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SALES OPTIMISATION

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AUTOMOTIVE RETAIL

'OPEN SHOP' PROGRAMME

Working with Independant Dealer Groups, and Manufacturers to ensure upto date Covid-19 Compliance and Sales Optimisation.

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To schedule a free consultation, please contact us.

As the lockdown begins to lift, sales departments return to a new way of working. Business leaders are presented with two serious questions. We test your Covid-19 protocols on your sites to ensure your sales teams and external contractors are not putting the colleagues or customers at risk. 

1.

Are all of our employees observing the plans our business has put in place? Are our own staff and contractors safe, and do our customers feel safe when they visit one of our facilities?

2.

With reductions in showroom footfall, are our sales teams maximising every single enquiry and doing all they can to convert them into sales?

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COVID-19 'SECURE & READY'

compliance auditing for automotive retail

Utilising Calex’s revolutionary ‘Open Shop’ assessment process to provide independant assessment of dealership compliance in respect of COVID-19 Compliance and Sales Optimisation.

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MAKING AN IMPACT

INDUSTRY RECOGNITION

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal
Amanda Lee
Amanda LeeHead of Business | Inchcape Jaguar Northampton
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal
Mike Stuart
Mike StuartBRAND DIRECTOR | STRATSTONE LAND ROVER
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal
Samanta BURGESS
Samanta BURGESSHEAD OF BUSINESS | INCHCAPE LAND ROVER EXETER

SALES OPTIMISATION & COMPLIANCE

MAXIMISING THE NEW CUSTOMER JOUNRNEY

Trusted Customer Jounrey auditing linked to business and manufacturer CSI. Utilising evidential feeback tools, and immediate feedback, scoring and coaching to rectify non-compliance.

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technology driven approach

live action visitation

  • ‘Live Action’ Visit – Recorded using latest Body-Cam Equipment
  • Successfully Piloted & Launched with several Automotive Manufacturers
  • ‘Open’ & ‘Live’ Assessment Delivered by Senior & Experienced Industry Specialists
  • Immediate Feedback, Scoring & Coaching Delivered On-Site
  • Provides Direct Learning in the Moment
  • Immediate Positive Advancements in Skills, Knowledge & Behaviors that are Retained
  • Proven to Positively Impact Results with Fast Business Impact

BUSINESS CONTINUITY & SECURITY

GAIN KEY INSIGHTS, INSTIGATE BEST PRACTICE & FIX INSECURITIES

GOVERNMENT COMPLIANCE & AUDIT

Audits mapped against Government guidance and legislation, as well as manufacturer and employer guidlines.

COMPLETE PROCESS REVIEW

Step-by-step analysis of the customer journey using Calex's 'Open Shop' format. Evidential Deep-Dive Analysis.

CUSTOMER & STAFF SAFETY

Detailed analysis of Customer and Staff workplace safety. benchmarking against industry and Government standards.

SALES OPTIMISATION & CSI MAPPING

Unlock sales opportunityies and maximise customer confidence. Immediate impact & on-site coaching.

DETAILED REPORTING LINKDED TO TRAINING

Immediate feedback and coaching married to training planning and manufacturer accreditation.

MANAGING RISK & BUSINESS CONTINUITY

Analysis of business continuity threats to ensure ability to trade. Scheduling and resource management.

WHO ARE CALEX?

RICH & IMPACTFUL LEARNING EXPERIENCES

Calex is a multi-sector learning & development company that specialises in the design and delivery of innovative training programmes that deliver maximum performance impact.

We possess over 20 years of experience and work with leading employers in the UK, Europe, China & the US. In particular, we harness the latest learning technologies; Virtual Classroom, Live Broadcasting and Connected Learning Apps, combining them with traditional methods, to maximise the quality, availability and effectiveness of training. 

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GOT A QUESTION? CONTACT US ON 01235 553 296

21 The Quadrant Abingdon Oxfordshire OX14 3YS, UK

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Policies

People

PRIVACY POLICY

Updated: August 2018

At Calex UK we take the protection of your privacy and confidentiality very serious. We understand that all users of our site and those who engage with us for Services or to be part of Calex as an employee should be confident that their data will not be used for any purpose  unintended by them, and will not fall into the hands of a third party not associated directly with Calex UK company operations.

Our policy is both specific and strict taking into consideration the needs of the General Data Protection Regulations. If you think our policy falls short of your expectations, do please tell us by contacting the Data Controller using this email address datacontroller@calexuk.com.

For your protection, we do not share, or sell, or disclose to a third party, any personally identifiable information collected at this site unless it has been personally requested and agreed. If this policy should change in the future, then we shall provide notification in advance, and the opportunity for all
users to indicate whether or not they would prefer that we do not provide the information to third parties as proposed.

