Screen your calling data
Have an appropriate process for checking applicable preference registers and suppression lists before calling. Do not assume the CRM automatically performs these checks.
Know who handles the data
Document who supplies, uses and receives campaign data. Make sure your team understands which requests should go to the client or service provider.
Give requests a clear owner
Agree who responds when a person asks about their information or objects to contact. Keep the handover route easy for callers to follow.
Plan retention and deletion
Decide how long campaign information is needed and how deletion requests will be handled. Verify the product’s data-management capabilities against your requirements.
Act on do-not-call requests
Train callers to recognise and escalate objections promptly, and maintain your suppression process. Telemanager should be assessed as part of that wider process, rather than treated as a compliance guarantee.