Discover How a CRM Can Revolutionise Data Management for Social Organisations
Hey there, data-savvy do-gooders! Today, we're diving into the world of data security and GDPR compliance within the social sector. We'll be exploring how Apogee Development's client, Offploy.org, has harnessed the power of Salesforce to securely manage beneficiary data – and how you can do the same. Grab a cuppa, and let's get started!
1. Data Security and GDPR Compliance: Beyond Paper
First things first, let's talk about the elephant in the room: paper documents. They're old-school, cumbersome, and, let's face it, not the most secure method for storing sensitive information. Offploy.org recognised this and opted for a more secure approach. By embracing Salesforce as their CRM, they've been able to ensure top-notch data security and GDPR compliance, leaving those paper documents in the dust!
2. Gathering ISA Consent: No More Awkward Conversations
Gone are the days of chasing down beneficiaries for their consent. Offploy.org now utilises Salesforce's sophisticated tools to seamlessly collect ISA consent from beneficiaries. With a few clicks, they can send out consent forms, track responses, and store the data securely, all while maintaining GDPR compliance. Now that's a win-win!
3. Trustworthy Data Storage: Hello, UK Server!
When it comes to data storage, you can't skimp on security. Offploy.org knows this all too well, which is why they store their beneficiary data on a UK-based server through Salesforce – one of the most trusted CRMs in the world. This way, they can rest easy knowing that their data is protected by state-of-the-art security measures, keeping it safe from prying eyes.
4. Criminal Justice Secure Mail Integration: Fancy, Right?
Offploy.org has taken data security to the next level by syncing Salesforce with Criminal Justice Secure Mail (CJSM). This nifty integration allows them to auto-send notifications via .cjsm.net, ensuring that sensitive information is communicated securely and efficiently. Not only does this save time and effort, but it also demonstrates Offploy.org's commitment to data protection and compliance.
In Conclusion: Time to Embrace CRM
By adopting Salesforce, Offploy.org has revolutionised the way they manage beneficiary data. They've upped their data security game, streamlined consent gathering, and integrated with CJSM for secure communication.
If you're a social organisation looking to step up your data management and GDPR compliance, it's time to consider implementing a CRM like Salesforce. Trust us, your beneficiaries and your team will thank you!
Stay tuned to Apogee Development's blog for more insights, tips, and tricks in the world of social sector data management. Until next time, happy data wrangling!
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