Sales Outreach

Privacy Policy


What this Privacy Notice Covers. This Privacy Notice applies only to Uptake’s processing of your Personal Data (we’ll define “processing” and “Personal Data” below) in connection with Uptake’s sales and marketing outreach practices. If you have provided personal data to Uptake in another context, Uptake’s processing of that personal data is explained in another privacy notice. 

Read this Privacy Notice! We want you to feel that our processing of your Personal Data is conducted fairly and transparently, so we want you to read this Privacy Notice. We also understand that you’re busy, and these things can be dense. That’s why we’ve provided . . . .

A Quick Guide to this Privacy Notice. This Privacy Notice is your one-stop-shop for understanding what we’re doing with your Personal Data and why. Of course, you should read it top-to-bottom. In case you don’t have the time right now, here is an index to the topics covered in more depth below, so you can jump to your topic of interest and come back to the other parts as soon as you can.

  1. Who are we?
    You want to know what we mean when we say “Uptake” (or “us” or “our” or “we”).
  2. What are we processing?
    You want to know what personal data we’re processing and how.
  3. Why are we processing it?
    You want to know why we need your Personal Data.
  4. How are we processing it?
    You want to know how we process your Personal Data and what that means for you.
  5. How long will we have it?
    You want to know how long we’re going to keep your Personal Data.
  6. Who else is getting it?
    You want to know if we’re sharing your Personal Data and, if so, with whom.
  7. Where is it going?
    You want to know where your Personal Data is stored.
  8. What if something changes?
    You’re wondering how you’ll know if our processing or this Privacy Notice changes.
  9. What can you do about it?
    What can you ask us to do with respect to your Personal Data.
  10. Anything else?
    You’ve read all of the other sections still have questions.

1. Who are we?

When we say “Uptake” (or “us” or “our” or “we”), we mean Uptake Technologies, Inc. and, if we’re talking about their products, Uptake Canada Inc. or Asset Performance Technologies, Inc. (both are wholly owned subsidiaries of Uptake Technologies, Inc.). We don’t mean other companies or individuals that we don’t own or control.

You can find, and send mail to (if you’d like), our headquarters at 600 W. Chicago Ave., Suite 350, Chicago, IL 60654. If you prefer phone, you can reach us at 312-242-2200. Emails related to this Privacy Notice can be sent to [email protected].

2. What are we processing?

Personal Data We’re Processing.
We process personal data that we’d consider to be identifiers. Specifically, we process some or all of the following information (“Personal Data”): your first name, last name, email address, phone number, physical address, employer, and job title. “Personal Data” would also include other information that you provide to us and that can be used (directly or indirectly) to identify you. 

How We Get Your Personal Data.
We obtained much of your Personal Data through third-party sources (i.e., data resellers and social networks) that we engage to provide us with sales lead information, some of which may be publicly available. Examples of these providers include LinkedIn,, DiscoverOrg, and Zoominfo. As noted above, some of the Personal Data we process may come directly from you if you communicate with us.

3. Why are we processing it?

Reasons for Processing.
We use each category of your Personal Data in connection with our sales and marketing functions, including for the following specific reasons: 

  • reaching out to actively promote Uptake and its products and services;
  • analyzing certain aspects of our sales and marketing prospects, including industry, geography, and employment status;
  • analyzing the effectiveness of our marketing strategies; and
  • mapping our sales opportunities to online sources.

Lawful Basis.
Uptake does not process personal data without a lawful basis for doing so. We believe that we have a lawful basis for processing your Personal Data and that our lawful basis is the legitimate interest of Uptake in actively promoting the company and its product and services. Achieving these interests is critical to our business, and the processing under this Privacy Notice is necessary to achieve these interests. The provision of your Personal Data is neither a statutory requirement nor a contractual requirement.

4. How are we processing it?

Scope of Processing.
Throughout this Privacy Notice, you’ll see us talk about “processing” your Personal Data. This has a broad definition and refers to everything we’re doing with respect to your Personal Data under this Privacy Notice.

More specifically, though, we are collecting and storing your Personal Data and using it to communicate with you and otherwise achieve the reasons for processing we describe above. When we’re done with it (described in more detail below), we may also delete or destroy it. We are not conducting any automated decision-making, including profiling, with respect to your Personal Data. 

Consequences of Processing on You.
As a result of our processing your Personal Data, we will be able to communicate with you concerning Uptake and its products and services. Your Personal Data will be accessible to certain members of Uptake who have access through our internal systems (see Who else is getting it? below). 

Data Security.
Uptake takes data security very seriously and will always use reasonable efforts to secure your Personal Data. We have implemented appropriate technical and organizational measures to protect personal data, including encryption of personal data transmitted to and from our website and services. However, no data transmission over the Internet is completely secure, so we cannot guarantee the absolute security of this data.

5. How long will we have it?

There’s no precise time period, but we intend to store your Personal Data at least while we are working to market Uptake and its products and services to you. We will delete your Personal Data when we are no longer actively working with you to market Uptake, though we may retain it for up to 1 year following our collection as required to comply with our internal data retention policies and ensure we preserve our ability to establish, exercise, or defend legal claims.

6. Who else is getting it?

Within Uptake.
Your Personal Data will be shared among the employees and contractors that need to use it to develop or implement our marketing strategies and to communicate and work with you in marketing Uptake and its products and services. This will definitely include our Sales and Marketing teams and may include members of our product or industry-specific teams. It won’t include employees or contractors that have no involvement in sales or marketing.

