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Data Security in Review Requests: Privacy and Compliance First
Data Security in Review Requests: Privacy and Compliance First

How we’re using your CRM to automate review requests

Isabella Gomes Dias avatar
Written by Isabella Gomes Dias
Updated over a week ago

In today’s digital landscape, maintaining data privacy and security is essential when managing sensitive customer information. We're following strict protocols aligned with HIPAA data security requirements and PIPEDA privacy guidelines to ensure secure, compliant data handling.


Learn more:

  1. Encrypted Credential Management: Your CRM credentials are encrypted using AES-256, a top-tier industry standard. Credentials are securely stored and restricted to necessary functions only, in compliance with HIPAA and PIPEDA standards. This secure storage prevents unauthorized access.

  2. Automated, Human-Free Processing: Our review request system is fully automated, removing human access to customer data. This approach limits exposure and aligns with compliance requirements, enhancing both security and efficiency.

Automated Review Requests

We prioritize security by automating review requests to mitigate the largest risk factor: human involvement in data handling. By eliminating the "human-in-the-loop," we significantly reduce the likelihood of unauthorized access or data breaches (see research on human-in-the-loop risks).


FAQ

  1. Can anyone on our team access my CRM data?

    1. No, only essential, encrypted credentials are stored, and access is tightly controlled through Role-Based Access Control (RBAC). This means only authorized systems—not individuals—can interact with your data, minimizing exposure and protecting your privacy.

  2. What encryption is being used to protect our data?

    1. We use AES-256 encryption, top-level security to keep your data private

  3. How does automation enhance security?

    1. Automation cuts out human handling, reducing risks and keeping data safe.

  4. What data is being collected?

    1. Only what’s absolutely needed to send review requests—no sensitive info.

If you still have any questions regarding this matter, feel free to reach our support team or your Account Specialist!

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