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Modelo de tratamiento de datos RGPDCustomer and Prospect Management

Por: Jérôme de Mercey
PrivateMarketing
This processing model is related to the management and follow-up of customers and prospects

Finalidades (14)

La finalidad de un tratamiento es el objetivo principal del uso de los datos personales. Estos datos deben ser recopilados para un propósito bien determinado y legítimo y no deben ser tratados posteriormente de manera incompatible con este objetivo inicial.

1
Management of accounting and tax obligations
Obligación legal - art. 6-1 c)
Article L. 123-12 of the Commercial Code
2
Prospecting for goods and services similar to the contract.
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Legitimate interest to communicate with prospects subject to allowing individuals to object beforehand and at any time.
3
Prospecting for professionals when the subject of the message is related to the professional's activity.
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Legitimate interest to communicate with prospects subject to allowing individuals to object beforehand and at any time.
4
Keeping the credit card number to facilitate future purchases (excluding cryptogram)
Intereses legítimos del responsable o de un tercero - art.6.1 f)
For customers who opt for a premium subscription in order to benefit, free of charge or not, from additional services aimed at facilitating their purchases (fast delivery, private sales, access to additional content, etc.)
5
Opposition list management
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Legitimate interest in ensuring compliance with the opposition of individuals
6
Prospecting by mail or human intervention
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Legitimate interest to communicate with prospects subject to allowing individuals to object beforehand and at any time.
7
Canvassing by electronic means (for the purpose of sending email, SMS, automated voice mail, etc.)
Consentimiento - art. 6-1 a)
Legal obligation via article L. 34-5 of the code of posts and electronic communications
8
pre-litigation and litigation management
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Legitimate interest in the context of establishing proof of a right or contract.
9
tracking / tracing people's navigation
Intereses legítimos del responsable o de un tercero - art.6.1 f)
According to the rules established by the CNIL guidelines
10
Organization of contests
Organization of lottery contests or any promotional operation excluding online gambling subject to the approval of the National Gaming Authority
Consentimiento - art. 6-1 a)
11
Transfer, lease or exchange of customer files and prospect files
Consentimiento - art. 6-1 a)
12
Management of people's opinions on products, services or content
Intereses legítimos del responsable o de un tercero - art.6.1 f)
Communication about products, services or content
13
Keeping the credit card number to facilitate future purchases (excluding cryptogram)
Consentimiento - art. 6-1 a)
Until the withdrawal of consent or expiration date of the bank card.
14
order management, deliveries, after sales service
Medidas contractuales o precontractuales - art. 6-1 b)

Datos (7)

El artículo 30 del RGPD exige el registro de las categorías de datos tratados. Se trata aquí de definir las categorías de datos tratados. Estas pueden ser consideradas comunes o sensibles.

Business Relationship Monitoring

Simplified standard n° NS-048 of the CNIL

Detalles de los datos

Documentation requestsrequerido
Test Requestsrequerido
Items, purchased productsrequerido
subscribed services or subscriptionsrequerido
Services ordered and invoicedrequerido
Quantity, amount, periodicity, date and amount of order and invoicerequerido
invoice due daterequerido
Delivery terms and addressrequerido
Purchase and Service Historyrequerido
product returnrequerido
Sale origin (seller, representative, partner, affiliate)requerido
Customer Correspondence and Serviceopcional
Customer and prospect exchanges and feedbackrequerido
Person(s) in charge of customer relationsrequerido

Reglas de conservación

Base activa:

Data necessary for the performance of a contract is retained for the duration of the contractual relationship, after the execution of the contract, in intermediate archiving, if the data controller has a legal obligation to do so (for example, to meet accounting or tax obligations) or if he wishes to establish proof in the event of litigation and within the limit of the applicable prescription period

Archivado intermedio:

5 years

prospect or customer identity

Simplified standard n° NS-048 of the CNIL

Detalles de los datos

Date of birth

Definición

person's date of birth

opcional
Civilityopcional
Name or company nameopcional
First Namesopcional
Address (including headquarters, billing location)opcional
phone numberopcional
Fax numberopcional
Email addressopcional
Internal processing code for customer identificationopcional
Accounting identification codeopcional
SIREN numberopcional

