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Security and Compliance at Revenue.io

How Revenue.io Helps Enforce Compliance Behavior and Data Integrity at Scale

We help customers reduce risk and liability by making it easier for reps and IT managers to comply with internal and government regulations.

Virtual Private Cloud

All Revenue.io systems run inside their own Virtual Private Cloud (VPC) with strict access controls, environment separation and extensive auditing

Custom Data Retention Policies

Revenue.io offers deep analytics and controls for sensitive data admins can manage directly.

A Secure Sales Platform

Revenue.io is SOC II compliant and is subject to rigorous, consistent security testing.

Industry Compliance across the board

The integrity of your data is our top priority at Revenue.io. That’s why we have a rigorous and comprehensive suite of tests, certifications, and procedures in place to ensure our services and your data remain secure.

HIPAA Certified

Revenue.io meets 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. As such, Revenue.io meets its obligations as a Business Associate to help its clients maintain compliance.

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TCPA Compliance

Concerned that your outbound dialing isn’t federally compliant? The Telephone Consumer Protection Act (TCPA) was passed into law in 1991 to limit telemarketing and automated telephone devices. Revenue.io helps companies adhere to various key requirements. For example, Call and SMS Blocklists restrict calls to various phone numbers based on automatic spam detection or user-specified compliance parameters.

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GDPR Compliance

Revenue.io has implemented a number of security controls to help our customers comply with General Data Protection Regulation (GDPR) regulations. These security controls include administrative safeguards, access controls, data backup and disaster recovery, data retention policies, data breaches and employee training.

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CCPA & CPRA Compliance

Do you receive requests to delete customer or buyer data? 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.

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Role-Based Access

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.

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Secure SSO Authentication

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.

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Real-Time Compliance Notifications

Are your reps required to deliver specific compliance-related messages during conversations? 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.

Download Security Datasheet

"Revenue.io does a great job of helping you localize not just for area code, but for compliance, by allowing you to record calls in some states and not others."
Dana Clark is theDirector of Sales Process and Capabilities, Nutanix
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