Mumhoteredzo yanhasi ine wirirano huru zvikuru yebhizimisi, mashoko anodzivirira azova nzvimbo yokutanga yebhodhi, zvikurukuru nokuda kwamasangano eIrish Cureter Unity Management (CRM). NeGeneral Data Protection Regatemplificiation (GDPR) inogadza chiratidzo chenyika yose nokuda kweriviro remijekedzo yemibato, makambani eIreland anofanira kushandisa gadziriro dzinonzwika dzinopfuura kuwirirana nePRC. Nyaya ino inoronga mitoo inoshanda, kugadzirwa kwakagadzirira kusimbisa kuvandika kwakavanzika mukati mebasa reCRM.

Kunzwisisa Nzvimbo Yakavanzika YemaCRM eIreland

Gadziriro dzeIrish CRM inzvimbo dzemashoko omunhu oga anotapurika zvikuru: udzame hwekurukurirano, nhau, mapango ekurukurirano, mari yemashoko, uye marapiki. Kuiswa kweiyi data kunoita CRM chipfuro chikuru chekurwisa kwekombiyuta nokushandiswa zvisina kufanira. Mashoko eIrish akasiana anowedzera misara yezvakaoma: nyika inopinza dzimbahwe reEurope refemu dzakawanda dzenyika yose dzeruzivo rwesayenzi, kureva kuti iIreland yepasi pezvidiabyria kazhinji kazhinji inokwanisa kudzora kudzorwa kwenhau yemitengidzo yeGDPR kupfurikidza neDrosatation yeDC Commissioner yeD Deliciection (DPC).

Zvinetso zvekusava pachako zvinozivikanwa nevanhu vemumaIrish CRM zvinosanganisira izvi:

  • DATA silos nemumvuri IYO [[FL:1] - madhipatimendi anoshandisa zvishandiso zvisina kutenderwa CRM kana kuti maplugin anodarika miitiro yechengeteko yapakati.
  • Vatarisiri vokubvumirana vakakwana - kukundikana kubata nokubvumirana nechinyorwa nokuda kwezvinangwa zvakati zvokugadzira.
  • Kubatanidza kusingadzoreki - kutengesa, zvinonhuwira, uye vatengi vanotsigira zvishandiso zvingava nezvinodzora zvakavanzika zvisina kusimba.
  • Chikanganiso chomunhu [ - zvibvumirano zvisina kurongwa, kuvhura mashoko netsaona mumatsamba kana kuti mumotokari dzinofambidzana, uye mukati mengozi.
  • Mitemo yetsika yetsika yemabharaki[[FL:1] – zvikuva zvekare zveCRM zvisina kunyorwa kwazvino uno kana kuti mano okunzvera.

Kuti ugadzirise zvinetso izvi zvinoda nzira yokushandisa inobatanidza kudzora kwounyanzvi, kudzora, uye tsika yokutanga kuva woga.

Miitiro Yokupinza Kuziva Zvinhu Zvisiri Zvemunhu Mugadziriro DzeCRM

Zvidzoro zvokuwana magwara

Kudzora nokuwana kunotsigirwa nebasa (RBAC) itsika duku yeCRM pamabasa ebasa. Ronga mabasa akavakirwa pamabasa (mas rep, maneja weakaundi, mutarisiri wemiitiro) uye govera zvinyorwa kuminda bedzi nezvinyorwa zviri madikanwa. Somuenzaniso, mutelesi wetelesi haafaniri kuona tsigiro yetikiti kutoti kana risingawirirani zvakananga nokudana kwavo.

Kusimbisa kuzhinji (MFA) nokuda kwemitemo yose yeCRM, zvikurukuru nokuda kwokusvika nokudzora kuri kure. Rangarira kubatanidza zivikanwo nokuiswa kwemitemo (IAM) kupedza kwakadai seAzure Active Directory kana kuti Okta kubatanidza kusimbisa kuyamburira mu CRM nezvimwe midziyo. Dzokorora nguva dzose ndaza yokupinda nokubvisa zvibvumikiso zvekupinda kwavashandi kana kuti chinjo dzebasa mukati mamaawa 24.

