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THE GDPR
FOR B2B MARKETERS
John Follett
Co-Founder & Analyst
Demand Metric
John Dering
Sr. Director, ABM Technology & Strategy
Demandbase
© 2018 DEMANDBASE|SLIDE 2
INTRODUCTION
John Follett
Co-Founder &
Analyst
Demand Metric
John Dering
Senior Director, ABM
Strategy & Technology
Demandbase
© 2018 DEMANDBASE|SLIDE 3
INTRODUCTION
© 2018 DEMANDBASE|SLIDE 4
INTRODUCTION
© 2018 DEMANDBASE|SLIDE 5
INTRODUCTION
© 2018 DEMANDBASE|SLIDE 6
INTRODUCTION
© 2018 DEMANDBASE|SLIDE 7
HISTORY OF THE GDPR
1984
• UK Data
• Protection
• Act
Passed
1995
• EU Data
• Protection
• Directive
• Passed
1998
• UK Data
• Protection
• Act
Updated
2000
• International
• Safe Harbor
• Privacy
• Principles
• established
2012
• EU
• Commission
• announces
• plan for the
• GDPR
2016
• EU-US
• Privacy
• Shield
• Replace
• Safe
• Harbor
• GDPR
is
• approve
d
• by EU
2018
GDPR in
effect
© 2018 DEMANDBASE|SLIDE 8
REGULATION VERSUS DIRECTIVE
The GDPR is different from the previous Data Protection Directive
because it is binding from the outset.
The result is that the GDPR creates a single set of rules and helps to
harmonize data protection laws across Europe.
Directive
• EU Member
States
decide how
to translate
into national
laws
Regulation
• Binding legal
force across
the EU
© 2018 DEMANDBASE|SLIDE 9
CHALLENGES OF THE GDPR FOR MARKETERS
The GDPR Guidelines are not always
exact to a particular situation
Individual’s
Data Privacy
Interests
Business’
Data
Processing
Interests
Data &
GDPR
THE GDPR FOR B2B MARKETERS
SURVEY RESULTS
© 2018 DEMANDBASE|SLIDE 11
SURVEY BACKGROUND
© 2018 DEMANDBASE|SLIDE 12
SURVEY BACKGROUND
© 2018 DEMANDBASE|SLIDE 13
SURVEY BACKGROUND
© 2018 DEMANDBASE|SLIDE 14
SURVEY BACKGROUND
© 2018 DEMANDBASE|SLIDE 15
IMPACT OF ENSURING PRIVACY
© 2018 DEMANDBASE|SLIDE 16
CURRENT STATE OF GDPR COMPLIANCE
© 2018 DEMANDBASE|SLIDE 17
CURRENT STATE OF GDPR COMPLIANCE
© 2018 DEMANDBASE|SLIDE 18
AREAS OF INVESTMENT
© 2018 DEMANDBASE|SLIDE 19
AREAS OF INVESTMENT
© 2018 DEMANDBASE|SLIDE 20
AREAS OF INVESTMENT
© 2018 DEMANDBASE|SLIDE 21
CHANNELS USED TO OBTAIN CONSENT
© 2018 DEMANDBASE|SLIDE 22
CHANNELS USED TO OBTAIN CONSENT
© 2018 DEMANDBASE|SLIDE 23
GLOBAL IMPACT OF THE GDPR
© 2018 DEMANDBASE|SLIDE 24
GLOBAL IMPACT OF THE GDPR
© 2018 DEMANDBASE|SLIDE 25
GLOBAL IMPACT OF THE GDPR
THE GDPR
IT’S A JOURNEY,
NOT A DESTINATION.
