Most marketing intelligence platform evaluations end the same way: the security review clears, the stakeholders are aligned, and then someone asks how long the data integration takes. The answer, six to eighteen months of data engineering, a custom data warehouse, a dedicated infrastructure team, kills more GTM platform deployments than any security concern.
The architecture is the risk, not the compliance documentation. The security review is the easy part.
Lative was built to eliminate that category of problem entirely. Lative’s platform and security model is built on a serverless data warehouse architecture: no hardware provisioning, no custom data model design, no infrastructure team required. The security review leads directly to activation, not to a year-long build project.
- Prerequisites: CRM and marketing automation requirements before integration begins
- Data access model: how Lative connects to your systems and what permissions the integration requires
- Encryption: data protection in transit and at rest
- Customer isolation: whether compute and data environments are shared or fully independent
- Monitoring: how security events and anomalies are tracked in real time
Platform architecture
For revenue operations and marketing teams completing a security review, the questions are consistent across every evaluation. Here is what each area covers:
Lative’s platform architecture is designed around one principle: eliminate the infrastructure work that typically sits between a security clearance and actual platform use. The questions below cover architecture decisions, setup time, CRM prerequisites, and the access model the integration uses.
When AskNicely completed their security review and connected Salesforce, they were running live demand engine views within the same week. Their team completed field mappings without needing a data engineering resource or a dedicated infrastructure project. That timeline is the norm, not the exception.
Why a serverless data warehouse?
The serverless architecture exists to get marketing out of the business of building and managing custom data infrastructure. Segment’s 2022 State of CDP report found that 62% of enterprises spend over $100,000 building custom analytics platforms, investment that diverts marketing resources away from demand generation and toward infrastructure maintenance.
Lative eliminates that cost entirely. There is no development work, no hardware provisioning, no scalable architecture to design. The platform handles the data model; the team focuses on the GTM work.
OpenView’s 2023 SaaS Benchmarks report, based on 710 operators, found that AI-native companies are 3.3 times more likely to be growth outliers than their non-AI-native peers. The prerequisite for that advantage is clean, connected GTM data, and the most common barrier to that foundation is the infrastructure burden the serverless architecture removes.
How long does setup take?
The platform can be operational in less than a day. Setup primarily involves field mappings. Lative guides customers through each step required for onboarding, and support is available throughout the process.
What are the prerequisites?
Lative requires Salesforce as the CRM (Professional edition or higher, with API access). Marketing automation systems supported alongside Salesforce include Marketo, HubSpot, and Salesforce Marketing Cloud. Salesforce system administrator access is required during setup to configure the Connected App integration.
How does the Salesforce connection work?
Lative connects to Salesforce using OAuth 2.0, the industry-standard authorization protocol. The connection is read-only: Lative accesses data via REST API requests only. All data is encrypted in transit and at rest. Lative does not write to your CRM or marketing automation system at any point. There is no two-way sync.
Who can access the platform?
The platform is designed to give every stakeholder who needs marketing intelligence, CMO, RevOps, finance, sales leadership, access to the same data without seat negotiations or license constraints. There is no per-user pricing and no headcount-based monetization. All users authenticate with issued credentials via encrypted transport layer.
Security architecture
Lative’s security architecture runs on Amazon Web Services, with customer isolation, encryption, and monitoring configured at the infrastructure level. The components below cover what a standard security review will examine across isolation, encryption, physical hosting, monitoring, and the software development lifecycle.
Isolated customer environments
All customer compute and data resources are isolated using Amazon cloud infrastructure. Each customer gets a completely independent environment with no shared tenancy between customers.
This eliminates the risk of unauthorized cross-customer access whether accidental or malicious. Amazon’s infrastructure is assessed by third-party auditors as part of multiple AWS compliance programs including SOC, PCI, FedRAMP, and HIPAA.
Data encryption
All data is encrypted at rest and in transit. Lative does not host any services or store any data outside of its secure cloud computing environment.
Datacenter security
Lative deploys on Amazon Web Services (AWS) for infrastructure hosting. AWS provides high levels of physical and network security. AWS maintains an audited security program with SOC 2 and ISO 27001 compliance. All instances reside in US locations.
Real-time monitoring
Lative monitors Amazon CloudWatch Logs to track applications and systems in real time. All activities are logged. Security events and potential threats trigger proactive response. The monitoring infrastructure ensures no suspicious activity goes undetected.
Software development lifecycle
Lative adheres to a secure software development lifecycle (SSDL), applying security principles across design, implementation, deployment, and operations phases. Data storage uses highly durable infrastructure designed for mission-critical and primary data storage, with objects redundantly stored across multiple regions.
Most GTM platform security reviews surface one of three concerns that delay activation.
Data Residency: US-Only AWS Locations
The first is data residency: where customer data lives and whether it leaves the United States. Lative’s infrastructure runs on AWS in US-only locations.
Write Access: Read-Only Salesforce Connection
The second is write access: whether the platform can modify or delete CRM records. Lative’s Salesforce connection is read-only, configured via OAuth 2.0 with REST API access only. It cannot write to your CRM at any point.
Tenant Isolation: Independent Environment Per Customer
The third is tenant isolation: whether one customer’s data is accessible to another customer in a shared environment. Lative provides a fully independent compute and data environment per customer. No data, no processing, and no storage is shared between tenants.
For more on how the platform connects marketing intelligence to pipeline and revenue operations, see the Lative platform overview and how to build a world-class demand engine.
If the security review is the step between your team and a unified GTM data foundation, this is what the review will find. Talk to the Lative team about connecting your Salesforce data to revenue-grade marketing intelligence.
Lative Team — Lative is the AI-native GTM platform that connects marketing intelligence to sales capacity planning on one shared data foundation.
