Why is GDPR important to your business and how it enables your CRM to support your journey to compliance

Published by: Albert Gibosse

Disclaimer: The following info is not to be considered legal advice and should be used for information purposes only.

Although the new EU privacy regulation ( General Data Protection Regulation or GDPR) that has now came into effect imposes strict requirements on the way businesses collect, store and manage personal data, it, however, also enables your CRM to support your journey to compliance.

To support businesses through their journey to compliance, there are two main areas in GDPR that every business should consider, and they are:

– The systems(ie. CRM) you use to store all your customer data

– The legal aspects of the regulation and how it will affect the way you handle personal data

Therefore, your CRM solution should support the collection and management of personal data in a secure way. However, your understanding of the legal aspects and privacy rights described in the law should not substitue legal advice. Consult your lawyer to further ensure strcit compliance.

To discuss the best GDPR-compliant CRM for your business, please visit https:// Bluelabelweekly.wordpress.com.

Like the EU’s official GDPR web portal, most national data protection authorities should have useful descriptions and explanations on privacy. For more resources on GDPR, click here for the complete legislative text of GDPR and where you will find relevant explanations of what your business needs to do.

GDPR impacts marketing, changes the sales prospecting approach and requires change in customer service departments as all personal data needs to be handled in a more professional and secure manner.

GDPR and CRM are about building deeper trust and loyalty with new and existing customers while building value by handling their personal data in a professional manner through their journey.

Three key features a CRM solution should incorporate:

  1. Privacy by design

Privacy by design with GDPR

GDPR and privacy management go hand in hand together. Privacy should be built into the core architecture and functionality of an existing application, not something that is added later.

A CRM solution should incorporate privacy at the initial design stages and throughout the complete development process of new products, processes or services that involve the handling or processing of personal data

  1. Privacy data lifecycle management

GDPR comprises incorporates eight basic rights.

These rights are given to individuals to protect their private lives and control the digital footprints they leave behind when using internet-based applications and services.

These rights are meant to create openness, control, and trust between the parties.

A CRM’s privacy data lifecycle management should ensure support for the fulfillment of each of the eight rights.

  1. Personal data management with CRM

Customer data, which goes into a CRM, is personal data and different types of data have different rules relevant to how it should be processed. Whereas basic data, such as names, addresses, phone numbers are more general data and can be open to all employees within your company, highly sensitive data such as tax information, bank account information, personal agreements, and contracts require more security and relevant user access.

Your CRM should be able to let you to devise and set up routines and automated rules for how different types of personal data are handled by your company.

To discuss the best GDPR-compliant CRM for your business, please visit https:// Bluelabelweekly.wordpress.com.

Three Crucial CRM features that help you manage customer data

These crucial features include consent management, subscription management and bulk updates.

  1. Consent management

GDPR requires that businesses have a defined purpose, supported by a legal basis, for collecting information on a contact.

A legal basis can be a legitimate interest for storing and using data for which explicit consent was given, or can also be a contractual obligation. Likewise, GDPR requires that a company proves that consent has been granted by a contact.

For each contact inside your CRM, you should be able to digitally record consent, state the legal basis for why you’re storing the data, store the source from where you got the consent (for example, a webform) and store when and who has updated the information.

  1. Subscription management and opt-out feature in CRM

GDPR stipuates that, even after a contact has given their consent to receive email marketing campaigns from your company, they should always have the ability to object or opt-out from receiving future marketing communications.

Some CRM functionality(ies) ahould enable prospects and customers to decide for themselves what kind of information they want to receive – whether it’s blog post updates, white papers or product training material – as well as decide on the type of content they do not want to receive.

This feature entitles you with the right to send highly targeted emails to subscribers based on their interests.

  1. Bulk updates

Bulk updates help you to tune up and clean up your database in an easy way.

This first phase of these CRM features is all about helping you with making your current customer database GDPR compliant.

Once you’ve evaluated your database for what kind of personal information you have, where it comes from and what legal basis you have for keeping it, and set up how you want the data to be handled, you will need a way to update all this personal data in the new GDPR world.

To discuss the best GDPR-compliant CRM for your business, please visit https:// Bluelabelweekly.wordpress.com.

Rather than updating personal records one by one, which can be time-consuming, you’ll be able to set up specific rules and use the bulk update feature to set purpose, legal basis, source and date on multiple records in a single click. – saving you a ton of time!

Your CRM system should support all the GDPR compliant features.

To test these new features out, sign up here. Once you have signed up, one our experienced sales reps will walk through the new functionality and how they can support your business in becoming GDPR compliant.

If you’re not yet ready to start with our services, simply sign up to receive further info on GDPR and how it affects the way you manage customer data.

If you plan on using our cloud-based CRM solution, these features are automatically available to you when launched. Plus, our cloud version is ISO certified, so you and your customers can be rest assured that your data is safe and secure.

To discuss the best GDPR-compliant CRM for your business, please visit https:// Bluelabelweekly.wordpress.com.