© 2018 DEMANDBASE|SLIDE 27
CHALLENGES OF
THE GDPR
FOR MARKETERS
Understanding what GDPR
really means for their business
Assessing current and
future state
Developing a plan
for compliance
© 2018 DEMANDBASE|SLIDE 28
CHALLENGES OF THE GDPR FOR MARKETERS
Keys to understanding what GDPR
really means for their business
Defined who should interpret these requirements & why
Determine how your company is impacted
Translate into future marketing capabilities
Review requirements set forth by GDPR, PECR, ePrivacy
Directive, and national data protection laws
© 2018 DEMANDBASE|SLIDE 29
CHALLENGES OF THE GDPR FOR MARKETERS
Assess current state of compliance and
understand what you need to add for the GDPR
Example National Email Requirements Y N Notes
Subject line accurately reflects the purpose of the message ✓
“From,” “To,” “Reply-To,” names plainly identify your business. ✓
A valid physical postal address for your business is included (P.O. boxes are now acceptable). ✓
The “unsubscribe” link is easy to find and the recipient needs to take only one action to opt-out (for
example, clicking on a button).
✓
There are no fees, multiple landing pages, or email verifications involved to unsubscribe. ✓
The unsubscribe link is active for 30 days. ✓
The email clearly states it is an advertisement or solicitation IF the email list being used is only
permission based and has not been verified through opt-in or double opt-in processes. ✓
We don’t normally buy lists, though it’s been done
before. Our email database comes from business people
completing forms on our website or attending events for
which we are a sponsor.
Consent is captured, verified & stored for compliance ✓
We currently operate from inferred consent (e.g. form
completion, trade show scan, etc.)
Forget Me functionality – DO NOT TRACK ✓ Currently under dev
© 2018 DEMANDBASE|SLIDE 30
CHALLENGES OF THE GDPR FOR MARKETERS
Develop a plan to compliance
Data
Processing
Bases
On-going
Compliance
Handling
Historic &
Future Bases
Revise Marketing &
Data Collection
Practices Accordingly
© 2018 DEMANDBASE|SLIDE 31
THE GDPR: MAKE SURE YOU HAVE A LEGAL BASIS TO PROCESS DATA
LAWFUL BASES FOR
DATA PROCESSING
LESS LIKELY
FOR
MARKETING
MORE LIKELY
FOR
MARKETING
Contract ✓
Legal Obligation ✓
Vital Interests ✓
Public Task ✓
Legitimate Interest ✓
Consent ✓
Source: Information Commissioners Office (ICO.org.uk)
© 2018 DEMANDBASE|SLIDE 32
THE GDPR: PROCESSING SIMILARITIES
(a) Consent: Consent should be given by a clear affirmative
act establishing a freely given, specific, informed and
unambiguous indication of the data subject’s agreement to the
processing of personal data relating to him or her, such as by
a written statement, including by electronic means, or an oral
statement.
§ The GDPR sets a very high bar for consent
§ Determine if consent is needed or you can process based
on another legal basis
§ Check your consent practices to make sure they align with
the GDPR
These positions will often justify data
collection and processing for marketing
Source: Information Commissioners Office (ICO.org.uk)
© 2018 DEMANDBASE|SLIDE 33
THE GDPR: LEGITIMATE INTEREST
Does your business have a legitimate
interest in processing a person’s data?
(f) Legitimate Interests: the processing of your legitimate
interests or the legitimate interests of a third party unless there is
a good reason to protect the individual’s personal data which
overrides those legitimate interests.
- ICO: Guide to the General Data Protection Regulation (GDPR), Lawful Basis for Processing
“For example, although marketing may in general be a legitimate
purpose, sending emails in breach of electronic marketing rules
would not be legitimate. You also need to ensure you comply with the
specific rules on profiling and automated decision-making.”
- ICO – Lawful Basis Interactive Guidance Tool
© 2018 DEMANDBASE|SLIDE 34
• EU Data Privacy is not new
• Most Marketers are aware
and working toward
compliance
• Most B2B Marketers are
unsure of compliance with
their vendors
• Proper understanding and
planning for GDPR are key
for long term compliance
THE GDPR FOR
B2B MARKETERS
KEY TAKEAWAYS
QUESTIONS?

