Posts tagged GDPR, Data Protection & your CRM

I see GDPR queries all the time on social media, moaning about compliance. But it's good business!

I see GDPR queries all the time posted on social media, moaning about consent and compliance.

Whether you need to have it or not

 

Getting GDPR consent can be easy and it can improve your marketing performance.

 

"How?" you may well ask.

 

I hear this all the time...

 

"I don't need to get explicit provable consent from my contacts because..."

 

"...I'll be able to rely on opt-out when sending them stuff"

or 

"..They've expressed an interest in my services or products, so I'm OK to carry on contacting them as its relevant"

 

So why are some organisations sending the 'please consent' emails to their contacts in their .........

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GDPR risks - got lists of contacts on your computer?

November 26, 2017 @ 4:37 PM · GDPR, Data Protection & your CRM

GDPR risks of non-compliance are very easy to get wrong, for instance....

Right, you have your client and contact lists on your computer.

Are they password protected?

Can anyone see them?

Can anyone copy them?

How easy could they be seen if you left you computer on the train?

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GDPR compliance efforts can have all sorts of benefits for you

November 14, 2017 @ 4:30 PM · GDPR, Data Protection & your CRM, How to get great CRM

Benefits of combining your CRM data into one list, getting it verified by your contacts and using it to improve your CRM activities - and you'll nearly do most of that trying to comply with the GDPR anyway - so great news

 

Improving your data quality for GDPR makes it easier for you to manage your client relationships because...

- Your firm will find out your relationship strength (e.g. how many staff know each contact)
- Your firm will be able to see each client’s activity history (e.g. who met who)
- Staff will finally know what HAS or is DUE TO happen to their contacts, clients, or sectors
 

Improving your data quality for GDPR makes it more likely you'll have happier clients because...

...
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When a contact in your CRM database asks to be deleted under GDPR, should you delete them

November 14, 2017 @ 2:48 PM · GDPR, Data Protection & your CRM
QUESTION: 
When a contact in your CRM database asks to be deleted (under the GDPR), should you delete them from your database?
 
ANSWER: 
Yes. And No
 
No because someone will re-add them 3 months later thinking they are not in your system.
 
Yes because the law says so
 
How about asking the contact who asked to be forgotten.  Let them know that deleted their detail may mean someone else adds them in again one day, but deleting most of their details, with tags against their name indicating not to contact and not to send marketing to them
 
So, what should you do....
 
Try here: http://bit.ly/get-GDPR-consent 
 
Hope ...
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Clean & enhance the data in your CRM database (like for GDPR compliance) to triple response rates

When I first did an exercise to clean up and enhance the data in my CRM database (like for GDPR compliance) I tripled response rates

All you need to do is pull all your contacts together into one list, ask the contacts to opt-in for GDPR purposes and indicate their interests and issues.

Then use that information to do targeted mailings.

Real story...

When I first did this (in 2001), I halved the mailing list size for an event invite and tripled the delegate booking rate.  Simply by asking the contacts what they were interested in, and then giving it them.  And by following this action plan, there is no reason why you can't replicate this same feat.

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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 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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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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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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