Reglas de conservación

Base activa:

Data necessary for the performance of a contract is retained for the duration of the contractual relationship, after the execution of the contract, in intermediate archiving, if the data controller has a legal obligation to do so (for example, to meet accounting or tax obligations) or if he wishes to establish proof in the event of litigation and within the limit of the applicable prescription period

personal situation

Simplified standard n° NS-048 of the CNIL

Detalles de los datos

Marital Lifeopcional
Number of persons in householdopcional
Number and age of child(ren) in the householdopcional
Professionopcional
Business Areaopcional
socio-professional categoryopcional
presence of petsopcional

Reglas de conservación

Base activa:

Data necessary for the performance of a contract is retained for the duration of the contractual relationship, after the execution of the contract, in intermediate archiving, if the data controller has a legal obligation to do so (for example, to meet accounting or tax obligations) or if he wishes to establish proof in the event of litigation and within the limit of the applicable prescription period

Information stored on the terminal equipment

Cookies and other tracers in compliance with deliberation No. 2019-093 of July 4, 2019 adopting guidelines on the application of Article 82 of the amended Act of January 6, 1978 to read or write operations in a user's terminal, simplified standard No. NS-048 of the CNIL

Detalles de los datos

Cookiesrequerido

Reglas de conservación

Base activa:

Until withdrawal or renewal of consent where applicable (6 months). \13 months for audience measurement cookies.

Settlement / Payment

Simplified standard n° NS-048 of the CNIL

Detalles de los datos

Paymentopcional
Payment terms and conditions (e.g., discounts, down payments, rebates)opcional
RIP/RIBopcional
check numberopcional
Credit card numberopcional
Credit card expiration dateopcional
Visual cryptogramopcional
credit terms and conditionsopcional
Balances and credits taken out (amount and duration, name of the lending institution) in case of financing the order by creditopcional

Reglas de conservación

Base activa:

Data necessary for the performance of a contract is retained for the duration of the contractual relationship. It may also be retained: - for a period of 3 years from the last contact the individuals to whom it relates had with the organization (e.g., after the execution of the contract, in intermediate archiving, if the data controller has a legal obligation to do so (for example, to meet accounting or tax obligations) or if he wishes to establish proof in the event of litigation and within the limit of the applicable prescription period

Archivado intermedio:

5 years

Transaction

Simplified standard n° NS-048 of the CNIL

Detalles de los datos

transaction numberrequerido
Details of the purchase, subscription, good or service subscribed toopcional

Reglas de conservación

Base activa:

Data necessary for the performance of a contract is retained for the duration of the contractual relationship, after the execution of the contract, in intermediate archiving, if the data controller has a legal obligation to do so (for example, to meet accounting or tax obligations) or if he wishes to establish proof in the event of litigation and within the limit of the applicable prescription period

Archivado intermedio:

5 years

Notice

Data relating to the contributions of persons who submit reviews of products, services or services, including their pseudonym. Simplified Standard No. NS-048 of the CNIL

Detalles de los datos

Pseudonymrequerido

Reglas de conservación

Base activa:

Until the notice is deleted if it is public. \Data necessary for the performance of a contract is retained for the duration of the contractual relationship.

Personas afectadas (3)

Una persona interesada es toda persona cuyos datos son recopilados, retenidos o tratados por el tratamiento de datos en cuestión. Ej: En el marco de un tratamiento de gestión de reclutamiento, cualquier candidato para el puesto en cuestión constituye una persona interesada.

  • Clients
  • Former Customers
  • Prospects
Autor:
Jérôme de Mercey
Jérôme de Mercey
Creado el:04/11/2023
Actualizado el:00/01/1970
Licencia: © Creative commons :
Attribution / Pas d'utilisation commerciale
CC-BY-NC AttributionPas d'utilisation commerciale
Número de usos:23

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