10 Steps to Managing GDPR with a CRM System

Economic Change outlines 10 Practical Steps to Manage GDPR with your CRM 

In practice GDPR includes the following rights for individuals: 

  • the right to be informed; 
  • the right of access; 
  • the right to rectification; 
  • the right to erasure; 
  • the right to restrict processing; 
  • the right to data portability; 
  • the right to object; and 
  • the right not to be subject to automated decision-making including Profiling 

GDPR aims to help your organisation to manage client relationships in the most quality assured way and this is the reason why CRM (Client Relationship Management) systems are at the heart of this conversion. 

We believe there are 5 reasons why GDPR and a well-managed CRM will add value for your organisation as it will result in:  

  • 100% tracking of client information – it is important to create awareness, guidance and rules for your team about how information and communication should be managed.  
  • 100% data integrity – it will give clarity to your team about why you need to collect certain information and how to manage data with specific sensitivity considerations.   
  • 100% customer intelligence – creating a 360 degree view of your customers, to ensure you have information to hand that is accessible and portable.    
  • 100% customer communication – understand how to manage privacy, consent, preferences and communications with your contacts. 
  • 100% data security – gives assurance to your stakeholders that their data is secure and protected and compliance is monitored and breaches are identified and dealt with.  

We’ve created a white paper in which we provide 10 practical actions for applying GDPR principles through a range of integral solutions which include a careful balance of people, CRM systems and processes to make it work. The outcomes should be summarised in a Communication Strategy, Data Protection Policy and Internal Training Programme.  

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