When we talk about lead management or sales management solutions we often talk in terms of “leads,” but we shouldn’t forget that each lead represents a customer. This is especially important considering that each lead typically contains private, sensitive customer data often related to financial transaction. When selecting a lead management solution make sure you add security to the selection matrix.
This solution will be the critical linkage between your customer and the systems that are delivering their products and services. Nothing damages your competitive advantage quicker than breaking a client’s trust in your ability to protect their privacy. My experience building technology solutions in the government, telecommunications, and banking industries has baked in this focus on security.
It should be an equal part of your DNA when selecting a lead management tool.