Resources > Customer Stories

How Fleetio Leverage AI in Sales Engineering Workflows with 1up

The Challenge

Fleetio is a business that deals with fleet management software. They help large fleet operations manage everything from a single platform. And their clients need to know that their data is in safe hands. That means Fleetio spends far too much time answering security questionnaires and completing compliance documents. 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

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. Automate these questionnaires with 1up using your internal IT and InfoSec knowledge so you know everything is completely accurate.

 

1up made it possible to have a single, unified platform that keeps all of their internal documents highly secure and easily accessible.

 

A large language model that understands contextual questions and learns from past input.

 

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.

 

Want to check it out for yourself?

Book a demo today.