How Jotform Enterprise can help you manage and protect customer data

How Jotform Enterprise can help you manage and protect customer data

Have you ever seen an online ad that seems just a little too relevant? Almost like your phone or laptop is listening to you. Well, it is. Not in the literal sense of course, but almost all the organizations and services you interact with on a daily basis collect information about you.

As an organizational leader, you have a moral and legal obligation to handle your customers’ data properly. Not to mention, some 87 percent of customers won’t conduct business with an organization if they have concerns about its data privacy management.

Implementing a data policy is an opportunity to be transparent and honest with your customers. However, with so many different ways of collecting and organizing data, along with the countless different data-compliance standards around the world, it can be hard to know where to start. Here’s how you can use Jotform Enterprise to collect, manage, and protect your customers’ data.

Collecting customer data with Jotform Enterprise

Jotform Enterprise facilitates the collection of first-party data — data that the consumer provides directly to an organization through surveys and online forms. Alternatively, third-party data, often responsible for the aforementioned omniscient ads, is data discretely scraped from user activity using things like cookies and browsing history.

Collecting first-party data is a customer-centric practice that fosters trust between organizations and their customers. This process favors direct communication over passive activity tracking.

The Jotform Enterprise no-code Form Builder makes the process of collecting first-party data extremely simple. You can use powerful, intuitive forms to directly collect customer information and feedback. Safe to say, your customers won’t be getting eerily accurate targeted ads from Jotform Enterprise.

Managing customer data with Jotform Enterprise

With the convenience of simple online forms, your organization can quickly gather an abundance of useful customer information. Here are a couple of ways you can manage all that information using Jotform Enterprise.

Jotform Tables

More than just a spreadsheet, Jotform Tables provides dynamic, interconnected spaces for entering, storing, and analyzing data.

In Tables, you can connect multiple online forms to a single table and automatically sort and organize data. In addition to automating customer data flows, you can use a ton of different formulas, filters, and sorting options to effectively visualize your data.

Organizing data in Tables facilitates more informed decisions and makes it easy to assign tasks and manage projects. With all of these features, Jotform Tables can be used to create a powerful, intuitive, no-code CRM platform.

Jotform Teams

The Teams functionality within Jotform Enterprise makes it easy to collaborate and assign role-based access to different team members.

At the administrative level, Teams can control and organize employee permissions, ensuring that data is shared with and accessed only by certain employees. On the individual level, Teams provides a one-stop-shop for all the forms and tables relevant to a given employee.

Admin Console

Perhaps the most powerful data management tool included in Jotform Enterprise, the Admin Console allows for a high-level overview of teams, users, collected data, forms, and analytics.

The Admin Console is great for both visualizing and managing data organization-wide. Here, you can search form submission data using certain filters and identifiers. This can be helpful if you want to find and modify all the submissions from a certain user.

Being able to batch-modify user data can also help protect customer privacy. For example, if a customer requests to have all of their past submission data erased, the Admin Console can be used to do this. It can also automatically delete any future submissions from the customer.

Protecting customer data in Jotform Enterprise

Earlier I mentioned a host of different international data compliance standards, all of which vary depending on where your organization is located and what kind of data you handle. Luckily, Jotform Enterprise can help with compliance.

All the data you collect using Jotform Enterprise is encrypted and automatically stored in secure servers. We also offer solutions for all different kinds of data compliance standards, including but not limited to GDPR, CCPA, and SOC 2 compliance.

Also, our system can automatically detect sensitive data and recommend additional compliance standards if necessary for your organization. For example, if a scan finds that your forms contain protected health information (PHI), you’ll be alerted that your account requires features that help with HIPAA compliance.

Of course, complying with data standards must happen at the employee level as well. Providing your employees with one platform for data entry and management eliminates risks posed by storing data in different third-party applications.

The benefits of a customer-centric data policy

Your organization can use Jotform Enterprise to create a data policy that puts the customer first. Jotform Enterprise makes this easy by facilitating first-party data collection and ensuring that all your customer information is stored with the highest security.

Here are some of the benefits of a customer-centric data policy.

Fostering trust

Customers trust companies that limit personal data use and promote transparency. By providing your customers with the reasons for and value of data collection, as well as the ability to opt out of it, your organization can build a reputation for transparency. 

With trust being the second most important factor in the decision to buy from a new brand, fostering customer trust will not only help build relationships, but help build a stronger bottom line.

Gaining a deeper understanding of customers

Collecting and managing data with an emphasis on the customer experience and building relationships enables your organization to develop a deeper understanding of customer needs. A platform like Jotform Enterprise allows your organization to pull more actionable insights from your data, facilitating more informed decision-making.

Doing right by your customers

Finally, implementing a customer-centric data policy shows that your organization cares about its customers. At the end of the day, having access to people’s personal information is a privilege, and with great power comes great responsbility. Be the organization that treats customers, and their data, with respect.

Interested in learning more? Register now for our webinar how to manage customer data in an era of privacy concerns.

Griffin is an enterprise marketing coordinator at Jotform. Having worked with multiple tech startups, he has a particular passion for storytelling and content creation. Outside of work, Griffin enjoys filmmaking, photography, and fashion. You can reach Griffin through his contact form..

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