How many contacts do I need to be able to store?
Posted: Sun Feb 02, 2025 5:47 am
Step 7: Grant access and editing rights
Depending on the CRM solution, you should determine the number of users, as this will affect the subsequent license costs. Tip: There is also CRM software, such as HubSpot , where additional users do not incur higher license costs.
Also determine which department needs gambling data austria which access rights. These should be restricted for data security reasons. Not every employee needs access to all data and functions. For example, only grant the right to delete data to project managers or department heads.
Step 8: Consider GDPR
Data protection requirements pose a challenge when digitizing business processes. A CRM system records personal data and must fully comply with the provisions of the GDPR.
If you use email marketing and newsletters, you are required to obtain consent in the form of double opt-ins. This consent, changes to data and revocation of consent can be recorded automatically by some CRM systems. Customer data may also not be stored in the system for an unlimited period of time. Can this data be deleted automatically? How long does the data remain stored?
Read here what a CRM must fulfill in terms of GDPR !
Step 9: Define implementation phases
Ask yourself which requirements need to be covered from the start. Which requirements can be addressed at a later stage? Who needs which functions and when? Create a plan that is divided into phases.
Depending on the CRM solution, you should determine the number of users, as this will affect the subsequent license costs. Tip: There is also CRM software, such as HubSpot , where additional users do not incur higher license costs.
Also determine which department needs gambling data austria which access rights. These should be restricted for data security reasons. Not every employee needs access to all data and functions. For example, only grant the right to delete data to project managers or department heads.
Step 8: Consider GDPR
Data protection requirements pose a challenge when digitizing business processes. A CRM system records personal data and must fully comply with the provisions of the GDPR.
If you use email marketing and newsletters, you are required to obtain consent in the form of double opt-ins. This consent, changes to data and revocation of consent can be recorded automatically by some CRM systems. Customer data may also not be stored in the system for an unlimited period of time. Can this data be deleted automatically? How long does the data remain stored?
Read here what a CRM must fulfill in terms of GDPR !
Step 9: Define implementation phases
Ask yourself which requirements need to be covered from the start. Which requirements can be addressed at a later stage? Who needs which functions and when? Create a plan that is divided into phases.