CRM. The Marketing 360® CRM is a customer relationship management system within the Marketing 360® platform that is designed for small and medium-sized businesses. The CRM is included in both DIY and DIFM plans with the Marketing 360® Base Platform Fee payment. You may use the Marketing 360® CRM to manage up to 25,000 leads, contacts, or customers, additional contacts require additional resources and fees. You may add as many team members as you need, create up to 20 custom fields at no additional charge, assign tasks, track deals and sales pipelines, assign contacts to specific team members, and use your CRM on your phone or desktop computer from anywhere with internet access. Once you sign up for the Marketing 360® CRM, a CRM specialist will contact you to walk you through the product and answer any initial questions you may have. Going forward, either your Marketing Success Manager or a CRM specialist can assist you with any questions via email or via phone during our normal business hours. Access to the Marketing 360® CRM is included through the DIY Plan of the Marketing 360® Base Plan. Your access to the Marketing 360® CRM may be suspended or terminated if you dispute any payment or fail to make a required payment. We are under no obligation to store and maintain your CRM records if your Marketing 360® CRM account has been terminated. If you have signed up for the free Marketing 360® CRM trial, you will have full complimentary access to the CRM for the free trial period. After the free trial period, you will need to pay either the DIY Fee or the Marketing 360® Base Fee monthly to have access to the CRM. All fees paid for the Marketing 360® CRM are non-refundable. You may log into the system and export a .csv file of your CRM data at any time, as long as your CRM access is not currently suspended or terminated. Please contact your CRM specialist for more information about exporting CRM data. You are fully responsible for the information that you upload to the CRM. The CRM is not intended to store sensitive, protected, proprietary, health, or financial data, and you agree not to use the CRM to store this information. You acknowledge that the Marketing 360 CRM is not PCI compliant, and you agree not to store financial data, social security numbers or payment processing data within the CRM. You acknowledge that the Marketing 360® CRM is not HIPAA compliant, and is not designed to be used by any health services provider. You agree not to store any HIPAA protected PHI within the CRM. For clarification, your Indemnification obligation outlined in Section 13 applies to any unauthorized use of the CRM. To the extent that we process CRM data that is subject to the European Union
Appears in 1 contract
Sources: Terms of Service
CRM. The Marketing 360® CRM is a customer relationship management system within the Marketing 360® platform that is designed for small and medium-sized businesses. The CRM is included in both DIY and DIFM plans with the Marketing 360® Base Platform Fee payment. You may use the Marketing 360® CRM to manage up to 25,000 leads, contacts, or customers, additional contacts require additional resources and fees. You may add as many team members as you need, create up to 20 custom fields at no additional charge, assign tasks, track deals and sales pipelines, assign contacts to specific team members, and use your CRM on your phone or desktop computer from anywhere with internet access. Once you sign up for the Marketing 360® CRM, a CRM specialist will contact you to walk you through the product and answer any initial questions you may have. Going forward, either your Marketing Success Manager or a CRM specialist can assist you with any questions via email or via phone during our normal business hours. Access to the Marketing 360® CRM is included through the DIY Plan of the Marketing 360® Base Plan. Your access to the Marketing 360® CRM may be suspended or terminated if you dispute any payment or fail to make a required payment. We are under no obligation to store and maintain your CRM records if your Marketing 360® CRM account has been terminated. If you have signed up for the free Marketing 360® CRM trial, you will have full complimentary access to the CRM for the free trial period. After the free trial period, you will need to pay either the DIY Fee or the Marketing 360® Base Fee monthly to have access to the CRM. All fees paid for the Marketing 360® CRM are non-refundable. You may log into the system and export a .csv file of your CRM data at any time, as long as your CRM access is not currently suspended or terminated. Please contact your CRM specialist for more information about exporting CRM data. You are fully responsible for the information that you upload to the CRM. The CRM is not intended to store sensitive, protected, proprietary, health, or financial data, and you agree not to use the CRM to store this information. You acknowledge that the Marketing 360 CRM is not PCI compliant, and you agree not to store financial data, social security numbers or payment processing data within the CRM. You acknowledge that the Marketing 360® CRM is not HIPAA compliant, and is not designed to be used by any health services provider. You agree not to store any HIPAA protected PHI within the CRM. For clarification, your Indemnification obligation outlined in Section 13 applies to any unauthorized use of the CRM. To the extent that we process CRM data that is subject to the European UnionUnion General Data Protection Regulation (“GDPR”) on your behalf, the terms of the Marketing 360® Data Processing Agreement (the “Marketing 360® DPA”) shall apply, see Section 15.▇.
Appears in 1 contract
Sources: Terms of Service