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DPDP Insights › IT, ITeS, BPO and GCC › Sales department

DPDP for the Sales department in IT and ITeS

Reviewed by InfraVeritas360 ResearchFirst published Last reviewed

Sources: DPDP Act, 2023 and DPDP Rules, 2025 (MeitY) · CERT-In · MeitY · MeitY · TRAI

Sales holds prospect and client contact data, and also signs deals where data terms decide what the delivery team can do.

Written for: Sales department, IT, ITeS, BPO and GCC. Open this seat in the interactive tool

What is different here

Business contacts are personal data, so prospect lists need a lawful source and an easy way to stop messages. Sales teams also promise clients incident notice times and deletion terms; these must be ones delivery can meet. Calls and SMS to Indian numbers need TRAI compliance.

The first four things to sort out

  1. Use only prospect lists with a known source.
  2. Honour stop requests across email and calls within a day.
  3. Check data terms with legal before promising them in a proposal.
  4. Keep client contact data in the CRM, not personal sheets.

A worked example

Sales department

A prospect asks to stop all contact

  1. Day 1A prospect replies asking to be removed.
  2. Day 1Sales marks the contact in the CRM.
  3. Day 1The email and call lists are updated.
  4. AfterOld sheets outside the CRM are deleted.

Evidence kept

  • CRM record
  • Stop log

Stop should reach every list in a day.

What others in the sector usually do. Many sales teams now attach a standard data-handling note to proposals, prepared with legal and the CISO.

Where it usually goes wrong, by organisation type

Organisation typeHotspots
IT services and consultingProduction data copied to laptops or test environments; Shared client credentials in team chats; Sub-contractors working under your client access
BPO and contact centreCard numbers spoken on recorded calls; Phones and paper on the floor; Outbound calls without consent checks for Indian customers
Global capability centreIndian customer data mixed into global data sets; Global HR systems hosted abroad; Intra-group agreements that predate DPDP
SaaS and software productsSupport staff browsing customer tenants; Analytics on customer data beyond the contract; Deletion that does not reach backups
Managed services, data centres and cloudPrivileged admin access across many clients; Subscriber records kept with no access limits; Backups of client systems held for years

6 questions the Sales department asks, answered in full

Can we send offers to past customers and leads?

Short answer: Only with separate consent and an easy way to stop

Marketing needs consent that is separate and specific, unless the person clearly expects it from the relationship. Bought or scraped lead lists are risky because you cannot show consent. Every message should carry an easy way to stop.

From your seat: Sales department. Use only leads with a consent source.
Example in IT and ITeS

B2B prospect lists still need a lawful source and an easy unsubscribe.

What the law says

Section 6 sets the consent standard. Section 5 needs a notice. Section 9 bars targeted advertising at children. Section 6 · Section 5 · Rule 3 · Section 9 · Rules 10, 12

Steps
  1. Separate service messages from marketing messages.
  2. Ask marketing consent separately, with a clear action.
  3. Stop using bought lists unless the seller can show consent for you.
  4. Add an easy stop option to every message.
  5. Respect the telecom preference rules for calls and SMS.
Evidence to keep
  • Marketing consent records
  • Lead source records
  • Stop requests and their handling
Common mistakes
  • Treating account sign-up as marketing consent
  • Agency lists with no consent proof
  • A stop option that does not work

Someone withdraws consent. What has to stop, and how fast?

Short answer: Stop that use quickly, across every system and vendor

Withdrawal must be as easy as giving consent. Once someone withdraws, you and every vendor working for you must stop that use within a reasonable time. What was done before withdrawal stays lawful, and data that a law requires you to keep is kept.

From your seat: Sales department. Stop requests take effect the same day.
What the law says

Section 6(4) to 6(6) give the right to withdraw at any time, with the same ease, and require processors to stop as well. Section 8(7) then asks for erasure unless a law requires retention. Section 6 · Section 8(7) · Rule 8 · Section 8(1)–(2)

Steps
  1. Give one simple way to withdraw on every channel where consent is taken.
  2. Record the withdrawal against the person and the purpose.
  3. Push the change to every system and vendor that uses that purpose.
  4. Confirm to the person, in writing, what has stopped and what is kept by law.
  5. Check a sample every month to see that the change actually reached every list.
Evidence to keep
  • Withdrawal log with time stamps
  • Proof that downstream systems and vendors updated
  • Confirmation sent to the person
Common mistakes
  • Withdrawal by email only, while consent was one tap in an app
  • Stopping in the main system but not in vendor lists
  • Deleting records a law requires you to keep

Staff share personal data on WhatsApp and personal email. What do we do?

Short answer: Yes, this is a common breach; give staff a safer option

Sending personal data to the wrong chat or a personal account is one of the most common breaches. Banning messaging rarely works. Give staff an approved tool that is easy to use, set simple rules, and make it safe to report a wrong send at once.