Nyora Mashoko Usati Wamboenda uye Wachinja

Kunyora isimbiso younyanzvi. Iva nechokwadi chokuti chitsama chako (kana chiripo kana kuti gore) chinogovera:

  • Kupfinda pazororo - - unoshandisa AES-256 nokuda kwokuchengetera matura nezvinochengeterwa mafire.
  • Kupfigunda muutachiona[ – TLS 1,2 kana kuti 1,3 nokuda kwemashoko ose ari kufamba pakati peCRM, madhipatimendi anoshandiswa, kuvhengana, uye APIS.
  • [[KNUT:0] Kupedzisa kuendesa kumugumo nokuda kwemitemo inotapurika yakadai sematai ekadhi rokubhadharwa (PCI DSS kuteererwa kwekadhi) kana kuti mashoko outano (kana achishanda).
  • VatarisiriKey – zvimwe vaitarisirwa nomutengesi weCRM nekiyi dzenguva dzose, kana kuti makiyi evatengi (CMK) nokuda kwokudzora kukuru.

Masangano eIreland anoshandisa makore CRM seSalesforce, HubSpot, kana kuti Microsoft Masmals, anohwirudzura miitiro yemashoko okunyora mashoko emutengesi nenzvimbo dzokuchengetera. Iva nechokwadi chokuti mashoko anoramba ari mukati meEuropean Economic Aquare (EA) kana kuti nyika ine mwero wakakwana wedziviriro pasi peGDPR.

3 Kugamuchira Mashoko Mashoma Okushandisa uye Kuchengeta Tsika

Kuderedza mashoko chinodikanwa chapamutemo pasi pe GDPR (Article 5). Rondedzera CRM yako kuti izivise minda inounganidzwa asi isingashandiswi nokushingaira. Bvisa kana kuti bvisa mashoko asina kufanira. Somuenzaniso, kana usingadi musi wokuberekwa kwomutengi nokuda kwokutengesa, usauchengeta.

Gadzirirai mashoko ezvamunoronga kuita:

  • Chimbozvishandisa pachako kudzokorora kana kuti kunyora zvisina kukwana.
  • Kushandisa mitemo yokuchengeta yakavakirwa padonzo: mashoko okutenga anogona kuchengetwa nokuda kwenguva yeukama hwacho pamwe chete nenhambo yemitemo (mutoo, makore 6 nokuda kwezvinangwa zvemitero muIreland).
  • Chinyorwa kana kuti mashoko asingazivikanwi pashure penhambo yokuchengeta kunopera.
  • Shandisa zvinhu zvenziyo dzeCRM dzakagadzirwa kana kuti zvishandiso zvechitatu zvakadai senzvimbo yokutarisira mashoko kuti uite kuti mitemo iyi itevedzerwe.

4. Kuongorora Kuchengeteka Kwenguva Dzose uye Kuedzwa

Mitemo inofanira kufukidza zvose zviri zviviri mativi ounyanzvi neamapire. Sandai kuedza kupinda kwegore negore pamhoteredzo yeCRM, kubatanidza mativi eAPI nebatanidzwa. Shandisa mubatanidzwa wemichina yokunzvera yokupinda nokupinda kwomuviri nezvinoedzwa namaoko nenyanzvi dzinopupurirwa. Enza mapango anobva mumugwagwa wokunzvera weCRM kuti uone kuedza kuwanikwa kusina kubvumirwa, mashoko asina kujairika anotumirwa kunze kwenyika, kana kuti chinjo dzekugadzira.

Iva nefemu yeGDPR yokuongorora kuti ione mabasa ako okugadzira mashoko, kudzivirira mashoko kuongorora (DPIAS), uye magwaro ebasa rokushingaira akakodzera. Irish Data Protection Commission inorumbidza zvakasimba DPI sepanguva dzose kuti CRM ive inoongorora kana kuti mapoka makuru emashoko.

5. Kurovedza Nokungwarira Vashandi

Ruzivo rwokugadzirwa kwezvinhu harugoni kupedza mhosho yavanhu yoga. Kuvaka gadziriro inopfuurira yokurovedza munhu ari oga iyo inofukidza:

  • Phising neuinjiniya hwenzanga - - matsotsi anonyengera sei vashandi kuva vazivisi veCRM.
  • Cherechedza mashoko anobata - - usingasiyi zvikwangwani zveCRM zvisingavhuri, kwete kugoverana zvibvumikiso zvokupinda, uye kushandisa mikoto yakavhengana kutumira mashoko avatengi.
  • Chibvumirano namaruramiro apasi - nzira yokupindura nayo kukuwana mashoko, kuvandudza, uye kubvisa zvikumbiro kupfurikidza nexRM.
  • [ Kushuma [ - mutoo wakajeka wokushuma nawo kuwirirano dzinofungidzirwa kukurumidza, pasina kutya kutsiva.

