Kulendawo yebhizinisi exhunyiwe kakhulu namuhla, ukuvikela ukwaziswa kwamakhasimende kuye kwaba yindawo yokuqala yebhodi, ikakhulukazi yezinhlangano ezisebenzisa i-Irish Cureter Unionation Management (CRM). Ngezimiso ze-General Data Protection Regtifiction (GDPR) imisa uphawu lwembulunga yonke lwendawo yemfihlo yemininingwane, izinkampani zase-Ireland kumelwe zisebenzise amasu abanzi adlulela ngalé kokulalela i-CRM. Lesi sihloko sidwebela ukuzama ukuqinisa ulwazi lwemfihlo ngaphakathi kwe-CRM lapho zigcina ukusebenza kahle nekhasimende.

Ukuqonda Imininingwane Eyimfihlo Yama - CRM Ase - Ireland

Izimiso ze-CRM zase-Ireland ziyizindawo zokuhlanganisa imininingwane yomuntu siqu ezwela kakhulu: ukuxhumana, ukuthenga imilando, izingobo zokuxhumana, ukukhokha ukwaziswa, kanye nezindlela zokuzihlela. Ukufakwa kwale mininingwane kwenza i-CRM ibe yisisulu esiyinhloko sokuhlasela kwe-inthanethi nokusetshenziswa kabi kwangaphakathi. Umongo oyingqayizivele wase-Ireland wenezela izingqimba zobunkimbinkimbini: lelizwe lingenisa indlunkulu yaseYurophu yamafemu amaningi obuchwepheshe, okusho ukuthi ama-Irish angaphansi kwe-indidia ngokuvamile alawula ukuqhubekela kwe-omfonsonga ye-data ye-GDPR kusetshenziswa i-GPR ku-odrogie i-'injini ye-D protectionice Office i-D Office i-DPC.

Izinselele ezivamile zomuntu siqu ezisendaweni ezungezile yase - Ireland i - CRM zihlanganisa:

  • [[UMTL:0] U-Data silos nesithunzi - iminyango esebenzisa amathuluzi e-CRM angagunyaziwe noma ama-plugin adlula izimiso zokuphepha eziphakathi.
  • Abaphathi bemvume abanele - - ukuhluleka ukuthatha nokubhala imvume eqinile ngezinjongo ezithile zokulungisa.
  • Ukuhlanganiswa kwengxenye-yodwa - - ukudayisa, i-alytic, kanye nekhasimende elisekela amathuluzi angase angakwazi ukulawula imfihlo.
  • Iphutha lomuntu - – izimvume ezilinganisiwe, ukudazululwa kwemininingwane ngengozi nge-imeyili noma ngemishini ehambisanayo, kanye nosongo ngaphakathi.
  • Izimiso zezimiso zokubhalisa – amapulatifomu amadala eCRM antula ukufihlwa kombhalo wanamuhla noma amandla okuhlola.

Ukusingatha lezi zinselele kudinga indlela ehlanganisa ukulawulwa kobuchwepheshe, ukubusa, nempucuko yokuqala.

Amakhorategiya Okuthuthukisa Imininingwane Eyimfihlo Ezimisweni Ze - CRM

Izimiso zokungena ezihlanganisa amagrane

Ukulawula ukufinyelela okusekelwe kwindima (RBAC) indinganiso enciphileyo ye-CRM ye-data. Chaza izindima ezisekelwe emisebenzini yomsebenzi (ama-sales rep, umphathi we-akhawunti, umphathi wesimiso) futhi wabe izimvume emasimini okwaziswa kuphela namarekhodi adingekile. Isibonelo, i-telesilescaless akumelwe abone umlando wethikithi ngaphandle kokuba ufanelana ngqo nocingo lwazo. Creatence ngokulawula ukufinyelela kwemfanelo (ABAC) ngamandla, imingcele ye-mongo-aunial-Arekhodis – umz, uvumela umphathi ukuba abone umbiko uma esesifundani esisodwa nombiko wemininingwane ungaziwa.

Isiqiniseko esifekethiwe samafektha amaningi (MFA) kuwo wonke ama-CRM angenayo, ikakhulukazi ekungeneni okukude nama-akhawunti okuphatha. Cabangela ukuhlanganisa ulwazi kanye nokuphathwa (IAM) amakhambi anjenge-Azure Accective Directory noma i-Okta ukuhlanganisa ukuqinisekisa ngaphesheya kwe-CRM kanye namanye amathuluzi omsebenzi. Hlola njalo uhlu lokungena komsebenzisi kanye nemvume yokuxosha izisebenzi noma izinguquko zendima phakathi namahora angama-24.

