HOW A CRM AND AUTOMATION WILL KEEP YOUR BUSINESS COMPLIANT WITH GDPR

how_a_crm_and_automation_will_keep_your_business_compliant_with_gdpr.pdf |
CRM stands for customer relationship management. It’s a powerful system that connects all the data from your sales leads and clients in one place. Customer relationship management is a literal description of what CRMs do, but those three words don't tell the whole story. The sheer volume of information that you can track and keep organized for each person in a CRM system is staggering-and pretty exciting.
A CRM database can include all kinds of information. Here are some examples of the type of data you can keep organized in a CRM:
- A person’s name, title and email address, or their Skype handle
- The date when you last talked to them and what you discussed
- Sources of leads and the quality of the lead, also known as a lead score
- Orders a client has placed and how much they spent
- Their recent website visits or other brand engagements
- The names of a client's children or pets, their favorite hobby, or any other personal data you need to remember to keep the relationship friendly and personalized