Marketing Policy
SmartDocs Marketing Policy
SmartDocs Marketing Policy
| Stakeholder | Type of Personal Info | Source | Purpose (Legal Basis) | Business Use | Processing Location | Access | Retention Period |
|---|---|---|---|---|---|---|---|
| SmartDocs Website (Marketing) | Name, Email, Phone | Chatbot | Lead generation (Legitimate interest) | Business prospects | Third-party DB (collect.chat) | Limited to Marketing | End of customer relationship/contract/opt-out/unsubscribe |
| SmartDocs Website (Marketing) | Name, Company, Email | Resources page | Marketing (Legitimate interest) | Business prospects | Third-party DB (HubSpot) | Limited to Marketing | End of customer relationship/contract/opt-out/unsubscribe |
| SmartDocs Website (Marketing) | Name, Email | Contact us page | Marketing (Legitimate interest) | Business prospects, services requests | Internal MySQL database | Limited to Marketing | End of customer relationship/contract/opt-out/unsubscribe |
| SmartDocs Website (Marketing) | Name, Email, CV | SmartDocs Careers | Marketing (Legitimate interest) & Recruitment | Business prospects, employment | Internal MySQL database | Limited to Marketing and Recruitment | End of customer relationship/contract/opt-out/unsubscribe |
| Sales Team | Name, Title, Company Name | Social platforms | Lead generation (Legitimate interest) | Business prospects | Salesforce (cloud-based) | Sales Team (email login-based access) | End of customer relationship/contract/opt-out/unsubscribe |
| Sales Team | Name, Email, Company Name, Title, Phone | Paid database subscriptions | Lead generation (Legitimate interest) | Business prospects | Third-party DB | Sales Team (email login-based access) | End of customer relationship/contract/opt-out/unsubscribe |
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