Single sign-on
Your team signs in the way they already do.
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Ilsa Laurent and 1 more
4 managers
38 repsBring your security team.
Enterprise
Ready for yoursecurity review.
Single sign-on. Read-only access to your CRM. An approval before anything reaches a rep, and a record of every one.
Read-only CRM access
Reads deals and activity. Adrata never writes to your CRM.
Approvals and audit trail
Every play is approved before reps see it, and every change is logged.
Roles for every team
Enablement curates, managers coach, reps get the moves meant for them.
Sign in the way your team already does. Single sign-on with Okta, Microsoft Entra ID, Google Workspace or any SAML provider. New members land in the right role.
See how SSO is set up →CRM access and data
Reads your CRM.Never writes to it.
Adrata works on top of HubSpot or Salesforce. It reads what it needs to find what’s working, and leaves every record as it found it.
What Adrata reads
Reads opportunities, stages, owners and activity. Never edits a record.
No migration
Your CRM stays your CRM. Nothing is moved or rebuilt.
Read-only by design
Adrata never writes to your CRM, and never asks for write access.
Reps see only approved plays
Nothing reaches a rep until Enablement approves it.
Approvals and audit log
Every approval. Every change.On the record.
Plays wait in Needs review until someone approves them. Who approved what, who edited it, who opened it and when: it’s all in the audit log.
Roles
Three roles.Each sees only what it needs.
Enablement
Curates what reps see.
Ilsa Laurent and 1 more- Approve, edit or pass on every play
- Choose which reps get each play
- Manage sign-in, roles and CRM access
- See the full audit log
Managers
Coach with the evidence.
4 managers- See What’s working and Team for their reps
- Suggest a play for review
- See who used a play before a call
- Track win rates with and without plays
Reps
Get the move before the moment.
38 reps- See approved plays right before the call
- Open the deals and call moments behind a play
- Ask Chat about their own deals
- Never see a draft that isn’t approved
At a glance
Security you can check.
Single sign-on
Okta, Microsoft Entra ID, Google Workspace or any SAML provider.
Required sign-on
Require single sign-on for everyone.
Roles
Enablement, managers and reps. New members land in the right role.
What Adrata reads
Reads opportunities, stages, owners and activity. Never edits a record.
Read-only by design
Adrata never writes to your CRM, and never asks for write access.
No migration
Your CRM stays your CRM. Nothing is moved or rebuilt.
Approved plays only
Nothing reaches a rep until Enablement approves it.
Audit log
Who approved, edited or opened each play, and when.
Security review
A 30-minute call with your reviewers on SSO, CRM access and the audit log.
FAQs
No. Access is read-only. Adrata never asks for write access.
Okta, Microsoft Entra ID, Google Workspace or any SAML provider.
Reads opportunities, stages, owners and activity. Never edits a record.
Nothing reaches a rep until Enablement approves it.
Who approved, edited or opened each play, and when.
Nothing reaches a rep until Enablement approves it.
Talk to sales
Bring your security team.
We’ll bring the answers.
A 30-minute call on SSO, CRM access, approvals and the audit log, with your reviewers and your own deals on screen.
Every team learnsfrom your best reps.
SSO, roles and an audit log for your whole revenue team. Managers and enablement are free.