SafeBase's Salesforce integration and rules engine have been a game changer. Easily configurable, we have it set-up so that all existing customers get instantaneous access to our Trust Cente
r, and all prospects
are automatically presented with an NDA. This saves our customers and prospects time and reduces manual work for our team! Now our sales team only needs to send the https://security.plaid.com
link and the rest is magic.