SakethRasakatla
SakethRasakatla on Hacker News
Email list needs to be updated - Only consented customer data needs to be stored, and erase the other unless you want a fine of 20 million euros or so. (remove data of those who have unsubscribed to your service immediately). Data erasure - Remove data of those who have unsubscribed to your service. Check for the Unsubscribe button everywhere - It’s mandatory that each and every mail of yours needs to contain an unsubscribe button with updated privacy policy given below. Update the privacy policy & terms of service - these need to contain what and how you are going to use the user’s data. For more info, read from the links given below in this answer. Double opt-in- for both entry and exit needs to be mentioned. Permission for profiling - Sales people can get prospective customer’s data through gated content(whitepapers, e-books) etc and they shouldn’t get this data from any other source like email hunters etc. (without their consent you can’t even breathe!) Employee data handling - You need to mention how and where is the data used and stored and for which purpose too. If you are using the data for multiple purposes, then you need to mention each purpose every time. Referral Program - You can’t process the referral email ids/data gained through offers/discounts etc. Yes, even they have to be GDPR compliant. Data usage policy - already mentioned in this answer(this is just to remind its importance in this context) Right to forget - option to be provided if the user wants you to erase(forget) their data from your databases. Usage of cookies - to track email opens etc you need to mention you are using cookies to the user. Some notes you would want to keep for GDPR compliance:
GDPR: Key Points and Steps to Prepare (https://www.agilecrm.com/blog/gdpr-key-points-steps-prepare/) https://www.superoffice.com/blog/gdpr-marketing/ (https://www.superoffice.com/blog/gdpr-marketing/) Salesforce PDF on GDPR(fiction vs fact) (https://www.salesforce.com/content/dam/web/en_us/www/documen...) GDPR Regulation (https://www.eugdpr.org/the-regulation.html)
As a growing business, we needed all the help for running our business smoothly. Here is an exhaustive list of all the best tools we needed:
1. For scheduling appointments- A calendar app like Google Calendar 2. For lead generation - A lead prospector tool like Agile CRM to generate leads through social media. 3. For project management - Trello 4. For cloud-based mobile communication - RingCentral 5. For email marketing - Mailchimp 6. For building landing pages - Unbounce 7. For social listening, scheduling - Hootsuite 8. For help desk support - Clickdesk 9. For SEO - Ahref, Moz 10. For competitor research - SEMRush 11. For automatically checking your grammar even while sending your emails - Grammarly 12. Google Analytics to observe website traffic. 13. For building websites - wiz Interestingly, Agile CRM covers most of the above necessary (the first 8 out of the 13 given) features on a single platform. So, when we came across this CRM, we thought we would start using this free tool to manage our customer relationships as well.
And instead of using 8 different tools It is the only comprehensive, end-to-end CRM that delivers sales, marketing and support automation to help small and medium businesses manage all parts of the customer journey, from a single platform, in order to drive sustainable, scalable growth.