Under this Policy, and unless the circumstances otherwise require, we will be what’s known under the General Data Protection Regulation (EU) 2016/679 (the “GDPR”) as the “controller” of the personal data you provide to us. An example of such other circumstances would be where you enter into a contract with us to subscribe to the Services, in which case we would normally be the processor and you would be the controller within the meaning of the GDPR and this would be set out in more detail in the Terms of Service or other relevant contracts between us.
The Information We Collect
We will collect and process the following data about you for the following purposes:
Information you give us
Your Data. This is information about you that you give us by filling in forms on the Site or by corresponding with us by phone, e-mail, or otherwise. It includes information you provide when you use the Site, register for, subscribe to or use the Services, search for a product, place an order on the Site, participate in discussion boards or other social media functions on the Site and/or when you participate in and respond to our sign-up or other surveys or report a problem with the Site and/or the Services. The information you give us may include:
Identity Data: your full name, address, e-mail address, phone number, address, age, title, and personal description.
Financial Data: your financial and credit card information, including bank account and payment card details, billing contact email address, and VAT number.
Your End Customer Data. When using the Site and/or the Services, you may input or store the personal data of your customers, clients, suppliers, or other existing or prospective sales, sales leads, or business contacts or partners, including, for example, their names, email address, company name, job title, phone number and other contact details, appointments and other meeting arrangements (“Your End Customer Data”). We have no direct relationship with the individuals whose personal data we host as part of Your End Customer Data. You are responsible for providing notice to your customers and third persons concerning the purpose for which you collect their personal data and how this personal data is processed in or through the Services as part of Your End Customer Data. You are also responsible for the completeness and accuracy of Your End Customer Data.
The information we collect about you
Automatically Collected Information. With respect to each of your visits to the Site, we will automatically collect the following information:
Technical Data: technical information, including the Internet protocol (IP) address used to connect your computer to the Internet, your Site login information, browser type, and version, time zone setting, browser plug-in types and versions, operating system and platform, how often you use the application and other performance data which may be subject to analytics software;
Usage Data: information about your visit, including the full Uniform Resource Locators (URL), clickstream to, though, and from the Site including date and time, products you viewed or searched for, page response times, length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), methods used to browse away from the page, and any phone number used to call us; and
No special categories of personal data: We do not require or collect any personal data that is your sensitive personal data or any special category of personal data under domestic regulations or EU GDPR unless you decide to provide this information to us.
What are cookies and why we use them
The Site may use electronic “cookies” from time to time. Cookies are small text files that are stored by your browser on your computer and are normally used to gather statistical information and to analyze trends of use or access to a website. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies may be used to save your personal preferences, so you do not have to re-enter them each time you access the Site.
What we do with your information
We will only use your personal information when the law allows us to. Most commonly, we will use your personal data in the following circumstances:
Where we need to perform the contract, we are about to enter or have entered into with you.
Where it is necessary for our legitimate interest (or those of a third party) and your interests and fundamental rights do not override those interests.
Where we need to comply with a legal or regulatory obligation.
We have set out below, in a table format, a description of the ways we plan to use your personal data and the legal basis we rely only on to do so. We have also identified our legitimate interests where appropriate:
Change of Purpose
We will only use your personal data for the purposes for which we collected it unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us at firstname.lastname@example.org If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so. Please note that we may process your personal data without your knowledge or consent, in compliance with this Policy, where this is required or permitted by law.
How Long We Keep Your Information
We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. This means that the period for which we store your personal data may depend on the type of data we hold. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data, and whether we can achieve those purposes through other means, and the applicable legal requirements. For more information about our data retention policies please contact us at email@example.com.
Disclosure of Your Information
We do not sell your personal information to third parties. We may disclose information to third parties if you consent to us doing so as well as in the following circumstances:
You agree that we have the right to share your personal information with the following recipients or categories of recipients.
Any department or authorized person within our company or any member company within our group, which means any subsidiary, affiliated, or holding company.
