Sumo Logic automates 100% of security requests with Conveyor Trust Center

About

Sumo Logic empowers digital organizations to transform massive amounts of data into actionable insights by unifying critical security and operational data through its Intelligent Operations Platform. Customers around the world such as Samsung, Ulta Beauty and Hashicorp rely on Sumo Logic for trusted insights to protect against security threats, ensure reliability, and gain powerful insights into their digital environments.

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Challenge

Manually sharing security information drained internal bandwidth and slowed sales cycles

As Security Compliance Program Manager at Sumo Logic, Cassandra Moosburger leads a lean yet agile team responsible for managing frameworks, customer audits, and security requests. For years, her team relied on an in-house solution to manage security requests from customers and prospects like sharing their SOC 2, certifications, and other sensitive security information. However, as the volume of requests continued to rise, the solution quickly began to show its cracks.

Because the solution couldn’t validate whether the initiator was a customer or a prospect, Cassandra’s team would need to verify each request in Salesforce manually. This requirement not only diverted the team’s attention away from more impactful work but also delayed turnaround times and the overall sales cycle.

When it became evident that the solution wouldn’t scale to meet Sumo Logic’s increasing demand, Cassandra pivoted to a basic web form that routed every documentation request straight to a company inbox. The problem? What started as a workable stopgap quickly became a daily grind of inbox management.

Each request still required manual validation in Salesforce, as well as chasing down NDAs and approvals before documents could be shared. Soon, responding to customer requests for security information felt like a second full-time job, draining bandwidth for higher-priority initiatives while decreasing team morale in tandem. In Cassandra’s words, “We had no time, and the need to quickly scale was overwhelming.”

Realizing she needed a platform purpose-built to manage document delivery at scale, Cassandra evaluated several options side by side — including Vanta, SafeBase, and Conveyor. While others required heavy setup or lacked sales visibility, Conveyor offered the right balance of enterprise capability and simplicity. Its Salesforce integration stood out: within a week, Cassandra’s team could automatically validate customer status, auto-approve Trust Center access, and give sellers real-time visibility into security activity — all without extra manual steps.

“We needed a way to get security documents into our customers’ hands faster, speed up sales cycles, and eliminate the need for our team to manage the process manually. Conveyor delivered on all three fronts.”

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Solution

Sumo Logic rolled out a self-serve Trust Center in 1 week with Conveyor, turning security requests into a fully automated workflow

Within a week of onboarding, the Conveyor team worked with Cassandra to establish a comprehensive Trust Center containing everything from documentation and compliance badges to company announcements and FAQs. With this resource, Cassandra’s team was able to offload their backlog of manually answering customer requests, confident that critical processes would continue to run without daily oversight.

Cassandra links the impact of the implementation to three core benefits:

Rapid implementation and white-glove support

Unlike many GRC solutions Cassandra had worked with in past roles, Conveyor was up and running with full access to Salesforce within a week. Throughout the onboarding process, she had direct access to the Conveyor team, ensuring constant alignment on success criteria and change management. This time to value was especially impactful during a federal audit Sumo Logic was undergoing at the time. During the audit week itself, not a single document had to be delivered manually — a major benefit for Cassandra’s team.

Salesforce validation and NDA automation

Before Conveyor, every request required Cassandra’s team to verify the initiator in Salesforce and track down signed NDAs — a manual process that slowed deals and created constant inbox traffic. Today, Conveyor integrates with Salesforce to validate whether someone is a customer or prospect, and access to Sumo Logic’s Trust Center is granted instantly. If an NDA isn’t already in place, Conveyor serves it up automatically for the prospect or customer to review and sign, cutting out the typical back-and-forth between Sales, Security, Legal, and the customer. By removing both validation and NDA management from Cassandra’s team’s workload, approvals no longer hold up deals — customers receive what they need right away, and the team gains time for strategic work.

Self-serve capabilities and automated flows

Through Sumo Logic’s Trust Center, powered by Conveyor, customers and sales teams can now obtain security-related information directly, eliminating the need to wait for a manual response from Cassandra’s team. With on-demand access to FAQs and documentation, as well as the ability to execute bespoke security queries and receive immediate answers, Sumo Logic’s Trust Center became a single source of truth almost overnight.

“Conveyor is clean, simple to configure, and easy to deploy. It was immediately obvious that it was the right choice for our team.”

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Results

Reclaimed bandwidth, faster sales cycles, and a foundation for future growth

With Conveyor, Sumo Logic transformed completing customers’ security requests from a tedious manual process to its competitive advantage. Today, customers and prospects obtain the security information they need in seconds through Sumo Logic’s Trust Center, while Cassandra’s team focuses their efforts on more growth-focused initiatives.

The results since the partnership began?

• 100% of customer security requests automated through Conveyor
• 82% faster delivery of security information during the sales cycle
• 4 hours reclaimed per week per analyst for other security initiatives

Looking ahead, Cassandra is eager to automate the whole customer trust experience by expanding Sumo Logic’s use of Conveyor into full security questionnaire automation with Conveyor’s AI Agent. Knowing she has a partner to help address the entire customer trust workflow is a feeling she describes as invaluable to her team.