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Revenue.io Achieves HIPAA Certification

2 min readJanuary 10, 2023

Revenue.io is proud to announce that we are Health Insurance Portability and Accountability Act (HIPAA) certified. Revenue.io meets its obligations as a Business Associate to help its clients maintain compliance.

Revenue.io has demonstrated its good faith effort toward HIPAA compliance by completing Compliancy Group’s proprietary HIPAA compliance process. Through the use of Compliancy Group’s proprietary HIPAA solution, The Guard™, Revenue.io has earned our Seal of Compliance™ and can track our HIPAA compliance program.

HIPAA consists of a set of regulatory standards governing the privacy, security and integrity of sensitive healthcare data called protected health information (PHI). PHI is any individually identifiable healthcare-related information. If companies that service healthcare clients come into contact with PHI in any way, those companies must be HIPAA compliant.

Revenue.io meets all core security requirements for the HIPAA security rule. Revenue.io is a Business Associate under HIPAA due to encryption and general security standards set forth in our organization.

Other Ways We Help Customers With Compliance and Security

Revenue.io helps companies adhere to various key requirements of the Telephone Consumer Protection Act (TCPA). For example, Call and SMS Blocklists restrict calls to various phone numbers based on automatic spam detection or user-specified compliance parameters.

Do you receive requests to delete customer or buyer data to comply with the California Consumer Privacy Act (CCPA) or other regulations? Revenue.io admin controls empower administrators to easily manage and delete customer data, and our support and success teams are ready to help with any requests or questions.

Have sensitive data in your CRM and want to streamline access or workflows by role? With Revenue.io, customers can customize access to certain features following role-based permissions by user, team and company levels. Product access is configured at the account, team and user levels. CRM data is based on your existing Salesforce permission models at the org and field levels, saving you time and effort.

Want to ensure your team can use a single secure sign-on for data security and convenience? Reps log in to Revenue.io using their Salesforce credentials, meaning one less password to remember, protected SSO authentication, and a single management location for onboarding and offboarding team members.

Are your reps required to deliver specific compliance-related messages during conversations? Are there certain words or phrases that are forbidden? Revenue.io can be easily configured to remind reps of compliance requirements in critical moments during live conversations to help ensure they are never missed.

For more information about our sales engagement software security and compliance measures, go here.