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Ensure GDPR and PECR compliance from within Salesforce

Is your sales team in danger of making illegal calls?

You are required to screen phone numbers against the TPS and CTPS databases to ensure you are not calling registered UK numbers, which can lead to heavy fines.

The Telephone Preference Service (TPS) is a central opt out database where individuals can register their wish not to receive unsolicited sales and marketing calls. The Corporate Telephone Preference Service (CTPS) is the equivalent register for business and organisation telephone numbers. It is a legal requirement that companies do not make unsolicited calls to numbers registered on the TPS or CTPS databases, and fines of up to £500,000 can be levied depending on the magnitude of the breach.

We offer a solution for Salesforce CRM called PhoneTools, which includes an automated phone number screening service which can be implemented directly into your Salesforce org. Our automated screening ensures GDPR compliance with ease, screening your numbers regularly and providing relevant number statuses to your Org and users. You can choose to screen the TPS list, CTPS list, or both, depending on your requirements. User can also screen numbers manually, directly on the record, for a quick status check of a new number.

Click the image below to see a video for more information.

Like the sound of PhoneTools?

Great! PhoneTools is our 5* app for Salesforce that lets you screen phone numbers against UK TPS and CTPS to keep you PECR compliant. All within Salesforce with no coding required!

Try out PhoneTools for free on the AppExchange.

Alternatively, get in touch if you have any questions or want to discuss PhoneTools further.

How PhoneTools helps Ebury with UK TPS & CTPS compliance

“PhoneTools mitigates the risk of being fined by the ICO (Information Commissioner’s Office), it is really well embedded in our Salesforce Organisation and it’s one of the best installs you can find on the AppExchange, it is simple and does what it needs to do.”

Stuart Reeves, VP Sales Technology, Ebury

The Use Case

Ebury is a financial technology company, specialising in cross-border payments, FX risk management and short-term lending. Ebury’s unique product offering helps businesses to accelerate their international growth by unlocking capital and protecting their margins. Using innovative products and technology, they are able to bring the kind of service and pricing normally reserved by banks for their largest clients to SMEs. Currently, Ebury works with over 40,000 businesses and organisations around the globe, and has traded over $19bn in foreign exchange in the past 12 months.

When making outbound calls to UK numbers, you must screen the numbers against TPS and CTPS (Telephone Preference Service) databases. Failing to do so can not only risk company reputation but also lead to a fine of up to £500,000 by the ICO. More information on this can be found here.

Ebury makes millions of outbound phone calls each year and needed a screening solution for their Salesforce environment. Manual screening was time-consuming and prone to human error, so an automated method that wouldn’t require ongoing administration was preferred. They were looking for an easy-to-use, visual solution requiring minimal user training.

PhoneTools from ProvenWorks – The Solution

Ebury discovered PhoneTools on the Salesforce AppExchange and were pleased to see it integrated directly within Salesforce, aligning perfectly with their ongoing goal of systems consolidation. It’s a simple solution that can be placed on any object to flag the record and inform users if phone numbers exist on either the TPS or CTPS databases.

Installation was ‘self-explanatory and easy’, and users only require a single sentence of training to understand the meaning of the PhoneTools traffic-light notifications – vital for rapid onboarding of new staff. Since they make the most of the automated functionality, users already have numbers screened before they go to call them.

Cost/Benefit Analysis

To avoid being fined by the ICO, you need to be compliant with the PECR and screen numbers against the TPS and CTPS databases for anyone you are making outbound calls to. The ICO has the power under PECR to impose a financial penalty on a data controller of up to £500,000. Given that the minimum purchase for PhoneTools is just £100/month this was a ‘no brainer’ for Ebury and why they have remained a valued customer since 2015.

Why Ebury Would Recommend ProvenWorks

PhoneTools is lean and simple, easy to install and maintain, and we always have a positive experience when contacting support. Support queries have been quickly resolved and you always get put through to a real person who understands the product. It’s always a matter of how can we make this work, as opposed to sorry we can’t help here. It is simple and does what it needs to do.

Want to find out more? Get your free trial on the AppExchange today.

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