Hampshire Development Portfolio

Enterprise M3 Local Enterprise Partnership (EM3), Hampshire County Council (HCC) & Surrey County Council (SCC) use a customer relationship management (CRM) platform. The CRM helps us manage our engagement activities with local authorities, government organisations and private partners.

Read this privacy policy to understand how we store and use your data in our customer relationship management platform.

The data we collect

EM3, HCC, SCC and designated user from each local authority collect: • the name of your organisation including your parent department or organisation, if applicable

• your organisation’s type, address, site, website and number of employees
• your name, role and contact details, such as email address and phone number
• your IP address (if you interact directly with our CRM)
• details of meetings, phone calls, emails, agendas, outcomes, actions, minutes and other documents
• questions, comments, queries or feedback from engagement activities

Why we collect your data 

We collect this data to help us: 

• track our engagement activity with you and your organisation
• ensure our contact details are up to date
• develop a comprehensive view of our engagement activity with you and your organisation
• avoid duplicating meetings or communication on similar topics from a number of projects and functions within our organisations
• understand and analyse the type and quality of our engagement activity with you and your organisation so we can improve it
• respond to any actions, questions, feedback or queries that you’ve raised with us

Where your data is stored

We store your data on secure servers within Europe.

From time to time, the technical support staff of our CRM platform supplier (Tractivity Ltd) may access your data. We have strict controls over how, why and when they can do this.  Any access will only be done on our instruction and under contract.    How long we keep your data  We keep your data for as long as we are engaged with you and your organisation.    We regularly review the data we hold to ensure it is accurate.

Once an engagement closes, or when we no longer need that data, we will keep your record on our CRM platform. If you would like us to completely remove you from our database, please email us and a member of the team will action your request.

How long we keep your data

We keep your data for as long as we are engaged with you and your organisation. 

We regularly review the data we hold to ensure that it’s accurate. Once an engagement closes, or when we no longer need that data, we will keep your record on our CRM platform. If you would like us to completely remove you from our database, please email us and a member of the team will action your request.

Backups of our CRM platform data are automatically deleted after one month. 

Your permission or option to opt-in and opt-out

We need to manage its engagement activities properly to provide an effective service. By engaging with us, you agree to let us use your information as set out in this privacy policy.    The data we collect will not be resold or used for commercial marketing purposes. 

Email: [email protected] to opt-out of the processing described in this privacy policy or find out more about how we use our CRM.