The GDPR Checklist for Sales

Disclaimer: This article provides your with GDPR checklist for sales. It is not legal advice. This article about the European General Data Protection Regulation (GDPR), applicable from May 25, 2018, is for informational purposes only.

Why is GDPR important in sales?

Especially in times when violations of data protection are being prosecuted and punished more intensively than ever before, this topic should by no azerbaijan phone resource means be taken lightly. For companies that focus on outbound sales – i.e., actively collect data – compliance with this basic regulation is very important.

This article serves as a checklist for outbound sales and informs you about the application rules of the General Data Protection Regulation.

GDPR Checklist for Sales: How exactly you should proceed in sales
Ask yourself the following question: Which of the following sales channels do you use?

Email Marketing
Social media (LinkedIn and co.)
Cold calls
Letter marketing
If you are already actively using one of these 10 best live chat tools to boost your lead generation  sales channels, you will find a handy list at the end of the article. It shows what you must consider.

Not let’s move to the do’s and don’ts of the respective niche.

GDPR checklist for sales via e-mail marketing
E-mail marketing is one of most popular outbound sales activities. However, not everything that is technically possible is also allowed. First, you absolutely phone number united states of america need the explicit consent of the potential customer.

The so-called “opt-in procedure” is usually used for this, i.e., a box that you can click to agree to receive the newsletter. It is important, that the customer actively decides in favor of your advertising.

Furthermore, some information about you and your company must be included in said checkbox with boxes:

The identity of the sender
the purpose of the data processing and the free right of withdrawal, which can be exercised at any time.
This information should also be picked up and addressed in your privacy policy. According to Art. 7 Para. 2 of the GDPR, everything must be written in easily understandable language.

Finally, in the footer of your e-mail, you should offer the recipient the opportunity to unsubscribe from your newsletter and thus from your database. This goes hand in hand with the free right of withdrawal at any time.

GDPR checklist for sales via social networks
Social media distribution is on the rise. If you want to remain visible, use should use social networks. Even in the B2B sector, social media is one of the most sought-after sales channels today. Here, too, you must stay compliant with the GDPR.

Ensure anonymity

You are allowed to collect and use social media data if you keep it anonymous. You can also place ads on Facebook, Instagram, and Co. without having to worry about a breach of data protection. Facebook keeps all personal data anonymous. They indicate according to the target group, but do not learn any names.

Agree to the appropriate data processing
On the other hand, you may not process any data if it leads from your homepage to your social networks. From a legal point of view, this already constitutes processing of personal data and requires consent, like e-mail distribution.

You can solve this leak with two clicks, by first agreeing to the appropriate data processing and then connecting to the social network.

GDPR checklist for outbound sales in cold calls

In the case of cold calling over the telephone, i.e., so-called cold calls, you must first and foremost distinguish whether you are calling private customers (B2C) or whether the acquisition is taking place in the business customer environment (B2B).

In the case of B2C contacts, the law generally prohibits calls without explicit consent. The same applies to all other sales platforms. You guessed it: for example, the e-mail channel but also SMS or WhatsApp.

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