Reduce the Risks, Costs and Inefficiencies of Sales Processes
Secure Third Party Communications
NDAs, contract revisions, product plans, requests for proposals—sales teams exchange private content and intellectual property like this with prospects on a daily basis. When it comes to mitigating the risks of this sharing, such as non-compliance fines, security breaches and lawsuits, CISOs and CIOs bear the ultimate responsibility. Executives must simultaneously address ballooning storage costs and ensure secure sharing tools improve sales efficiency. Break this logjam using the Kiteworks enterprise content firewall to enable your sales workflow with simple document sharing, while keeping control over the security, compliance and storage.
Reduce the Risks, Costs and Inefficiencies of Sales Processes
NDAs, contract revisions, product plans, requests for proposals—sales teams exchange private content and intellectual property like this with prospects on a daily basis. When it comes to mitigating the risks of this sharing, such as non-compliance fines, security breaches and lawsuits, CISOs and CIOs bear the ultimate responsibility. Executives must simultaneously address ballooning storage costs and ensure secure sharing tools improve sales efficiency. Break this logjam using the Kiteworks platform to enable your sales workflow with simple document sharing, while keeping control over the security, compliance and storage.
Sales Solutions
Protect Intellectual Property and Private Documents
Enable Simple Secure File Sharing for Sales
Lost lawsuits. Lost competitive advantage. Every day, you read about another company and its executives suffering the consequences of sharing poorly protected, sensitive information with other companies. Protect your data by giving your salesforce a simple, secure way to share sensitive information with prospects: the Kiteworks platform. Without leaving email or their Salesforce Accounts and Opportunities, reps effortlessly send, request and store related documents. You control the security and governance policies, while the Kiteworks platform invisibly protects the data and tracks all the actions for compliance reporting.
Comply with Security Regulations Without Slowing Your Team
Automatically Enforce and Report on Governance Policies
Your sales teams trade so much sensitive customer data in the sales process–especially personally identifiable information (PII) and intellectual property (IP)–that you must meet an ever-expanding list of compliance regulations and policies. Since reps need to focus on winning deals, not protecting data, you will not remove the risk of breaches and fines with training alone. But adding extra compliance steps will slow them down, leading to lost deals and lost revenue. Dodge these pitfalls by enabling the Kiteworks platform’s easy, transparent enterprise security and governance in your sales workflows. Know where your sensitive files are and who accessed them, and satisfy auditors with the reporting you need to comply with GDPR, SOC 2 and other regulations.
Avoid High Cloud Storage Costs
Use the Storage of Your Choice for Sales Documents
CIOs favor the power and convenience of cloud-based Salesforce software. But you may not be able to use its document storage because of the cost, or because of compliance policies that require sensitive data stay on-premise. And if you depend on network file shares or content management systems, you risk slowing reps down with poor access while on the road. Avoid these problems by using the Kiteworks platform. Reps efficiently send and store documents without leaving their Salesforce Accounts and Opportunities. You keep full control over the storage resources and infrastructure. Finally, you can meet your budget, security and compliance needs without getting in the way of Sales’ pursuit of revenue.
Frequently Asked Questions
Sales leaders can protect proposals and contracts and the sensitive information they contain by using secure file sharing solutions such as encrypting these and other documents in transit and at rest and requiring multi-factor authentication. With multi-factor authentication, sales organizations can ensure that any documents shared are password-protected and that users are authenticated before downloading or viewing documents. Additionally, a secure file sharing solution should have a tracking capability that provides a record of when a document is sent to a customer and when the file was downloaded. The secure file sharing solution should also be able to generate audit logs that show who on the sales team sent a specific file to which customer, and when. Audit logs help sales organizations demonstrate compliance with a variety of different data privacy regulations.
Sales organizations must comply with a range of regulations, including consumer protection and privacy regulations, such as the Health Insurance Portability and Accountability Act (HIPAA), the Gramm-Leach-Bliley Act (GLBA), and the International Traffic in Arms Regulations (ITAR). Regional or national data privacy regulations like the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and the Personal Information Protection and Electronic Documents Act (PIPEDA) must also be taken into account and sales teams need to stay up to date with any changes.
When hosting product demonstrations or meetings over a web conferencing application, sales representatives should use secure networks and require attendees to authenticate their identity. Additionally, any shared devices or equipment should be secured with passwords, and any documents shared should be password-protected and encrypted. For in-person meetings, sales representatives should also ensure that any sensitive data can be remotely wiped or destroyed in the event of a lost or stolen laptop, tablet, or other handheld device containing proprietary information.
In order to ensure regulatory compliance when managing customer contracts, sales organizations should create and adhere to a customer contract management process that defines the rules and procedures for how customer contracts are created, shared, maintained, amended, archived, and destroyed. This process should take into account all applicable data privacy regulations and should be regularly monitored to ensure that sales personnel adhere to the process and standards set out in the policy.
As sales proposals and contracts frequently contain sensitive information like configuration settings, custom pricing, security questionnaires, and other proprietary content, sales organizations should encrypt these documents. TLS 1.2 encryption for emails and files in transit and AES-256 for content at rest are considered the strongest forms of encryption. Encrypting these documents protects them from unauthorized access by attackers or even competitors.
FEATURED RESOURCES
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Customer Use Cases: Kiteworks Private Content Network Innovations