Ukuqamba Amanga Lapho Usuphumile Futhi Udlulise

Ukubhala kuyisivikelo sobuchwepheshe esiyisisekelo. Qiniseka ukuthi umgcini-mzilili wakho we-CRM (noma ikhona ikhona ngenkathi engaphambili noma ngefu) ukhona:

  • Ukufunda lapho uphumlile - - Sebenzisa AES-256 ukugcina i-database nesisekelo.
  • Ukuhlela phakathi kokuhanjiswa [ – TLS 1,2 noma 1,3 kuyo yonke imininingwane enyakaza phakathi kwe-CRM, izisetshenziswa, ukuhlanganisa, kanye ne-APIS.
  • [[QTY:0] Ukuvulwa kombhalo oyimfihlo ukuya ekupheleni kwemikhakha ezwela kakhulu njenge mininingwane yamakhadi okukhokha (PCI DSS [umthetho wokulalela i-data yemali) noma ulwazi lwempilo (uma ikhona).
  • Umqondisi wekeyi – mhlawumbe uphethwe yi-CRM mthengisi onamankinombho avamile, noma i-akhasimende-manid (CMK) ukuze ilawule kakhulu.

Kusetshenziswa ama-CRM amafu njenge-Salesforce, i-HubSpot, noma i-Microsoft Syncs, kubukezwa izinqubo zombhali wemininingwane kanye nezindawo zokugcina. Kuqinisekisiwe ukuthi ukwaziswa kuhlala ngaphakathi kwe-European Economic Are (EA) noma i-guvernethi evikelekile ngaphansi kwe-GDPR.

3. Yiba Nemininingwane Emincane Kakhulu Nokuzigcina Uyiphethe

Ukucushwa kwemininingwane kuyimfuneko engokomthetho ngaphansi kwe-GDPR (Article 5). hlela CRM yakho ukuze uqaphele amasimu aqoqiwe kodwa angasetshenziswa kakhulu. Susa noma ususe ukwaziswa okungadingekile. Ngokwesibonelo, uma ungadingi usuku lokuzalwa kwekhasimende ukuze uthengise, ungalugcini.

Hlela izimiso zokugcina imininingwane ezicacile:

  • Cisha ukuphinda futhi noma amarekhodi angaphelele ngokuzenzakalela.
  • Imithetho yokugcina izinto esekelwe enjongweni: imininingwane egciniwe ingagcinwa ukuze kuhlangane ubuhlobo kanye nenkathi yokuvumelana kwemithetho (isib., iminyaka eyisithupha yezinjongo zentela eIreland).
  • Umlandu noma ukwaziswa okungaziwa ngemva kwesikhathi sokuzigcina kuyaphela.
  • Sebenzisa i-ij CRM ekhiweyo noma amathuluzi esithathu njengendawo yomphathi wokwaziswa ukuze usebenzise lemithetho.

4. Ukuhlolwa Kokulondeka Kwasikhathi Sonke Nokuvivinywa Kwangaphakathi

Imikhankaso kufanele ihlanganise kokubili izici zobuchwepheshe nezilandelanayo. Ukuhlola ukungena kwaminyaka yonke endaweni ye-CRM, kuhlanganise nezikhombi ze-API kanye nokuhlanganiswa. Sebenzisa inhlanganisela yezilinganiso zokuhlola ukuchayeka komzimba kanye nokuhlola ngezandla okwenziwa ochwepheshe abagunyaziwe. Hlola izingobo zomkhondo wokuhlola i-CRM ukuze kubonwe imizamo yokungena engagunyaziwe, ukwaziswa okungajwayelekile okuthunyelwa kwamanye amazwe, noma izinguquko zokulungisa.

Ifemu yokuhlola i-GDPR engaphandle yokuhlola ukuhlelwa kokwaziswa kwakho, ukuvikela ukwaziswa okuhlolwayo (DPIA), kanye nezincwadi ezifuneka zomthengisi. I-Irish Data Protection Commission itusa i-DPI njalo kunoma yiyiphi i-CRM ehlanganisa ukugada i-scheme noma izigaba zemininingwane ezisheshayo.

