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The 7 Irresistible Qualities of Cloud ERP
Learn why ERP tools are an critical component for many businesses.
Why a Business Continuity Plan is Essential
Learn why your company needs a business continuity plan.
Ransomware 101
If you’re looking for ways to stop ransomware dead in its tracks, the experts at CCS Technology are here to help.
How managed services make the difference
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Cloud Services and the SMB Revolution
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Office 365 Migration Made Easy
Migrating over to Office 365 has never been easier with CCS Technology.
The Advantages of Working with I.T. Pros
Learn how working with a seasoned technology pro makes your work easier.
Closing Common Cybersecurity Holes
Learn several critical cybersecurity tips and tricks any SMB can use.
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3 different approaches to CRM systems
/in Blog, Customer Relationship Management, Productivity /by wpengineIt’s essential that you have a CRM system (Customer Relationship Management) for managing customer data. Deciding which type will best fit the needs of your business will depend on various aspects of your company, including your budget and who’ll be using it.
There are three general types of CRM systems to choose from.
Implementing a basic CRM system
A basic CRM system is your general cloud-based implementation. The configuration would be limited to UI layout, with built-in configuration that would edit necessary fields. This type of CRM typically does not include any type of customized coding or involve any extensive processes.
This is a basic cloud solution that can provide standard functions, yet is still powerful enough to make a difference for your company.
Using this type of CRM system, you would likely focus on one single component of the modules such as sales, which would further limit the scope. Pre-built additions can be added to the basic CRM.
A basic CRM also involves transferring data of your accounts, contacts and leads into a CRM application. It won’t be necessary for the user to have all the data entered manually before using the application. With a basic CRM, a company can implement and use the CRM solution with a minimum amount of costs and in the shortest time. Some of the benefits include saving time in tracking and consolidating customer information.
Choosing a standalone CRM system
Standalone CRM is considered the superset of a basic CRM system.
This will involve the implementation of more complex processes including custom reporting, custom views, customized workflows and add-ons. Some of the benefits include the following:
It’s important to note that the data migration sometimes involves multiple sources which can require the need for data cleansing.
For a company that decides to use a standalone CRM, employee training will be required. CRM training for administrators will also be required if the business plans to self-maintain this kind of CRM application. This training will help those using the system gain greater efficiency and enable your company to better understand and meet the needs of your customers.
The benefits of an integrated CRM system
Integrated CRM includes the range of a standalone solution while integrating the CRM application with an external system. An external system could include an ERP application, different websites or some type of home-grown application.
This enables the systems to share data.
The integration of systems can be accomplished by either using some type of commercial off-the-shelf middleware application or by custom programming. By creating your own website to function seamlessly with the CRM system you’ll find there are several benefits for your business.
Companies using an integrated CRM solution will need to provide training for their employees. And, like a standalone CRM system, administrator training for an integrated CRM will also be needed if the company plans to self-maintain the CRM application.
We recommend finding an experienced technology company to assist with both implementation and maintenance of your CRM system, no matter which type you choose. Many managed IT services providers can help with your CRM, in addition to other critical areas like cloud solutions, enterprise resource planning, security services and basic IT support.
Phishing 101: What it is, how it works and how to avoid it
/in Blog, Security /by wpengineEver gone fishing? The cybercrime phishing works in a very similar way.
Tech-savvy con artists bait an email hook, send them out into the internet waters, and pull in personal information that can help them gain access to protected systems.
You know what this means, right? That Nigerian prince doesn’t actually need help transferring “much funds” to “American dollars US.” In fact, if you click on that link, you’re the one likely to suffer heavy losses.
It’s better if you don’t respond at all.
Phishing can also include attachments that download malicious code onto your systems. Keylogging software and other information-gathering viruses give malicious coders access to sensitive data like logins and passwords. Just opening the wrong email could put your entire company database at risk.
Understanding the risk
With phishing, hackers have an easy way to attack that can be highly profitable. Consider the fact that the average cost of a successful phishing attempt on a mid-sized business comes with a $1.6 million price tag.
Enterprise businesses are not exempt, even with massive IT departments and increasingly complex security protocols.
Spear phishing, more targeted phishing attempts that mimic other known users, make up 95 percent of all attacks on enterprise businesses. If you received an email from the CEO, you’d probably open it too—even if it turned out it was from a hacker.
Leaving the bait on the hook
Keeping your company safe from phishing attacks starts with something very basic: education.
Give your employees examples of some of the most sophisticated attack scenarios and strategies to avoid them. For example, if you get an email from “Google” asking you to log in, never use an embedded link. Always load websites using the actual URL, not hyperlinks provided via email. This avoids the risk of spoofed pages designed to capture login credentials.
Ignoring attachments also helps eliminate the risk of ransomware downloads.
In addition to educating your workforce about the most common lines of attack, you can also institute some company-wide defense strategies and tools.
Better passwords using management software
Encouraging your employees to use strong passwords is helpful. But the longer and more complex the password, the more likely users are to write them down, send them to an accessible email box, or otherwise immediately undo their increased security.
Password management software can take care of the problem by automatically filling in software and password information on recognized sites. When the password manager doesn’t recognize the site, it’s a warning sign to employees about a possible spoofed site.
Social media monitoring
Email phishing is still the most common form of phishing, but social media platforms also offer an avenue of attack.
Using fake accounts, hackers can approach your employees through less guarded communications like social media. Monitoring what happens on corporate social accounts and teaching your workers about the risks of corporate espionage through social contact can go a long way toward minimizing your risks.
Partnering with a cybersecurity expert
Small businesses rarely have the budget to support an in-house IT department, and even when they do, cybercriminals are relentless. The number of cyberattacks creeps up every year, leaving you with some tough choices.
Thankfully, it is possible to get high-level protection against phishing without investing in more top-level salaries. Talk to your managed services provider to see how they can provide the defenses you need against phishing attacks, without the cost that comes with a whole new department.