Effective date: 11/25/2019

insightsoftware takes your privacy seriously. This privacy policy explains how we collect, use, and share personal information in the course of our business activities, both online (including on this website) and offline.

For the purposes of this privacy policy, “insightsoftware” means Global Software, LLC and each of its subsidiaries and affiliates. The insightsoftware entity legally responsible for your personal information will be the entity that uses your personal information from time to time, for example the insightsoftware entity which you do business with or which communicates with you. You can find out more about insightsoftware at insightsoftware.com/about/ or by contacting us using the information in the Contact Us section.

Important Note: insightsoftware produces on-premise downloadable software as well as hosted “software-as-a-service” solutions for its business customers. Where an insightsoftware customer uploads personal information to one of our hosted software services, or otherwise makes personal information available to be processed by us as part of a service we provide, that insightsoftware customer will remain the responsible data controller. insightsoftware will act as a mere data processor, and will only be permitted to process your personal information on the instructions of our customer. Please note that if you are a data subject whose personal information is processed by an insightsoftware customer, you should direct any inquiries in relation to that processing to the relevant insightsoftware customer.

  1. What Personal Information Does insightsoftware Collect and From Where?
    We collect and process some or all of the below types of information from you in the course of your use of our websites, receipt of our services, or other interaction with you.
  1. Website Visitors
    We automatically collect certain types of information when you browse our websites. Automated technologies may include the use of web server logs to collect IP addresses, “cookies”, and web beacons. We may track information provided to us by your browser, including any referring URL, your IP address, the type of browser you use, and the time and date of access. For more information about these automated technologies, see our Cookies Notice below.
  2. Website Visitors Completing Forms Requesting Information
    When you submit your information (such as: your name, job title, company name, telephone number, email address, and location) to insightsoftware to request a demo of our products, it is stored in our secure CRM database. This information is used by our sales, marketing, and support teams to provide you with, and promote and market, our content and services, both through our websites and via email. You may opt out of receiving marketing communications from us at any time by emailing us at [email protected]. Once you opt out, you will no longer receive marketing communications from us.
  3. insightsoftware User Community
    Certain licensed users of insightsoftware products, resellers, and business partners may access secure areas of our websites such as the insightsoftware Customer Community (“Authorized Users”). We collect personal information when you register an account to become an insightsoftware Community Portal member (such as: your name, email, location, and user name). This information will be correlated with the other information contained in our marketing and sales CRM database, such as your title, telephone numbers, your organization name, location, and software product(s) licensed. Information collected will be used to customize the user experience and provide information specific to your region and insightsoftware product.We display personal testimonials of satisfied customers on our websites. Where you have provided us with a testimonial, and with your consent, we may post your testimonial along with your name, title, and company name.
  4. Marketing Recipients
    As well as website visitors who complete forms requesting information, we may also collect your business contact information (such as: name, title, email address, telephone number, company name, location) for marketing purposes if you are an existing customer or if you are considered a prospective customer who may have an interest in our products and services. If you are considered a prospective customer, we may collect your business contact information from publicly accessible sites, and from vendors that specialize in the provision of B2B marketing information. In relation to marketing which we undertake by telephone, please also see our Call Recordings Policy.
  5. Customer and Supplier Contacts
    If the business you own or work for does business with insightsoftware, as either a customer or supplier, we may collect your business contact information, as well as any other relevant information (such as: bank account details required for invoicing), which we need in order to deliver services to, or receive services from, your business, or to otherwise manage our professional relationship with you and your business.
  • How and Why Does insightsoftware Use My Information?
    Your personal information will be used for the purposes listed in the table below. Where our use of your personal information is subject to the General Data Protection Regulation (“GDPR”), or other data protection laws imposing comparable obligations, we will only collect, use, and share your personal information where we are satisfied that we have an appropriate legal basis to do so. We have also described these legal bases in the table. The legal basis we rely upon may impact which rights you have in relation to your personal information (see section 6 below for more details):


Purpose Legal Basis
Providing access to Community or Support portals Legitimate interest in making these portals available to customers
Receiving and responding to your enquiries and complaints (please also refer to our Call Recordings Policy) Legitimate interest in providing customer service solutions
Making the website function securely using necessary cookies Legitimate interest in presenting a functioning and secure website
Personalizing your experience on our website, collecting information about your use of our websites for statistical and product improvement purposes, and sending serving targeted advertising to you, in each case using cookies and similar technologies (see “Cookies” below for more information) Your consent
Personalizing your experience on our website, collecting information about your use of our websites for statistical and product improvement purposes without the use of cookies or similar technologies Legitimate interest in improving the appearance and usability of our websites
Maintaining databases of business contacts and contacting these for professional, non-marketing related reasons Legitimate interest in being able to contact customers, suppliers and other third parties for business reasons, including to provide contractually required services to business customers
Invoicing for our services and making payments to suppliers Legitimate interest in conducting necessary / contractually required finance transactions
To ensure compliance with our licensing terms Legitimate interest in enforcing our terms on authorized users
Displaying personal user testimonials Your consent
Send marketing information to existing and prospective customers (for telephone marketing, please also refer to our Call Recordings Policy) Legitimate interest in promoting our products and services; orConsent (where expressly provided by you, including in cases where required by law)
Assess job applications Legitimate interest in selecting appropriate, qualified candidates
Providing information to regulators, law enforcement agencies, other government bodies and the courts Compliance with a legal obligation; orLegitimate interest in cooperating with lawful requests for information and assisting with regulatory investigations and the conduct of the courts
Making information available as part of due diligence, and then transferring your personal information as part of any merger, acquisition, or sale of all or a portion of our stock/shares or assets Legitimate interest in transferring all or part of the business to a purchaser