Selected third parties including business partners, suppliers, and sub-contractors for the performance of any contract we enter with them or you in relation to the Services.
Where we have your consent to do so, email marketing service providers to send information to you from time to time by email about promotions, competitions, updates, and new products or services that may be of interest to you.
Analytics and search engine providers that assist us in the improvement and optimization of the Site.
Credit reference agencies for the purpose of assessing your credit score to the extent this is a condition of us entering a contract with you.
We will disclose your personal information to third-party recipients.
If we are under a duty to disclose or share your personal data in order to comply with any law, legal obligation, or court order, or in order to enforce rights under domestic regulations or the GDPR or to apply our Terms of Service and other agreements.
To protect our rights, property or safety, our customers, or others. This includes exchanging information with other companies and organizations for the maintenance and security of the Site and Services.
Google API Services
Additional Limits on Use of Your Google User Data
Personal Data may be transferred to our trusted partners and service providers who maintain their servers outside of the domestic U.S. States, North America, and the European Economic Area (“EEA”), where the privacy and data protection laws may not be as protective as those in your jurisdiction. This is only for the purposes of providing, and to the extent necessary to provide, the Services to you. There are special requirements set out under Chapter V of the GDPR (with which we would comply) to regulate such data transfers and ensure that adequate security measures are in place to safeguard and maintain the integrity of your personal data on transfer. For more information about this and the safeguards in place relating to the transfer, please contact us by email at firstname.lastname@example.org.
Acknowledgment and Disclaimer
We take our security responsibilities seriously, using the most appropriate physical and technical measures, and require our hosting partner to use the same standard of care. Unfortunately, the transmission of information via the internet is not completely secure. Although we will employ measures to protect your personal data, we cannot guarantee the security of your data transmitted to the Site; any transmission is at your own risk. Once we have received your information, we will use procedures and security features to try to prevent unauthorized access. These are described in more detail below.
Location of Servers and Accessibility
The Services are a SaaS-based CRM (Customer Relationship Management) system and, as such, your personal data is not stored locally but on a secure cloud-based server. No installs are required on your PC or laptop. Our web application is only accessible via HTTPS, which helps ensure your interactions with our app are secure and private.
Your personal data is stored on secure servers hosted on Amazon Web Services, a service provided by Amazon.com. These servers are located in the USA. Amazon Web Services comply with Standard Contractual Clauses as a valid mechanism for transferring data outside the European Union. You can read more about Amazon’s security policy on AWS Cloud Security.
Data is encrypted using SSL Certification when transmitted from our servers to your browser. The connection from us to the server is secured using a 256 BIT ENCRYPTION key.
Our servers in Amazon’s data center are run in an isolated private network (Amazon Virtual Private Cloud Service). Access to the production environment where your personal data is stored is limited and is held by us. Only our authorized staff have access to our servers, and this is on a ‘need to access’ basis. Access to personal data is limited to a specific IP address.
Development and Operations
New features and updates are developed and released on development servers prior to being pushed live to the main production environment. Extensive testing is undertaken by our Team to ensure all new features are working correctly and the performance of the Site and Services is maintained.
Passwords and Authentication
Connection to the Services environment is via TLS cryptographic protocols, using global step-up certificates, ensuring that our users have a secure connection from their browsers to our service. Individual user sessions are identified verified using a unique token created at login. Email address is the unique identifier in the Services.
Your Personal Data and Your Rights
Accessing your Personal Data
You may request access at any time to a copy of the personal data we hold about you. Any such request should be submitted to us in writing and sent to email@example.com. We will need to verify your identity in such circumstances and may request more information or clarifications from you if needed to help us locate and provide you with the personal data requested. There is usually no charge applied to access your personal data (or to exercise any of the other rights). However, if your request is clearly unfounded, repetitive, or excessive, we may charge a reasonable fee. Alternatively, we may refuse to comply with your request in these circumstances.
Right of Restriction
You may restrict us from processing your personal data in any of the following circumstances:
You have contested the accuracy of the personal data we hold on record in relation to you or for a period of time to enable us to verify the accuracy of the personal data.