5. Ukuqeqeshwa Nokuqapha Komsebenzi Okunesandla

Ubuchwepheshe abukwazi ukuxazulula iphutha lomuntu yedwa. Yakha uhlelo oluqhubekayo lokuqeqesha ngasese oluhlanganisa:

  • Phishing kanye nobunjineli bezenhlala-khona -indlela abahlaseli abaphamba ngayo izisebenzi ukuba zembule i-CRM izimpawu ze-CRM.
  • Khusela ulwazi oluphathwayo - ungashiyi izikrini ze-CRM zivaliwe, ukungahlangani i-interlate-ngeo, kanye nokusebenzisa imikhondo efihliwe ekuthumeleni imniningo yomthengi.
  • I-consis kanye namalungelo angaphansi [ -indlela yokusabela ekufinyeleleni kokwaziswa, ukuhlanganisa, nokucisha izicelo nge-CRM inhlanganiso.
  • [ Icebo libika [ – inqubo ecacile yokubika amagebe asolwayo ngokushesha, ngaphandle kokwesaba ukuphindisela.

Yenzani ukuqeqeshwa okuphoqelelwe kuzo zonke izisebenzi ezisebenza nokwaziswa kwe-CRM, kuhlanganise nezakhi nezisebenzi zesikhashana. Sebenzisa imishini ye-phishing nemibuzo yezikhathi ezithile ukuze uqinise ukufunda. Ukuqeda ukuqeqesha kwamaphepha njengengxenye yobufakazi bakho bokulandisa.

6. Ukwethulwa Kwezindaba zomuntu siqu okusobala kuyavumelana nokuphathwa kwemvume

I-CRM yakho kufanele ihlanganiswe ne-plugit yokulawula imvume (CMP) ebamba, izitolo, futhi ehlonipha izinhlelo ezithandwayo ngesikhathi sangempela.

  • Inikeza amafomu acacile, aqondile enjongo ngayinye yokulungisa (isib., ukuthengisa i - email, intengo eqondile, i - alytics).
  • Ivumela abayisebenzisayo ukuba bavumele kalula ukuvumelana nezindawo abazithandayo ezixhunyaniswa kuma - email naku - webhsayithi.
  • Ukugcina i - log yemvume ngama - wardtamp, iziteshi (i - web, i - email, ucingo), kanye nokushintsha kwenqubo.
  • Ukuqinisekisa ukuthi umsebenzi wokuzisebenzela wokuthengisa uvimbela othintwayo oye wadedela imvume.

Hlaziya isaziso sakho semfihlo ukuze uchaze kahle ukuthi i-CRM iqoqa ukwaziswa, isikhathi eside kangakanani igcinwa, isisekelo esingokomthetho sokulungisa, namalungelo ezihloko zokwaziswa. shicilela lokhu engosini yakho bese uyihlanganisa nezokuxhumana namakhasi agunyaziwe.

Ukucabangela Izinhlangano Zase - Ireland Ngokusemthethweni Nangokomthetho

I-GDPR isebenza kunoma iliphi ihlelo elihlela imininingwane yomuntu ngamunye e - EU, kungakhathaliseki ukuthi inkampani isekelwephi. Amabhizinisi ase-Ireland aqondiswa yi-Data Protection Commission (DPC), eye yafaka imali ephawulekayo ezinkampanini ekuphuleni i-CRM.

Izibopho eziyisihluthulelo eziqondile ezihlelweni zeCRM:

  • Isisekelo esiwenyanyekayo sokulungisa - I-CRM eningi isebenzisa i-CRM ixhomeke esithakazelweni esingokomthetho noma emvumeni. Bhala isithakazelo sakho esisemthethweni (LIA) sokudayisa nokuthengisa.
  • I-data Protection Impact Assessment (DPIA) – kumelwe iqhutshwe ngaphambi kokuba kuthunyelwe noma yisiphi isici se-CRM esisha esilawula imininingwane yomuntu siqu ngendlela ephakeme, njenge-profil, ukwenza izinqumo ezizenzekelayo, noma ukulandelela indawo.
  • Isaziso sesephuzo sokwephuka [ - ngaphansi kweSiphakamiso 33, yazisa iDPC phakathi namahora angu 72 ukuqaphela ukuthi igebe lithinta i-data ye-CRM. Ukwazisa kwathinta abantu ngaphandle kokulibala okungafanele uma i-gedroboto ifaka izingozi ezinkulu emalungeni abo nasenkululekoni.
  • I-coross-message-river-metal idluliswa[ - uma i-CRM igcina imininingwane e-US noma kwelinye izwe lesithathu, qinisekisa ukuthi unendlela yokudlulisa efanele endaweni (umz., i-Sed Contractic Clauss, ikhodi evunyelwe yokuziphatha, noma isitifiketi).

