Data Protection for CRM and Customer Service Apps

Protect customer data and maintain control wherever it’s shared to improve engagement and grow your business.
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Private, Compliant Application Workflows for Engagement and Growth

Privacy

Ensure the privacy of automated messaging workflows that contain sensitive customer data.

Compliance

Maintain compliance with data privacy regulations such as HIPAA, GDPR, PCI, and CCPA.

Engagement

Grow your business by unlocking new engagement and service models, without slowing down existing processes.

Protection and Control for Any App that Helps Engage Your Customers

Customer Relationship Management (CRM) App Protection

Protect outbound sales quotes, contracts, and other private customer and prospect communications sent from Salesforce and other CRM apps.

Inquiries are encrypted in transit and decrypted when they’re delivered to the CRM app so your sales team can respond quickly and close more deals.

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Customer Service and Support

Protect private customer information exchanged by customer service and support applications like Zendesk.

Customer support inquiries are encrypted in transit, then decrypted in the application so your customer success and support teams can provide timely service, delight your customers, and ensure retention.

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Custom Applications

Protect PII, PHI, and any other private data contained in messages and files generated and shared externally by custom applications developed inhouse to support external communications and customer service processes.

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Resources

Get expert insights on how to address your data protection challenges.

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