PLAN


Business Development


"Turning Business Plans into Sales Revenue"

 

"Selling is a process,

if you do the right things,

the right things will happen"

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Contact us now!

Freephone: 0800 160 1604

enquiries@plangb.com


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 Welcome

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  Ray Phelan - Managing Partner

We help you grow your SALES


PLAN Business Development is a specialist consultancy that offers UK wide SALES development support.

 

We tailor our support to suit the specific needs of your business, recognising that your company, your people and your products are unique to your market.

 

We have helped many SME's and plc's with SALES support - from sales training and product launches to sales forecasting systems and interim sales management. Call us to see how we can help you...

 

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PRIVACY POLICY


PLAN Business Development is committed to ensuring that your privacy is protected and that any information we collect or store will only be used in accordance with this Privacy Policy. This Policy was last updated in June 2018.


Information We Collect

PLAN Business Development retains stores personal information when you request information on products and services, interact verbally or by email with us and to manage your account with us. We do not collect any personal data from you that we do not need. Data that we may collect includes but is not limited to:

  • First name and surname
  • Job title
  • Company name, address and postcode
  • Billing and delivery addresses
  • Contact information including email address and telephone number(s)
  • For suppliers only: Company bank details in order that we may pay you accurately

We do not collect any special categories of personal data such as details of race, ethnicity, religious belief, sexual orientation, political opinion, health, generic or biometric information.


What We Do With Your Information

We require and use the information gathered in order to manage your account and to aid in the provision of our professional services. We may also use the information:

  • To send Statements, Invoices, Credit Notes, Order Acknowledgements and Confirmations
  • To send payment reminders and other credit control messages to you
  • To deal with complaints or other general enquiries

Disclosure of Personal Information

PLAN Business Development may disclose your data to any of the Company’s employees or suppliers as is reasonable and necessary for the purposes for the provision of its business services. We may also disclose your personal information:

  • To the extent that we may be required to by law
  • In connection with any ongoing or future legal proceedings
  • In order to establish or defend the Company’s legal rights (including the disclosure of information to others for the purpose of fraud prevention and credit risk management)

Except as set out in this Policy, we will not disclose your personal data to third parties. We will not sell or rent your personal data to any third parties.


Retention of Personal Information

Any personal information gathered as set out in this Policy and processed or used for the purpose(s) as set out in this Policy will not be kept for longer than is necessary for such purpose(s). We will retain data and documents (including those in electronic format):

  • To the extent that we are required to do so by law
  • If we believe that any such documents or data may be relevant to any ongoing or prospective legal proceedings
  • In order to establish or defend the Company’s legal rights (including the disclosure of information to others for the purpose of fraud prevention and credit risk management)

Security of Personal Information

PLAN Business Development is committed to ensuring your data is secure; to prevent the loss, alteration or misuse of your information we have put appropriate physical, electronic and managerial measures in place in order to safeguard and keep secure any information we have collected. Personal information provided or collected is stored on secure (internal and external firewall and password protected) systems. We acknowledge that transmission of data over the internet may be inherently insecure and we cannot guarantee the security of any data transmitted by that means.


How We Use Cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Cookies help to analyse web traffic in order to identify which pages are being used, and to help us improve our website to help tailor it to customer needs and thus improve customer experience. This information is used for statistical analysis and then removed from the system. A cookie does not give us access to your computer or any information about you, other than the data you choose to share with us when completing an enquiry form. Information such as names and addresses gathered through the use of cookies is not kept on record; data collected from the use of cookies is aggregated and anonymised.


Accessing and Correcting Your Data

You may request details of any personal information which we hold about you. If you would like a copy of any or all information held on you by us, please either write to us at PLAN Business Development, 3 St Johns Terrace, Edinburgh EH12 6NW Or send an email to enquiries@plangb.com If you believe any information held on you is incorrect or incomplete, please write to or email us as soon as possible, giving full details of any corrections or omissions, and we will immediately update or remove such information as required.


Your Rights

You may instruct us to provide a copy of any information held about you without cost to you by completing a Subject Access Request. Please note that any such request may be subject to the supply of appropriate evidence of identity

  • We may withhold information held to the extent permitted by law
  • You may instruct us at any time not to process or use your personal information for marketing purposes
  • You have the right to object to us processing your personal information
  • You have the right to request removal and erasure of your personal information
  • You have the right to request the correction or removal of any personal information we hold that you believe is inaccurate
  • You have the right to be informed that we hold and may process personally identifiable information; this will be done with this Privacy Policy as currently available or as amended in future
  • You have the right of data portability; to request such personal data in machine readable format

Third Parties

Please note that PLAN Business Development has no control or influence over, and is not responsible for, any privacy policies or practices of any third parties.






 


             Sample Customers