Business (sales-related) contacts

Data Collection

 

Sollers Consulting processes personal data of its contacts via a customer relationship management system (CRM).

The process flow is as follows: a Sollers Consulting CRM user will collect your personal data, such as your company’s name, your name and surname, phone number, e-mail and whatever other business contact details you make available to us or publicly. Once our business relation with you starts evolving, we will also collect data on our interactions with you, i.e. events and tasks related to you, time of meetings etc.

 

Data usage

 

Our business contacts’ data will be visible to and used by our Sollers Consulting users, in order to increase our knowledge about a specific client, account, lead or opportunity we have interest in. It will be used for the following purposes:

• Making contact information available to Sollers users
• Tracking the type of contacts’ relationship with Sollers
• Developing and managing our services and business
• Providing information about Sollers and the services it provides
• Spotting clients and contacts with similar needs
• Providing metrics and high-level data to our companies’ leadership, such as sales-related reports
• Sollers Consulted is highly committed to protecting personal data, therefore we will not sell or otherwise make available our business contacts data to third parties without an explicit consent granted by you, given upon explicit request.

 

Data retention

 

Your personal data will be retained in our Sollers CRM for as long as it will prove necessary for the purposes listed above (i.e. for as long as we have, or need to keep a record of, a relationship with a business contact).

 

Corporate Client Contacts

 

Data Collection

 

We only collect data necessary for processing for the agreed purposes that are listed below. We ask our Clients to remember about considering the appropriateness of providing us with personal data and decide whether this is strictly needed for a specific purpose to be achieved.

Whenever our Clients decide to provide us personal data, we will ask them to inform the data subjects about the purpose and means of processing it. In case you need more information on specific topics, please refer to relevant sections of the Privacy Policy.

 

Data Usage

 

We use personal data for the following purposes:

• Providing professional services

 

In the context of providing professional services, we often have to process personal data. For a full information on the services we provide, please access the relevant section of our website

 

• Tracking the type of contacts’ relationship with Sollers
• Managing contacts’ relationship with Sollers
• Running our business, i.e. developing and managing our services and products
• Using and maintaining our IT Systems
• Providing Clients with information about Sollers and the services it provides

 

Whenever possible and permitted by law, we use Clients’ business contact details to provide information that we think will be of interest about us and our services. This includes, but is not limited to e.g. invites to our events, market insights, industry information.

 

• Spotting clients and contacts with similar needs
• Making contact information available to Sollers users
• Complying with law

 

As a professional services provider, we need to keep certain data in order to be able to prove we comply with law and regulations throughout the entire service providing process.

 

• Providing metrics and high-level data to our companies’ leadership, such as sales-related reports
• Performing risk, quality and security management analysis and activities

 

Personal data may be processed as part of the security monitoring activities performed by us; for example, scans to identify harmful emails.

 

Data retention

 

Personal data that we process will be retained for as long as it is needed for the purpose for which it was collected, in compliance with applicable law.

If specific legal or contractual requirements are absent, our retention period for records created in relation to provision of services is of 7 years.

 

Individuals whose personal data we obtain in connection with providing professional services to our Clients

 

Data Collection

 

While performing services, we only collect third parties personal data upon specific instructions of the relevant Client. If we need to process personal data in order to be able to provide our services, we:

• Ask our Clients to use appropriateness approach when deciding on whether to share personal data with us
• Perform checks to make sure we only process personal data necessary for agreed purposes
• Ask our Clients to inform the concerned data subjects about the processing and the use of their data.

 

To find out more about processing personal data of our Business Contacts and Corporate Client Contacts, please check the relevant parts of this Privacy Policy.

Due to the range of services we provide to our Clients, the processed personal data categories list includes among others:

• Contact details;
• Business activities;
• Information about management and subordinates

 

Data Usage

 

The personal data we collect in relation to provision of services to a Client is used for the following purposes:

• Providing professional services

 

In the context of providing professional services, we often have to process personal data. For a full information on the services we provide, please access the relevant section of our website.

 

• Tracking the type of contacts’ relationship with Sollers
• Managing contacts’ relationship with Sollers
• Running our business, i.e. developing and managing our services and products
• Using and maintaining our IT Systems
• Providing Clients with information about Sollers and the services it provides

 

Whenever possible and permitted by law, we use Clients’ business contact details to provide information that we think will be of interest about us and our services. This includes, but is not limited to e.g. invites to our events, market insights, industry information.

 

• Spotting clients and contacts with similar needs
• Making contact information available to Sollers users
• Complying with law

 

As a professional services provider, we need to keep certain data in order to be able to prove we comply with law and regulations throughout the entire service providing process.

 

• Providing metrics and high-level data to our companies’ leadership, such as sales-related reports
• Performing risk, quality and security management analysis and activities

 

Personal data may be processed as part of the security monitoring activities performed by us; for example, scans to identify harmful emails.

 

Data retention

 

Personal data that we process will be retained for as long as it is needed for the purpose for which it was collected, in compliance with applicable law.

If specific legal or contractual requirements are absent, our retention period for records created in relation to provision of services is of 7 years.

 

Others who get in touch with us

 

If an individual gets in touch with us, we will collect the name, contact details and communication contents. In this case, the individual is in full control of the personal data that he chooses to share with us and we will only use this data to be able to provide a response to the communication.

 

Information on the implemented tax strategy for the tax year 2022 - Download the file