MERITgtm · AI GTM Platform

Your Business Intelligence. Protected.

MERITgtm brings your company's GTM knowledge together—including documents, assessments, customer insights, and approved sales conversations—to help your team build stronger strategies, align execution, and continuously improve performance.

We understand that this information is valuable and often confidential. This page explains how your information is stored, protected, accessed, processed by AI, and managed throughout your relationship with MERITgtm.

Our Commitment to Your Data

Your company's intelligence belongs to you. Here's how MERITgtm protects it:

Your business intelligence remains yours.

Your organization retains ownership of the information it provides to MERITgtm. Rights to use generated outputs and proprietary platform technology are governed by your customer agreement.

Your information is protected and access-controlled.

MERITgtm maintains administrative, physical, and technical safeguards designed to protect customer information from unauthorized access. Access is managed through authorized user and workspace permissions.

AI processes your information responsibly.

MERITgtm uses AI to generate insights, recommendations, and GTM deliverables. Identifiable Customer Data is not used to train or improve AI models or services made available to other customers or third parties without your express written consent. Anonymized, aggregated, or de-identified information may be used to improve platform capabilities as permitted by your agreement.

Security is built into how information is handled.

MERITgtm maintains an information security program designed to protect the confidentiality, integrity, and availability of Customer Data. We use established technology providers and appropriate safeguards to support secure platform operations.

You have defined rights to your data when you leave.

Upon termination, customers may request a copy of their Customer Data in a commercially reasonable format within 30 days, subject to their agreement. Data retention and deletion are managed in accordance with applicable law and contractual obligations. See FAQ’s for additional details.

How MERITgtm protects your proprietary GTM knowledge and gives you control over how it's used.

Data Ownership and Control

Your organization retains ownership of the business information it provides to MERITgtm. Rights relating to AI-generated outputs and MERITgtm's proprietary technology are governed by your customer agreement.

Frequently asked questions

AI ASSISTANT CONNECTION

Connecting your AI tools

  • Your AI tool signs in as a named MERITgtm user and acts with that user's own role and permissions.
  • It sees only the workspaces that user is assigned to, so each client stays separate.
  • Customer data is not used to train AI models, and is encrypted in transit and at rest.

Turn GTM intelligence into better execution

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