Marketing Platforms and CRM

Are Your Privacy Requests Handled Correctly? [Video]

Are Your Privacy Requests Handled Correctly?

Ever been chased by an old girlfriend/boyfriend long after it is over? ๐Ÿƒ๐Ÿƒโ€โ™€๏ธ
Wish you could send Right To Be Forgotten (#RTBF) request to
her/him? ๐Ÿ˜’

Your customers have the same Rights
& #gdpr / #ccpa & other laws require
Your #salesforce data to comply!

Non-compliance brings fines & embarrassment,
But automating for Salesforce is not easy,
Manual workarounds are error prone,
& soul sucking for good admins

Removing data is not just deleting records
But also requires removing field history,
And Chatter, Files/Attachments,
& Community user information

Your business may also want to keep some data
For reports or back-end integrations
In which case you need to mask it

Also, how do you receive these requests?
& validate the identity of requestor?
Integrate with other systems?
And your portal?

Automating privacy rights is a mix of
Process & technology solutioning
3 areas to consider are:
– Receiving Subject Access Requests
– Data Deletion/RTBF Automation
– Data Portability Automation

Here is a 3 minute video demo
#salesforce #portability

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Marketing Platforms and CRM

Contract Management Software Demo | Ironclad [Video]

See how easy it is to use Ironclad's contract lifecycle management (CLM) software and evolve from manual, black-box contracts to automated, data-rich digital contracting. We built this CLM tool with the user in mind, whether you work in legal, sales, finance, procurement, or any other part of the business. Take advantage of:-Built-in redlining, editing, and audit logging capabilities,-Accept/reject changes and @mention colleagues with Ironclad Editor-Word/DOCX native for seamless negotiation with counterpartiesThe dynamic repository doesnโ€™t just store your records in one place, but also surfaces valuable contract data with intuitive search, including full-text and structured search. Easy access to contract data and process metrics empower you to produce enhanced reports and make data-driven decisions. Plus, you can enjoy seamless integrations with popular tools you already use, like Salesforce, DropBox, and OneDrive. Request a custom demo at #contractdata#clm #ironclad