Privacy Policy

At Peritos, safeguarding your data is our top priority. The CRM Power BI product seamlessly integrates CRM systems with Power BI, offering powerful data-driven insights to enhance decision-making. To ensure the privacy and security of your sensitive customer and organizational data, we strictly adhere to industry-leading standards and protocols.

Data Collection and Usage
  • Types of Data Collected: CRM Power BI accesses customer data, sales metrics, and performance analytics solely to generate actionable insights.
  • Purpose: The collected data enables real-time dashboards, visualizations, and reports, empowering organizations to optimize strategies.
Security Measures
  • All data transferred between your CRM and Power BI follows end-to-end encryption to prevent unauthorized access.
  • Role-based access control (RBAC) ensures only authorized personnel can view or manipulate the insights.
User Privacy Control
  • Users retain full ownership of their CRM data throughout the analysis process.
  • Customization: Organizations can define their privacy preferences, ensuring compliance with internal policies and external regulations.
Compliance and Governance

CRM Power BI complies with global privacy standards like GDPR and CCPA to ensure the highest levels of data protection.


Protecting your customer data while unlocking its full potential is at the core of Peritos’ CRM Power BI. For further details on how we manage privacy and data security, contact our support team.

Peritos may revise its Privacy Policy from time to time to reflect regulatory changes and changes to our business. These changes will be posted here with email notifications to our users. If you disagree with our changes, you’ll retain the right to opt out or request the deactivation of your account by sending an email to info@peritossolutions.com. 

 

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