Conveyor integrates seamlessly with your most important workflows.
Automate access to your Trust Center using CRM data and measure your security review business impact
Automate the approval and/or NDA bypass for visitors to your Trust Center
Spend less time manually reviewing requests for access
Issue invitations to your Trust Center directly from Salesforce
Keep sales in their workflow and speed up the deal cycle
See Customer Activity in Salesforce
Sales gets insight about deal activity instead of asking you
Create Leads in Salesforce when someone new is visiting your Trust Center
Capture leads and use your Trust Center as an opportunity-generator
Upload questionnaires to Conveyor from Salesforce
Keep sales in their workflow with a seamless process
See the revenue associated with a questionnaire
Prioritize questionnaire efforts by business impact
Approve requests from customers to access your trust center
Spend less time manually reviewing requests to access your Trust Center
Get answers to questions from ConveyorAI in Slack
Answer customer questions without leaving your workflow
Get a feed of specific customer activity like access requests, if they downloaded a document, or if they interacted with your Knowledge Base
Enable your sales teams to self-serve information about their accounts and prospects so they don’t have to ask you for the info
Manage access requests, review prospect activity, and ask questions of your Knowledge Base - all without opening Conveyor
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Customize your NDAs with Docusign to allow for more control over redlining, automatic reminders, and recipient permissions
Use DocuSign for NDAs instead of in app click wrap
Keep teams in the software you're already using.
Access detailed Conveyor metadata - like customer search queries or document interactions - to bring into your BI tools for additional analysis
Get insights out of conveyor like connection interactions and questionnaire data
Automate approvals or see who is knocking on your Trust Center door
Send questionnaires into Conveyor from the tool of your choice
Automate the approval and/or NDA bypass for visitors to your Trust Center
Spend less time manually reviewing requests for access
Let Conveyor's AI Agent manage your ticketing queue, collaborate with sales, and update systems
Spend less time reviewing and actioning the security request queue from sales
Let Conveyor's AI Agent manage your ticketing queue, collaborate with sales, and update systems
Spend less time reviewing and actioning the security request queue from sales
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