Privacy, Security, and Compliance

Your CRM Should Lower Organizational Vulnerability, Not Add to It

Privacy, Security, and Compliance

Applications that operate with vast databases can be vulnerable in the face of cyber threats, but they also need to comply with various privacy laws and regulations (GDPR, for example).

Sugar provides secure SOC2 Type 2 endorsed environments for this to happen. These fall into three sections: user-facing, internal-facing, and external-facing.

User-Facing Environments

Internal-Facing Environments

External-Facing Environments

User-Facing Environments

Two-step Authentication: All types of data, especially CRM data, must be protected beneath multiple layers of security features. This protects your data from phishing attempts that target usernames and passwords. A biometric or time-sensitive security token is the best for keeping your CRM data sheltered.

User Access Management with Role-Based Access Control (RBAC): We use RBAC to restrict access to specific types of data, applications, or even entire networks based on a person’s role in an organization.

Internal-Facing Environments

Cloud-Service: With cloud hosting services, data can be accessed remotely around the clock in a centralized database. The good news is that with cloud CRM services, your data is backed up every day, ensuring that you have access to your CRM securely.
Data Encryption: We offer at rest and in transit data encryption to ensure that your data can only be accessed by authorized individuals.

Data Loss Prevention: Data residency is vital for global business, requiring control over data storage and vendor access in your CRM. We use DLP to prevent data leaks, with systems at network, app, or endpoint levels.
Secure Integrations: We recommend that our customers select secure integrations to use together with our solutions. This way, they can prevent potential security issues down the road.

External-Facing Environments

Privacy Management: To comply with GDPR and CCPA, clarify data collection in privacy policies. We support data protection laws through GDPR-ready apps and CSA Star membership.

Tracking and Auditing: All online actions leave traces. Audit trails ensure privacy and security, aiding data breach response by tracking data history for damage mitigation.

Data Localization Controls: Non-US organizations seek digital sovereignty. Some face strict data transfer restrictions, like healthcare institutions. At Sugar, we keep data in the processing region for compliance.

Compliant Backup Systems: In the event of a data loss, businesses are susceptible to even closing their doors. That’s why we provide automated compliant backup systems.

Consent Management: Such features help you ensure that you have your customers’ consent to store and process their data in the light of GDPR and CCPA regulations. A CRM tool that balances your business needs with your IT challenges allows end users to set up customized ways to declare how their data can be stored and handled.