Governance
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.
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 focused 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.
