GDPR opt-in is impossible without some sort of email or CRM software

October 24, 2017 @ 5:16 PM · GDPR, Data Protection & your CRM

GDPR opt-in

It’s hard to comply with 'GDPR opt-in' if you have mailing lists all over the place and no CRM database or email software.  Here's why.....

 
1) If you don’t have all your data in one list, you cannot safely ‘unsubscribe’ contacts when requested
 
2)  If you don’t have a CRM or email system, you cannot record your contact’s GDPR opt-in preferences easily
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GDPR compliance tip: Got duplicated contacts in your lists? What happens if they unsubscribe?

October 17, 2017 @ 5:11 PM

If you have duplicates in your mailing lists or CRM database, what happens when you tag one as unsubscribed for GDPR purposes?

 
What will happen to you if that contact gets emailed again?
 
How you deal with this, I suppose, all depends on how well do you want to sleep at night when the GDPR comes into force?
 
If you don’t have all your marketing, mailing and contact data in one list, and tidied up with duplicate contacts combined, you cannot safely ‘unsubscribe’ contacts when they request this - as you’ll tag the contact, but then another version of the contact may get mailed.
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GDPR compliance tip for your CRM database

How well do you want to sleep at night when the GDPR comes into force?

 
If you don’t have all your marketing, mailing and contact data in one list, you cannot safely ‘unsubscribe’ contacts when they request this - as you’ll tag the contact in one list, but not in the other lists.
 
And then there will be the chance that the contact gets mailed from one of the other lists
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Client Relationship Management is easier with a good CRM database

October 4, 2017 @ 5:05 PM · How to get great CRM, Starting your CRM journey

Understanding your client relationships in 5 minutes...

Imagine being alerted about activity with your contacts from your CRM database… 

Imagine getting into work on Monday morning and in your inbox is your weekly activity alert from your CRM Database.  It shows you what happened last week to the contacts you know. For instance, who met them, who is due to meet them this week, what mailings they clicked a link in, anyone booking onto events etc. 

This was one of the biggest 'lawyer wins' when I was an in-house CRM database manager.  

I'm always amazed when I see CRM systems don't do this, but make their users login to 'the' database to see an overview. 

Some CRM systems do ......

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