What are some best practices for protecting customer data in RevOps reporting?

Data security isn't just an IT problem - it's a critical Revenue Operations responsibility.

First, lock down access tightly.

Use role-based permissions so team members only see what they need. Apply field-level security for sensitive information and create custom report types that automatically mask PII. When someone leaves the team, have a clear process to immediately revoke their access.

Be smart about report distribution.

Instead of sending full customer datasets to the entire company, use scheduled reports with just the necessary data. Add watermarks to sensitive exports, set expiration dates for shared reports, and create clear rules about who can access what.

Technical controls matter.

Make sure your data is encrypted both at rest and in transit. Consider IP restrictions for accessing your reporting platforms, implement SSO and MFA across all tools, and enable detailed audit logging so you can track who's accessing what.

Only collect what you actually need.

Regularly purge outdated information and consider using tokenization where possible. Create aggregate reports that show trends without exposing individual customer details.

Know your compliance requirements.

Map your data handling to relevant regulations like GDPR and CCPA, conduct regular audits, and document your processes clearly. Establish retention policies that balance business needs with compliance requirements.

Don't forget about vendor management.

Assess the security practices of all your reporting tools, review data processing agreements regularly, and maintain an inventory of every third party with access to your customer data.

Most importantly, train your team.

Create clear guidelines, run occasional simulated breach scenarios, and make security part of your regular discussions. The best technology controls mean nothing if your team isn't following good practices day-to-day.