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
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
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
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

Deploy Safeguards to Deliver the Best Customer Experience

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.