I recently learned that some agencies work directly inside their clients’ CRMs, and it got me wondering how data confidentiality works in practice. You’re basically handling customer information, sales records, and other business data that don’t belong to you.
For those who do this, what safeguards do you typically have in place? Do clients set specific rules around access, data handling, governance and confidentiality, or is it mostly handled informally, especially with smaller businesses? What scale of businesses even do this mostly?