Outside of Uptake.
Uptake discloses Personal Data for commercial purposes, namely to receive services from our Processors (we’ll define that shortly). However, Uptake does not, and will not sell your Personal Data (as the term “sell” is defined under the California Consumer Privacy Act). The situations in which your Personal Data may be disclosed are described below.

Your Personal Data will be stored primarily in our customer relationship management (CRM) software and other document storage tools (also known around here as “Processors”), including Salesforce, Box, and the Google Suite. As we expand or otherwise revise our sales and marketing strategies, we may engage additional, similar Processors that may require access to your Personal Data. In all cases, we only make your Personal Data available to Processors who truly need it, and their processing will generally be limited to what is necessary to provide us with their services.

Change in Control or Sale of our Business.
We may share your Personal Data if Uptake is ever purchased by a third party (regardless of how that happens or whether it’s all or only a portion of Uptake). This may include sharing prior to the consummation of that purchase. Regardless of who obtains that Personal Data, they will need to keep using it in accordance with this Privacy Notice unless they tell you otherwise. Note specifically that this does not constitute a “sale” of your Personal Data under the California Consumer Privacy Act.

Law Enforcement.
Like other global companies, Uptake is subject to various legal obligations and falls within the jurisdiction of numerous government and law enforcement officials. We will cooperate with these officials, as well as any private parties, as required to enforce and comply with the law. We may disclose your Personal Data as we, in our discretion, believe is necessary or appropriate: (a) to comply with law, regulation, or valid legal process; or (b) to protect our property, rights, and safety, and the property, rights, and safety of a third party or the public in general. If we are going to release your Personal Data on this basis, we will do our best to provide you with prior notice unless doing so is prohibited by law, regulation, or valid legal process or could otherwise be prejudicial to our ability to enforce and/or comply with the law.

7. Where is it going?

Uptake is a Chicago-based company, and our third-party providers store your Personal Data in the United States. If you choose to provide us with any Personal Data under this Privacy Notice, your provision of that data is subject to this Privacy Notice, including the location of storage as discussed in this section. If you demonstrate an interest in any products or services of Uptake Canada Inc., your Personal Data may be transferred to Canada, which has been found by the European Commission to provide an adequate level of protection of personal data. Except for transfers to Canada (if applicable), your Personal Data will not leave the United States unless you ask for it back, in which case it will be transferred back to the country in which you reside. 

Read This if You Live in Europe.
As you may be aware, the United States has not been subject to a universal adequacy decision by the European Commission. While we can’t read their minds, we believe this means that the European Commission does not consider U.S. laws to provide the same level of legal protections to individuals concerning their personal data and how it is used, in part because U.S. companies may not be subject to legal obligations as stringent as those applicable to European companies. This means that processing in the U.S. may be undertaken with fewer privacy- and security-focused protections than in Europe, which may increase the risk of data breaches, losses of data, or similar events affecting personal data privacy and security. In any event, Uptake is firmly committed to data privacy and security and has implemented a number of measures that are intended to ensure all personal data (including your Personal Data) is protected just as strongly in the U.S. as it might be in Europe. We won’t get into all of it here, but this includes entering into EU-approved model contract clauses with certain of our Processors (including those we’ve described above) and providing appropriate technical and organizational measures to secure your Personal Data (as discussed above). If you have any questions about cross-border processing, please don’t hesitate to reach out to [email protected]

8. What if something changes?

It could happen. This Privacy Notice is current as of February 2020, but we may change this Privacy Notice or the way in which we process your Personal Data (including the purpose of that processing or the methods for doing so). If we do, we will do our best to notify you of new versions.

9. What can you do about it?

Uptake is committed to the cause of giving individuals greater control over the processing of their personal data. In furtherance of this commitment, as one of our “data subjects” (a technical term), you may be entitled to certain rights:

  • Right to Request Information. You have the right to ask us questions about our processing of your Personal Data, including if you feel information is missing from this Privacy Notice.
  • Right to Access. You have the right to request access to your Personal Data.
  • Right to Rectification. You have the right to ask us to correct errors, or to complete omissions, in your Personal Data.
  • Right to Erasure.* You may have the right to ask us to delete your Personal Data. Some people call this the “right to be forgotten.”
  • Right to Object.* You may have the right to object to, and stop, our processing of your Personal Data.
  • Right to Restriction of Processing.* You may have the right to limit our processing of your Personal Data.
  • Right to Data Portability.* You may have the right to receive, or have us transmit to another person, a portable copy of your Personal Data.

The rights above with an asterisk (*) are subject to some conditions and may not be applicable under this Privacy Notice. If you want to know more about those conditions, or if you would like to exercise one or more of the rights above, shoot your request to [email protected]. You can also call us at 1-312-242-2400 but we prefer that you reach us by email. 

Uptake will never discriminate against individuals who exercise their legal rights concerning their personal data. It’s your data, and we want you to have a say in how it’s used.

If you’re not happy with what you’ve read so far, or if you believe we’ve overstepped, you can always reach out to your local data protection authority. The identity of your local data protection authority depends on where you live, so we are unable to identify it for you. If you live in Europe, you may find this link to be helpful:

10. Anything else?

If we haven’t answered your question yet, you sure do have a lot of questions. Fire those questions over to [email protected].