5 steps to protect your customer data
In your business you need to protect your customers’ data.
We show you how to do it.
admin timp
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Reading time: 5 min.
13 January 2020
We live in a world of information, in which we have easier access than ever to all the data we need in our daily lives, as well as to the use of business management programs, such as TIMP‘s software, that make our lives easier.
Many of the tools we use work with an Internet connection -a large number of them even operate directly in the cloud-, and this provides us with many advantages, such as real-time updates, multi-device use, backup copies stored directly on the server, etc., although if we do not take into account some basic security rules, this can pose a certain risk, since the data we store could fall into the wrong hands.
This is even more important in the case of a business, since it is inevitable to store customer data – nowadays almost always online – in order to provide them with a service, with the need to protect this information.
Using TIMP to manage your business is an advantage in this respect too, and you’ll soon find out why.
5 things to keep in mind to protect your business data
First and foremost, calm.
This situation is not far from locking the front door: if we don’t, our belongings are at risk, and that’s why we have learned to take the necessary precautions, right?
It is the same with a business: in order to serve our customers we must know their basic data.
Once we have it , it is our obligation to protect it well.
How to do it?
Let’s take a look:
Use a comprehensive management system for your business
First of all, opt for specialized software that helps you to store and process your customers’ personal data.
A good example is a CRM (Customer Relationship Management) or comprehensive management software.
In this sense, TIMP is an excellent example, since it allows you to store the details of each client in a personal file that you can later consult whenever you need to.
It is much better than doing it in a spreadsheet and it also allows you to have all the information you store encrypted, so that it is safe on the Internet.
Choose a program that meets the highest safety standards.
The program you choose must comply with the relevant data protection security standards.
To find out, make sure that it encrypts the data you store.
One way to find out is to verify that it uses an SSL certificate: notice that its url is headed by “https://”, where the presence of that S is the key.
This will indicate that the data entered by your customers, for example through the booking website when they want to schedule a session at your center, is encrypted to remain secure.
On the other hand, your management software must perform regular backups in order to keep the stored data up to date and protected so that they are not lost.
At TIMP we apply this and other measures to ensure the security of your data and your customers’ data.
However, you must also follow some guidelines to reinforce the security of the data you handle.
Let’s take a look at them.
Create confidentiality clauses for your employees
Since the management software you use will contain sensitive information, it is common sense to make sure that anyone who has access to it will use it appropriately.
To do this, draw up a confidentiality clause that reflects the obligations of each employee with respect to the protection of the data stored on the basis of the program, and have them sign it.
It is something that would have to be done even working with pen and paper, so the only thing that changes is the fact of having that information in a computerized management system, something that makes your work much easier.
Manage control panel access permissions
In the TIMP dashboard, each employee of the center has well-defined permissions to access the different sections.
As the person who manages the center, you have the power to grant each professional on your staff certain permissions to manage the center’s activity: from only seeing the number of people coming to class today to being able to access the different functions in the Accounting section of your business, including of course the contact details of your customers.
You decide what information is accessible to each employee according to his or her competencies in the company.
Create separate accounts for each employee
Of course, it is essential that each person accessing the control panel of your management tool has their own password so that they only work with the information that corresponds to them according to the permissions you grant.
Make sure you keep all their passwords safe and that they do not share them with each other.
And for greater security in this aspect, in the TIMP control panel you can consult in real time the tasks that each of your professionals performs in the center, as well as the sections that they access during their working day.
As you have seen, TIMP is a management system that guarantees you all the necessary features to satisfy your customers without neglecting the integrity of their information.
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