ClickUp is the world's only all-in-one productivity platform on a mission to save people time by making the world more productive. Their goal is to give busy people valuable time back — a goal we also share at SafeBase.
Prior to implementing SafeBase, ClickUp’s security team had to manually field endless requests for security and compliance documents from both customers and the sales team. With a security team supporting more than a hundred sales reps, the volume of conversations and back-and-forth was substantial.
The security team had to contend with long, repetitive security questionnaires which took hours to complete. On average, the team received 10 custom questionnaires per week, often containing questions they’d answered many times before. Filling out these questionnaires, while important, diverted the team’s attention from more pressing security tasks. The team considered hiring additional staff dedicated just to answering security questionnaires, but decided to try SafeBase before doing so.
Streamlining processes and improving productivity with a Trust Center
The ClickUp team launched their Trust Center earlier this year, and have used it to dramatically improve and streamline their workflows.
After launch, the security team shared the Trust Center with Sales, and received an incredibly positive response. The Sales team immediately saw the potential of having one centralized place to point customers who had security questions, and were able to immediately direct potential customers there rather than starting an email thread with security.
When it came time for customers to renew, they could easily go to the Trust Center and request access to any of the documents they wanted such as the SOC 2 Type 2 report, ISO 27001 certificates, or the SIG Lite questionnaire.
Behind the scenes, the security team was able to save countless hours thanks to streamlined document access requests coming through SafeBase. Rather than emailing back and forth with sales and customers, exchanging an NDA, and manually sending each sensitive document, the ClickUp security team could grant access to the Trust Center in a matter of moments. Customers could download exactly what they needed, and everyone involved could feel confident that the provided documents were the latest and most up-to-date versions.
SafeBase is the scalable Trust Center that automates the security review process between buyers and sellers. With a SafeBase Trust Center, companies can seamlessly share sensitive security documentation with buyers and customers, including streamlining the NDA signing process by integrating with CRMs and your data warehouse.