Your company uses a CRM to store sensitive customer data. How can you ensure data security and trust?

Question: Your company uses a CRM to store sensitive customer data. How can you ensure data security and trust?

  • By allowing open access to only company employees
  • By setting access controls to limit data to only authorized users
  • By sharing access credentials widely for team collaboration
  • By storing all data in a single protected file

Explanation

Customer trust depends on controlling who can view, edit, export, or manage sensitive CRM information. HubSpot uses user permissions to limit access based on each user’s role and responsibilities. This supports responsible data handling by reducing unnecessary exposure of customer records. Access controls also make security easier to maintain because permissions can be reviewed and adjusted as roles change.

Why the other options are incorrect

Open access gives too many employees access to sensitive customer data.

Shared credentials weaken accountability and increase security risk.

Single protected file does not provide role-based control inside a CRM.

Source for verification

https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide

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