GDPR and CRM Procedures 

GDPR and CRM procedures are on the minds of many businesses. Here’s more on why the upcoming regulation is important to your work and how it relates to your customer relationships.

GDPR and CRM procedures

Within weeks, a new EU privacy regulation called the General Data Protection Regulation (GDPR) will take effect. This set of strict requirements will impact the way businesses collect, store and manage personal data.


GDPR GDPR and CRM have important similarities.  Both require that personal information be handled in a professional way. That in itself builds trust and loyalty with current and new customers.

If you’re unfamiliar with GDPR and CRM procedures, here’s a simple list of things to know.

GDPR is a landmark privacy law.

GDPR will become European Union (EU) law on May 25, 2018. It is considered a landmark privacy law. It aims to protect the personal information of EU citizens and it doesn’t matter if the data processing takes place in the EU or not.

GDPR isn’t confined to the EU.

GDPR will impact how certain businesses collect, store, handle and secure personal customer data. Your business doesn’t have to be based in the EU. In fact, it doesn’t matter where an organization is located.

In general, GDPR will impact marketing, sales and customer service departments. The bottom line is that personal data must be handled in a more professional manner.

Your CRM provider should support GDPR.

Personal data can be a range of information including one’s name, email, address, birthdate to personal interests.  If you use a CRM system to build your client relationships, this is the kind of data you’re storing in your CRM.

When it comes to choosing or keeping a CRM solution, the solution should support the collection and management of personal data in a secure way.

GDPR affects every business differently.

Every business is different. When it comes to specific regulations, legal aspects and privacy rights of the law, it is best to seek legal advice to ensure your business is compliant. 

Our team at PipelineDeals is preparing to have its GDPR compliance program in place by May. For more on our commitment about what we are doing to protect you, please read our GDPR compliance statement here.

If you are in the process of investing in a CRM system, do not move forward with one that doesn’t support GDPR compliant features. For additional information about GDPR, visit the official GDPR website of the EU .

The deadline for GDPR compliance is just around the corner. How have you prepared for the upcoming GDPR?

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