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Sales Team Security: Customer Data, CRM Hygiene & Vishing
By the end, you'll know how to handle customer data safely in CRM and during demos, recognize the scams targeted specifically at sales (prospect impersonation, vishing, conference attacks), and answer prospect security questionnaires confidently without overcommitting on behalf of {{company}}.
Account Executives, BDRs, Sales Engineers, Customer Success, account managers · ~18 min · 5 modules
This course is part of the paid catalog. Purchase it individually, or unlock it with a membership that includes Tier 1 & 2 content.
What's inside
- 01~4 minSales teams hold more customer data than they realizeBetween CRM, prospecting tools, conference badge scans, demo accounts, and meeting recordings — sales teams generate and consume more customer data than most employees realize. That data has the same regulatory and contractual obligations as engineering's production data.
- 02~4 minCRM hygiene and the trade-secret problemSales reps who leave often try to take their contacts with them. Sometimes that's reasonable; often it's a trade-secret issue. Here's the line and how to stay on the right side of it.
- 03~4 minSales-targeted scamsSales teams have specific exposure to scams: fake prospects, vishing aimed at SE or SDR teams, conference attacks, and document-share phishing. Recognizing the patterns saves real money and credentials.
- 04~3 minSecurity questionnaires from prospects — answering without overcommittingSales increasingly fields security questionnaires from prospects. The answers go on contracts. Here's how to handle them without overcommitting {{company}} or providing wrong info.
- 05~3 minDemo environments, recordings, and the final checklistDemo accounts, meeting recordings, and prospecting tools all have security implications. A quick guide, then the checklist.