Where we rely upon a “legitimate interest” as our legal basis, we will ensure that our interest is not outweighed by any impact on your rights and freedoms, and only use your information in a way which is proportionate and respects your privacy.

Where our use of your personal information is based on your consent, you may withdraw that consent at any time via methods outlined in the Contact Us section.

  • Third Party Sites and Services
    1. You can engage with us through widgets and plug-ins on our website that integrate with social media sites and third-party links within our websites. When you engage with us through these features, you may allow us to have access to certain information from your social media account (such as: name, email address, photo, gender, birthday, city, the posts or the ‘likes’ you make). These features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Social media features and widgets are either hosted by a third party or hosted directly on our sites. Your interactions with these features and third-party sites are also governed by the privacy policy of the company providing it. We encourage you to carefully read the privacy policy of any website you visit.
    2. Our websites may contain links to other sites which are outside our control and are not covered by this policy. You should review the privacy policy of each website you visit.
  • Storing your Personal information
    1. Security
      The security of your personal information is important to us. We take appropriate measures to ensure that any personal information is kept secure, including security measures to prevent personal information from being accidentally lost, or used and accessed in an unauthorized way. We use encrypted technology, such as SSL, to protect the personal information submitted to us, both during transmission and once we receive it. All insightsoftware Customer Community Authorized User information is stored in a secure cloud location managed by Salesforce.com and secured in accordance with industry standards and technology.Our employees are required to keep customer, business partner, and other related personal information confidential, as a condition of their employment with the company. Only authorized employees are permitted to access this type of information.
      Where you have created a password which enables you to access certain parts of our websites, you are responsible for keeping this password confidential. You should always use complex, secure passwords. If you believe your credentials have been compromised, you must contact us immediately, and we will arrange for a temporary password and a password reset.However, no method of transmission over the Internet or method of electronic storage is 100% secure and insightsoftware cannot guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our or our third-party vendors’ safeguards.
    2. Keeping your personal information up-to-date
      If you are an Authorized User using the insightsoftware Customer Community and need to make changes to the personal information in your profile, you can submit a Support ticket within the portal or contact the proper support team through the contact information found at: insightsoftware.com/support/product-support/.Any person whose personal information we hold can also Contact Us.Where you contact us to update your personal information, we will endeavor to do so within a reasonable amount of time in order to ensure that the personal information we hold about you is as accurate and up-to-date as possible.
    3. How long we keep your personal information
      If you are a customer or business partner, we will retain your information for as long as your account is active or as needed to provide you services. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.If you are a visitor, we will retain your information in accordance with our data retention policy. Visitors may request the removal of their information from our databases at any time via methods outlined in the Contact Us section.
    4. Where we store your personal information
      We store your personal information on our own servers in the European Economic Area (“EEA”) (including, for the purposes of this policy, the United Kingdom) and the USA and on the servers of our data processors, such as Salesforce.com, which may be outside of the EEA.Not all countries outside of the EEA have equivalent data protection laws to the EEA, so we have taken steps to ensure that each of our group companies and suppliers who may transfer your personal information outside the EEA has put in place appropriate measures to protect your data, either by being certified under the US-EU Privacy Shield scheme, or by entering into a standard contractual clauses approved by the EU Commission or a relevant supervisory authority. In non-routine circumstances, we may rely on a exception available under data protection laws to transfer your personal information outside of the EEA without such measures in place.If you are a EU resident, you have a right to see a copy of any agreement under which your personal information is transferred outside of the EEA, although this may be redacted for reasons of commercial sensitivity. If you would like further information please Contact Us.
  • Disclosure of your personal information to third parties
    We share your information in the manner and for the purposes described below:


  1. to any member of our corporate group, which means our subsidiaries and affiliates, for the purposes described in this policy;
  2. with third-party service providers who have agreed to confidentiality restrictions and use any personal information we share with them or which they collect on our behalf solely for the purpose of providing the contracted service to us;
  3. with our regulators, including supervisory authorities for data protection, and with courts and law enforcement to comply with all applicable laws, regulations and rules, and requests of law enforcement, regulatory and other governmental agencies;
  4. we may share in an aggregate, statistical form certain non-personal information regarding the visitors to our website, traffic patterns, and website usage with our advertisers; and
  5. if, in the future, we sell or transfer some or all of our business or assets to a third party or invite investment in our company, we may disclose information to a potential or actual third-party purchaser of our business or assets.
  • Your Rights
    Depending on which data protection laws (if any) apply to our use of your personal information, and subject to certain exemptions which may exist under those laws, and in some cases dependent upon our lawful basis (see section 2), you have certain rights in relation to your personal information, including:


  1. to access personal information, together with an explanation about how and why we use your personal information;
  2. to rectify / erase personal information;
  3. to restrict the processing of your personal information;
  4. to object to the processing of personal information (where the lawful basis is “legitimate interests”);
  5. to object to how we use your personal information for direct marketing purposes;
  6. to obtain a portable copy of your personal information or have it transmitted to another organization (where the lawful basis is “consent” or “performance of a contract”);
  7. to obtain a copy of personal information safeguards used for transfers outside your jurisdiction; and
  8. to lodge a complaint with your local supervisory authority (a full list of EU supervisory authorities can be found on the website of the European Data Protection Board).

If you would like to exercise any of those rights, please:

  1. Contact Us;
  2. let us have enough information to identify you (such as: account number, user name, registration details); and
  3. let us know the information to which your request relates.

In order to protect the confidentiality of your personal information, if we do not have enough information to verify your identity we may ask for proof of your identity. We will use this solely for the purpose of verifying your identity.

If your request is judged by us to be manifestly unfounded or excessive then we may choose to refuse to respond to it, or to charge you a reasonable amount for our time incurred in doing so.

  • Cookies Notice
    Cookies and related technologies such as beacons, tags and scripts are used by us and our marketing partners, affiliates, or analytics or service providers. We use these technologies to make our websites function securely (strictly necessary cookies); to gather information about your preferences and personalize your browsing experience; to collect general / statistical information about your use of the website in order to improve the website for all users; and to deliver targeted advertising to you (optional cookies).


  1. The following describes how we use different categories of cookies:
    Strictly Necessary: These cookies are essential to provide access to secure areas of our website. Without these cookies, services such as our insightsoftware Cloud services and our Support and Community Portals cannot be provided. Some of these cookies are used to access information already contained in our Salesforce.com database and these cookies are strictly necessary to enable that process.Performance Cookies: These cookies collect information about how visitors use our website, for instance which pages visitors go to most often, and if they get error messages from web pages.Functionality Cookies: These cookies store information about your interactions with our website (such as your language preference or the date of your last visit) to provide a better browsing experience.Targeting or Advertising Cookies: These cookies are used to deliver marketing that is more relevant to you and your interests. They may be used to limit the number of times you see a promotional message as well as help measure the effectiveness of the marketing campaign. For the Community and Support Portals, they may use the Authorized User’s locale and licensing information in order to provide locally relevant news and marketing advertisements tailored to the Authorized User.insightsoftware utilizes Pardot from Salesforce.com, a third-party company, for marketing automation. Pardot sets cookies that track a user’s interaction with our site. Pardot also tracks browser-provided information such as inferred region, IP address, and return visits. Users remain anonymous unless the user has provided personal information through the submission of a form or clicks through to our site from a link in a Pardot email. For more information on Pardot cookies and what they are used for, see Pardot’s Privacy policy.
  2. Other Sites And Cookies
    Our site may contain links to other websites or “share”, “like” or other similar buttons. These other websites, services and applications may set their own cookies on your computer, collect data or solicit personal information. You should refer to any privacy policies found on such websites, services and applications to understand how your information may be collected and used.
  3. How To Control Cookies
    When you first navigate to our websites, you are asked to provide your consent to cookies. You can choose to provide or withhold your consent in relation to a number of purposes for which corresponding cookies are deployed.As well as using the pop-up consent mechanism, you can control acceptance of cookies by modifying your Internet browser preferences. Please note that, if you choose to block all cookies (including strictly necessary cookies) you may not be able to access all or part of our site and may be unable to use those services or engage in activities that require the placement of cookies. Additionally, you can also specifically opt-out of interest based ads by visiting the Consumer Choice Page and the Consumer Opt-Out Page (or if located in the European Union, click Your Online Choices). Please note this does not opt you out of being served ads. You will continue to receive generic ads.
  • How Will I Know If the Privacy Policy Has Changed?
    We will post changes to our privacy policy to this page. If we want to make material changes to the way in which we use personal information we have already collected from you which aren’t reflected in this privacy policy, we will let you know.

Call Recordings Policy

For training purposes, to enable us to provide excellent customer service, we may record outgoing, incoming, and scheduled calls with customers and prospective customers. Such recordings are subject to our Privacy Policy and never shared with third-parties, except for such third-party service providers that support the call recording and storage, or where we receive a request from law enforcement, a court, or a regulator. Insightsoftware routinely deletes call recordings after 60 days, and only retains recordings for longer if required for legal purposes. You may request for call recording to be turned off, ask for a copy of such recording, or request that such recordings are deleted by emailing us at [email protected].

Contact Us

Questions regarding these legal notices, privacy policy, or requests to exercise applicable rights should be sent via the Privacy Policy Inquiry form or by post to our offices at:

Global Software, LLC d/b/a insightsoftware
8529 Six Forks Road, Suite 400
Raleigh, NC 27615

[email protected]
[email protected]