Checkliste
GDPR Checklist for CRM
Ensure Data Privacy Compliance
📄
2 Pages
⏱️
5 Min. Read
What to expect
🎓
Document legal bases
✅
Obtain consent correctly
🛡️
Implement data subject rights
🔒
Technical safeguards
Table of Contents
- 1 Legal bases: Processing records & DPA
- 2 Consent: Double opt-in & documentation
- 3 Data minimization: Only necessary data
- 4 Deletion concept: Retention periods & processes
- 5 Data subject rights: Access, deletion, rectification
- 6 Technical safeguards: 2FA, encryption, backups
Preview
GDPR compliance is not optional – it's mandatory. This checklist helps you systematically address all relevant points: from legal bases to consent management to technical safeguards. Note: This checklist does not constitute legal advice.
Who is this guide for?
Ideal for
- ✓ Data protection officers
- ✓ CRM administrators responsible for compliance
- ✓ Executives with accountability
- ✓ Marketing teams managing consent
Key Takeaways
- ★ Processing records are mandatory
- ★ Double opt-in for email marketing
- ★ Deletion policy with clear retention periods
- ★ Technical safeguards: 2FA & encryption
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