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Governance
You’re in the driver’s seat
No one knows your teams like you do. A one-size-fits-all system won’t fit your one-of-a-kind needs. That’s why our governance controls are customizable, so you can align your teams’ activities with your company’s goals.
All of the features available to you
Customize your user groups and profiles
Gain more visibility and control of security and administration privileges with custom roles for every player on your team and fully-customizable user groups, based on function and hierarchy. Salesloft helps you balance operational control with individual freedom.
Enjoy scalable security, where it counts
Whether your teams are just getting started or plotting world domination, Salesloft has you covered with everything from default permissions to custom options. Create and define as many roles, permissions, and security access options as you need to make work happen.
Streamline the experience with single sign-on
Salesloft offers single sign-on with best-of-breed providers such as Duo, Okta, and OneLogin. Take control of the on- and off-boarding experience with more dynamic security options.
Protect your organization against poor practices
- Secure SSO and OAuth
- Regional governance and security
- Controlled permissions and roles
- Trusted, certified, and secure
- Customizable settings and templates
- Accountable call recording and coaching features
Safeguards to preserve the customer experience
Configure sync and integration options with Salesforce and other integrated platforms so there are never gaps in your data.
Use your existing service accounts for your team’s email integration or use our secure inbox connector.
Management & measurement made easy
Segmented analytics
Creating role groups allows managers to segment their analytics for better enablement, reporting, and management.
Segment permissions by group
Designate which groups have access to specific templates, cadences, analytics, and ownership data.