Don't collect information you don't want to maintain in your CRM database

September 30, 2017 @ 5:00 PM · GDPR, Data Protection & your CRM, How to get great CRM

Don’t collect data on contacts (or contacts) in your CRM database that you won’t use. It's a GDPR issue amongst other things

You’ll only have to maintain it and it’ll take your focus off your best contacts.

So for instance, if you collect a business card and it has a fax number on it, if you don't do fax marketing, and won't use the fax number at all, there is no point recording the fax number in your database.

And collecting data you don't need isn't in the spirit of the data protection act, never mind the GDPR

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Webinar Law Society, Law Management Section: Cross-selling legal services - Maximising the lifetime

September 27, 2017 @ 10:49 AM · How to get great CRM
Very pleased to be co-presenting a webinar for the Law Society

Law Society Law Management Section, Tuesday 3 October called: Cross-selling legal services - Maximising the lifetime value of your clients

 
Very pleased to be linking up with a colleague from my time at Pinsent Masons - Sue Bramall from Berners Marketing. 
 
 
The webinar will be broadcast at lunchtime on 3 October 2017, and will cover (thank you to Sue, as I've copied her bullets):
 
* What is (and isn’t) cross selling
* Is it professional?
* Types of cross-selling
* Know your client
* Manage that information
* Know your colleagues’ services
* Keys to success
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Why you should start getting your opt-in for GDPR compliance as soon as you can

September 26, 2017 @ 10:43 AM · GDPR, Data Protection & your CRM

Why you should start getting your marketing opt-in for GDPR compliance as soon as you can 

 
As we get nearer to the GDPR coming into force near the end of May 2018, you’ll hear more news about it. 
You may even hear scare stories about it – which will be impossible, because it won’t have come into force until it arrives.
 
But, there is one guaranteed negative for you if you leave complying too near the deadline.
 
Everyone else will have left it until then too.
 

And everyone will be trying to get GDPR opt-in from all their contacts at the same time. 

 
Which will mean your contacts will suddenly get very tired of having to opt-in from ...
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CRM tip to help you comply with the GDPR - the new Data Protection Act replacement

September 22, 2017 @ 11:18 AM · GDPR, Data Protection & your CRM

Limit your GDPR compliance RISK by....

Deleting any files of contacts that you are not sure where they came from.
 
If the source is suspect and you don't use it anyway, you might as well reduce your admin burden and RISK in having to manage it and have a potential breach with the new law and bin it.
 

That's another step to getting your CRM database or marketing lists to comply with the GDPR

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Tip: Wondering how you could be at risk of not complying with the GDPR?

September 12, 2017 @ 11:22 AM · GDPR, Data Protection & your CRM

Wondering how you could be at risk of not complying with the GDPR?

If you are using mailing lists (in excel for instance), rather than keeping your marketing and contact information in a secure CRM database, at least password protect them.
 

Hope that helps you comply with the Data Protection Act and well as prepare for the GDPR

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My GDPR compliance journey

September 1, 2017 @ 9:42 PM · GDPR, Data Protection & your CRM

I thought GDPR compliance would be a walk in the park

But then I asked my friendly GDPR expert "of all the organisations you do a GDPR audit on, how many are compliant with the new law"

"Nobody passes my GDPR audit" she said

Nobody!

Crickey!

And then I thought.. there is loads of GDPR stuff i have to do.

GDPR Audit

GDPR Privacy Impact Statement

Cyber Security

Loads more

And I'll go into them in more details in other blog posts

enjoy dearest beloved reader

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