Tracking Consent and Communication Preferences in Your CRM
How to record consent, lawful basis and opt-outs in your CRM so marketing and sales can prove what each contact agreed to and respect changes.
CRM Security & Compliance
CRM Data Privacy
CRM Data Privacy guides, comparisons and explainers from CRMCyberSec.
Handling Data Subject Requests in Your CRM: A Practical Process
How to find, review, export, correct and delete personal data in a CRM when individuals exercise their privacy rights, with a repeatable workflow.
CRM Data Retention and Minimization: Keeping Less on Purpose
Why collecting and keeping less customer data lowers privacy risk, and how to set practical CRM retention rules that your sales and legal teams accept.
CRM Vendors, Sub-Processors and Cross-Border Data Transfers: What to Check
A practical guide to reviewing where your CRM data is processed, which vendors touch it, and what to ask about cross-border transfers and contracts.