Streamline security reviews with SafeBase’s Salesforce integration

Bring security reviews into your sellers’ workflow to shorten sales cycles and reinforce security as a business driver
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View SafeBase buyer activity in Salesforce

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
  • Allow GTM teams to easily invite contacts to your Trust Center without leaving Salesforce
  • Automatically approve Trust Center access for existing customers

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Set rule-based customer access with a custom rules engine

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

Pull revenue data directly into SafeBase

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

See why hundreds of companies choose a SafeBase Trust Center

Learn how SafeBase streamlines security reviews for security teams and sellers

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