Permissions, Communication Preferences, and Privacy Management

Conduct customer communication with defined purposes, preferences, and applicable data protection policies.

In direct sales, communication with customers can be established through phone, email, messaging, video call, and in-person channels. Each channel may have different permission, preference, and registration requirements.

Communication permission does not imply unlimited use for all purposes. Source, purpose, channel, date, and withdrawal information must be managed together.

Managed preferences

• Permission for phone calls, email, and messaging.
• Preferred communication channel
• Suitable days and times
• The distinction between marketing and sales objectives.
• Specific product or topic preferences
• Requests to stop being contacted and to cease communication.

Data protection processes

• Information and purpose statement.
• Data access request
• Request for correction
• Request for deletion or restriction
• Data retention period
• Authorization and access logs
• Breach and incident management

Sales system controls

Communication suitability should be checked before initiating a search, email thread, or campaign; withdrawn permissions should be reflected in centralized suppression rules.

Data minimization

Sensitive information not necessary for sales purposes should not be collected or written in free text notes. Data collected should be stored for explicit business purposes and for a limited time.

Treat customer data not as raw material for building more relationships, but as a responsibility that must be managed with trust and clear rules.