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Customer relations in compliance with data protection regulations

PiSA sales CRM supports you and your company with convenient functions for implementing all basic requirements of the European Regulation in handling personal data known as the General Data Protection Regulation (GDPR). By consistently following the implementation of the basic regulation, you not only fulfill the strict legal requirements, but you also show your customers and interested parties that the topic of data protection is important to you. By using PiSA sales CRM you are not only legally on the safe side. You can also ensure that personal data is handled in compliance with data protection regulations and that all rights of the persons concerned are protected with just a few clicks.

Convenient functions for implementing your GDPR strategy

  • Record with a few clicks for what purpose a person was created in the system
  • Obtain pending consents at the push of a button
  • Checking of e.g. contact lists for existing consents
  • Manual or automatic setting of retention periods
  • Customizable information reports on stored data
  • Three different extinguishing levels
  • Profit from Privacy by design and Privacy by default of our software

Recording of intended use

In PiSA sales CRM, you can record with just a few clicks for what purpose a person in the system
has been recorded and what is the legal basis for this. Of course you can immediately
deposit several purposes or other purposes beyond what is legally required. The system automatically logs all changes and actions for you. This means that you can track at any time who gave or withdrew which consent and when. Furthermore, retention periods for personal data records can be set manually or automatically.

Obtaining consent

Do people lack consent for a specific purpose? Directly when you call up a person, the system shows you whether all purposes (green), at least one (yellow) or no purpose (red) have a valid legal basis. And also when obtaining outstanding consent, you will be specifically supported by PiSA sales CRM: At the push of a button, the software generates a personalized e-mail with a link to a likewise personalized web page (microsite) on which the data protection settings of the person concerned are displayed. These can be changed accordingly by ticking or unchecking the box. All changes are automatically transferred to PiSA sales CRM and logged exactly. At trade fairs or at the customer’s premises, your contact persons in the PiSA sales CRM apps can give their consent to certain uses simply by signing a finger. Consents or objections received by e-mail, telephone or fax, for example, can also be conveniently recorded in PiSA sales CRM. For example, the e-mail is simply checked into the system and assigned as proof when the purpose of use is changed manually (e.g. consent to newsletter dispatch).

Admissibility check

Marketing, in particular, is faced with the challenge of addressing interested parties and customers in campaigns in a targeted and at the same time data protection compliant manner. With PiSA sales CRM you do not run the risk of addressing contacts without express consent. Because the system can check all agreements efficiently for you at created marketing selections – and of course also at various other contact lists – with just one click. Of course, immediately after the check, you can send a serial e-mail to obtain the missing consent to all persons without a valid purpose.

Information about stored data

The PiSA sales CRM standard takes into account the strengthening of the rights of data subjects by the European GDPR. If a person makes use of their right to information in accordance with the Article 15 of the GDPR and requests information about their data stored with you, the CRM system will provide you with the appropriate report at the touch of a button. This report can be sent simply by e-mail and contains all linked information with personal reference (in addition to personal data, also bank data, telephone logs, purpose of processing, consents granted, linked activities, documents, contact relationships, etc.etc.) The report is easily customizable to avoid unwanted disclosure of internal company information.

Right to be forgotten

Deletion requests, expired retention periods or objections of an affected person can be easily done using three deletion levels in PiSA sales CRM. With a click:

Level 1: All purposes of a person are deactivated, mail blocks are set

Level 2: All communication data is deleted except for the e-mail address

Level 3: All personal data is anonymized; the e-mail address remains as an encrypted value on the blacklist, in order to warn by means of a duplicate check in the future if the contact is reinvested.

Recording and processing data protection queries and data protection incidents

For the timely and efficient recording and processing of data protection inquiries and PiSA sales CRM provides appropriate processes for data protection incidents that guide the processor through the most important steps and document the course of the respective incident. This means that responsible persons can view the status, the related contacts and activities and documents relating to inquiries and incidents at any time. Escalation mechanisms and resubmissions ensure correct process compliance.

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