Streamline security reviews with SafeBase’s Salesforce integration

With the SafeBase Salesforce integration, seamlessly plug your Trust Center into your company’s sales motion, enabling GTM teams to see security review activity directly in Salesforce.

• Sync buyer activities, like NDA completions and document downloads
• Invite contacts to your Trust Center or submit questionnaires from Salesforce
  
• Automatically approve Trust Center access for existing customers

From syncing Trust Center activities to streamlining access management, use Salesforce data to automate the actions that make sense for your business with SafeBase’s highly flexible custom rules engine.

• Bypass NDA requirements for contacts whose NDA status is already tracked in Salesforce 
• Automatically assign appropriate permission profiles
• Set rules to automatically invite or revoke access for select contacts

The SafeBase Salesforce integration brings revenue-related data into SafeBase to gain insights into how your security review process contributes to ARR and pipeline.

• Display CRM data in SafeBase to quickly identify seller priorities and understand your security team’s influence
• View SafeBase-influenced deal data, including won deals, won deal total, and average deal value
• Know where to partner with sales to drive deal velocity and higher win rates with our Open Deals dashboard