Costello Receives SOC 2 Type I Attestation

by Sarah Harvey / November 30th, 2018

Independent Audit Verifies Costello’s Internal Controls and Processes

Indianapolis, IN Costello, a sales playbook software provider, has announced that it has completed its SOC 2 Type I audit. This attestation provides evidence that Costello has a strong commitment to deliver high quality services to its clients by demonstrating they have the necessary internal controls and processes in place.

SOC 2 engagements are based on the AICPA’s Trust Services Criteria. SOC 2 audit reports focus on a service organization’s non-financial reporting controls as they relate to security, availability, processing integrity, confidentiality, and privacy of a system. KirkpatrickPrice’s audit report verifies the suitability of the design of Costello’s controls to meet the standards for these criteria.

“At Costello, we prioritize any action that will provide increased protection for our clients,” commented Charlie Moad, VP of Engineering at Costello. “This certification reinforces our ongoing commitment to providing the most secure and reliable sales solution on the market.”

“The SOC 2 audit is based on the Trust Services Criteria. Costello has selected the security and availability criteria for the basis of their audit,” said Joseph Kirkpatrick, President of KirkpatrickPrice. “Costello delivers trust-based services to their clients, and by communicating the results of this audit, their clients can be assured of their reliance on Costello’s controls.”

About Costello

Costello is real-time sales playbook software that helps you have great sales conversations. Costello guides sales professionals to ask the right questions, tell relevant stories, handle objections, and answer questions about competitors confidently in real-time. Notes captured on the call are then easily synced back to your CRM. Visit to learn more.