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Guide B2B Marketers Through GDPR Compliance

  • 1. THE GDPR FOR B2B MARKETERS John Follett Co-Founder & Analyst Demand Metric John Dering Sr. Director, ABM Technology & Strategy Demandbase
  • 2. © 2018 DEMANDBASE|SLIDE 2 INTRODUCTION John Follett Co-Founder & Analyst Demand Metric John Dering Senior Director, ABM Strategy & Technology Demandbase
  • 3. © 2018 DEMANDBASE|SLIDE 3 INTRODUCTION
  • 4. © 2018 DEMANDBASE|SLIDE 4 INTRODUCTION
  • 5. © 2018 DEMANDBASE|SLIDE 5 INTRODUCTION
  • 6. © 2018 DEMANDBASE|SLIDE 6 INTRODUCTION
  • 7. © 2018 DEMANDBASE|SLIDE 7 HISTORY OF THE GDPR 1984 • UK Data • Protection • Act Passed 1995 • EU Data • Protection • Directive • Passed 1998 • UK Data • Protection • Act Updated 2000 • International • Safe Harbor • Privacy • Principles • established 2012 • EU • Commission • announces • plan for the • GDPR 2016 • EU-US • Privacy • Shield • Replace • Safe • Harbor • GDPR is • approve d • by EU 2018 GDPR in effect
  • 8. © 2018 DEMANDBASE|SLIDE 8 REGULATION VERSUS DIRECTIVE The GDPR is different from the previous Data Protection Directive because it is binding from the outset. The result is that the GDPR creates a single set of rules and helps to harmonize data protection laws across Europe. Directive • EU Member States decide how to translate into national laws Regulation • Binding legal force across the EU
  • 9. © 2018 DEMANDBASE|SLIDE 9 CHALLENGES OF THE GDPR FOR MARKETERS The GDPR Guidelines are not always exact to a particular situation Individual’s Data Privacy Interests Business’ Data Processing Interests Data & GDPR
  • 10. THE GDPR FOR B2B MARKETERS SURVEY RESULTS
  • 11. © 2018 DEMANDBASE|SLIDE 11 SURVEY BACKGROUND
  • 12. © 2018 DEMANDBASE|SLIDE 12 SURVEY BACKGROUND
  • 13. © 2018 DEMANDBASE|SLIDE 13 SURVEY BACKGROUND
  • 14. © 2018 DEMANDBASE|SLIDE 14 SURVEY BACKGROUND
  • 15. © 2018 DEMANDBASE|SLIDE 15 IMPACT OF ENSURING PRIVACY
  • 16. © 2018 DEMANDBASE|SLIDE 16 CURRENT STATE OF GDPR COMPLIANCE
  • 17. © 2018 DEMANDBASE|SLIDE 17 CURRENT STATE OF GDPR COMPLIANCE
  • 18. © 2018 DEMANDBASE|SLIDE 18 AREAS OF INVESTMENT
  • 19. © 2018 DEMANDBASE|SLIDE 19 AREAS OF INVESTMENT
  • 20. © 2018 DEMANDBASE|SLIDE 20 AREAS OF INVESTMENT
  • 21. © 2018 DEMANDBASE|SLIDE 21 CHANNELS USED TO OBTAIN CONSENT
  • 22. © 2018 DEMANDBASE|SLIDE 22 CHANNELS USED TO OBTAIN CONSENT
  • 23. © 2018 DEMANDBASE|SLIDE 23 GLOBAL IMPACT OF THE GDPR
  • 24. © 2018 DEMANDBASE|SLIDE 24 GLOBAL IMPACT OF THE GDPR
  • 25. © 2018 DEMANDBASE|SLIDE 25 GLOBAL IMPACT OF THE GDPR
  • 26. THE GDPR IT’S A JOURNEY, NOT A DESTINATION.
