Adding Zero BS CRM to your Privacy Policy (GDPR Prep)

Last Updated – 21st May 2018

If you’ve not already read our GDPR post, please do check it out, it’s important that your company makes certain changes in the way it explains how contact/end-user data is used in order to stay legal. This page offers you some quick and easy ‘copy paste’ additions to add to your existing privacy policy so that you’re covered for your Zero BS CRM usage.

Adding Zero BS CRM to your Privacy Policy

If you’ve not got a privacy policy on your site, you should have, so check out ours, or read the post on GDPR so that you sort that first.

Here’re the two minimum steps you need to take to add us to your privacy policy:

  1. Add to your Privacy Policy under ‘Cookies’ section:

> We use Zero BS CRM to provide contact relationship management. This service may use cookies to track your page views, and show or hide content based on your contact record. You can view the privacy policy of this service provider at https://zerobscrm.com/privacy-policy/

2. Add to your ‘How we use your personal data’ section:

> We may process information relating to our customer relationships, including customer contact information (“customer relationship data“). The customer relationship data may include your name, your employer, your job title or role, your contact details, and information contained in communications between us and you or your employer. The source of the customer relationship data is you. The customer relationship data may be processed for the purposes of managing our relationships with customers, communicating with customers, keeping records of those communications and promoting our products and services to customers. The legal basis for this processing is consent.

This means, while we build up our relationship with you, we may record information pertaining to our relationship in the form of private notes and tags about your interests. This data can be used to give trend analysis (e.g. how many people are requesting “X” and then we may use this data to prioritise our workload).

 

* Note: this is not legal advice, and should not be taken as such.

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