Whitepaper

GDPR Compliant CRM

Unite data protection and sales efficiency

16 Pages 20 Min. Read
GDPR Compliant CRM - Cover

What to expect

🔑

Understand the legal bases for CRM data

🤝

Obtain and document consent correctly

🛡️

Implement data subject rights

🔒

Implement technical safeguards

Table of Contents

  1. 1 GDPR basics for CRM
  2. 2 Legal bases for data processing
  3. 3 Consent management in the CRM
  4. 4 Implementing data subject rights
  5. 5 Technical and organizational measures
  6. 6 A GDPR checklist for your CRM

Preview

The GDPR is especially relevant for CRM systems: this is where large amounts of personal data are processed. This whitepaper shows how to put lawfulness, consent and data subject rights into practice. Note: this does not replace legal advice.

Who is this guide for?

Ideal for

  • Managing directors with data protection responsibility
  • Data protection officers
  • CRM administrators
  • Marketing leads responsible for consent

Key Takeaways

  • Keep a record of processing activities
  • Double opt-in for marketing
  • A deletion concept with deadlines
  • Two factor authentication and encryption

Set up for GDPR compliance?

Free & no obligation.

Additional resources

Relevant services

Detaillierte Übersicht zu Digitalisierungsstrategie und Datenanalyse.
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Related industries

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