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Compliance with DocMan

GDPR brings new responsibilities in how we store, manage and secure personal data for our customers.
DocMan allows you to stay ahead of the game by giving you the right tools for compliantly storing documents directly within CRM.
We do this by bringing your structured data in CRM into alignment with your unstructured data held in Emails, Attachments and Documents — so your users can track personal data in a single way regardless of whether this is stored in a document or in a record.

More about DocMan

At it's heart, the DocMan App brings Dynamics and SharePoint together to help deliver this compliance in one neat package to help you get the best from the three applications.

This promotes the following to keep you compliant:

  • Data Access Control from a common security model between CRM and your Documents.
  • Better Security with your CRM and Document data in a strongly structured format.
  • Data Minimalization as Documents are less likely to be sent by Email or copied around the business.
  • Right to be Forgotten delete a record in CRM, and delete the documents you hold at the same time to ensure no personal data is accidently left in your ownership.
  • Subject Access Requests can be sent from DocMan to share Personal Data and Personal Documents with your Data Subjects.
  • "Paul has made a real difference to how my team of 24 people record and store valuable customer data and sales opportunities. Highly recommended."

    James, Operations Director

  • "Understanding your business allows us to advise when to implement aspects of CRM and, likewise, when not to."

    Paul McQuillan, Managing Director

  • "Dynamics 365 and CRMCS have made a real lasting difference to our business, allowing us to replace older systems that were holding back our performance."

    Grahame, Chief Operating Officer

  • "James worked well with us to help connect CRM with Outlook and relate how this might benefit our team using CRM for Property Care."

    Natalie, Property Care Supervisor

  • "Matt was really good with helping us run User Testing on the new Compliance Module of our CRM System."

    Tom, Compliance Administrator

Prefer to go old-school?

Write to us using the below addresses.

Head Office
CRM Consultancy
61 Oxford Street
M1 6EQ

London Office
CRM Consultancy London
Grosvenor Avenue

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