Itai rovedzo yapamutemo nokuda kwavashandi vose vanobatira pamwe nedata yeCRM, kubatanidza vagadziri vekosi nevashandi vechinguvana. Shandisai mifananidzo yephishingi nemibvunzo yenhambo nenhambo kusimbisa kudzidza. Kupedza kurovedza rugwaro sorutivi rwoufakazi hwako hwokuzvidavirira.

6. Kuva kwako woga kuri pachena Kunowirirana uye Kutarisirwa Kwako Kwemaune

CRM yako inofanira kubatanidzwa nechikuva chokubvumira (CMP) chinobata, zvitoro, uye chinoremekedza zvisarudzo zvomunhu wacho munguva chaiyoiyo.

  • Kupa zvimiro zvakajeka, zvakananga nokuda kwedonzo rimwe nerimwe rokugadzira (muchib., kutengesa email, zvikarakadzo zvemari, zvokuzvinyima).
  • Kubvumira vanoshandisa kuti vabvume zviri nyore kupinda nepanzvimbo inosarudzwa zvinhu zvakabatana nemaemail uye pawebsite.
  • Kuchengeta log inobvumiranwa nehertamps, chiteshi (web, email, runhare), uye rudzi rwemitemo yacho.
  • Kufungidzira kuti basa rokutengesa rinoita kuti vanhu vashande ringoerekana radzvinyirira vasonganiri vasingadi kubvumirana.

Vanza chiziviso chako chakavanzika kuti utsanangure chaizvoizvo kuti imashokoi anounganidza CRM, kuti inosvika rini, hwaro hwapamutemo hwokugadzira, uye kodzero dzenhau dzemashoko. budisa izvi pawebsite yako wozvibatanidza kubva mukurukurirano dzavanhu veCRM-gened.

Kufunga Nezvemitemo Nemitemo Yesangano reIreland

GDPR inoshanda kusangano ripi neripi rinoita kuti mashoko evanhu vari muEU aunzirwe, pasinei nokuti kambani yacho yakavakirwa kupi. Mabhizimisi eIreland anotarisirwa neDM Protection Commission (DPC), iyo yakagadzira faindi inokosha pamakambani nokuda kwokuputswa kweCRM.

Misengwa mikuru inodudzwa kumasangano eCRM:

  • Hwaro hunotyisa hwokugadzira – kushandiswa kukurusa kweCRM kunotsamira pafariro yapamutemo kana kuti bvumirano. nyora fariro yako yapamutemo (LIA) nokuda kwemibato yokutengesa.
  • DATA dziviriro Ictal Assessment (DPIA) – inofanira kuitiswa pamberi pokuvhura chinhu chitsva chipi nechipi cheCRM icho chinoronga mashoko omunhu oga nomutoo wakakwirira, wakadai seprofilifiki, kuitwa kwechisarudzo nemotokari, kana kuti kufora nzvimbo.
  • Chiziviso chokuputsa [ - pasi peChikamu 33, Zivisa DPC mumaawa 72 kuti uzive nezvekupunzika kunotapura mazita eCRM. Unist yakatapura vanhu pasina kunonoka kusina kufanira kana kuputsa kwacho kuchiparira ngozi huru kukodzero dzavo nerusununguko.
  • muganhu wemikoto yemazita unotamisirwa [ - kana CRM yako ichichengeta mashoko muUS kana kuti imwe nyika yechitatu, iva nechokwadi chokuti une mutoo wakakodzera wokutamisira munzvimbo (imo, Servere Claus yeClaus, bumbiro remitemo retsika, kana kuti register).

Makambani eIreland anofanirawo kuramba achiwirirana neEU Data Act uye Regionation, iyo ingaisa zvinodikanwa zvokuwedzera pakubata mashoko eCRM nekurukurirano dzamagetsi.

