CRM for GDPR

What is GDPR?

Every organisation that holds personal data will be affected by GDPR - that includes personnel records for staff, customer details, sales and marketing prospect information, online identifier data etc.

Organisations will be accountable to the data protection supervisory authorities (in the UK this is the Information Commissioner's Office). Whilst the accountability is not a new requirement, GDPR requires all organisations to record and document compliance with all applicable aspects of GDPR. The Regulations gives individuals more rights in respect of their data, including more control and and visibility of how their personal data is being used, and the right to have that information removed or moved if requested.

What is 'Personal Data'?

Examples of personal data include elements such as:

  • Name
  • Address
  • Gender
  • Date of Birth

Personal data can also include other less obvious identifiers such as IP address.

Simply put, personal data applies to any data form which a living individual (data subject) could be identified.

Can CRM help with GDPR?

Yes! CRM helps organisations manage and group mass client data.

CRM now has a number of fields, reporting and automated processes to help you organise your client data specifically in relation to GDPR compliance.

Here are some of the areas CRM can help your organisation with GDPR

Website > CRM

CRM gives you the ability to create website forms that securely send client information from your website to your CRM

Immediately capture GDPR related fields and request consent from your client!

'I give my consent for you to store my information'

This is sent and recorded inside of your CRM

Contact Management

Email Marketing > Opt Out

Inside the CRM sending bulk emails to potentials clients and existing clients is a step by step process and includes automation for individuals responses.

  • Opt Out automation Include an 'unsubscribe' link in your email, if an individual clicks on it their email is automatically 'opt out' from receiving any emails from the CRM
  • Go Further with a 'Preference' page EngageCRM can help upgrade your CRM to include your Contact Subscriptions list If you are sending different content to your Contacts

This will ensure you are sending relevant content to your Contacts and giving all recipients the chance to opt out of your organisation's marketing

Activities & History

CRM gives a you a central place to store all activities that have taken place with a client and quickly report on them if required.

You can see everything that has taken place with a Contact in chronological order, all one place.

  • Create Meetings, Calls & Tasks
  • Relate to multiple Contacts and Organisations
  • Shared User Calendar
  • Sync with Outlook and Gmail
Calendar Screenshot

Document Management

GDPR requirements relate to the hosting and storage of your files and documents.

We guarantee our hosting is in the UK and the CRM can help toward organising your documents!

  • Upload Documents and link to records
  • Store and track all revisions
Change Log Screenshot

Reporting (GDPR)

We have created a number of specific GDPR related reports. Included with every CRM!

Suppression List
Using the automated opt out process inside CRM you can have a live suppression list report to ensure you are in control of your email communications

GDPR Date Reviewed
Live report showing your GDPR date reviewed. Keep up to date with your company policy of retaining data / data consent
Use this report to make a marketing list 'Renew Consent' and resend consent emails in bulk

GDPR Audit
Using the reporter to help highlight data gaps within the Contact data and GDPR fields

CRM devices

CRM

Customer Relationship Manager

An online system & database that helps organisations of all sizes collect, manage and group their client data.

CRM can help improve all areas of an organisation from marketing & sales to contracts & delivery.

Keeping all of your interactions with your client in one place

Functionally very similar to the widely used SalesForce with a difference:

  • No User Licences
  • 100% Control of the software

Customise your system to meet your needs, add fields and change layouts to ensure you capture the information important to your organisation!

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

Call 01793 236 245
Email Us