Here is a list of the information we collect, why it is necessary to collect it and who to contact if you have any questions regarding your data:

BASIC IDENTIFICATION AND CONTACT INFORMATION, SUCH AS YOUR NAME AND CONTACT DETAILS

This information is used:

  • to provide you with the services which you request;
  • to maintain our accounts;
  • for billing;
  • to enable us to answer your enquiries;
  • for verifying your identity for security purposes;
  • for marketing our services and products;
  • to help make our web site as useful to you as possible;

Information which does not identify any individual may be used in a general way by us or third parties, to provide class information, for example relating to demographics or usage of a particular page or service.

YOUR EMAIL ADDRESS

This information is used in a collective way not referable to any particular individual, for the purpose of quality control and improvement of our site along with the ability to contact any visitor/applicant in a more rapid and less intrusive manner. You may request to not be contacted by email at any time by sending a data request to the Data Controller using this email address datacontroller@calexuk.com.

ASSOCIATE INFORMATION

This is information given to us in the course of your business and ours as you have become part of our associate programme or a customer of our services. Such information is retained for business use only. We undertake to preserve the confidentiality of the information and of the terms of our
relationship. This information is used:

  • to maintain our accounts and associate records;
  • for billing;
  • to enable us to answer your enquiries;
  • for verifying your identity for security purposes;
  • to send you news about the services to which you have signed up;
  • to tell you about other of our services.

You may at any time request for a copy of the data held and chose for this to be removed from our systems if you no longer wish to be part of our service offer. To request your data to be removed please contact the Data Controller using this email address datacontroller@calexuk.com or call the office on 01235 553296 and ask to speak to the data controller.

BUSINESS INFORMATION
This is information given to us in the course of your business engagement and our service delivery such as in relation to your application to partner with us, employment, subcontract to deliver part of our service delivery or advertise with us. Such information is retained for business use only.

We undertake to preserve the confidentiality of the information and of the terms of our relationship. It is not used for any other purpose. We expect you and any partner to reciprocate this policy. Any data held can be requested and provided through formal Subject Access Request by contacting the Data Controller. If we need to keep your data for business purpose and audit we reserve the right to hold this data for 6 years. After this period you may request for your data to be removed.

DISCLOSURE TO GOVERNMENT AND THEIR AGENCIES

We are subject to the law like everyone else. We may be required to give information to legal authorities if they so request or if they have the proper authorization such as a search warrant or court order. We also share data with Government Departments such as the Education and Skills Funding Agency for the purpose of delivering UK  apprenticeships and may be subject to external audit for financial and quality purposes.

PERSONAL INFORMATION AND DATA REQUESTS

At any time you may review or update the personally  identifiable information that we hold about you, by contacting us at the address below or contacting the Data Controller
on datacontroller@calexuk.com. To better safeguard your information, we will also take reasonable steps to verify your identity before granting access or making corrections to your information. This confidentiality policy has been compiled so as to comply with current General Data Protection Regulation legislation, so far as we are aware.

If at any time you would like a copy of the data we hold or request for your data to be removed we will be happy to support this free of charge with 30 days.

If you have any question regarding the confidentiality policy, please contact us via Calex UK, Unit 21 The Quadrant, Barton Lane, Abingdon, OX14 3YS, Tel: 01235 553 296.

ADDRESS

21 THE QUADRANT, ABINGDON, OX14 3YS

PHONE

(+44) 1235 553 296

EMAIL

enquiries@calexuk.com

PRIVACY POLICY

Updated: June 2021

This Policy is now available to download. Please click here to view.

SUBJECT ACCESS REQUEST

Updated: August 2018

1. SCOPE

All personal data processed by Calex UK is within the scope of this procedure. This procedure excludes personal data that is asked of as a matter of routine by data subjects e.g. holiday or pay information.

Data subjects are entitled to ask:

  • Whether Calex UK is processing any personal data about that individual and, if so, to be given:
    • a description of the personal data;
    • the purposes for which it is being processed; and,
    • details of who will be allowed to see the personal data.
  • To be given a copy of the information and to be told about the sources from which Calex UK derived the information.

2. RESPONSIBILITIES

The Data Protection Officer / GDPR Owner is responsible for the application and effective working of this procedure, and for reporting on Subject Access Requests (SARs).

3. PROCEEDURE

3.1 Subject Access Requests must be made using the Subject Access Request form.

3.2 The data subject must provide evidence as to identity, in the form of a current passport, driving license, birth certificate, and the signature must be cross-checked to that on the application form.

