{"id":6391,"date":"2026-10-12T13:02:19","date_gmt":"2026-10-12T11:02:19","guid":{"rendered":"https:\/\/eu.klytic.com\/guides\/crm-sales-data\/"},"modified":"2026-10-12T13:32:39","modified_gmt":"2026-10-12T11:32:39","slug":"crm-sales-data","status":"publish","type":"page","link":"https:\/\/eu.klytic.com\/en\/guides\/crm-sales-data\/","title":{"rendered":"CRM and sales data"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6391\" class=\"elementor elementor-6391 elementor-6261\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ff920f4 e-con-full kly-g e-flex e-con e-parent\" data-id=\"ff920f4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f350c0e e-con-full kly-g-hero e-flex e-con e-parent\" data-id=\"f350c0e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-a1a9245 e-con-full kly-g-hero-in e-flex e-con e-parent\" data-id=\"a1a9245\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0de7e7b elementor-widget elementor-widget-text-editor\" data-id=\"0de7e7b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-crumb\"><a href=\"\/en\/\">Home<\/a><span>\u203a<\/span><a href=\"\/en\/guides\/\">Guides<\/a><\/p><p class=\"kly-g-pill\" style=\"--pill:#fbbf24\">CRM &amp; sales data<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-87b082d elementor-widget elementor-widget-heading\" data-id=\"87b082d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">CRM and sales data<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f85aab elementor-widget elementor-widget-text-editor\" data-id=\"7f85aab\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-lead\">Customer records, quotes and invoices are company data, just like your accounts. This section explains who they belong to and what they reveal, then shows how to control, in Klytic CRM, who sees them and who can export them.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-07bc76f elementor-widget elementor-widget-text-editor\" data-id=\"07bc76f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"kly-g-meta\"><span>Updated <b>October 2026<\/b><\/span><span><b>3 min<\/b><\/span><span>Understand and use<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6367b1b e-con-full kly-g-body e-flex e-con e-parent\" data-id=\"6367b1b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e7f3984 e-con-full kly-g-article e-flex e-con e-parent\" data-id=\"e7f3984\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e25b17d elementor-widget elementor-widget-text-editor\" data-id=\"e25b17d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Who this section is for<\/h2>\n<p>It serves two readers.<\/p>\n<ul>\n<li><strong>The executive, CIO or DPO who has not chosen yet<\/strong>: they want to know who holds a hosted customer file, what a third party would learn by reading it, and what encryption really protects. The \u201cUnderstand\u201d pages answer them, with sources, and remain true even if they never become a customer.<\/li>\n<li><strong>The administrator or sales manager who already uses Klytic CRM<\/strong>: they want to limit each salesperson to their own customers, separate two companies in a group, remove the export right, handle a departure. The \u201cUse\u201d pages describe these settings in the service.<\/li>\n<\/ul>\n<p>A CRM holds prospects, customers, contacts, opportunities, quotes, orders and invoices. Taken together, these objects reveal the pipeline, revenue concentration, the prices you charge and renewal dates. That is why this section treats the customer file as a sensitive asset, not as an address book.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79b69c4 elementor-widget elementor-widget-text-editor\" data-id=\"79b69c4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Understand<\/h2>\n<p>One sourced guide. It holds true whichever CRM you choose.<\/p>\n<ul>\n<li><a href=\"\/en\/crm-data-ownership-and-stakes\/\"><strong>Who owns CRM data, and why it matters as much as your accounts<\/strong><\/a>: controller and processor, the most sensitive data, what the whole reveals, what encryption at rest protects, and where e-invoicing fits in.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af2069f elementor-widget elementor-widget-text-editor\" data-id=\"af2069f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Using Klytic CRM<\/h2>\n<p>Two how-tos for customers. They state who acts (your account administrator or Klytic support) and what you get.