The processing of your personal data is unlawful, and you request the restriction of the use of personal data instead of its erasure.
We no longer require your personal data for the purpose of processing, but you require this data for the establishment, exercise, or defense of legal claims.
Where you have contested the processing pending the verification of our legitimate grounds.
Corrections or Erasure (Right to Rectification and Right to Be Forgotten)
If we hold personal data concerning you which are no longer necessary for the purposes for which they were collected or if you withdraw consent for us to process your personal data, you can request the deletion of this personal data. This right, however, will not apply where we are required to process personal data in order to comply with a legal obligation or where the processing of this information is carried out for reasons of public interest in the area of public health. If the personal information we hold about you is inaccurate, you may request to have your personal information updated and corrected. To do so at any time, please contact us by email at firstname.lastname@example.org.
Your Right to Object
You have the right to object to the processing of your personal data at any time:
For direct marketing purposes.
For profiling, to the extent, it relates to direct marketing.
Where we process your personal data for the purposes of legitimate interests pursued by us, except where we can demonstrate compelling legitimate grounds for this processing which would override your interests, rights, and freedoms or in connection with the enforcement or defense of a legal claim.
To exercise your right to object at any time, please email email@example.com. Should this occur, we will no longer process your personal data for these purposes unless doing so is justified by a compelling legitimate ground as described above. For more information about our marketing practices, please see the Marketing Communications section below.
Where we process your personal data by automated means (i.e., not on paper) and this processing is based on your consent or required for the performance of a contract between us, you have the right to request from us a copy of your personal data in a structured, commonly used machine-readable format and, where technically feasible, to request that we transmit your personal data in this format to another controller.
Profiling is an automated form of processing of personal data often used to analyze or predict the personal aspects of an individual person. This could relate to a person’s performance at work, economic situation, health, personal preferences, reliability, behavior, location, or movements. An example of this would be where a bank uses an automated credit scoring system to assess and reject a loan application.
You have the right to be informed if your personal data will be subject to automated decision making, including profiling. You also have the right not to be subject to a decision based solely on the automated process, including profiling, where that decision impacts on your legal rights. There are some exceptions to this rule, where, for example, the decision is necessary for connection with the performance of a contract between us, is authorized by law, or where you have given your explicit consent to this automated processing. In this case, however, we do not engage in profiling or automated processing for profiling purposes.
The rights described in this section are personal rights and are exercisable only by the individual person (or data subject) concerned. If we receive any such request or communication directly from your customers and/or in relation to your end-customer-data, we will refer the matter to you and cooperate in providing such reasonable assistance as may be required to enable you, as a data Controller, to respond to the matter. This may be described in more detail in the Terms of Service or the other relevant contract between us.
We will not use your data to send marketing communications to you about promotions, competitions, updates, and new products or services that may be of interest to you unless we have your permission to do so.
Your Right to Object
You have the right to object to the processing of your personal data for our marketing purposes. To object or if you change your mind at any later time, you can withdraw your consent to the processing of your personal data for such marketing purposes by contacting us at firstname.lastname@example.org. You may also opt-out of receiving marketing communications at any time by selecting the unsubscribe option when you receive electronic marketing communication from us. The withdrawal of your consent will not impact upon the lawfulness of processing based on your consent prior to the withdrawal.
We use MailChimp and other email marketing service providers
We use ON24 for our INSIGHTS Webcast series.
Our ON24 Engagement Hub is hosted by ON24. Contact ON24 for their current privacy and cookie policies.
Changes to This Policy
Any changes made to this Policy from time to time will be published at the Site.
Any material or other change to the data processing operations described in this Policy which is relevant to or impacts on you or your personal data will be notified to you in advance by email. In this way, you will have an opportunity to consider the nature and impact of the change and exercise your rights under the domestic regulations or the GDPR in relation to that change (e.g., to withdraw consent or to object to the processing) as you see fit.
Questions or Complaints
Last update: 11th of September 2021