See how the industry leader sped up the process from days to minutes.
Find out how Enablers are getting the most of this new wave of robots.
Due to a shipping error, we now have 10,000 plushies we need to give away.
As JumpCloud grew at scale, they had to field multiple security and sales questionnaires (mostly security questionnaires), but found themselves with a low completion rate. Even with an existing knowledge management tool.
They were achieving only 45% completion with their previous automation. This led to excessive manual intervention, which slowed down their entire workflow.
With 1up, JumpCloud is now seeing a 95% completion rate of their sales questionnaires through automation with 1up, more than double what it was. This improvement is all due to 1up’s ability to centralize all of JumpCloud’s knowledge into a single, unified database and optimize team collaboration and response efficiency.
JumpCloud is now saving tremendous amounts of time, and the sales team at JumpCloud now only has to perform a quick review before sending the questionnaire back to their clients, since 1up's answers are grounded in the truth.
JumpCloud is a cloud-based platform providing identity and access management and device management solutions. It acts as a central directory for users.
And they’re good at what they do. So, they naturally got a lot of sales momentum. This meant plenty of questionnaires, especially security questionnaires.
In fact… too much. So, they decided to automate. But, as Sr. Director of Solutions Engineering, James Herbert notes, even with their automation capabilities with their previous tool, they “only managed to complete approximately 45% of the responses.”
He continues to say that “This significantly fell short of expectations and led to a substantial amount of manual work to complete questionnaires. This necessity for extensive manual intervention was a major pain point, making the entire process very time-consuming and inefficient."
The bottom line was that the team was frustrated, and they didn’t know where to turn.
Enter 1up.
JumpCloud had all the data, all the information, all the right people. But they didn’t have the automated tools they needed to move forward. And the salespeople were particularly affected.
As Herbert goes on to say:
“There was some pain here also, particularly for sales representatives (AEs). While AEs had access to the library, the main challenge was their inability to find answers they could trust as being accurate and reliable. For instance, a search might yield 15 different responses, making it difficult for an AE, especially one who’s not a subject matter expert, to determine the most appropriate and accurate answer.”
He adds:
They might not find any answer at all. This lack of assurance regarding accuracy and relevance often led AEs to bypass the tool and directly approach the Sales Engineering (SE) team for answers, effectively shifting the burden back to the SEs who then had to provide responses anyway.
James Herbert, Sr. Director of Solutions Engineering
So what JumpCloud had, in reality, was all the answers and all the people, but the people couldn't find the answers they needed in the moments they needed them.
Now they do, with 1up.
Now, the JumpCloud team can receive questionnaires and get them completed quickly and accurately with a simple automated process:
When prospects send over a questionnaire, the presales team uploads it to 1up.
Then, 1up pulls information from JumpCloud’s centralized knowledge base and completes questionnaires in just minutes/
A human reviews the answers and makes custom tweaks to refine the questionnaire response.
And every time they go through this process, it gets better and easier.
Incorporating 1up just saved a ton of the SEs time on questionnaires, whether it be security questionnaires or sales questionnaires. This streamlined process increased their questionnaire completion to 95%.
When you compare 1up's AI features to those of other platforms, it's a night-and-day difference. This is crucial to consider, as it will dramatically affect what you can realistically expect from the platform's performance.
James Herbert, Sr. Director of Solutions Engineering
1up connected all of JumpCloud’s knowledge sources:
1up collects all of this knowledge, unifies and centralizes it in a single location, and then automates responses to pull only from that knowledge base.
And if they don’t want to toggle away from a client or prospect webpage, they can use the chat box in the web browser.
The possibilities are endless.
The biggest selling point has been the multilingual feature at 1up. Because JumpCloud is a global company, they have customers all over the world. 1up can translate their questionnaires and responses into any language.
As Herbert explains, many platforms like this one rose to prominence before the days of generative AI, so it’s almost an afterthought. But many of these platforms provide inaccurate responses and don’t have the speed they need.
1up makes accurate automated responses a priority and he notes that 1up feels more like a partnership rather than a transactional vendor-customer relationship.
1up is proud to be the best path forward for companies looking to automate the completion of questionnaires and RFP.
If you’re ready to take the leap, sign up for a 14-day free trial today.
1up was able to streamline InfoSec questionnaires by automating responses. By helping Fleetio centralize its knowledge base and providing instant access to company information, staff no longer spend hours searching for answers to product questions.
in RFP Automation
With 1up, Docebo's sales team gets answers in seconds and generate a first draft of questionnaire responses within minutes, not days.
in RFP Automation
LinkedIn 
Instagram 
X (Twitter) 
Youtube 
