Checkliste
GDPR Checklist for CRM
Ensure Data Privacy Compliance
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
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
GDPR-ready?
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