Kutarisira Vatengesi Vezvikamu Zvechitatu Nezvirongwa

MaCRM azvino uno haawanzomira-mira: anobatanidza nezviteshi zvemaemail, zvinobudisa nhau zvesocial windm, zvishandiso zvinotsigira vatengi, uye mabasa okupfumisa mashoko. Kubatana kumwe nokumwe kunopinza ngozi dzinobvira. Gamuchirai gadziriro yengozi yokutarisira kutengeserana:

  1. Kuverenga mabatanidzwa ose - tandisa kachirongwa kechitatu kose kanenge karava kana kuti kunyora kusvika kuCRM yako.
  2. Anorangarira chimiro chavo chakavanzika – kukumbira mishumo yavo yeSOC2, ISO 27001 crective, kana kuti GDPR Reception Inyandiko.
  3. [ Chiratidzo cheDPASChect Process (DPAs) - inoita kuti mutengesi ari wose ashande somugadziri wemichina anoratidzira DPA inosangana neGDPR Article 28 zvinodikanwa.
  4. , - ireve inobatanidza mativi anodikanwa bedzi. Somuenzaniso, kana kuvhengana kwakabatana kuchida email nezita, hakubvumiri kusvika kukutenga nhau.
  5. Mitemo yenhambo nenhambo yemasvomhu – hwirudzura mirairo yechengeteko yavatengesi gore negore uye dzivisa kana kubatanidza kumwe nokumwe kuchiri madikanwa.

Nokuda kwamabhizimisi eIreland anoshandisa zvikuva zvakakurumbira zveCRM zvakadai seHubSpot kana kuti Salesforce, cherekedza kuti ose ari maviri anopa magwaro okusaita kuti munhu agare oga akasimba asiwo anobvumira mashoko anosarudza kugara - kuva nechokwadi chomuenzaniso wako anorongwa kuchengeta mashoko muEU (mutsetse, Frankfurt, Dublin) pose pazvinobvira.

Kuronga Kukurumidza Nokuda KwemaCRM Brime

Pasinei zvapo nenhamburiko dzakanakisisa, kuputsana kunogona kuitika. Chinoitika chirongwa chakananga kuCRM transmissions chinokuvadza uye chinovimbisa kudzorwa kwemitemo. Zvikamu zvikuru:

  • Sarudza[--sashandisa maturusi okuongorora kuona mitoo yokupinda, mamipumburu anotumira mashoko, kana kuti kutadza kuisa mashoko pasi.
  • Contain - - Kutora gadziriro dzinotapurwa, kubvisa zvibvumikiso zvakabvumiranwa, uye kuvhara kubatana kwechinguvana.
  • Asses - zvinotema marudzi nouwandu hwemashoko zvinofumurwa, miuyo ingava panhau dzemaidi, uye chisakiso.
  • [ Kuisa [ - kutevera majana eGDPR okuzivisa DPC uye kutapurwa navanhu. Chengeta mushandisi wekurukurirano uyo akagadzirira kushandiswa.
  • tsiva[ - zvinoshandisa mapart, michina yokuvhura, uye kuvandudza rovedzo kudzivisa kudzokororwazve.

Ita rovedzo dzapamusoro neIT, pamutemo, uye zvikwata zvekurukurirano kanenge kaviri pagore, uchizivisa chiitiko cheCRM chekuputswa kwemashoko. Dzidzo dzechinyorwa dzakadzidzwa ndokuvandudza gadziriro yacho maererano neizvi.

Zvigadzikiso Zveruzivo Nezvishandiso

Ruzivo rwakasiyana - siyana rwemakombiyuta runogona kubatsira munhu anoshanda uye kusimbisa kuva kwake oga kweCRM:

