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CRM & sales data

CRM and sales data

Customer records, quotes and invoices are company data, just like your accounts. This section explains who they belong to and what they reveal, then shows how to control, in Klytic CRM, who sees them and who can export them.

Updated October 20263 minUnderstand and use

Who this section is for

It serves two readers.

  • The executive, CIO or DPO who has not chosen yet: they want to know who holds a hosted customer file, what a third party would learn by reading it, and what encryption really protects. The “Understand” pages answer them, with sources, and remain true even if they never become a customer.
  • The administrator or sales manager who already uses Klytic CRM: they want to limit each salesperson to their own customers, separate two companies in a group, remove the export right, handle a departure. The “Use” pages describe these settings in the service.

A CRM holds prospects, customers, contacts, opportunities, quotes, orders and invoices. Taken together, these objects reveal the pipeline, revenue concentration, the prices you charge and renewal dates. That is why this section treats the customer file as a sensitive asset, not as an address book.

Understand

One sourced guide. It holds true whichever CRM you choose.

Using Klytic CRM

Two how-tos for customers. They state who acts (your account administrator or Klytic support) and what you get.

Three rules to remember

  1. Few people see the whole file. Each salesperson sees their own customers; the full view is reserved for a few roles.
  2. Reading is not exporting. The right to download the file is granted by name, never by default.
  3. Rights follow people. A role change or the end of an engagement is handled the same day, not at the next review.

What these pages do not cover

They do not repeat the guides on applicable law, hosting or choosing a provider. For those questions:

The offer itself, with its modules and e-invoicing, is described on the Klytic CRM page.

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Further reading

Understand · CRM & sales dataWho owns CRM data, and why it matters as much as your accountsThe customer file is a company asset and a processing of personal data. Who holds it, what it reveals, how to protect it.8 min readRead →Use · CRM & sales dataWho sees which customers in Klytic CRMOne account per person, rights per module, a scope per salesperson. And, to separate two companies in a group, a dedicated instance for each.6 min readRead →Use · CRM & sales dataPreventing portfolio exports and reviewing changesReading a record and exporting the whole file are two separate rights in Klytic CRM. Remove the second, and know what the log records.6 min readRead →

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