1. Executive Security Overview

At Vista, we understand that the security of your sensitive sales data and buyer interactions is paramount to your business success. As a Digital Sales Room platform handling critical business information, call transcripts, and strategic sales documentation, we have implemented enterprise-grade security controls that meet the highest industry standards. Our comprehensive security framework protects your data throughout the entire sales lifecycle while enabling seamless collaboration between buyers and sellers.

2. Data Protection and Encryption

Encryption Standards

Vista employs industry-standard AES-256 encryption for all data at rest and in transit. All communications between your devices and our platform are protected using the latest TLS protocols with secure cipher suites. Our encryption implementation follows NIST guidelines and is continuously monitored to address emerging cryptographic threats.

Data Segregation and Architecture

Our platform operates on a secure multi-tenant architecture that provides logical data separation for each organization through unique identifiers. Customer data is stored redundantly across geographically distributed data centers with automatic failover capabilities. We maintain strict data residency controls and can accommodate specific geographic storage requirements for compliance purposes.

Data Retention and Deletion

Vista provides granular data retention controls allowing administrators to configure custom retention policies for different types of content including call transcripts, mutual action plans, and sales documents. Upon account termination, all customer data is permanently deleted from production systems within 30 days, with backup data destroyed within 14 days.

3. Access Control and Authentication

Identity and Access Management

Our platform implements role-based access control (RBAC) with principle of least privilege, ensuring users only access resources necessary for their specific functions. Vista supports enterprise identity providers including Okta, Azure AD, ADFS, and PingFederate through SAML 2.0 integration.

Multi-Factor Authentication

All user accounts, particularly administrative roles, are protected by mandatory multi-factor authentication (MFA). We support various MFA methods including SMS, authenticator apps, and hardware tokens to provide flexible security options for your organization.

Session Management

Vista implements intelligent session management with configurable timeout periods and concurrent session limits. Administrators can remotely terminate user sessions and revoke access in real-time across all devices.

4. Infrastructure Security

Cloud Security

Our infrastructure is built on enterprise-grade cloud services with comprehensive security monitoring and logging. We maintain 24/7 security operations center (SOC) monitoring with automated threat detection and incident response capabilities.

Network Protection

All network communications are protected by enterprise firewalls configured according to industry best practices. We implement network segmentation, intrusion detection systems, and continuous vulnerability scanning across all production environments.

Endpoint Security

Our security architecture includes comprehensive endpoint protection with full disk encryption, automated patch management, and continuous monitoring for unauthorized software or devices.

5. Compliance and Certifications

Regulatory Compliance

Vista maintains compliance with major data protection regulations including GDPR and CCPA, ensuring proper handling of personal data regardless of geographic location. Our privacy controls include data subject rights management, consent tracking, and automated breach notification procedures.

Industry Certifications

We maintain SOC 2 Type II certification, demonstrating our commitment to the highest standards of security, availability, processing integrity, confidentiality, and privacy. Our compliance program also aligns with ISO 27001 standards for information security management.

Regular Audits

Vista undergoes regular security assessments by both internal security teams and respected external security firms. We maintain continuous automated security scanning and participate in responsible disclosure programs through our security bug bounty initiative.

6. Incident Response and Business Continuity

Security Incident Management

Our comprehensive incident response program includes 24/7 monitoring, rapid containment procedures, and transparent customer communication. We maintain detailed incident response playbooks and conduct regular tabletop exercises to ensure readiness.

Business Continuity

Vista's infrastructure is designed for high availability with fault-tolerant systems capable of handling individual server or entire data center failures. We maintain tested disaster recovery procedures with regular backup validation and rapid recovery capabilities.

Breach Notification

In the unlikely event of a security incident affecting customer data, we commit to notifying impacted customers without undue delay and in compliance with applicable regulations. Our incident response team coordinates with legal and compliance teams to ensure proper regulatory notifications.

7. Digital Sales Room Specific Security

Content Protection

Given Vista's role in handling sensitive sales materials, proposals, and strategic documents, we implement specialized controls for digital sales room security. This includes time-limited access links, watermarked document viewing, and detailed audit trails of all buyer engagement activities.

Call Recording Security

Our Vista Notetaker feature, which transcribes calls via WhisperAPI, implements additional security measures including encrypted storage of audio data, automatic transcription processing, and secure deletion of temporary audio files. All call transcripts are treated with the same high-security standards as other sensitive business documents.

Buyer Privacy Protection

We recognize that digital sales rooms often involve external buyers who may have their own security requirements. Vista provides privacy controls that allow sellers to manage buyer access permissions while maintaining transparency about data collection and processing activities.

8. Vendor Risk Management

Third-Party Security

Vista carefully evaluates and monitors all third-party integrations and service providers to ensure they meet our security standards. Our vendor risk management program includes regular security assessments and contractual security requirements for all partners.

Integration Security

All API integrations, including CRM connections and email service integrations, are secured with API authentication, rate limiting, and comprehensive logging. We provide detailed integration security documentation for enterprise customers conducting their own risk assessments.

9. Security Governance

Security Team and Training

Our dedicated security team includes certified security professionals who oversee our security program and conduct regular security awareness training for all employees. All personnel undergo background checks and sign comprehensive confidentiality agreements.

Continuous Improvement

Vista's security program follows a continuous improvement model with regular risk assessments, security control testing, and adaptation to emerging threats. We actively monitor threat intelligence and update our security measures to address new attack vectors.

Customer Security Resources

We provide enterprise customers with comprehensive security documentation, including detailed security whitepapers, compliance reports, and integration security guides. Our customer success team includes security specialists who can assist with security questionnaires and due diligence processes.