Set Your Team Up For Success
With Enterprise-Ready Governance
Align Your Modern Sales Organization
Your company is unique. Just like your company’s processes and workflows. Customizable governance controls allow you to better coordinate your team’s activities to align with your business objectives.
Organizational oversight without sacrificing business agility.
SalesLoft’s governance capabilities provides modern sales organizations with the tools needed to balance operational control with individual autonomy.
Create customized roles for every persona in your organization driven by their role, level or function.
Full Profile Customization
Admins gain complete visibility and control of security and administration privileges of SalesLoft user roles - governing what they can see and do.
Create Limitless Profiles
Create and define as many custom roles as your organization needs in a single step and fine-tune as your organization grows.
Scalable For All Team Sizes
A full range of options including default roles/permissions for smaller teams to fully-customizable options for more sophisticated enterprises.
Organize your teams by function, location, role, or vertical for segmented reporting.
Admins can create groups of users to better manage, enable, and measure their success.
Role Groups
Create as many custom groups for your users as your organization needs based on function and hierarchy.
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.
Enable your organization to execute with built in safeguards.
Providing a good customer experience is paramount to success. Mitigate the risk of poor customer experiences with organizational safeguards. We enable your team to avoid mistakes before they happen and to remain focussed on their goals.
Company Management Settings
Configurable sync options linking to Salesforce so there are never gaps in your data.
Account-based Contact Controls
Admins can automatically flag a company (and all associated employees) by domain so you never reach out to the wrong organizations
Cadence Safeguards
SalesLoft triggers smart alerts to users attempting to add a person to more than one cadence, mitigating the risk of people being engaged by multiple reps.
SalesLoft Knows Single Sign-On
SalesLoft offers single sign-on with major identity providers (IdP’s) such as Duo, Okta and OneLogin streamlining user on- and off-boarding and empowering customers with more dynamic security options.
