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Compliance & Regulations:
How Do B2B Marketers Stay Compliant Globally?

B2B (Business-to-Business) marketers must meet regional privacy and marketing rules—GDPR (EU/UK), CCPA/CPRA (California), LGPD (Brazil), CASL (Canada), PECR/ePrivacy (EU), PDPA (APAC), POPIA (South Africa), and more. Success requires a common global standard with local overlays for consent, email/SMS, cookies, data rights, security, vendor contracts, and cross-border transfers.

Streamline Workflow Unify Marketing & Sales

Short answer: Build a global privacy playbook anchored to the strictest common standards (e.g., GDPR-level consent, data rights, security) and add local rule overlays for country specifics. Standardize consent/cookies, lawful bases, data subject request SLAs, retention, vendor DPAs, cross-border transfer tools, and breach response. Train teams, monitor changes, and audit quarterly.

Principles For Global B2B Compliance

Adopt a “highest bar” baseline — Use GDPR-grade consent, rights, and security globally; relax only where law clearly allows.
Localize with overlays — Add rules for CCPA/CPRA, LGPD, CASL, PECR/ePrivacy, PDPA, POPIA, and state/provincial laws without fragmenting the stack.
Segment by purpose — Define lawful bases and consent needs per purpose (prospecting, nurturing, profiling, analytics, events).
Engineer consent & identity — Server-side tagging, first-party IDs, preference centers, and consent mode with robust audit logs.
Operationalize rights — Intake, verify, fulfill, and log requests (access, delete, correct, portability, opt-out) with SLA tracking.
Control data flows — DPA contracts, sub-processor lists, cross-border transfer tools (SCCs, BCRs, adequacy), and retention rules by region.
Evidence accountability — Records of processing (RoPA), DPIAs, training, policy attestations, and quarterly control testing.

The Global Compliance Playbook

A practical sequence to harmonize policies, technology, and processes across regions.

Step-By-Step

  • Map data & purposes — Inventory systems, categories, sources, purposes, profiling, automated decisions, and transfers.
  • Set the global baseline — Standardize GDPR-level consent, transparency, rights, security, and retention as your default.
  • Add local overlays — Layer CCPA/CPRA opt-out, LGPD controller duties, CASL opt-in for commercial email, PECR/ePrivacy rules, and APAC PDPA variants.
  • Engineer consent & cookies — Implement a CMP with region rules, GPC signal handling, server-side tagging, and consent mode.
  • Operationalize rights — Build a request portal, verification flows, fulfillment automations, and SLA dashboards (30–45 days typical).
  • Vendor governance — Execute DPAs, classify vendors (processor/third party), restrict combining data, and monitor sub-processors.
  • Cross-border transfers — Use SCCs/BCRs/adequacy decisions and apply supplementary measures where necessary.
  • Security & resilience — Least privilege, encryption, pseudonymization, backups, IR runbooks; 72-hour breach-ready playbooks where required.
  • Training & attestations — Role-based training for marketing, sales, CS, and partners; annual policy sign-offs.
  • Monitor & audit — Track legal changes, test controls quarterly, and refresh DPIAs when you change purposes or tech.

Global Laws & Marketing Impact: What To Watch

Region / Law Scope & Rights Marketing Impact Consent / Signals Data Transfers Notes
EU/UK — GDPR + PECR Broad personal data; access, delete, correct, portability, object; PECR governs cookies/email Clear consent for most cookies and many B2B emails (varies by country) Prior consent for non-essential cookies; granular consent records SCCs, UK IDTA, BCRs, adequacy DPIAs for profiling/monitoring; strong fines
US — CCPA/CPRA (CA) Know, access, delete, correct, opt-out of sell/share; limit sensitive data “Do Not Sell or Share” controls; adtech disclosures; non-discrimination Honor GPC opt-out signals N/A (domestic); contracts with third parties Enforced by CPPA & AG; look to other state laws, too
Brazil — LGPD Similar to GDPR; 10 legal bases; rights to access, correct, delete Transparency on profiling; vendor contracts required Consent or legitimate interest with safeguards Adequacy, SCCs-equivalent clauses Regulator ANPD issues guidance
Canada — CASL + PIPEDA Commercial email rules (CASL); privacy principles (PIPEDA) Express consent usually required for email; strict record-keeping Opt-in for CEMs; clear unsubscribe Contracts and safeguards; transparency Harsh penalties for email violations
APAC — PDPA (SG), others Consent-based frameworks; purpose limitation Opt-in norms for direct marketing; DNC registries Express consent recommended Cross-border rules & contractual clauses Breach notification timelines vary
South Africa — POPIA Lawful processing, minimality, purpose binding Consent or justified interest for outreach Consent emphasis; opt-out rights Adequate protection or contracts Information Regulator oversight

Client Snapshot: One Standard, Local Overlays

A global SaaS company adopted a GDPR-first baseline with regional consent templates, automated GPC handling, and a unified rights portal. Within two quarters, request SLAs averaged 9 days, cookie compliance errors fell 72%, and marketing reclaimed 14% budget by retiring high-risk tools.

Treat privacy and compliance as product features—build trust, reduce risk, and enable scalable growth across regions.

FAQ: Global B2B Compliance

Clear answers for marketing, legal, and operations teams working across borders.

What does “B2B” change for privacy?
Business-to-business marketing still involves personal data (names, emails, device IDs). Most laws apply regardless of B2B or B2C, though direct marketing rules may differ by country.
Is legitimate interest enough for B2B email?
Sometimes, but many countries require consent for email/SMS. Apply a GDPR-level baseline and overlay stricter e-privacy rules like PECR or CASL where applicable.
How should we handle cookies and ad signals?
Use a CMP to collect granular consent, block tags until consent, log proof, and honor browser signals such as Global Privacy Control where required.
What’s essential for vendor compliance?
Classify vendors, sign DPAs, limit purpose and retention, monitor sub-processors, and restrict combining data across clients. Review security attestations regularly.
How do cross-border transfers work?
Use approved mechanisms (e.g., SCCs, BCRs, adequacy decisions) and apply supplementary measures where risk requires. Keep transfer impact assessments on file.
What SLAs should we target for rights requests?
Plan to fulfill within 30–45 days depending on jurisdiction, with extensions where allowed. Track verification, exceptions, and communications in a central system.

Scale Compliance Without Slowing Growth

We help harmonize your global baseline, local overlays, and operations—policies, systems, and workflows that stand up to scrutiny.

Scale Operational Excellence Take the Self-Test
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