TL;DR
Security reviews—as they currently stand—take up too much time. Most of that effort is wasted on back-and-forth requests and answering the same questions over and over. 

Sophisticated analytics dashboards help security teams work smarter by providing insights into what prospects are focused on—and areas where processes can be streamlined. 

Here’s how:

  • Know what prospects actually care about – See which documents prospects are accessing most often so you can prioritize the right information.
  • Reduce back-and-forth – Self-serve access means fewer emails and faster turnarounds.
  • Focus on high-value work – Insights into buyer behavior help you spend time on the deals that matter most.
  • Use AI Questionnaire Assistance to answer all remaining questionnaires.

Security Reviews Are Slowing You Down

Security reviews are essential—but they can take too long and require too much manual effort.

Most security teams are handling reviews through a patchwork of email threads, Slack messages, and shared folders. Security teams know it all too well: A customer asks for a document, sales forwards the request to security, security checks the NDA status, and then sends the document manually. It’s not unusual for this process to take days—even when the answer is straightforward.

The problem isn’t that security teams are slow—it’s that the process is inefficient. Too much time is spent repeating the same steps and answering the same questions.

On top of process inefficiencies, security teams rarely have visibility into how prospects are engaging with these reviews. 

  • Are prospects actually reviewing the documents they requested? 
  • Are they focused on SOC reports or privacy policies? 

Without that visibility, security teams end up wasting time preparing documents and answering questions that don’t actually matter for business growth. 

Track and Manage Access Requests

One of the biggest time drains for security teams is responding to document requests.

Here’s the step-by-step of how the process typically works:

  1. A customer or prospect asks for a SOC report or penetration test.
  2. Sales forwards the request to the security team.
  3. The security team checks if an NDA is signed.
  4. If all is clear, they send the document.

This seems straightforward, but it creates a bottleneck. If the security team is handling 20+ requests per week and each one takes 15–20 minutes, that’s 5–7 hours every week lost to document requests. Multiply that over a month or a quarter, and it becomes a major drain on time and resources.

The problem lies with more than just the answering of requests—it’s also the constant interruptions. Security teams have to stop working on strategic projects to handle requests that could be automated or streamlined. That’s where access request reporting makes a difference.

Access request reporting gives security teams the data they need to streamline this process:

  • How many requests are coming in each week
  • Which documents are being requested most often
  • Whether requests are from existing customers or new prospects

When teams can see these patterns, they can automate the most common requests. If the SOC report is being requested 80% of the time, making it self-serve can save hours every week and cut down on friction during the sales process.

Example:

  • A security team noticed that 90% of requests were for the same three documents.
  • After making those documents self-serve in their SafeBase Trust Center, the number of inbound requests dropped by 70%.
  • That freed up 4+ hours of work per week—time that could be spent on more strategic projects.

The SafeBase Advantage:
SafeBase automates document requests by allowing prospects to self-serve through the Trust Center. Security teams save hours each week, and deals move forward faster.

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Understand What Buyers Care About

Security teams often prepare for reviews by making sure all key documents are up to date—SOC reports, privacy policies, penetration tests, compliance documents, and more. 

But how often are those documents actually being reviewed by prospects or clients?

Sophisticated engagement reporting tracks exactly how prospects are interacting with your Trust Center:

  • Which documents are being accessed most frequently
  • How long prospects are spending on each document
  • Which documents are ignored altogether

This helps teams focus on the right priorities.

Example:

  • If 90% of prospects are accessing your SOC report but no one is opening your penetration test, that’s a sign to make the SOC report easy to find and reprioritize the penetration test.
  • If prospects are spending 5+ minutes on your AI policies but skipping the rest, that’s a sign to highlight AI policies in your Trust Center..
  • If certain documents are never accessed—it might be a good idea to archive them and focus on the ones prospects access often.

The SafeBase Advantage:
SafeBase’s engagement reporting provides direct visibility into buyer behavior so security teams know where to focus their efforts—and what to deprioritize.

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Save Time with AI Questionnaire Assistance

Security questionnaires are long, repetitive, and time-consuming. Even with a strong Trust Center, many questionnaires still require additional answers from the security team. SafeBase AI Questionnaire Assistance automates the process by pulling answers from a centralized knowledge base, previous questionnaires, and uploaded documents—which means less time spent on manual responses.

How It Works:

  • AI auto-completes most questions based on existing data.
  • It handles complex formats and flags any unanswered questions for quick review.
  • The team only needs to review a small percentage of the questionnaire manually.

Why It Matters:
AI Questionnaire Assistance reduces time spent on questionnaires by up to 80%, giving security teams more time to focus on higher-value work. Faster turnaround improves the customer experience and keeps deals moving.

Track Performance:
 The AI Questionnaire Assistance dashboard shows:

  • How many questionnaires were completed
  • How much time was saved
  • The overall accuracy rate

With this data, security teams can measure their impact and adjust resources based on workload.

Create a More Strategic Workflow

Most security reviews follow a reactive workflow. Security teams spend their time chasing down requests, answering questions, and putting out fires.

With better data, security teams can shift to a more proactive and strategic workflow:

  • Set up self-serve access to high-demand documents to reduce inbound requests.
  • Track buyer engagement to identify what’s working and what’s not.
  • Use behavioral insights to adjust documentation and anticipate follow-ups.
  • Free up time for strategic projects instead of repetitive tasks.

This shift makes security reviews more predictable and less stressful. It also allows security teams to work more closely with sales and customer success teams to help close deals faster.

What This Means for Security Teams

Security reviews take up too much time—and most of that effort isn’t driving real value.

SafeBase’s analytics give security teams the visibility they need to simplify the process and focus on what matters:

  • See which documents prospects care about
  • Automate repetitive tasks like document requests and questionnaires
  • Respond faster and reduce back-and-forth
  • Focus on high-value work instead of busywork

Here’s the truth: security teams have the power to accelerate deals—not just support them. With the right insights, they can influence outcomes and drive business impact.

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Gain Actionable Insights with SafeBase Analytics

The SafeBase analytics dashboard gives security teams a clear view of how the security review process is working—and where it can improve. Instead of relying on guesswork, security teams get hard data on how prospects are engaging with security documentation and where time is being wasted.

Key insights from the SafeBase dashboard:

  • Engagement metrics: See which documents prospects are viewing, how often they return, and how long they spend reviewing each file.
  • Access reporting: Track how many access requests come through each week and which documents are most requested.
  • Buyer behavior: Identify patterns in how prospects engage with your Trust Center—what they’re focused on and what they’re ignoring.
  • Performance impact: Link security review performance to business outcomes—track how streamlined reviews are influencing deal values and pipeline health.

SafeBase Analytics gives security teams the right data to improve processes, update documentation, and shorten the sales cycle.

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