Last Updated: September 7, 2025

Welcome to Reevo CRM's Privacy Policy. Reevo CRM ("we," "us," "our") is a Salesforce Summit Partner specializing in CRM implementation and optimization services based in Austin, Texas. We understand the importance of protecting your information, particularly given the strategic nature of our Salesforce partnerships and client relationships.‍

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1. Information we collect

As a Salesforce implementation partner, we collect information necessary for our CRM services:

• Client CRM data and system configurations
• Contact details of key stakeholders and system users
• Salesforce org data and business processes
• User adoption metrics and system performance data
• Integration requirements and technical specifications
• Training materials and user feedback
• Information provided during implementation and optimization engagements

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2. How we use your information‍

We use collected information to:

• Deliver Salesforce implementation and optimization services
• Conduct CRM analysis and system configuration
• Provide user training and adoption support
• Monitor system performance and user engagement
• Share relevant Salesforce best practices and insights
• Fulfill our Summit Partner obligations
• Improve our CRM implementation services
• Ensure seamless Agentforce deployment and management

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3. Information sharing‍

As a professional Salesforce partner, we maintain strict confidentiality. We share information only:

• Within certified implementation teams on a need-to-know basis
• With Salesforce support when required for technical resolution (with client consent)
• With certified third-party AppExchange partners when needed for integrations
• To comply with legal obligations
• With service providers who maintain our business operations

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4. Data security‍

We implement enterprise-grade security measures to protect sensitive CRM information. This includes:

• Salesforce-compliant data storage systems
• Encrypted communications and data transfer
• Multi-factor authentication and access controls
• Regular security assessments and audits
• Confidentiality agreements with all certified personnel

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5. Professional confidentiality‍

Our Salesforce partnerships are governed by strict professional confidentiality standards. We maintain the confidentiality of all client CRM information in accordance with our implementation agreements, Salesforce Partner Program requirements, and professional ethics.‍
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6. Your rights‍

As our client, you have the right to:

• Access your organization's CRM information
• Request corrections to your data
• Control information sharing and system access
• Receive copies of configuration documentation
• Terminate data processing and system access

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7. Cookie policy‍

Our website uses cookies for:

• Analytics and website optimization
• User experience improvement
• Session management for client portals
• Salesforce-related content delivery and personalization

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8. Changes to this policy‍

We will notify our clients of material changes to this policy through direct communication, website updates, and client portal notifications.‍

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9. Contact us‍

For questions about our privacy practices, please contact us at: Reevo CRM 5900 Balcones Drive # 23329 Austin, TX 78731 Email: info@reevocrm.com‍

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10. Regulatory compliance‍

We comply with applicable regulations governing Salesforce implementation services, data protection, and CRM systems in the jurisdictions where we operate, including GDPR, CCPA, and Salesforce compliance standards.‍

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11. International clients‍

For international clients, we ensure appropriate data transfer mechanisms are in place through Salesforce's global infrastructure and comply with relevant cross-border data protection requirements and Salesforce's international compliance standards.‍

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12. Salesforce-specific privacy‍

As a Salesforce Summit Partner, we adhere to Salesforce's privacy and security standards, including:

• Salesforce Trust and Compliance documentation
• Data residency requirements within Salesforce infrastructure
• Summit Partner Program privacy obligations
• Agentforce AI data handling protocols

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