At Squantify, we are committed to protecting the privacy and security of the personal information we collect from our clients, prospective clients, website visitors, and other individuals with whom we interact. As a Salesforce Consulting Partner, we understand the critical importance of data protection, especially when handling sensitive business and customer data within Salesforce environments.

This Privacy Policy explains how we collect, use, disclose, and protect your personal information in connection with our Salesforce consulting services, website, and other business operations.

1. Information We Collect
We collect various types of information, including personal information, to provide and improve our services. This may include:

a. Information You Provide Directly to Us:
Contact Information: Name, email address, phone number, company name, job title, and postal address when you inquire about our services, register for an event, download resources, or communicate with us.

Account Information: If you become a client, we may collect billing and payment information.

Service-Related Information: Details about your business needs, existing Salesforce environment, and specific project requirements.

b. Information We Collect Automatically:
Website Usage Data: Information about your interactions with our website, such as IP address, browser type, operating system, referring URLs, pages viewed, and the dates/times of access. This is collected through cookies and similar tracking technologies (please refer to our Cookie Policy for more details).

Communication Data: Information related to your interactions with our marketing emails (e.g., opens, clicks).

c. Information We Process on Behalf of Our Clients (as a Data Processor):
When we provide Salesforce consulting, implementation, customisation, or support services, we may access or process personal data stored within your Salesforce instance. In such cases, [Your Company Name] acts as a data processor, and our clients are the data controllers. Our access to and processing of such data is strictly governed by the terms of our service agreements and any applicable Data Processing Addendums (DPAs) with our clients. We do not use this data for our own purposes or disclose it to third parties, except as instructed by our clients or required by law.

2. How We Use Your Information
We use the information we collect for the following purposes:

To Provide and Manage Services: To deliver our Salesforce consulting, implementation, customisation, training, and support services to our clients.

To Communicate with You: To respond to your inquiries, provide information about our services, send administrative notices, and deliver marketing communications (where you have opted in or where permitted by law).

To Improve Our Website and Services: To understand how our website is used, identify trends, and enhance user experience and service offerings.

For Marketing and Sales Activities: To identify and engage with potential clients, present relevant service offerings, and manage our sales pipeline.

For Internal Operations: For business planning, security, fraud prevention, and to comply with our legal and contractual obligations.

To Personalise Your Experience: To tailor our communications and website content to your interests.

3. How We Share Your Information
We may share your personal information with third parties in the following circumstances:

With Service Providers: We engage trusted third-party service providers to perform functions on our behalf, such as hosting, payment processing, analytics, marketing automation, and CRM services. These providers are obligated to protect your information and use it only for the purposes for which it was shared.

With Salesforce: As a Salesforce Consulting Partner, we may share certain client information with Salesforce for purposes related to partnership management, joint marketing efforts, or as required for service delivery (e.g., logging support cases).

For Legal Reasons: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court order or government agency).

In Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred as part of that transaction. We will notify you via email and/or a prominent notice on our website of any such change in ownership or control of your personal information.

With Your Consent: We may share your information with other third parties when we have your explicit consent to do so.

We do not sell your personal information to third parties.

4. Data Security
We implement appropriate technical and organisational measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. These measures include:

Encryption: Using encryption for data in transit and at rest where appropriate.

Access Controls: Restricting access to personal information to authorised personnel only.

Regular Security Audits: Conducting periodic reviews of our security practices.

Employee Training: Educating our employees on data protection best practices.

While we strive to protect your personal information, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.

5. Data Retention
We retain your personal information only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

For client data processed within Salesforce instances, data retention is primarily governed by our agreements with our clients (the data controllers).

6. Your Rights
Depending on your location and applicable data protection laws (e.g., GDPR, CCPA), you may have certain rights regarding your personal information, including:

Right to Access: Request a copy of the personal information we hold about you.

Right to Rectification: Request correction of inaccurate or incomplete personal information.

Right to Erasure (“Right to be Forgotten”): Request the deletion of your personal information under certain circumstances.

Right to Restrict Processing: Request that we limit the way we use your personal information.

Right to Data Portability: Request to receive your personal information in a structured, commonly used, and machine-readable format.

Right to Object: Object to the processing of your personal information for direct marketing purposes or on grounds relating to your particular situation.

Right to Withdraw Consent: Where we rely on your consent to process your personal information, you have the right to withdraw that consent at any time.

Right to Lodge a Complaint: Lodge a complaint with a supervisory authority if you believe your data protection rights have been violated.

To exercise any of these rights, please contact us using the details provided in the “Contact Us” section below. We will respond to your request in accordance with applicable law.

7. Third-Party Links
Our website may contain links to third-party websites or services that are not operated by us. This Privacy Policy does not apply to such third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will post the updated Privacy Policy on our website and indicate the “Effective Date” at the top. We encourage you to review this Privacy Policy periodically.

9. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us: info@squantify.org