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Privacy Policy

PRIVACY STATEMENT

Cayo Business Development Ltd, trading as Sandler Training in Surrey, whose registered office is at 44A Chestnut Grove, London SW12 8JJ (ICO Security number CSN4349213) and Sandler Systems, Inc. whose office is at 300 Red Brook Boulevard, Suite 400, Owings Mills, Maryland, 21117, USA, are the data controllers for personal data about clients, prospective clients, job applicants and our current and former employees, event attendees and newsletter subscribers.

We do not trade personal data for commercial purposes and will only disclose it with your consent, if required by law, or if necessary to arrange your event/training attendance.
To contact us with a data protection query regarding the processing of your personal data, please use the contact us or email alex.rodrigues@sandler.com

Details of our processing
We believe that all these purposes are justified on the basis of our legitimate interests in running and promoting the business, our contractual requirements to deliver the agreed services to you, and our legal obligations. The exception is for sending email marketing and telesales which we carry out on the basis of consent. If you would like to know more, please read below:

 

CLIENTS

As a client, we will hold the following information about you:-

  • Name and contact information.
  • Demographic information such as postcode.
  • Information and documents relating to the service we are providing, including communications with you, and contracts.
  • Billing and payment information.
  • DISC and Devine psychometric profiles where appropriate.

We use your Personal Data to meet our contractual requirements to provide a training service to you. We also use your Personal Data as required by law, such as for tax purposes. We also use your information to invoice you, and to keep track of payments that you make.

We currently use third-party online tools:

  • Xero to manage your billing and payment details. Xero uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information please view Xero’s privacy policy https://www.xero.com/uk/about/legal/privacy/
  • Extended Disc to understand preferred communication style. Extended Disc uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information please view Extended Disc's privacy policy https://www.extendeddisc.org/privacy-policy/
  • Outmatch to produce strength and weakness reports. Outmatch uses servers that are based in the US, therefore personal information is transferred outside of the EEA. For more information please view Outmatch's privacy policy https://outmatch.com/privacy/


We will retain information about you for the duration of our relationship with you, then 2 years. We will retain financial records for 6 years, following the end of the current financial year.

 

PROSPECTIVE CLIENTS

When you use our website we collect the personal information you give us such as your name, address and email address.

We also automatically receive your computer’s internet protocol (IP) address in order to provide us with information that helps us learn about your browser and operating system.

If you make an enquiry to us via email, phone or the contact us page on our website, we will use this information to follow-up on this enquiry to see if we can help you. At the end of the enquiry process we will either transfer your data to your own client file, add you to our marketing process (with your consent) or delete your information.

We currently use third party online tools:-
HubSpot to maintain contact details, project details and proposal details. HubSpot uses servers that are based in the US, therefore personal information is transferred outside of the EEA. For more information please view HubSpot’s privacy policy https://legal.hubspot.com/privacy-policy

We also drive our own lead generation activities in order to achieve our business growth objectives. We may process your personal business data that we have sourced through publicly available data (e.g. your company website, your LinkedIn profile) and use these to make an initial approach, either via email or telephone. You will always be given the opportunity to opt-out of further contact.

We use three systems to support our lead generation activities.

  • MailChimp to manage email lead generation activities. MailChimp uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information about how they handle personal data please view their privacy policy: https://mailchimp.com/legal/privacy/
  • HubSpot to maintain contact details, project details and proposal details. HubSpot uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information about how they handle personal data please view their privacy policy: https://legal.hubspot.com/privacy-policy
  • ZoomInfo provides data about companies and their principals for our direct marketing activities. ZoomInfo uses servers that are based outside the US therefore personal information is transferred outside of the EEA. For more information about how they handle personal data please view their privacy policy: https://www.zoominfo.com/about-zoominfo/privacy-policy

We will retain information about you for the duration of the enquiry, then one year.

 

EVENT ATTENDEES

When you book onto a Sandler workshop, talk or event, we ask you to provide us with your name, email address, contact telephone number and payment details. We process your details purely for the purpose of administering the workshop.
We will retain information about your booking for 12 months, at which point we will delete your details.

 

VISITORS TO OUR WEBSITE

When you visit our website, we use a third-party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to various parts of the website. The information is only processed in a way which does not identify anyone.
To opt-out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.

 

This Privacy Policy was last updated on 01/10/2021.