have over larger businesses with more resources and capital is interacting with each customer personally. However, keeping track of historical customer interactions and consumer behavior manually can be time-consuming and tedious.

CRM software can help small businesses collect, categorize, and monitor customer data extremely organized and efficient. 50% of businesses with less than ten employees use CRM software solutions to manage and develop customer relationships.

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What is the Best CRM For a Business in 2021?

Customer relationship management is one of the essential aspects of tracking, monitoring, and building customer relationships and communication. CRM software can help businesses improve customer interactions, maximize sales and marketing efforts, and provide the best possible customer experience. Studies show that CRM software can boost lead conversion rates by up to 300%.

Crust’s highly scalable and flexible CRM suite allows businesses to interact with prospective leads, clients, and organizational employees much faster than ever before. Crust’s open-source CRM solutions are built on top of Crust’s low-code, which consequently allows users to modify and adjust its source code to fit their exact preferences.

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What Does a CRM Do For Non-Profits?

Customer relationship management is defined as the management of customer relationships and client interactions. However, this can prove to be difficult without the use of a CRM system to streamline and automate business processes. The CRM software industry is expected to reach a total revenue of $80 billion by the year 2025.

CRM software platforms have various potential benefits for non profits in terms of both organizational administration and tracking constituent relationships. It can help non profits implement more tailored donor outreach campaigns and record past donor interaction data. Furthermore, CRM software platforms obtain valuable and detailed organizational insights. This allows businesses to get a better understanding of overall donor relationships and interactions.

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