DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. security is a prime concern today, therefore any company in the market for a CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. will have questions about it. Here are answers to specific questions many have about data security in Pipeliner CRM.

Data Access Limitations

Data access can be limited, within Pipeliner, through different aspects such as data elements, types of users, permissions or groups. Task level permission can be assigned to users, and users can only view or edit specific records defined in administration. Tasks themselves can also be assigned multiple access levels.

For sensitive information, field-level security is applied—sensitive information can be hidden for selective roles. Field level security allows you to make fields invisible, enabling them for read-only or for full access. There are no fields or features in our standard data model that are not configurable by the clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer..

Various levels of privileges can be assigned to administrators. Administrators set permissions and roles.

As described in the previous article, there is full data segregation between clients.

Part of our GDPR compliance is that Pipeliner employees have no access to customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data. If a client chooses, they may add a Pipeliner employee as an authorized userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. and thereby grant access to the customer’s data. Otherwise, we are only able to see customer usage of the system, but not the data.

Tracking Changes Through Audits

Pipeliner maintains a log of all changes to system data, including specific action and data changes, time of the action, and the specific user taking the action.

Encryption of Data

When data is in transit, it is encrypted and securely transmitted using the latest SSL (secure socket layer) technology. Data at rest is encrypted by our cloud provider AWS (Amazon Web Services). AWS utilizes the industry-standard AES-256 encryption algorithm for the encryption of data on the server.

Pipeliner CRM complies fully with GDPR.

Disaster Recovery and Backups

There is full backup of CRM data, as covered in our last article. You can recover your database at any point during the backup retention period of 35 days, guaranteed by AWS RDS backup services. We can at any time provide a complete backup/dump of the data, and with one of our technologies, Bi-Feeder, we can even provide daily access to the full database.

Disaster and failover capabilities are inherited from the AWS environment. In addition to these, Pipeliner CRM has an internal mechanism for a secondary site to be available within 24 hours.

Authentication of Login Credentials

Through SAML 2, Pipeliner integrates its login with the client’s sign-on protocol. Two-factor authentication, if required, is provided by external services, such as Google or Microsoft.

For Configuration of Platform

For data visualization, platform configuration, automation, defining workflow rules and more, we provide a complete, easy-to-use toolkit.

Fields and forms are completely customizable. Through process creation, workflow rules can be fully defined, and customization of record previews is also possible.

Have further questions about our data security management? Feel free to contact us.