Tag: GDPR
Articles, guides and news tagged "GDPR" from the HelloCRM blog and news, newest first.
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What do these articles cover?
Data protection day to day: consent you can demonstrate, importing a customer list, handing over and erasing data on request. General information citing the GDPR's text, not legal advice.
Where are the basics?
CRM and the GDPR: what to know when you store customer data
If your CRM holds data about natural persons (a private customer, or the name and email of a contact person at a company), the GDPR applies to it. In practice five things have to be kept in order: every item needs a legal basis, store only what is needed, hand it over or erase it on request, limit who has access, and have an agreement with the CRM provider. This is general information based on the regulation's text, not legal advice.
From a spreadsheet to a CRM, step by step
You move from a spreadsheet to a CRM by tidying the sheet first (one row per person, one header row, separate email and phone columns, consistent dates), saving it as CSV in UTF-8, mapping the columns in the importer and loading it after the preview. In the first week afterwards you set up tasks, the pipeline and access.
Email marketing under the GDPR: the practical minimum
A newsletter works in the long run when it only goes to people who demonstrably asked for it and the list stays clean. This article sums up the practical minimum: demonstrable consent, double opt-in, unsubscribing, a suppression list and bouncing addresses. It is general information, not legal advice.