Your commercial data stays yours.
Sales Revo is built to protect the commercial information your business relies on — from customer pricing and sales history to plans, forecasts and margins.
Data isolation
Each organization operates within its own workspace. Commercial information belonging to one organization is isolated from other organizations.
Role-based access
Access is permission-scoped. Users only see commercial information available to their role and assigned scope. For example, Sales Managers can be restricted to their own assigned customers while authorized management roles can access broader organizational information.
Database-level access control
Sales Revo uses database-level access controls and Row Level Security as part of the application security architecture.
Administrative control
Sensitive administrative functionality and audit information are permission restricted.
Commercial data ownership
Customer, product, pricing, sales, plan and other commercial information uploaded by a customer remains that customer's business information.