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Should You Have Your CRM in the Cloud? Part 3

This is the second in a series of articles that focus on whether you and your firm should have your CRM in the cloud.

Where’s the data?

I remember a number of years ago not long after the Internet took off, I recommended Internet-based data backup to a number of our clients. The reaction was the same as if I had asked them for a date with their wife. Anger, outrage, disbelief, you name it. “There’s no freakin way I’m gonna put MY data out on the Internet!” And that was that. Settled.

Today, of course, data on the Internet is much more commonplace. Firms that offer cloud-based backup such as Carbonite, generate millions of dollars in revenue backing up small company data onto the Internet.

Still I get resistance from some small company owners when I mentioned web-based CRM or web-based accounting or ERP software. They’re still a bit skittish about it.

So decide whether that’s an issue for you. Cloud-based CRM’s certainly do provide nice automated backup of your data. No tapes, no tape drives or USB thumb drives.

But ask, can I download my data anytime I want? Can I export all of my data should I migrate to another program? Can I even get my data at all should I decide to migrate to another application?

Get these and other questions answered up front and in writing before taking the plunge.


  • Drew at Intelestream 4 years ago

    Very interesting and insightful piece. The debate about whether Web 2.0 is worth security risks versus playing it entirely safe is perhaps the same debate that has been taking place since the dawn of the Internet. Haven’t we always questioned whether sending any information via the Internet is safe? The advent of online transactions propelled that debate, with some today still not entirely convinced that making purchases online is a safe option. Naturally, the evolution of the Internet, specifically social media, is part of the debate today.

    The reality is that the Internet has long been a staying power in the way the entire world communicates. Whether social media will prove to have the same lasting power (as a business strategy) still remains to be seen. Perhaps the solution is knowing what you’re getting yourself into and limiting your use: a happy medium. Given the buzz today about sCRM: how it can tap into the mindset and real-time conversations of customers (new and leads); immediately find individuals and groups who are discussing your brand or company (i.e. find leads); allow businesses to better position and shape their brand; seek real-time focus group feedback; (and from an internal perspective) create more transparency while tapping into the collective mindshare of your entire company. Who wouldn’t want these?

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