The key elements of proper customer data management include:
Collecting data with customer consent. When you gather personal information, explicitly tell your customers and prospects what you’re using their data for. Only collect the details you absolutely need and use it for the exact purpose(s) you specified. Be clear about how long you will keep and use the data.
Investing in management software solidifies your security measures and makes it possible to share customer data across business functions.
Training your team is essential to empowering ethical customer data access and usage company-wide. Create specific data collection, usage and sharing policies for your company.
Backing up and updating your data so it’s always current. Perform frequent updates, and regularly delete data you no longer use or that is past its expiration. Have a plan in place for backing up your data.