Izinkampani zase - Ireland kufanele futhi zihlale zihambisana noMthetho We - EU Wemininingwane kanye nokuvumelaniswa kwe - ePrivacy Regation, okungase kubeke izimfuneko ezengeziwe ekusingatheni ukwaziswa kwe - CRM kanye nokuxhumana ngemishini.

Ukuqondisa Abahwebi Nezikhungo Zesithathu

Ama-CRM anamuhla awavamile ukuma: axhumanisa nama-imeyili, izithobo zezokuxhumana, amathuluzi abathengi, nezinkonzo zokucebisa ukwaziswa. Ukuhlanganisa ngakunye kuletha izingozi ezingase zivele.

  1. Ukubala konke ukuhlanganisa – uhlu uhlelo ngalunye lwengxenye yesithathu yesicelo esifunde noma esibhale ukufinyelela ku-CRM yakho.
  2. ihlola isimo sabo sobuso bomuntu siqu – icela imibiko yabo yeSOC2, i-ISO 27001 crective, noma ibhukwana le-GDPR
  3. [ I-DPAs Izivumelwano ze-octive Actives (DPAs) - - - iqinisekisa wonke umthengisi owenza njengenjwayezi ye-data izimpawu zeDPA ehlangabezana ne-GDPR Isigqebhezana 28.
  4. Ukwaziswa okunemibhobho eyodwa[ - ilinganisele ukuhlanganiswa ukuze kuhlangane kuphela namasimu amancane adingekayo. Ngokwesibonelo, uma ukuhlanganisa okuhlangeneyo kudinga i-imeyili negama kuphela, ungakuvumeli ukufinyelela ukuthenga umlando.
  5. Izibalo zezikhathi ezithile – ibukeza ukuma kokhuseleko lwe-amenting ngonyaka futhi ikhiphe futhi ukuthi ukuhlanganisa ngakunye kudingekile yini.

Emabhizinisini ase - Ireland esebenzisa amapulatifomu adumile e - CRM anjengeHubSpot noma iSalesforce, phawula ukuthi womabili anikeza izitifiketi eziqinile eziyimfihlo kodwa futhi avumele ukwaziswa okungahlali muntu kukhethwe – kuqinisekiswe ukuthi isimo sakho sihlelelwe ukugcina ukwaziswa kuyi - EU (umz., Frankfurt, Dublin) noma nini lapho kungenzeka.

Ukuhlela Ngokushesha Ukuhlela I - CRM Brimes

Naphezu kwemizamo engcono kakhulu, kungavela ukuphuka. Isehlakalo sokuhlela ukusabela okuqondiswe ku-CRM formates oraving transmissions futhi siqinisekisa ukulawulwa. Ingxenye eziyinhloko:

  • hlela[ - Sebenzisa amathuluzi okuhlola ukuzwa imiklamo yokungena elula, imniningo enkulu ithumela kwamanye amazwe, noma ihlulekile ukuzama ukungena.
  • i-Contain - khetha izimiso ezithintekile, ukuncishiswa kwezimpawu ezincishisiwe, nokukhinyabezwa kokuhlanganiswa okwesikhashana.
  • Asses - - ithola uhlobo nomthamo wokwaziswa odaluliwe, ithonya elingenzeka kwizihloko zokwaziswa, nemsuka.
  • [ Lungisa [ - landela izikhombo ze-GDPR zokwazisa i-DPC kanye nokuthinta abantu. Gcina isilinganisi sokuxhumana esilungele ukusetshenziswa.
  • sebenzisa amapart, i-open appect, i-option system, kanye nokuthuthukisa ukuqeqeshwa ukuze kuvinjelwe ukubuya futhi.

Phakamisa inqubo yokuzivivinya eqophelweni lezincwadi nge - IT, umthetho, kanye nezokuxhumana okungenani kabili ngonyaka, ufaka i - CRM transfer preaders. Izifundo zephepha zifunde futhi zivuselela lelicebo ngokufanelekile.

