CRM access and data controls

Controlled Access for Your CRM Data

The CRM is delivered as a managed cloud-based SaaS platform that users access through the web. Access can be managed through users, teams, roles and permissions where supported by the implemented CRM.

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CRM Access Administration Controlled Access

Users Individual CRM access can be administered for the sales team

Managed

Teams CRM administration can reflect team responsibilities where implemented

Controlled

Roles & Permissions Access can be managed according to business responsibility where supported

Role-Based

CRM Configuration Administrative controls support the implemented CRM environment

Admin

Cloud-based SaaS access

Access the CRM Through the Web as a Managed SaaS Platform

The CRM is delivered as a managed cloud-based SaaS platform that users access through the web. Infrastructure-provider details are intentionally not published on this page.

Web-Based SaaS Access

Users access the CRM through the web as part of the managed cloud-based SaaS delivery model.

Controlled Permissions

Role-based access and controlled user permissions can be used where supported by the implemented CRM.

Managed Deployment

Cloud deployment and data-protection practices are described at a high level without publishing unverified infrastructure or compliance claims.

Users, roles and permissions

Manage CRM Access According to Business Responsibility

Administrative controls support users, teams, roles, permissions and CRM configuration so access can be managed according to business responsibility.

Administrative Access Controls

User Administration Manage the CRM users who need access to the implemented sales environment.

Team Administration Organize users around team responsibilities where supported by the CRM configuration.

Roles & Permissions Control access according to the business responsibilities supported by the implemented CRM.

CRM Configuration Keep administrative settings under controlled access within the implemented CRM environment.

Responsible security claims

Security and Compliance Details Should Be Published Only When Formally Verified

Security, backup, hosting and compliance details should be communicated only where they are formally defined and verified. Public content must not claim certifications, encryption specifications, uptime percentages, backup schedules, disaster-recovery metrics, data-residency guarantees or compliance status unless approved.

No Unverified Certifications Certification or compliance claims should appear only after formal verification and approval.

No Unverified Technical Guarantees Do not publish encryption specifications, uptime percentages, backup schedules or disaster-recovery metrics unless formally approved.

No Infrastructure Provider Disclosure The underlying cloud infrastructure provider is intentionally not disclosed on the public CRM website.

Security and access questions

Have Security or Data-Access Questions for Your Organization?

Discuss your user-access, roles, permissions and managed CRM deployment questions with our team in the context of your implementation.

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