Insights & Industry Expertise | Karman Digital

HubSpot Smart CRM: A game changer for secure data management

Written by Monalisa Chanakira | Aug 2, 2024 10:28:32 AM

Data is key to growth and customer satisfaction. However, managing sensitive data can be a challenge. Fortunately, HubSpot's Smart CRM offers a secure solution for storing sensitive customer data, enabling businesses to drive growth, manage compliance and mitigate potential disruptions effectively.



Why Secure Data Management Matters?


For businesses in the UK, handling sensitive data securely is crucial to comply with regulations like the Data Protection Act (DPA) and the General Data Protection Regulation (GDPR). Ensuring the privacy and security of personal, financial and medical data is essential to avoid legal consequences and maintain customer trust.

HubSpot's Smart CRM is designed to provide businesses with a robust solution for securely storing and managing sensitive customer data. By integrating advanced security measures and intuitive data management features, HubSpot ensures that your critical information is protected while remaining easily accessible for business use. Here’s a detailed look at how this powerful tool can help you maintain data security and streamline your operations:


Activating Sensitive Data Settings


Activating the sensitive data settings in your HubSpot portal. This allows you to specify the types of sensitive data you plan to store, whether personal, financial or medical. For medical data, HubSpot prompts you to confirm if you need to comply with relevant regulations.


Creating Sensitive Properties


Once sensitive data settings are activated in a HubSpot, you can create properties and designate them as sensitive. This adds an extra layer of encryption, ensuring only authorised users can access this data. This feature is particularly beneficial for businesses handling large volumes of sensitive information, such as healthcare providers or financial institutions.



Utilising Sensitive Data


With sensitive data securely stored, you can use these properties just like any other in HubSpot Smart CRM, with a few exceptions. This means you can safely power your automations, enhance your campaigns and deliver personalised customer interactions. For example:

Businesses across various industries have reaped the benefits of HubSpot’s secure data management. Whether you’re a healthcare clinic trying to improve patient satisfaction and compliance by securely managing medical data and automating communications. A financial advisory firm looking to enhance trust and personalised service by encrypting clients' financial information or an e-commerce company aiming to boost customer engagement and sales through secure data-driven marketing campaigns.



In a nut-shell:

  • Healthcare Providers: Automate appointment reminders and personalise patient communications.
  • Financial Services: Manage clients' financial information to offer tailored advice.
  • E-commerce Businesses: Create targeted marketing campaigns to drive sales.



    At Karman Digital, we believe in the power of secure data management to transform businesses. HubSpot's Smart CRM is a valuable tool for businesses looking to leverage sensitive data securely and effectively. By using these features, you can enhance your operations, improve customer satisfaction and drive growth.