Amakhambi Nemishini Yobuchwepheshe

Ubuchwepheshe obuningana bungasiza umshuwalense ukuba athole futhi aqinise i - CRM:

  • Ukuvimbela kokulahlekelwa kwe-DATA (DLP) - amathuluzi aqondisa izimoto ezivalekile ukusuka kuyi-CRM futhi avimbele ukudluliswa okungagunyaziwe kwemininingwane ezwelayo (umz., izinombolo zamakhadi okuthenga ngesikweletu, amakheli e-imeyili).
  • Ukungaboni kanye nokufakelwa - - esikhundleni samasimu aziwayo ngezimpawu noma amanani akhishweyo ezinto ezikhanyisayo kanye nokubika uma kugcinwa isisetshenziswa.
  • Isoftware yolwazi lwePrivamactal Management (PIM) – amapulatifomu akhethekile njengalowo Othembayo noma i Bigid ehlangene namaCRM ukuhanjiswa kwemininingwane, ukulawulwa, nokucelwa kwamalungelo ezihloko ezizimele.
  • Izici ze-CRM-oficus eziyimfihlo zomuntu siqu [ - - - ukusebenzisa amathuluzi akhiwe ngaphakathi njenge-Salesforce Shield (i-ensipry, i-expict, i-gade, ukuhlola izenzakalo) noma isikhungo semfihlo ye- HubSpot.
  • Khusela iposi nedokhumende okuhlanganyelwayo - - gunyaza i-imeyili efihliwe yokuthumela i-CRM nokusebenzisa amatheku alondekile ekuhwebelaneni kwedokhumende namakhasimende.

Ukwakha Isiko Lokuqala Eliyimfihlo

Uhlelo lobuchwepheshe luphumelela kuphela uma lusekelwa yimpucuko yenhlangano. I-leader kumele isekele imfihlo njengenani eliyinhloko, hhayi nje umthwalo ohambisana nayo. Uma i-DCPR idinga i-AURP, uma ifunwa yi-GDPR (ngokulandelana izinhlangano zokulungisa inqwaba yemininingwane yesigaba esikhethekile noma i-data eqashwe ngesilinganiso esikhulu). Ngisho noma kungagunyaziwe, i-DPO noma umpelesitho lwezemfihlo kufanele ye-CRM iqondise inqubo yobumfihlo.

Bhekisa ucingo lwemfihlo ku-CRM ekutholeni izinqumo. Uma ukhetha i-CRM entsha noma uthuthukisa leyo ekhona, hlanganisa izimfuneko zomuntu siqu esicelweni sesicelo sokuhlongozwa (RFP). Abadayisi bemininingwane yabo yokuhlala kokwaziswa, amakhono okubhala, izindlela zokuhlola, nokuhlangenwe nakho kwe-GDPR ukubuthelwa amabhizinisi ase-Ireland.

Ukuthambekela Kwesikhathi Esizayo Emfihlo Yemininingwane Ye - CRM

Ubuchwepheshe bobumfihlo bushesha kakhulu. Amabhizinisi ase-Ireland kufanele aqaphele:

  • Izibuyelo zolwazi [ - Iziqinisi ze-CRM ezingakwazi ukufinyelela imniningwane ye-alpha, kuphela ukugcina ama-blob afihliwe.
  • [[I-FLT:0] ukuvulwa kwe-homomorphic [ - - okwenza ukuba izibalo zemininingwane ebhalwe ngokuyimfihlo ngaphandle kokuphimisela, kuvumela ukuvikelwa kwe-alytics.
  • Ukuhlanganisa ukubala – - ukufunza ukufunda nokuthola ulwazi oluningi olunengxenye ezihlangene ngaphandle kokuhlanganyela imininingwane ekrwada.
  • [ Ukuhlangana okulawulayo -njengoba i-Ireland isebenzisa i-EU AR no-ePrivation Regate, amathuluzi e-CRM esebenzisa i-AI ukuze athole ulwazi luyobhekana nezimfuneko ezintsha zokubonana nokucwasa.

Ukuhlala ngaphambi kwalezi zimo ngeke nje kubonise ukuthi inhlangano yakho iyalalela kodwa futhi iyokwenza ukuba ikwazi ukuphatha imininingwane yamakhasimende.

Isiphetho

Ukulawula imininingwane eyimfihlo emizinzweni ye-Irish CRM i-odad edinga isibopho esiqhubekayo. Ngokusebenzisa izilawuli eziqinile zokungena, ukufinyelelwa kokwaziswa, ukuqashwa kokwaziswa, ukuphethwa kwezincwadi, nokusabela kwezenzakalo eziqinile, amabhizinisi angavikela ulwazi lwamakhasimende kuyilapho ekwazi ukukwazi ukukhula nge-CRM okusetshenziswayo. Ahambisana nenqubo esobala yokuzifihla nokuqaphela izinto, la masundlela akha ukwethemba okuhlala njalo kumakhasimende nabaphathi. Ukutshala imfihlo akuyona nje imfuneko engokomthetho kuphela – kuyinzuzo yokuncintisana esitolo lapho ukwaziswa kusiza ukuzikhethela okuthengwa ngokuqhubekayo.