  • 27. © 2018 DEMANDBASE|SLIDE 27 CHALLENGES OF THE GDPR FOR MARKETERS Understanding what GDPR really means for their business Assessing current and future state Developing a plan for compliance
  • 28. © 2018 DEMANDBASE|SLIDE 28 CHALLENGES OF THE GDPR FOR MARKETERS Keys to understanding what GDPR really means for their business Defined who should interpret these requirements & why Determine how your company is impacted Translate into future marketing capabilities Review requirements set forth by GDPR, PECR, ePrivacy Directive, and national data protection laws
  • 29. © 2018 DEMANDBASE|SLIDE 29 CHALLENGES OF THE GDPR FOR MARKETERS Assess current state of compliance and understand what you need to add for the GDPR Example National Email Requirements Y N Notes Subject line accurately reflects the purpose of the message ✓ “From,” “To,” “Reply-To,” names plainly identify your business. ✓ A valid physical postal address for your business is included (P.O. boxes are now acceptable). ✓ The “unsubscribe” link is easy to find and the recipient needs to take only one action to opt-out (for example, clicking on a button). ✓ There are no fees, multiple landing pages, or email verifications involved to unsubscribe. ✓ The unsubscribe link is active for 30 days. ✓ The email clearly states it is an advertisement or solicitation IF the email list being used is only permission based and has not been verified through opt-in or double opt-in processes. ✓ We don’t normally buy lists, though it’s been done before. Our email database comes from business people completing forms on our website or attending events for which we are a sponsor. Consent is captured, verified & stored for compliance ✓ We currently operate from inferred consent (e.g. form completion, trade show scan, etc.) Forget Me functionality – DO NOT TRACK ✓ Currently under dev
  • 30. © 2018 DEMANDBASE|SLIDE 30 CHALLENGES OF THE GDPR FOR MARKETERS Develop a plan to compliance Data Processing Bases On-going Compliance Handling Historic & Future Bases Revise Marketing & Data Collection Practices Accordingly
  • 31. © 2018 DEMANDBASE|SLIDE 31 THE GDPR: MAKE SURE YOU HAVE A LEGAL BASIS TO PROCESS DATA LAWFUL BASES FOR DATA PROCESSING LESS LIKELY FOR MARKETING MORE LIKELY FOR MARKETING Contract ✓ Legal Obligation ✓ Vital Interests ✓ Public Task ✓ Legitimate Interest ✓ Consent ✓ Source: Information Commissioners Office (ICO.org.uk)
  • 32. © 2018 DEMANDBASE|SLIDE 32 THE GDPR: PROCESSING SIMILARITIES (a) Consent: Consent should be given by a clear affirmative act establishing a freely given, specific, informed and unambiguous indication of the data subject’s agreement to the processing of personal data relating to him or her, such as by a written statement, including by electronic means, or an oral statement. § The GDPR sets a very high bar for consent § Determine if consent is needed or you can process based on another legal basis § Check your consent practices to make sure they align with the GDPR These positions will often justify data collection and processing for marketing Source: Information Commissioners Office (ICO.org.uk)
  • 33. © 2018 DEMANDBASE|SLIDE 33 THE GDPR: LEGITIMATE INTEREST Does your business have a legitimate interest in processing a person’s data? (f) Legitimate Interests: the processing of your legitimate interests or the legitimate interests of a third party unless there is a good reason to protect the individual’s personal data which overrides those legitimate interests. - ICO: Guide to the General Data Protection Regulation (GDPR), Lawful Basis for Processing “For example, although marketing may in general be a legitimate purpose, sending emails in breach of electronic marketing rules would not be legitimate. You also need to ensure you comply with the specific rules on profiling and automated decision-making.” - ICO – Lawful Basis Interactive Guidance Tool
  • 34. © 2018 DEMANDBASE|SLIDE 34 • EU Data Privacy is not new • Most Marketers are aware and working toward compliance • Most B2B Marketers are unsure of compliance with their vendors • Proper understanding and planning for GDPR are key for long term compliance THE GDPR FOR B2B MARKETERS KEY TAKEAWAYS