Data Security

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

4 Simple Keys to Archive your CRM Data

4 Simple Keys to Archive your CRM Data

Organizations need to protect their customer data, especially if planning to migrate to a new CRM or consolidate multiple systems into a single CRM. All customer data is extremely important to a company as it is used by sales, marketing, and customer service teams alike. The historical significance, security, and compliance of this data helps these teams within an organization to strengthen customer relationships and develop insightful selling strategies. Understanding and using collected customer data information is key to building value and developing loyalty with customers and prospects. Archive your data.

How to Maintain HIPAA Compliant CRM System Access & Security

How to Maintain HIPAA Compliant CRM System Access & Security

Data that has been classified as protected under HIPAA must be effectively protected. Protection must include limiting access to appropriate individuals. This includes physical access to the computers containing the data as well as electronic access.


How to Ensure HIPAA Compliance for Your CRM System

How to Ensure HIPAA Compliance for Your CRM System

START WITH ASSET CLASSIFICATION

Not all CRM data falls under HIPAA guidelines. The purpose of asset classification is to ensure a clear policy is in place for classifying data. Classifications are not defined by HIPAA, they are company specific. For instance, an organization may decide to classify CRM data into public data, private data, critical data, and protected data. In this definition protected data would be actual data requiring protection under HIPAA. Each CRM system data asset within an organization would be classified by the security team and typically assigned an owner. The owner is an individual responsible for ensuring the private data is appropriately protected.

Are You Prepared for 2017 Open Enrollment?

Are You Prepared for 2017 Open Enrollment?

IS YOUR CRM SYSTEM PREPARED FOR 2017 OPEN ENROLLMENT?

Healthcare has become one of the most dynamic areas in Customer Relationship Management (CRM) Systems in the last few years. But why has there been a recent surge of influence in CRM systems? Organizations, Doctors, Hospitals, Prescription Fulfilment Companies, Medical Devices, and other related companies have been heavily impacted by the Affordable Care Act (2010) also known as ObamaCare.

What is HIPAA and How it Affects Your Organization - An Introduction

What is HIPAA and How it Affects Your Organization - An Introduction

Twenty years ago, August 21 1996, the Health Insurance Portability and Accountability Act (HIPAA) was enacted by the Unites States Congress and signed by the President. Title II of HIPAA established national standards for electronic healthcare transactions. This legislation provides data privacy and security provisions that are designed to protect health insurance coverage for individuals. Under HIPAA, healthcare organizations are legally required to secure access and spread of their customer’s health data. Violations of HIPAA include penalties that may surpass annual maximum of $1,500,000 and may include imprisonment. For obvious reasons, it is essential to ensure the security of your customers’ data. How is your organization currently handling this information and how is that going to be maintained during the upcoming 2017 Open Enrollment Period?