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GDPR Toolkit

GDPR Toolkit

With the adoption of the General Data Protection Regulations (GDPR) in 2018 the EU is raising the bar in how it protects the interests, rights and data security of subjects.  Whilst many might see the strengthening of the EU’s data protection legislation as a negative thing that merely creates more work it has been the case that the implementation of previous data protection laws has actually driven firms to make more use of CRM technology as the only reliable way to ensure compliance.  It is essential that firms have a clear roadmap for how they are going to ensure that they comply and a significant element of that is being able to audit your current data and report on progress as you implement your firm’s policies.  To that end Stanton Allen are launching the GDPR toolkit.

A system that enables you to:


Score the contacts that are the most important to you, so that you can provide a more personalised approach to obtaining consent from your key clients and contacts

The GDPR is now in place. Don’t take your eyes off your data.

Talk to us about implementing our GDPR scorecard in your firm.


Audit the consent you currently have to determine how far you are from compliance


Archive contacts from your CRM system if they do not consent or request to be removed

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Manage "who knows who?" relationships within your data.
Use our toolkit to audit your current data and report on progress as you implement...
Enables firms to be able to automatically create activities and reminders for contacts.
Enables an administrator to archive contacts into a secure hidden folder.
Automatic ranking of contacts and companies based on a range of criteria.
Detailed reporting for activities of selected types within predetermined groups.
Generate actionable and meaningful business development reports.
Identify and implement the most effective CRM system and strategy.
Avoid bad data by auditing and scoring existing data.
An automated process to analyse the data to rank against type of data validation activities
Gain insight into your data before a large-scale project begins.
Integrate data from other company systems into your CRM.
Gain insight on how best to migrate your company data to your CRM.
Classify contacts based on their role, specialism and seniority.
Clean and standardise your data effectively with our help.
Measure the quality of data, user behaviour and contact engagement.