Sales Department Behavior (SDB)

SDB1.1.1Uses only trusted data sources for obtaining prospect information (e.g., reading online reviews, checking whether these sources adhere to privacy laws, exploring data from industry-specific associations, asking for referrals from trusted contacts who have experience with using data sources for prospect information, etc)

SDB1.1.2Communicate with prospects using secure communication channels that use end-to-end encryption (e.g., encrypted emails, secure communication channels like Microsoft Teams, Cisco Webex etc)

SDB1.1.3Obtains consent from prospects before collecting data and handles them in a compliant manner

SDB1.2.1Uses mock data or anonymizes information whenever possible during presentation

SDB1.2.2Avoids showing sensitive or confidential business data during presentations or demos

SDB1.2.3Uses strong protection methods to secure devices used for presentations or demos (e.g., disk encryption, strong passwords, anti-malware software etc)

SDB1.3.1Ensures that non-disclosure agreements are signed by both parties (organization and prospects) involved in the negotiation before sharing confidential data

SDB1.3.2Uses file-sharing platforms that help control who can access, download and modify negotiation-related data (e.g., Intralinks, Onehub, Box etc)

SDB2.1.1Avoids including sensitive or personal data that is not required for the sales or customer relationship management process

SDB2.1.2Double checks the accuracy of data entered into the CRM platform

SDB2.1.3Always logs out of the CRM platform when data entry tasks have been finished

SDB2.2.1Restricts access to reporting and analysis features only to authorized personnel

SDB2.2.2Implements data encryption during transit to prevent unauthorized access or interception