Privacy Policy

Last updated: October 14, 2025

Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect personal information when you visit our website or submit your information through our forms, including our LinkedIn Lead Gen forms. By using our site or providing your information, you agree to the terms of this Privacy Policy.

Information We Collect

We collect information that you voluntarily provide to us, such as when you:

Fill out a form on our website or LinkedIn page
Request a consultation or assessment
Contact us by email or phone

The information we may collect includes:

First and last name
Job title
Company name
Email address
Phone number
Any additional details you choose to provide about your Salesforce environment or project needs

We may also collect limited technical data automatically when you visit our website, such as IP address, browser type, and pages visited. This helps us understand and improve user experience.

We use the information you provide to:

Respond to your inquiries or requests for consultation
Schedule and conduct Salesforce org health or AI readiness assessments
Provide technical support or consulting services
Improve our website, offerings, and communication
Send you relevant updates, newsletters, or marketing communications (if you’ve opted in)

We do not sell or rent your personal information to any third party.

How We Use Your Information

Sharing of Information

We may share your information only in the following cases:

With trusted service providers who help us operate our business (e.g., CRM, email, or analytics tools), under confidentiality agreements
When required by law, regulation, or legal process
To protect our rights, safety, or property, or that of our clients and partners

Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this policy or as required by applicable law. You can request deletion of your personal data at any time (see Your Rights below).

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. However, no data transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Cookies and Tracking

Our website may use cookies or similar technologies to improve site performance and understand user behavior. You can control cookies through your browser settings.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last updated” date.If you have any questions about this Privacy Policy or our data practices, please contact us.