CRM Education
Providing a complete range of CRM Solutions tailored perfectly to fit your business
CRM and the GDPR
Introduction to The Course
An overview of GDPR key points in relation to CRM Data
Evaluation of current system and use of CRM Data and GDPR effects
Data Storage and Security
Evaluating where data is stored and data security including on premise and cloud based solutions
Backup of data including password protecting files
Server security and documentation processes
Data locations and security including remote and web data
User profiles, security roles and user profile status
VPN and Remote Access to your data
Data Encryption
Data Portability/Access Requests
How to give data upon request in an easy to read format
Importance of actively storing compliance documentation
What is Personal Data
How much personal data are you storing?
Do you store any sensitive data and why?
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Consent to Hold, Store and Use Data
Do you currently have consent to store and use CRM Data
Understanding what consent means to you.
Opting in
Unambiguous and Explicit consent – the differences
Data Imports and Subscription Data
Import data and source verification
Data duplication rules and their importance
Data import procedures
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Working with Duplicate Data and Global Updates
Locating duplicate data
Merging duplicate data
Setting duplicate detection rules
Global updates to data
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Advanced Searches and Grouping Data
Building and structuring advanced searches
Using advanced searches to verify data
Using advanced searches in group creation
Group naming conventions
Deletion and management of obsolete groups
System Design Best Practice
Evaluation of current screen design
Recommendations on screen design changes
Creation and placement of fields in layouts
Removing obsolete fields
Field Level Security
Different Forms and Layouts
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Global Replacement and Obsolete Data
When to use global replacement functionality
Mass deletion of obsolete data
Archiving Data
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Working with Marketing Data
Handling marketing lists effectively including GDPR rules
Documenting marketing data locations including third party lists
Handling suppression lists unsubscribe data and subscription rules
