Anything that signs in to a Microsoft 365 mailbox with a username and password to send mail relies on SMTP AUTH basic authentication. And the only reliable way to find all of it? A written inventory of every device, plugin and app that sends email. The first announced cut-off passed in spring 2026 without a […]
Every contact card, every email log, every “called back, not interested” scribble sitting in your CRM counts as personal data under GDPR. That catches a lot of business owners off guard. They assume the rules only go after tech giants hoovering up millions of records. Nope. The regulation kicks in the moment you store information […]
A CRM backup only helps if you know three things: who makes it, what it covers and how fast one record (or the whole account) can come back. So check what your vendor does. Then keep your own copy of the data too. Plenty of small companies have moved clients, deals and contracts into a […]
A user access review is a short quarterly check. You compare every CRM account with your current team and what each person actually does, then remove or downgrade anything that no longer fits. Sound familiar? Accounts set up ad hoc over the past two years, former freelancers who can still log in, everyone made an […]
Access to a CRM should follow job roles: give each person only the records and fields their work needs. But one careless moment, an accidental deletion, or a departing staffer walking out with your contact list can cost you dearly. Your CRM holds exactly that kind of value, which is why deciding who gets to […]
The CRM tools and features that matter most for growing businesses are automation, analytics, integrations and security. As companies scale, maintaining strong customer relationships and optimizing internal processes become increasingly challenging. A well-equipped CRM system can bridge these gaps, providing businesses with the tools they need to enhance efficiency, personalize customer interactions, and drive revenue […]
Short answer to the NIS2 small business question? The directive probably doesn’t cover your company directly. But it will reach you anyway, through the larger clients it does cover. According to the Commission’s NIS2 overview, Member States had until 17 October 2024 to transpose the directive into national law, and many missed that deadline. And […]
A business continuity plan for small business is one page. That’s it. It names your critical tools, a manual fallback for serving clients, who calls whom, and where the offline copy of essentials lives. Below we build that page step by step, so your team knows how to get through a day without laptops or […]
CRM data migration, or moving your business data to a new system, means cleaning the data, planning the move, testing it and training the team. The process involves transferring valuable customer records, sales histories, and operational data without compromising accuracy or security. Many businesses hesitate to make the switch due to concerns about potential data […]
Short answer: yes, leaving a cloud vendor is meant to get easier. EU Data Act cloud switching rules give customers a framework for moving between providers. The law is in force and has applied since 12 September 2025, so its switching rules now shape how you exit, alongside your contract. If you run a small […]