Governance, Compliance and Administration

Governance refers to the overall policies and procedures that are established to ensure that an organization’s CRM system is used in an effective, efficient and secure manner. This includes having clear roles and responsibilities for users and administrators, as well as processes for approving changes to the system.

Compliance is the process of ensuring that an organization’s CRM system meets all relevant legal and regulatory requirements. This includes having appropriate data security measures in place and being able to demonstrate compliance if necessary.

Administration is the process of managing the day-to-day operations of the CRM system. This includes tasks such as creating user accounts, setting up access permissions, and resolving technical issues.