Computer Software
Philadelphia, PA
See the Trust Center

Crossbeam is the world's first and most powerful partner ecosystem platform. The company acts as a data escrow service that finds overlapping customers and prospects with your partners, all while keeping your company and customer data private and secure.

Traditional security reviews grind the sales process to a halt

When Chris Castaldo, Chief Information Security Officer at Crossbeam, first came to SafeBase, there was never enough time in the day for him to do everything CISOs need to do. Between speaking with customers, maturing a cybersecurity program, enabling the business to move faster, and staying on top of the latest threats, the last things Chris needed to spend more time on were security questionnaires with hundreds or thousands of questions, multiple of which came in each week.

The one problem he'd never been able to solve throughout his years in security was the continued existence of those
pesky, gargantuan security questionnaires that he received from the sales team. To make matters worse, he would usually get them with the caveat that they came from a crucial prospect, and that the deal needed to be closed as soon as possible. He'd often have to drop everything to answer a variation of the same 400 questions he'd responded to so many times before.

After implementing SafeBase, Chris sent Al Yang, CEO of SafeBase, a quick email with this message: "I'm excited about SafeBase because in my two-plus decades in cybersecurity it might be the only security tool I’ve seen that can save me time, and it is hard to put a price on something which you cannot create more of," he said.

Give everyone valuable time back

Chris and his team implemented SafeBase to achieve two major goals:

  1. Prevent security reviews from happening at the end of every sales cycle
  2. Reduce the amount of time spent on customer questionnaires

Chris quickly onboarded and had a Trust Center within hours. He then gave an internal demo of the new platform to both management and the sales team. After hearing that the sales team members could send a single link to prospects that would address security concerns, the team was fully on board. Rather than forwarding endless emails to Chris, they could now proactively allow prospects to complete the security review process at the start of the sales cycle, rather than at the end.

"Besides saving myself and our sales team time, it has increased customer confidence in our platform and shows one of our core values very transparently — Trust is Our Business. Our Security Portal puts that on display for all to see," said Chris.

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. 

If you’re ready to take back the time your team spends on security questionnaires, create a better buying experience, and position security as the revenue-driver it is, get in touch with us.