<\/p>\n<ul>\n<li><a href=\"\/en\/crm-rights-teams-subsidiaries\/\"><strong>Who sees which customers in Klytic CRM<\/strong><\/a>: one account per person, rights per module, the scope of the salesperson, the manager and senior management, subsidiaries, role changes and contractors.<\/li>\n<li><a href=\"\/en\/crm-export-and-audit-trail\/\"><strong>Preventing portfolio exports and reviewing changes<\/strong><\/a>: separating read and export, telling a quote PDF apart from a file export, what the log records, and the departure of a salesperson.<\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-942a011 elementor-widget elementor-widget-text-editor\" data-id=\"942a011\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Three rules to remember<\/h2>\n<ol>\n<li><strong>Few people see the whole file.<\/strong> Each salesperson sees their own customers; the full view is reserved for a few roles.<\/li>\n<li><strong>Reading is not exporting.<\/strong> The right to download the file is granted by name, never by default.<\/li>\n<li><strong>Rights follow people.<\/strong> A role change or the end of an engagement is handled the same day, not at the next review.<\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e28e777 elementor-widget elementor-widget-text-editor\" data-id=\"e28e777\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>What these pages do not cover<\/h2>\n<p>They do not repeat the guides on applicable law, hosting or choosing a provider. For those questions:<\/p>\n<ul>\n<li><a href=\"\/en\/what-is-sovereign-cloud\/\">What is a sovereign cloud?<\/a>: who can open your data, which law applies, how to leave, and the difference between encryption at rest and a customer-held key.<\/li>\n<li><a href=\"\/en\/protect-business-cloud-act\/\">Protecting a company from the CLOUD Act<\/a>: what a foreign law can demand from a provider.<\/li>\n<li><a href=\"\/en\/hosting-sovereignty\/\">Hosting and sovereignty<\/a>: Klytic hosting modes, zones and reversibility.<\/li>\n<li><a href=\"\/en\/data-protection\/\">GDPR<\/a>: Klytic&#8217;s role as a processor for the data entrusted to its services.<\/li>\n<li><a href=\"\/en\/security-backup\/\">Security and backup<\/a>: backup frequency, retention period and restoration.<\/li>\n<\/ul>\n<p>The offer itself, with its modules and e-invoicing, is described on the <a href=\"\/en\/klytic-crm\/\">Klytic CRM<\/a> page.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-85b9bb6 e-con-full kly-g-aside e-flex e-con e-parent\" data-id=\"85b9bb6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0aba5ef elementor-widget elementor-widget-html\" data-id=\"0aba5ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"html.default\">\n\t\t\t\t\t<nav class=\"kly-g-toc\" aria-label=\"On this page\"><p>On this page<\/p><ol><\/ol><\/nav>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6a3f555 elementor-widget elementor-widget-text-editor\" data-id=\"6a3f555\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<div class=\"kly-g-cta\"><h3>Planning a CRM project?<\/h3><p>Importing your file, access rights, hosting: tell us about your organization.<\/p><p><a class=\"kly-g-btn\" href=\"\/en\/contact\/\">Contact us \u2192<\/a><\/p><p style=\"margin:0\"><a class=\"kly-g-btn ghost\" href=\"\/en\/klytic-crm\/\">Discover Klytic CRM<\/a><\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e97edd6 e-con-full kly-g-related e-flex e-con e-parent\" data-id=\"e97edd6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ekit_has_onepagescroll_dot&quot;:&quot;yes&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19f9c1d elementor-widget elementor-widget-text-editor\" data-id=\"19f9c1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Further reading<\/h2><div class=\"kly-g-grid\"><a class=\"kly-g-card\" href=\"\/en\/crm-data-ownership-and-stakes\/\" style=\"--cat:#b45309\"><span class=\"c\">Understand \u00b7 CRM &amp; sales data<\/span><span class=\"t\">Who owns CRM data, and why it matters as much as your accounts<\/span><span class=\"q\">The customer file is a company asset and a processing of personal data. Who holds it, what it reveals, how to protect it.<\/span><span class=\"m\"><span>8 min read<\/span><b>Read \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/en\/crm-rights-teams-subsidiaries\/\" style=\"--cat:#b45309\"><span class=\"c\">Use \u00b7 CRM &amp; sales data<\/span><span class=\"t\">Who sees which customers in Klytic CRM<\/span><span class=\"q\">One account per person, rights per module, a scope per salesperson. And, to separate two companies in a group, a dedicated instance for each.