Data Protection

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 …

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Salesforce Nonprofit Success Pack

See for yourself why 26,000 non-profits choose the world’s #1 CRM System to manage their data.  If you are considering implementing a CRM system for your organisation, you’ll want to investigate the Salesforce Nonprofit Success Pack as one of your options. As the worlds’ #1 CRM system, Salesforce.org offers free user licences to not-for-profits, and brings a whole host of flexibility to help further your …

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Contact Management in your CRM

Contact Management in a CRM – Setting the Rules   A CRM is only as good as the data that is put into it, so how do you co-ordinate management of stakeholder information to comply with data protection guidelines and also improve intelligence and management of stakeholder relationships? At Economic Change we have been running this workshop theme almost on a daily …

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Salesforce for GDPR Compliance

Using Salesforce for GDPR Compliance   At Economic Change we have been supporting customers to implement changes to their CRM to align with new GDPR compliance. Key steps to take include centralisation of data, security, communication preferences, data protection regulation gdpr, business rules and changing business processes amongst many other things, but one solution is to create a Dashboard that helps to demonstrate indicators of compliance …

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From Salesforce Admin to Data Manager

From Salesforce Admin to Data Manager – the changing job responsibilities of an Internal Admin   With increasing attention on GDPR, data compliance, security and customer intelligence, the traditional role of a Salesforce Admin is quickly evolving into a Data Manager with more responsibility for the organisation’s data.   At Economic Change we have been helping our charities to shape the internal responsibilities of their Data Managers, and to recruit Data Managers through our …

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Customer Intelligence and GDPR – what do you really need to know?

Customer Intelligence and GDPR – what do you really need to know? This month we have been talking about data protection, in respect to the upcoming GDPR legislation. Anyone who processes personal information must comply with the six Principles of the Data Protection Act, which make sure that personal information is: fairly and lawfully processed; …

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