For RevOps
Govern what reaches the CRM
RepBrief is built to be administered. Mapping, approval, retention, and audit are first-class surfaces rather than afterthoughts.
CRM completeness
Meetings that never produced a CRM record become structured, attributable activity.
Field mapping
Map each RepBrief field to a specific object and field, with direction, data type, and transformation.
Device governance
Approve devices, assign them to sellers, suspend a lost device, and see transfer state.
Approval policy
Decide which fields require approval, who may approve, and whether a citation is mandatory.
Data-retention policy
Set retention separately for audio, transcripts, and derived insight.
Auditability
Every approval, write, export, and share is recorded with actor, time, and effect.
User mapping
Match CRM users to RepBrief members so activity is attributed correctly.
Sync monitoring
Watch queue depth, failures, rate limiting, and webhook health per installation.
Error handling
Failed writes are held with the reason, retried deliberately, and never silently dropped.
Structured methodology fields
Map MEDDIC, SPICED, or your own framework to the fields your team already reports on.
Multi-platform administration
The same governance model across Salesforce, HubSpot, and Microsoft Dynamics.
Current implementation status
The administration surfaces described here are designed and navigable today, and operate against a clearly labelled demo integration. The CRM connectors, authorization exchange, and production writes are not implemented yet, and no RepBrief application is published to any marketplace.