3.3 The data subject must identify the data that is being requested and where it is being held and this information must be shown on the SAR application form. Note that the data subject is entitled to ask for all data that Calex UK holds, without specifying that data.

3.4 The date by which the identification checks and the specification of the data sought must be recorded; Calex UK has one month from this date to provide the requested information. There are no circumstances in which an  extension to that one month will be provided, and failure to provide the requested information within that one month is a breach of the GDPR.

3.5 The SAR application is immediately forwarded to the Data Protection Officer / GDPR Owner, who will ensure that the requested data is collected within the time frame. Collection will entail either:

3.5.1 Collecting the data specified by the data subject, or
3.5.2 Searching all databases and all relevant filing systems (manual files) in Calex UK, including all back up and archived files, whether computerised or manual, and including all
e-mail folders and archives Document reference: CX2001 – AUG 2018

3.6 The Data Protection Officer / GDPR Owner maintain a record of requests for data and of its receipt, including dates. Note that data may not be altered or destroyed in order to avoid disclosing it.

3.7 The Data Protection Officer / GDPR Owner is responsible for reviewing all provided documents to identify whether any third parties are identified in it and for either excising identifying third party information from the documentation or obtaining written consent from the third party for their
identity to be revealed.

3.8 If the requested data falls under one of the following exemptions, it does not have to be provided:

3.8.1 Crime prevention and detection

3.8.2 Negotiations with the requester

3.8.3 Management forecasts

3.8.4 Confidential references given by Calex UK (not ones given to Calex UK)

3.8.5 Information used for research, historical or statistical purposes

3.8.6 Information covered by legal professional privilege

3.9 The information is provided to the data subject in  electronic format unless otherwise requested and all the items provided are listed on a schedule that shows the data subjects name and the date on which the information is delivered.

3.10 The electronic formats used for responses to SARs are:

3.10.1 Excel, Word, CSV, PDF, JPG

4. DOCUMENT OWNER

The Data Protection Officer / GDPR Owner is the owner of this document and is responsible for ensuring that this procedure is reviewed in line with the review requirement for GDPR.

ADDRESS

21 THE QUADRANT, ABINGDON, OX14 3YS

PHONE

(+44) 1235 553 296

EMAIL

enquiries@calexuk.com

SUBJECT ACCESS REQUEST

Updated: August 2018

1. SCOPE

All personal data processed by Calex UK is within the scope of this procedure. This procedure excludes personal data that is asked of as a matter of routine by data subjects e.g. holiday or pay information.

Data subjects are entitled to ask:

  • Whether Calex UK is processing any personal data about that individual and, if so, to be given:
    • a description of the personal data;
    • the purposes for which it is being processed; and,
    • details of who will be allowed to see the personal data.
  • To be given a copy of the information and to be told about the sources from which Calex UK derived the information.

2. RESPONSIBILITIES

The Data Protection Officer / GDPR Owner is responsible for the application and effective working of this procedure, and for reporting on Subject Access Requests (SARs).

3. PROCEEDURE

3.1 Subject Access Requests must be made using the Subject Access Request form.

3.2 The data subject must provide evidence as to identity, in the form of a current passport, driving license, birth certificate, and the signature must be cross-checked to that on the application form.

3.3 The data subject must identify the data that is being requested and where it is being held and this information must be shown on the SAR application form. Note that the data subject is entitled to ask for all data that Calex UK holds, without specifying that data.

3.4 The date by which the identification checks and the specification of the data sought must be recorded; Calex UK has one month from this date to provide the requested information. There are no circumstances in which an  extension to that one month will be provided, and failure to provide the requested information within that one month is a breach of the GDPR.

3.5 The SAR application is immediately forwarded to the Data Protection Officer / GDPR Owner, who will ensure that the requested data is collected within the time frame. Collection will entail either:

3.5.1 Collecting the data specified by the data subject, or
3.5.2 Searching all databases and all relevant filing systems (manual files) in Calex UK, including all back up and archived files, whether computerised or manual, and including all
e-mail folders and archives Document reference: CX2001 – AUG 2018

3.6 The Data Protection Officer / GDPR Owner maintain a record of requests for data and of its receipt, including dates. Note that data may not be altered or destroyed in order to avoid disclosing it.

3.7 The Data Protection Officer / GDPR Owner is responsible for reviewing all provided documents to identify whether any third parties are identified in it and for either excising identifying third party information from the documentation or obtaining written consent from the third party for their
identity to be revealed.