From your seat: Sales department. No customer lists on personal chat.
Example in IT and ITeS

Client credentials and customer screenshots in team chats are a common issue.

What the law says

Section 8(5) asks for reasonable safeguards. A wrong send is a breach under Section 2(u), and Section 8(6) applies. Section 8(5) · Rule 6 · Section 8(6) · Rule 7

Steps
  1. Ask teams how they actually share files and photos today.
  2. Provide an approved tool for that job.
  3. Set three simple rules: approved tool, no personal accounts, report wrong sends.
  4. Teach the rules with real examples from your own work.
  5. Treat a quick report as good behaviour, not a disciplinary case.
Evidence to keep
  • Approved-tool policy
  • Training record
  • Incident reports of wrong sends
Common mistakes
  • A ban with no alternative
  • Punishing people who report
  • Ignoring group chats with vendors

What about call recordings and customer service screens?

Short answer: Yes, with notice, a retention period and masking

Call recordings, chat transcripts and agent screens hold a lot of personal data. Tell callers that calls are recorded and why, keep recordings for a set period, limit who can listen, and mask card numbers and passwords on screen and in recordings.

From your seat: Sales department. Follow TRAI rules for calls and SMS.
Example in IT and ITeS

BPO call recordings must pause for card details and follow client retention rules.

What the law says

Section 5 needs notice, Section 8(5) needs safeguards, and Section 8(7) needs erasure after the purpose. Section 5 · Rule 3 · Section 8(5) · Rule 6 · Section 8(7) · Rule 8

Steps
  1. Play a short recording notice at the start of calls.
  2. Set a retention period by call type.
  3. Pause recording when card or other sensitive details are given.
  4. Limit replay rights to quality and complaint teams.
  5. Lock agent screens and stop phones on the floor if data is sensitive.
Evidence to keep
  • Recording notice script
  • Retention settings
  • Replay access list
Common mistakes
  • Recordings kept indefinitely
  • Card numbers in recordings
  • Open replay access for all supervisors

Someone asks what data we hold about them. What do we send?

Short answer: Yes, a clear summary, inside the published timeline

Send a summary of the personal data you hold about them and what you do with it, and the names of the other organisations you shared it with and what was shared. Check the person's identity first, log the request and keep a copy of your reply.

From your seat: Sales department. Pass data requests to the DPO's register.
Example in IT and ITeS

Requests about client data go to the client. Requests from staff and candidates come to you.

What the law says

Section 11 gives the right to a summary and the list of organisations it was shared with. Rule 14 asks you to publish how requests are made and to answer within the period you publish. Sections 11–14 · Rule 14 · Section 8(9)–(10) · Rules 9, 14

Steps
  1. Log the request in one register the day it arrives.
  2. Verify identity using details you already hold.
  3. Search every system, including vendors' copies.
  4. Write a plain summary: what data, why it is used, who received it.
  5. Send it, and file the request, search notes and reply.
Evidence to keep
  • Request register
  • Search notes for each request
  • Copy of each reply with date
Common mistakes
  • Sending raw database dumps
  • Forgetting data held by vendors
  • No identity check before sending

The sections you will use most

Other rules that sit alongside DPDP

RuleWhat it saysWhat it means alongside DPDPSource
CERT-In Directions, 28 April 2022Report specified cyber incidents within six hours. Keep ICT logs for 180 days within India. Sync clocks to NIC or NPL time servers. Data centres, VPS, cloud and VPN providers keep specified subscriber information for five years.Breach handling must meet the six-hour CERT-In clock and the DPDP report to the Board. Subscriber records need DPDP-level protection.CERT-In
DPDP Act, Section 17(1)(d)Processing of data of people outside India, under a contract with a party outside India, is exempt from most of the Act.Tag each data set by where the people live. The exemption does not cover Indian staff or Indian customers.MeitY
IT Act, Section 43A and SPDI Rules, 2011Reasonable security practices for sensitive personal data, until Section 43A is omitted on 13 May 2027.Your current ISO 27001 practices meet these today; DPDP Rule 6 takes over from May 2027.MeitY
TRAI Telecom Commercial Communications Customer Preference Regulations, 2018Commercial calls and SMS to Indian numbers must follow registration and preference rules.Outbound campaigns for Indian clients need both DPDP consent and TRAI compliance.TRAI
Labour Codes (in force from 21 November 2025)The four labour codes replaced older labour laws, including registers and records employers must keep.Set retention for staff records against the new codes and state rules.Ministry of Labour
Client contracts and foreign laws (for example GDPR for EU clients)Clients often bind you to their own country's law through contracts and standard clauses.These are contract duties, not Indian law, but you must meet them alongside DPDP.Contract
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