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How to Decide on The Best CRM Backup Tool For You

on February 26, 2018

Introduction

In business, one of the most efficient ways of keeping tabs with customer and sales records is through the use of a Customer Relationship Management (CRM) system. It is of utmost importance to find a CRM system that protects the company’s database and also provides a backup of all the data stored on the system. A CRM backup tool is necessary because computer systems fail without warning and at times data becomes inaccessible due to unexpected errors and failures.

What is a CRM Backup tool?

A CRM backup tool allows you to recover lost data from the database. With this tool, CRM data could be automatically or manually backed up in an encrypted form and stored in some form of storage or cloud. In situations where CRM data is lost, recovery can be done in a short time with a CRM backup software. A CRM backup tool can be very useful to a business if implemented properly and there are quite a number of things to consider when deciding which CRM backup tool is best for your business.

Things to Consider when selecting a CRM Backup Tool

Below are a list of things to consider before selecting the best CRM backup tool for your business.

Flexibility of The CRM Backup Tool:  One of the things to consider when selecting a CRM backup tool is the flexibility of the system. It is necessary to select a backup tool that functions effectively across a wide range of devices. The tool should be implementable on various web-enabled devices ranging from phones to tablets to laptops. One big advantage that flexibility offers is that it grants access to the CRM Backup tool anywhere and anytime.

• Speed of Data Recovery: The speed at which data can be recovered from the backup after they have been lost is a very important thing to consider when deciding which backup tool is best for your business. Some backup tools take significantly long to restore especially if the volume of data is large, while with others allow you recover your data from the backup in minutes, as well as download them in any file format of your choice without the need for any third-party tools.

Navigation:
When viewing stored data, ease of use of is necessary. Data has to arranged in chronological order after backup and one has to be able to navigate through the data easily without any external help. A User-friendly interface allows you to monitor backup and restore all the lost data easily.

Monitoring Changes:
A CRM backup tool that allows you to monitor how the backed up data has a huge advantage over one that does not. This allows one to always be certain of the state of backed up data at any point in time.

Conclusion

Finding the best CRM backup tool for your businesses could prove to be a daunting task. There are several types of CRM backup tools available, and they come with several features. There is no need to worry, as the insight provided in this post, will help you easily select a CRM backup tool for your business.

Rahul Varshneya is the co-founder of Arkenea, a custom software development company that builds custom mobile and web apps for entrepreneurs and enterprises. Rahul has been featured as a business technology thought leader in numerous media channels such as Bloomberg TV, Forbes, HuffPost, Inc, among others.