  • Data Loss Prevention (DLP) - maturusi anotarisa motokari dzakavharwa kubva kuCRM uye bhero asingabvumirwi kuendesa mashoko anotapurwa (mh., nhamba dzekadhi rechikwereti, kero dzee email).
  • Kusazivikanwa nokuisa zita panzvimbo yenzvimbo kusingazikanwi - zvino-wiriranwa kutsiva minda inozivikanwa nezviratidzo kana kuti mipimo inocherwa nokuda kwezvirango nokushuma apo zvinochengetedza zvishandiso.
  • Software yePrivatacy Information Management (PIM) – zvikuva chaizvo zvakadai soUmwe Vimba kana kuti BigID izvo zvinowirirana neCRM kuti mamepu abude mashoko, mvumo, uye maruramiro enhau dzinodzorwa.
  • Zviratidzo zvakavanzika zvepachivande zvePRM[[[FLT: 1] - zvinoshandiswa muzvishandiso zvakavakwa zvakadai seSalesforce Shield (kuvhura, nzira, kuongorora zviitiko) kana nzvimbo yakavanzika yeHubSpot.
  • Chengeta tsamba nepepa zvinogoverana - zvinogonesa indime dzakanyorwa panyuko nokuda kwokutumira maSCRM ndokushandisa masuo akachengeteka nokuda kwokutsinhana rugwaro navatengi.

Kuvaka Tsika Yokutanga Ichiva Yoga

Kudzora kwounyanzvi kunoshanda bedzi pakutsigirwa netsika dzemasangano. Leadershiast inofanira kutsigira kuva voga soukoshi hwechikamu chikuru, kwete mutoro unodzorwa. Gadzira muteshi weData Protectioner (DPO) kana zvichidiwa neGDPR (zvichinodikanwa nokuda kwokuronga masangano mavhoriyamu makuru emazita eboka chairo kana kuti kuongorora nhau dzemasangano pamwero mukuru). Kunyange kana zvikasabvumirwa, mutambi weDPO kana kuti muvengi wezvakavanzika anofanira kutungamirira nzira yeCRM.

Sarudza zvakavanzika muCRM zvisarudzo zvokuwana. Pakusarudza CRM itsva kana kuti kuvandudza iripo, batanidza zvinodikanwa zvakavanzika muchikumbiro chechikarakadzo (RFP). Vatengesi vanotengesa pamipimo yavo yemazita, mano okunyora mashoko, nzira dzokuongorora, uye ruzivo rweGDPR kuwirirana namabhizimisi eIreland.

Zvimiro Zvomunguva Yemberi Muzvinhu Zvisiri Zvemunhu Zvinozivikanwa Nemunhu

Kugadzirwa kwebasa rokuva woga kuri kukurumidza kugadzirwa. Mabhizimisi eIreland anofanira kurinda:

  • Zero-zivo yezvivako – CRM isingagoni kutongowana mashoko omutengi, inongochengeta bedzi mabhurobhu akavanzika.
  • [[[Nhamba:0] .Homeorphic popyray - zvinogonesa kuverenga mashoko akanyorwa asina kunyorwa, kuchibvumira kuchengeteka kwemashoko anonyorwa.
  • Kubatanidza kuverenga – kuwedzerwa kudzidza uye kuchengeteka kwemifungo mizhinji yezvikamu nokuda kwenzwisiso dzinobatira pamwe pasina kugoverana mashoko asina kubikwa.
  • Kuungana kwomutemo - sokushandisa kweIreland EU Act neePrivacy Regate, CRM zvishandiso zvinoshandisa AI nokuda kwokuzviwanira zvichatarisana nezvinodikanwa zvitsva zvokujeka uye zvefungira.

Kuramba uchiita izvi hakuzongoiti kuti sangano rako risangoteerera chete asi kuti rive mutariri anovimbwa naye wemashoko anoudzwa nevatengi.

mhedziso

Kupinza kuvandika kwamashoko mumibatanidzwa yeIrish CRM kuedza kusingachinjiki kunoda kuzvipira kunopfuurira. Kupfurikidza nokushandisa zvidzoro zvakasimba zvokupinda, kunyorwa kwamashoko, kunyorwa kwamashoko, kuongororwa kwenguva dzose, uye mhinduro yakasimba, mabhizimisi anogona kudzivirira mashoko avatengi apo anenge achishandisa mano eCRM kuti akure. Yakabatana negadziriro yezvakavanzika yakajeka uye tsika yokuziva, idzi nhimbe dzinoumba chivimbo chisingagumi kuvatengi navadzori. Chirongwa chemari chapachivande hachisi chinodikanwa chapamutemo chete - igwarowo chamakwikwikwi mumisika umo mashoko anozivisa zvikuru mutengidziridzo.