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How Fleetio Leverage AI in Sales Engineering Workflows with 1up

The Challenge

Fleetio helps organizations track, analyze and improve their fleet operations. And their clients need to know that their fleet data is in safe hands. That means the sales engineering and product marketing teams at Fleetio spend time answering security questionnaires and completing compliance documents for many of their prospects. Instead, they could be serving their clients.

The Win

1up was able to streamline the InfoSec questionnaires by automating responses. We did this by helping Fleetio centralize its knowledge base and providing instant access to all the information there. Now staff don’t have to spend hours searching through files in various locations.

fleetio

Who Is Fleetio?

Fleetio is transforming a critical digital transformation space - fleet management. This industry involves managing workflows for:

  • Inspections
  • Driver Assignments
  • Work Orders & Repairs
  • Reporting
  • Inventory
  • And so much more

As with any digital transformation space, questions about compliance, security, and technical questions come up constantly.

 

Now, why does all this matter?

Because Fleetio's sales engineers deal with complex workflows.

 

The workflows become so demanding that they take up too much time to really be manageable without automation.

  • RFP Responses: These come in a wide range of formats, like Excel, Word, PDF. They’re painstakingly long and complicated, and they require work that can take weeks when done manually.
  • Customer Questions: These come up in emails, calls, and meetings, and sales reps and SE’s don’t always have the answers. Historically, then, they’ve had to ask for help. This means interrupting co-workers in person or by asking questions in messaging systems like Slack. In the worst-case scenarios, staff have to search endlessly through the company's documentation for answers.
  • Infosec/Compliance Assessments: Like the RFPs, these can come in several formats. One particular pain point here is the web-based questionnaire format. These are tough because, first, they don't always allow you to export the document. Second, they mandate that you work online in the web portal.

Tedious InfoSec Questionnaires

Anyone who’s dealt with InfoSec questionnaires knows they’re painful. Still, they’re necessary.

 

As part of a GSA group, Fleetio deals with a lot of sensitive data as a company working directly with different departments of the US federal government. Fleetio stores sensitive information and provides secure access to data, so thorough oversight must be firmly in place.

 

As a result, Fleetio is constantly fielding complex IT and InfoSec questionnaires as each of its clients decides whether to work with Fleetio’s platform.

 

These documents are highly technical in nature, requiring tons of scrutiny and review and lots of back-and-forth between documents and teammates.

 

They were being hit with so many InfoSec questionnaires they were simply overwhelmed. And the worst part is they had to deal with so many different format types, from:

  • XLSX
  • PDF
  • Docx

And more. So they’re seeing these docs in various formats and having to adapt and engage quickly. Each doc may include:

  • Dropdowns
  • Tables
  • Multipart questions

And more. So the time to wade through them moves from hours to days and sometimes even longer.

 

Tellennium’s customer base consists of leaders in healthcare, energy, telecoms, and other highly regulated industries. Every opportunity comes with a long list of questions about security, compliance, technology, and regulatory requirements.

 

Security questionnaires can significantly slow down deals as the sale turns into a compliance review process.

How Fleetio Leverage AI in Sales Engineering Workflows with 1up

1up Helps You Make the Tedious Fast, Easy, and Accurate

Fortunately, the solution was simple. Fleetio automated these questionnaires with 1up using their internal IT and InfoSec knowledge, so they now know everything is completely accurate.

 

1up enabled a single, unified platform that keeps all of their internal documents highly secure and easily accessible.

 

We did this using a large language model that understands contextual questions and learns from past input.

 

Now, Fleetio can respond to RFPs with automation. 1up can complete hundreds of rows across XLS, PDF, and Word in mere minutes.

 

Fleetio can now use AI to 10x their SE team’s ability.

 

The SE teams can also answer customer questions in seconds now. No more interruptions. A sales rep or SE can simply message 1up through Slack and get an automated response in seconds. The responses always come directly from their own internal database.

 

But what about those tricky infosec questionnaires? Done. Yes, even if the questionnaire is found directly on the web. Fleetio can use the 1up browser extension to automate any web-based questionnaire.

 

It’s like having the world’s most knowledgeable and fastest intern at your fingertips. 1up was able to offer that to Fleetio. And Fleetio responded enthusiastically.

Fleetio Is on the Cutting Edge

Fleetio is a unique company. It operates in a space that is ripe for disruption, where Fleetio’s reps need to be able to speak knowledgeably and exude confidence.

 

1up gives them this ability.

 

Automating their knowledge in this complex space gives Fleetio a competitive advantage.

 

Want to check it out for yourself?

 

Book a demo today.