<\/span><span class=\"m\"><span>6 min read<\/span><b>Read \u2192<\/b><\/span><\/a><a class=\"kly-g-card\" href=\"\/en\/crm-export-and-audit-trail\/\" style=\"--cat:#b45309\"><span class=\"c\">Use \u00b7 CRM &amp; sales data<\/span><span class=\"t\">Preventing portfolio exports and reviewing changes<\/span><span class=\"q\">Reading a record and exporting the whole file are two separate rights in Klytic CRM. Remove the second, and know what the log records.<\/span><span class=\"m\"><span>6 min read<\/span><b>Read \u2192<\/b><\/span><\/a><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-539316dd e-con e-atomic-element e-div-block-base e-default-div e-c9fd865-4a50 \" data-id=\"539316dd\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"539316dd\" data-e-type=\"e-div-block\" data-id=\"539316dd\">\n    <div class=\"elementor-element elementor-element-4f79afcb e-con e-atomic-element e-div-block-base e-default-div e-4fa9fe-ce86 \" data-id=\"4f79afcb\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"4f79afcb\" data-e-type=\"e-div-block\" data-id=\"4f79afcb\">\n    \t\t\t<p class=\"e-4dcf5c70-2ec7 e-paragraph-base e-default-p\" data-interaction-id=\"330a7a35\" data-e-type=\"widget\" data-id=\"330a7a35\">Welcome offer<\/p>\n\t\t\t\t\t<h2 data-interaction-id=\"56f1f7d5\" class=\"e-347faa43-4e20 e-heading-base e-default-h2\" data-e-type=\"widget\" data-id=\"56f1f7d5\">30-day free trial, assisted migration<\/h2>\n\t\t\t\t\t<p class=\"e-7f6310da-1caa e-paragraph-base e-default-p\" data-interaction-id=\"2ce27288\" data-e-type=\"widget\" data-id=\"2ce27288\">No-commitment trial offer. An advisor will call you back to understand your needs and prepare your Klytic space.<\/p>\n\t\t<div class=\"elementor-element elementor-element-35ea29a1 e-con e-atomic-element e-div-block-base e-default-div e-1cd48b22-e6da \" data-id=\"35ea29a1\" data-element_type=\"e-div-block\" data-e-type=\"e-div-block\" data-interaction-id=\"35ea29a1\" data-e-type=\"e-div-block\" data-id=\"35ea29a1\">\n    \t\t\t<a href=\"https:\/\/eu.klytic.com\/en\/30-day-free-trial\/\" target=\"_self\" class=\"e-4a7886e3-652d e-button-base e-default-a\" data-interaction-id=\"19bfa8f1\" data-e-type=\"widget\" data-id=\"19bfa8f1\">\n\t\ud83d\ude80 Start free trial\n<\/a>\n\t\t\t\t\t<a href=\"https:\/\/eu.klytic.com\/en\/pricing\/\" target=\"_self\" class=\"e-137e863d-dd0d e-button-base e-default-a\" data-interaction-id=\"326d82ab\" data-e-type=\"widget\" data-id=\"326d82ab\">\n\tSee pricing\n<\/a>\n\t\t\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":3303,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_seopress_titles_title":"CRM and sales data: guides and settings | Klytic","_seopress_titles_desc":"Ownership, sensitivity and protection of CRM data: one guide to understand, two how-tos to set access rights and exports in Klytic CRM.","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"CRM and sales data: guides and settings | Klytic","_seopress_social_fb_desc":"Ownership, sensitivity and protection of CRM data: one guide to understand, two how-tos to set access rights and exports in Klytic CRM.","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"CRM and sales data: guides and settings | Klytic","_seopress_social_twitter_desc":"Ownership, sensitivity and protection of CRM data: one guide to understand, two how-tos to set access rights and exports in Klytic CRM.","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","_seopress_news_disabled":"","_seopress_video_disabled":"","_seopress_video":[],"_seopress_pro_schemas_manual":[],"_seopress_pro_rich_snippets_disable_all":"","_seopress_pro_rich_snippets_disable":[],"_seopress_pro_schemas":[],"footnotes":""},"class_list":["post-6391","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/pages\/6391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/comments?post=6391"}],"version-history":[{"count":0,"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/pages\/6391\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/pages\/3303"}],"wp:attachment":[{"href":"https:\/\/eu.klytic.com\/en\/wp-json\/wp\/v2\/media?parent=6391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}