3.8 If the requested data falls under one of the following exemptions, it does not have to be provided:

3.8.1 Crime prevention and detection

3.8.2 Negotiations with the requester

3.8.3 Management forecasts

3.8.4 Confidential references given by Calex UK (not ones given to Calex UK)

3.8.5 Information used for research, historical or statistical purposes

3.8.6 Information covered by legal professional privilege

3.9 The information is provided to the data subject in  electronic format unless otherwise requested and all the items provided are listed on a schedule that shows the data subjects name and the date on which the information is delivered.

3.10 The electronic formats used for responses to SARs are:

3.10.1 Excel, Word, CSV, PDF, JPG

4. DOCUMENT OWNER

The Data Protection Officer / GDPR Owner is the owner of this document and is responsible for ensuring that this procedure is reviewed in line with the review requirement for GDPR.

EQUALITY & DIVERSITY pOLICY

Updated: mAY 2019

Calex UK Ltd is committed to providing equal opportunities in employment and to creating an inclusive working environment, where you are encouraged and assisted to reach your full potential. It is the Company’s policy that there should be no discrimination, harassment or less favourable treatment of any employee or job applicant, either directly or indirectly, on the grounds of colour, race, nationality, ethnic origin, religion or belief, sexual orientation, gender, gender reassignment, marital, or family status, disability, trade union membership or activity, or age.

It is also Company policy that there should be no bullying or intimidation of one employee by another for any reason whatsoever.

This policy applies to all employees of Calex UK Ltd,  Regardless of length of service and to all job applicants. It applies to all areas of employment. In issuing this policy, the Company has the following principal objectives:

  • To encourage you take an active role in combating all forms of harassment and discrimination.
  • To raise awareness of the responsibility to promote equality of opportunity in the workplace.
  • To deter you from participating in harassment or  Discriminatory behaviour.
  • To inform you of the types of behaviour that will be deemed unacceptable, and the steps that will be taken should such behaviour occur.
  • To demonstrate to you that you can rely upon the Company’s support, if you are subjected to harassment or discrimination at work.

The Company values the differences that a diverse workforce brings to the Organisation, and believes that you have the right to be treated with both dignity and respect at all times.
All employees, whatever their position within the Company, have a part to play in ensuring the effective implementation of this policy.

Should you require further details about promoting equal opportunities within the workplace, the following sources of information may be useful:

  • www.agepositive.gov.uk (Age Diversity)
  • www.cre.gov.uk (The Commission for Racial Equality)
  • www.eoc.org.uk (The Equal Opportunities Commission)
  • www.stonewall.org.uk (Equality for Lesbians, Gay Men and Bisexuals)
  • www.thewnc.org.uk (The Women’s National Commission)

ADDRESS

21 THE QUADRANT, ABINGDON, OX14 3YS

PHONE

(+44) 1235 553 296

EMAIL

enquiries@calexuk.com

EQUALITY & DIVERSITY pOLICY

Updated: mAY 2019

Calex UK Ltd is committed to providing equal opportunities in employment and to creating an inclusive working environment, where you are encouraged and assisted to reach your full potential. It is the Company’s policy that there should be no discrimination, harassment or less favourable treatment of any employee or job applicant, either directly or indirectly, on the grounds of colour, race, nationality, ethnic origin, religion or belief, sexual orientation, gender, gender reassignment, marital, or family status, disability, trade union membership or activity, or age.

It is also Company policy that there should be no bullying or intimidation of one employee by another for any reason whatsoever.

This policy applies to all employees of Calex UK Ltd,  Regardless of length of service and to all job applicants. It applies to all areas of employment. In issuing this policy, the Company has the following principal objectives:

  • To encourage you take an active role in combating all forms of harassment and discrimination.
  • To raise awareness of the responsibility to promote equality of opportunity in the workplace.
  • To deter you from participating in harassment or  Discriminatory behaviour.
  • To inform you of the types of behaviour that will be deemed unacceptable, and the steps that will be taken should such behaviour occur.
  • To demonstrate to you that you can rely upon the Company’s support, if you are subjected to harassment or discrimination at work.

The Company values the differences that a diverse workforce brings to the Organisation, and believes that you have the right to be treated with both dignity and respect at all times.
All employees, whatever their position within the Company, have a part to play in ensuring the effective implementation of this policy.

Should you require further details about promoting equal opportunities within the workplace, the following sources of information may be useful:

  • www.agepositive.gov.uk (Age Diversity)
  • www.cre.gov.uk (The Commission for Racial Equality)
  • www.eoc.org.uk (The Equal Opportunities Commission)
  • www.stonewall.org.uk (Equality for Lesbians, Gay Men and Bisexuals)
  • www.thewnc.org.uk (The Women’s National Commission)
  • 01235 553 296
  • enquiries@calexuk.com
  • 21 The Quadrant, Abingdon, OX14 3YS
  • Calex UK | 2023