Governance & Administration

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.

 

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.

Guide Users to The Right Choices, Protecting Your Organization Against Poor Practices
  • Secure SSO and OAuth
  • Controlled permissions and roles
  • Customizable settings and templates
  • Regional governance and security
  • Trusted, certified, and secure
  • Accountable call recording and coaching features

“The team at SalesLoft has put us in a great position to build out our sales process on their platform. We have been beyond impressed with the amount of support and help we’ve received as we add SalesLoft to our tech stack.”  — G2 review

SalesLoft Virtual Summit
Deploy Safeguards to Deliver the Best Customer Experience
Connecting Systems

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.

Account-Based Contact Controls

Automatically flag a company by domain so you never reach out to the wrong organizations.

Keep everyone focused on their own accounts to reduce prospect overlap. Object Access allows you to configure each reps’ visibility settings.

 

Cadence Alerts

SalesLoft triggers smart alerts when a user attempts to add a person to more than one cadence.

The seller can then review what other cadence the prospect belongs to and make an informed decision how to proceed.  In addition, sellers will receive live notification when contacts engage.

Supporting Sales Best Practices

Guardrails like the email deliverability checklist, SMS configuration, and dialer governance and regional controls set sellers up for success, securely.

We also support multiple languages in the email composer and support international calling and time zones.

Organize Your Teams by Function, Location, Role, or Vertical for Segmented Reporting

Create groups of users to better manage, enable, and measure their success.

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.