Data Protection Regulation: How A CRM System Helps With the Assessment


A CRM can be a great tool for General Data Protection Regulation Compliance, which will be directly applicable from 25th of May, 2018. GDPR has provisions that protect the privy data of your customers on all the activities that happen within the EU member states. CRM can be configured to take care of the same and it will ensure that your GDPR compliance is up to the mark.

Let’s see how you could use CRM for all the necessary functionalities of GDPR.

Application Of The Related Actions:

You can make the CRM system complaint with the GDPR or on any conditions that have been agreed upon. You have to clearly mention the same in the terms that only the customer’s name and E-mail ID will be needed to carry out the services that have been offered by you and then the CRM can be easily configured to work on the provided information.

Approval Authority:

A CRM can use and integrate the information that has been provided by your clients like – E-Mail ID, Telephone numbers and forms related to the website. This ensures that you have all the related information about your clients at your system that is stored in the central database. Similarly, you also have an option to acquire the user consent against the records of the individual client through these channels. All this makes very easy for you to keep a track of all the records and related data and makes it really efficient to retrieve any data at the time of need. It also makes it very easy for the system to update any related information upon request of the user.

Taking Care of Related Data:

All the leading CRM providers equip their systems with state of the art security features like Encryption and Multilevel Security which can be updated with regular updates that are provided by the company. The CRM system also comes equipped with anti-hacking tools and as the data and information are always stored in the cloud, the security of client data always remains intact while complying with the highest data security standards.

Admittance Privileges:

A sophisticated CRM system always allows you to define individual access privileges. Using the same, you are able to allocate a different level of user access at different levels, so that only those people have access to the sensitive information that has been provided a go from you.

Removing Or Editing Information Where It Is Needed:

If a customer wants any of his information removed from the system, then a CRM allows you to do so without any hassles. The centralized database of CRM system makes it really easy for you to identify the specific user and the related information from the records, so that no mistake is made at the time of deletion.

This is the digital era at its peak and protecting the private information of customers must be the top priority for the companies. A dedicated CRM allows you to have a close compliance with General Data Protection Regulation (GDPR) and provides you with all the opportunities to foster better customer relationships. 

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