Backing Up SaaS Tools You Rely On
Cloud tools such as your CRM, accounting software and project platforms hold huge amounts of valuable business data. Many people assume the vendor backs it all up for them — but most operate a shared-responsibility model where your data is your problem.
This article explains why backing up your SaaS tools matters and how we approach it.
The Shared-Responsibility Gap
Vendors keep the service running; you are responsible for the data you put in it.
- Accidental deletion is usually not recoverable by the vendor.
- A cancelled or suspended account can mean lost data.
- Bad imports or integrations can overwrite records.
How We Protect SaaS Data
We use the platform's export tools or dedicated backup services to keep an independent copy of critical data, so you are never wholly dependent on the vendor.
Frequently Asked Questions
Won't the vendor restore our data if we ask?
Often not — most only restore for their own outages, not for your accidental deletions or mistakes.
Which SaaS tools should we back up?
Any that hold data you could not easily recreate — typically CRM, finance and core operational systems.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.