Data security protects your sensitive customer and business information from breaches, identity theft, financial damage, and negative harm to your company’s reputation.
KEY TAKEAWAYS
- Protecting customer data prevents identity theft and builds long-term trust.
- Secure CRM software safeguards both customer and business payment information.
- Strong data security increases customer confidence in your roofing business.
- Built-in security saves time compared to finding separate protection solutions.
According to a Cybersecurity Ventures report released in 2024, the global damages from cybercrime are projected to reach $10.5 trillion annually by the year 2025.
For roofers, the array of software systems available to manage customer details, project information, and financial data is are crucial element of day-to-day operations. Not only are roofing software systems used as organizational tools, but they also house many valuable and often confidential elements that require protection.
This article highlights the reasons why protection is necessary, the risks associated with ignoring data security, and best practices for securing roofing CRM systems.
When customers and potential leads share their contact information with you, they are trusting you with sensitive information. Without safeguarding this information, someone could obtain it and commit identity theft.
If you store customer information, you need to take adequate precautions to protect it. The top roofing CRM software, ProLine, has built-in data security precautions to shield your customer identities. That way, you can continue using this software with peace of mind.
Whenever there is a data breach, people are able to find out the source. If your business is responsible for people’s data getting compromised, they will not trust your business anymore. To maintain your customers’ trust, ensure their information is well-protected.
When you sign up for CRM software, you are handing over your own data as well as that of your customers. You wouldn’t want a security breach to put your sensitive payment information at risk. That could cause financial headaches for your entire business.
It’s safe to assume that a CRM with built-in data security measures will also prioritize protecting its customers’ payment information. On the other hand, if a company is selling you a software product that doesn’t have data security precautions, you should suspect that it doesn’t take precautions to protect its own customers.
Below, you can see how you can safeguard your data.
As people become more and more cognizant of the risks of digital security breaches, many find it difficult to give out their email to a new business or work with an untested company.
Having the right data security precautions can help you improve customer trust. Studies have shown that customers are more likely to partner with businesses that prioritize their safety and privacy.
Not all customers know enough about data security to make this a priority when looking for companies to do business with, but enough of them do that you want to have your response ready. A clear statement on your sign-up form that customer security comes first can go a long way in building trust.
Eventually, you will have to think about data security for your business. You may find out about data security breaches targeting others in your industry, or find out that your business has been the target of a cyberattack. You shouldn’t be rushing to secure your data only after it’s potentially too late.
The best thing to do is to make sure your software products have built-in data security precautions. This ensures your sensitive data stays secure without requiring any extra effort from you. You also know that the built-in data security precautions were put together by experts, saving you the effort of trying to decide which data security options are best for your business.
If you opt for a CRM software without built-in data security options, later you’ll realize that you need some kind of precaution. You’d have to find data security solutions on your own, costing you valuable business time. It will also cost you more compared to purchasing CRM software with adequate data security precautions.
There are a few compelling reasons why one of the things you should look for when shopping for CRM software for your roofing corporation is data security. You don’t want to cause a data breach that leaks your private identity or that of your customers. Built-in data security precautions also save you the hassle of dealing with suspected data breaches or looking for separate security software.
The main reason why you should look for CRM software that also has data security safeguards is so you can occupy as little time as possible thinking about your software and as much time as possible helping your users.
Data security protects your sensitive customer and business information from breaches, identity theft, financial damage, and negative harm to your company’s reputation.
It gives customers the confidence that their data is secure, allowing for much higher levels of comfort for sharing personal information and doing business with your company.
It saves time and guarantees expert-level protection while also helping you avoid searching for separate, and possibly expensive, security options.
