Agile Crm How Long Does It Take for Crm to Upload

Mail service summary:

  • What is GDPR and why is it important to your business?
  • How GDPR and CRM can support your journeying to compliance
  • three CRM features to look for to help yous manage customer data amend

The new Eu privacy regulation called the General Data Protection Regulation (GDPR) has now came into issue.

With information technology, information technology imposes strict requirements on the way businesses collect, store and manage personal data.

If you're unfamiliar with GDPR, here's what you need to know:

GDPR provides citizens of the EU with greater control over their personal data and assures that their information is being deeply protected beyond Europe, regardless of whether the data processing takes place in the Eu or non.

Personal data can be a proper noun, e-mail, address, engagement of nascence, personal interests, unique identifiers, digital footprints and more.

Typically, this is the kind of information you shop in your CRM system.

But, GDPR only impacts large companies, right?

Wrong!

If you use a database to shop prospect or customer data, then you cannot ignore GDPR.

According to a survey from the Global Alliance of Information-Driven Marketing Associations (GDMA) and Winterberry Grouping, 92% of companies use databases to store data on a client or a prospect .

Percentage of companies that store customer information in a database

Therefore, GDPR impacts businesses of all shapes and sizes.

Including yours.

Why is GDPR important to your business?

GDPR encompasses 3 chief areas that every business organization needs to consider:

  1. The GDPR regulation itself
  2. The systems you use to shop all your customer data
  3. The legal aspects of the regulation and how it will affect the style you handle personal data

The 3 business areas that GDPR impacts

If yous use a CRM software, then it should support the drove and management of personal data in a secure style.

With regards to the regulation and agreement of the legal aspects and privacy rights described in the law, we recommend that y'all seek legal advice and consult other GDPR resources to ensure your business is compliant.

Your national data protection authority has useful descriptions and explanations on privacy. For more resources on GDPR, y'all can read the consummate legislative text of GDPR here, and the EU has an official GDPR web portal, where you will find relevant explanations of what your business needs to do.

How can CRM support your journey to GDPR compliance?

GDPR has a big consequence on how businesses collect, store and secure personal client data.

This means that GDPR impacts marketing, information technology changes sales prospecting and it requires alter in customer service departments as all personal data needs to be handled in a more professional manner.

The expert news is that GDPR and CRM have a lot in mutual equally both GDPR and CRM are virtually building deeper trust and loyalty with new and existing customers through the professional handling of personal customer data.

At SuperOffice, our product squad has been busy developing new features to support our customers journey towards compliance.

Here's iii central features we take launched so far:

ane. Privacy past blueprint

Privacy by design with GDPR

GDPR and privacy direction go manus in paw together. Privacy is non something that is added to an existing application, but built into the core architecture and functionality.

At SuperOffice, we are committed to including privacy at the initial blueprint stages and throughout the consummate evolution process of new products, processes or services that involve processing personal data

2. Privacy data lifecycle management

GDPR comprises of eight basic rights.

These rights are given to individuals to protect their individual lives and command the digital footprints they go out behind when using internet-based applications and services.

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

GDPR specific functionality in SuperOffice CRM supports the fulfillment of each of the 8 rights.

Privacy data lifecycle management

three. Managing personal data with CRM

Client information, which goes into a CRM, is by default, also personal data. Dissimilar types of data accept different rules for how it should exist processed.

For case, basic information such as names, addresses, phone numbers are more general data and can be open to all employees within your visitor.

On the other hand, highly sensitive information such as tax data, depository financial institution account information, personal agreements, and contracts require more security and relevant user access.

SuperOffice CRM allows you lot to set upwardly routines and automatic rules for how different types of personal data tin and should be handled by your company.

iii CRM features to help you lot manage client data

The number of GDPR compliant features will continue to exist rolled out throughout the year. Simply, the first moving ridge of GDPR features became available in a new version of SuperOffice CRM in February, 2018 - long before the May 25th deadline.

These iii features includedconsent management, subscription management and majority updates.

1. Consent management

GDPR requires businesses to have a defined purpose for collection information persons. This reason (or purpose), should always exist supported past a legal footing.

What is a legal basis?

A legal basis can be a contractual obligation, a legitimate interest for storing and using data or that explicit consent has been given.

Anytime that consent is used as the legal basis for collecting and storing personal data, GDPR requires that a company prove that consent has been granted by a person.

Consent management feature in CRM

For each contact (person) inside SuperOffice CRM, you can digitally tape consent, land the legal basis for why yous're storing the information, store the source from where you got the consent (i.eastward. a webform) and store when and who has updated the information.

Yous tin see exactly how consent management works in SuperOffice past watching the short three infinitesimal video beneath:

2. Subscription management

Even when a contact has given his consent to receive e-mail marketing campaigns from your company, he/she should always have the right to object or opt-out from receiving future marketing communications, according to GDPR.

New functionality inside SuperOffice allows prospects and customers to determine for themselves what kind of data they want to receive – whether it's blog mail updates, white papers or product training cloth - as well as make up one's mind on the type of content they practise non desire to receive.

This new feature means yous tin send highly targeted emails to subscribers based on their interests - which is something that GDPR encourages when it comes to email marketing.

For e-mail marketers', this is the Holy Grail every bit segmented e-mail campaigns significantly better your email marketing results.

Subscription management feature in CRM

3. Bulk updates

This starting time phase of these CRM features was all nigh helping you to make your customer database GDPR compliant.

Once you've evaluated your database for what kind of personal data you have, where information technology comes from and what legal basis you have for keeping it, and prepare upward how y'all want the data to be handled, yous will demand a way to update all this personal data in the new GDPR world.

Bulk updates help you to tune up and clean up your database in an piece of cake way.

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

Bulk update feature in CRM

Conclusion

GDPR is in full outcome!

If your current CRM system doesn't support these GDPR compliant features, you need to find a new solution, before information technology'due south as well tardily!

To test these new features out, sign upwardly to a gratuitous demo. Once you lot have signed up, 1 our experienced sales reps will walk through the new functionality and evidence you how they can support your business in a GDPR globe.

If you're not yet ready for a free trial, then sign up to one of our events to learn how GDPR affects the way you lot manage customer data.

For customers that apply our cloud-based CRM solution , these features are automatically available to y'all when launched. Plus, our SaaS CRM is ISO certified, so you and your customers can be rest assured that your data is safe and secure.

Next steps

Before yous leave, I accept a quick question for yous:

What kind of challenges have yous come upwards against in your GDPR journey?

Let united states know in the comments section below.

Do you want to learn more virtually how GDPR and SuperOffice CRM?

Request a gratis, personalized demo and we'll walk through it, step by step.

Disclaimer:  The content in this weblog post (including all responses to comments) is not to exist considered legal advice and should exist used for information purposes only.

CRM

Dorsum to articles

vallejoephiculd.blogspot.com

Source: https://www.superoffice.com/blog/gdpr-crm/

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