Customer Data Management

Optimize customer data access for most efficient information management

Centralize customer interaction data and control access data efficiently!

  • Full control. Set precise access permissions, ensuring critical information is only available to authorized personnel.
  • Guaranteed security. Protect your sensitive data from unauthorized or unwanted access.
  • High efficiency. Save time and resources with centralized and user-friendly data access management.
  • Detailed auditing. Monitor who accesses data and when to ensure information security.
  • Flexible customization. Tailor access levels for each user or team according to specific needs.

Customer data management's top features by CRM Mekari Qontak

Set and restrict user access rights based on their roles and responsibilities.

  • Ensure data security with role-based access permissions.
  • Restrict sensitive information to authorized personnel only.
  • Safeguard against unauthorized data tampering or leaks.

Track every interaction with data for robust auditing and security.

  • Track every interaction and modification of data.
  • Enable detailed audit trails for compliance and accountability.
  • Stay informed about who accessed what and when.

Customize access levels to sensitive data to minimize security risks.

  • Organize users by roles or departments for seamless collaboration.
  • Streamline communication and access within specific teams.
  • Enhance teamwork efficiency through targeted user groups.

Customize access levels to sensitive data to minimize security risks.

  • Tailor access levels to match your organizational hierarchy.
  • Define who can view, edit, or delete specific data categories.
  • Customize permissions to align with your workflow.

Create and manage custom fields to tailor the CRM to your specific business needs.

  • Adapt the CRM to your unique business requirements.
  • Create, modify, and manage custom fields effortlessly.
  • Capture and organize data that matters most to your operations.

Leave all the complexities behind! Let us build the custom reporting for you

  • Tailor-made specific dashboards that cater to your unique business needs.
  • Gain in-depth insights and analytics based on centralized customer data.
  • Data visualization adjusting to the complex customer data for a more easy-to-understand format
  • Better and faster decision-making.
Frequently Asked Questions (FAQ)

What is Customer Data Management in Mekari Qontak CRM?

Customer Data Management is a Mekari Qontak CRM feature that allows you to centrally control and manage who has access to certain data within your CRM system. This data includes customer identity, customer interaction history and purchase history. This ensures that sensitive information can only be accessed by authorized users.

How can Customer Data Management improve access security?

Customer Data Management enhances security by providing granular control over which users or groups can view, edit, or delete specific pieces of information. This helps prevent unauthorized access to your sensitive data.

Yes, with Custoer Data Management, you can create custom access levels tailored to the roles and responsibilities of different users or teams. This ensures that each user has the right level of access they need.

If there are changes in team roles or responsibilities, you can easily adjust the access levels within Customer Data Management. This flexibility ensures that access permissions stay aligned with organizational changes.

Yes, Customer Data Management is designed to be compatible with various security tools and systems. This allows for seamless integration with your existing security infrastructure.

Yes, you can request custom dashboards and reports based on the centralized customer data in your CRM. This allows you to get insights and analytics tailored to your specific business requirements.

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