Conrin Inc Salesforce EDO Data security

Salesforce Data Security Webinar

Data security.

What happens if……..

  • Your password and username are stolen and your online banking accounts are compromised?
  • Your password and username are stolen and your credit cards are maxed with fraudulent charges?
  • Your password and username are stolen and the your company’s data is held hostage, pending payment of a “ransom”

Data security needs to be part of any company’s business continuity plan.

How many of us use one or two passwords for all of our accounts?  It can be hard to remember 75, 50, even 10 passwords. But when we use the same password over and over, we leave ourselves open to hackers.

We’ve seen identity thieves take advantage of people in all kinds of ways. In the last couple years, I’ve had to deal with fraudulent international flights, credit card purchases, and tax returns. It is no wonder why so many companies are offering identity theft insurance.

EDOs need to make sure they’re protecting their data and not leaving themselves open to serious security issues.

 

A great way to learn more about this is at Salesforce’s multi-factor authentication (MFA) webinar on March 9 at 12:00 EST.  Here’s the agenda:

  • Introduction to MFA
  • Your Enablement Journey
  • Demo: Setting Up MFA
  • Demo: How to Monitor User Adoption
  • Resources
  • Q&A

To register for this event click here.

Data security is something your organization needs in order to stay safe online. It’s time to stop using Password123 for all of your accounts.

Email Marketing Apps for Economic Development Organizations

So you need to get email marketing off the ground and running yesterday.  Your boss wants to leverage your investment in Salesforce to promote your EDO.  Requirements include:

 

  • Manage campaigns targeting key contacts associated with potential projects.
  • Build awareness with site selectors.
  • Provide stakeholders and investors with regular updates on your activities in areas which they might find of interest.
  • Promote your organization and its ongoing record of success to your community.

 

Salesforce logo Conrin INC CRM for economic development

Salesforce.com’s AppExchange is the best place to start.  Similar to the Apple App Store and Google Play, the AppExchange provides more than 5000 ready-to-install apps designed to integrate with Salesforce, including email marketing tools provided by MailChimp and iContact.  Both apps provide a robust feature set, including:

 

  • Real-time update of campaign member records, providing insight into email history.
  • Synchronize records with Salesforce, ensuring a single, updated contact database.
  • Cost-effective solutions that are easy to implement and use.

However, before you jump in feet first with a new email marketing app, you may want to consider utilizing features already available within Salesforce.com.  Benefits of this approach include:

  • Leverage existing Salesforce.com functionality at no additional cost.
  • Same-day rollout allows you to quickly launch your first campaign.
  • Identify detailed feature requirements prior to investing money and time in email apps that might not fully meet your needs.
  • Who knows – you might even find that existing features fully meets your needs!

Conrin Inc. is 100% dedicated and devoted to utilizing Salesforce CRM for EDOs.  Please feel free to contact us if we can be of assistance with Salesforce.com CRM, application selection, and integration. We are here to help!

 

 

To schedule a conversation/demo, please click here.

Conrin-Economic-Development-Data-Security

“Work From Home”

Data Security for Economic Development Organizations

By now, it’s obvious:  Work from home (WFH) is here to stay.  The number of WFH employees has been trending upward for years.  New COVID-19 regulations have accelerated the migration to this new business model.  Now more than ever, data security needs to be a top priority for all organizations.  EDOs, are no exception.  EDOs depend on irreplaceable data: Company records; activity history, and project information.  Loss of this data can be catastrophic, and result in loss of capital investment, jobs created, and jobs retained.

At the end of the day, security is the responsibility of IT.  That said, there are steps that can mitigate potential threats.  Here are five, easy to implement, security precautions I recommend to all of my Salesforce for economic development clients.

Password Policies

No one wants to change their passwords.  It’s not uncommon for individuals to use the same password for every application they use for years!  EDOs using Salesforce are no exception.  The solution to this one is easy.  Configure Salesforce.com to require more frequent password updates (quarterly), while increasing the required number and type of characters.

Also, be sure to deactivate users who no longer need access to Salesforce.com.  I have seen many examples of EDOs with active accounts for users who left the company two to three years ago.  Your organization, and the previous employee, will be better off for it.

 

Conrin-CRM-Economic-Development-IT-Security

Multi-Factor Authentication

Multi-factor authentication (MFA) has been around in the banking and healthcare industries for some time.  We are recommending that all of our economic development clients implement MFA.  It is easily enabled in Salesforce.com.  All that is required of Salesforce users is to enter a short code, sent by text or email when they log in.

 

 

User Privileges

One of the most often missed security risk is incorrectly configured user privileges.  Economic developers have sensitive data that must remain confidential.  Salesforce.com allows you to set your own security protocols at the user level.  Controls include:

  • Ensure only appropriate users have “view all data” permission
  • Eliminate users’ ability to delete or export records
  • Restrict access to confidential project and investor data-specific data

These profile privileges can be quickly customized for any EDO using Salesforce.

Backup Your Data!

Incremental backups are a life raft for all economic development organizations and a must have “insurance policy”.  Salesforce backup procedures provide the following benefits:

  • Restore data that had been inadvertently deleted or overwritten
  • Mitigate the risk of ransomware. Including as much data as reasonable within Salesforce.com provides double redundancy.  The file is available on-demand on Salesforce.com.  It is also available in another secure location.

Data backups are absolutely necessary for all EDOs.  It is inexpensive insurance for data loss and security risks.

 

Economic Development data security is so important, Conrin offers a complimentary security audit.  For more information, contact Todd at 616-897-4325 or via email at tsmithee@conrin.com.

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The #1 Way to Measure ROI on Salesforce: Campaigns

Salesforce has an often overlooked feature, Campaigns, that you might not be currently utilizing.  It comes standard with most Salesforce.com Editions and is a powerful tool that will allow you to measure ROI on various marketing activities including trade missions, email campaigns, and seminars.

Salesforce.com describes a Campaign as “an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.”Measure ROI on Salesforce with Campaigns

Campaigns allows you visualize your marketing efforts and their ROI on Salesforce. You can create valuable reports that track and measure your campaigns, and their success or failures. Campaigns allows you to define a “success” that you establish at the beginning of the campaign will gauge the level of success for the audience targeted, responses, and impact on Projects as well as jobs created, projects closed, and overall response rate.

Once a campaign has started, you then track responses, through lists loads, web-to-lead forms, or syncing it with a marketing automation tool. This will allow you to report on the Campaign success and impact to opportunities.

Campaigns in Salesforce allows you to select specific groups that you want to contact based on certain criteria. Your Campaign history then shows up in the Contact and Lead record, giving you a quick idea of what people are responding to. The best part of Campaigns? It tells you the ROI on trade missions and all campaigns, as it is related to Projects.

If you are a Conrin client, you most likely already have Campaigns. It is included with the Enterprise Edition and Professional edition of Salesforce. Our goal is to have you use Salesforce to the best of its ability, so why not take full advantage of something you are already investing in?

Contact us for a free demo! It’s simple enough to set up yourself, but we are always here to help.