Know which accounts to work and why now. Cobl reads the signals and gets you the meeting with the right person.
Know what is proven, what is missing and who really decides, after every meeting and email.
Give each stakeholder a reason to say yes. Cobl builds the argument, the proof and the documents your champion can share.
Know what to do next on every deal. Cobl watches each deal and plans the path to signature with the buyer.
Cobl x Conveyor integration
Cobl watches Conveyor for security questionnaires and Trust Center requests on your deals, and prepares answers from approved material.
What is Conveyor?
Conveyor is a security review platform. Security, trust and sales teams use it to run a customer-facing Trust Center, answer security questionnaires and control who can see sensitive documents such as audit reports and policies. Prospects request access, sign an NDA where required, and review the material themselves.
What Cobl catches in Conveyor
Cobl watches Conveyor for the events that matter to your accounts and deals:
- A prospect requests access to your Trust Center.
- A security questionnaire arrives on a deal.
- A prospect downloads an audit report or a policy.
- A review stays open close to the target close date.
What Cobl understands from it
A security request means a review is under way. Cobl links it to the deal and checks it against the close date. A late review is a common reason deals slip.
What Cobl prepares for you
- Draft answers from your approved security material.
- A task for each question your content does not cover.
- An alert when the review threatens the close date.
How the Conveyor integration works
Connect Conveyor to Cobl. Cobl links each request or notice to the right account or deal, and checks it against the dates that matter.
Frequently asked questions
Does Cobl integrate with Conveyor?
Yes. Connect Conveyor to Cobl and it becomes one of the sources Cobl watches for your accounts and deals. When something changes, Cobl works out what it means and prepares the next step.
What Conveyor data does Cobl read?
Trust Center access requests, questionnaire activity and document views. More on how data is handled sits on the security page.
What does Cobl do with what it finds in Conveyor?
Cobl links each fact to the right account and deal and prepares the next step. It reads Conveyor and does not change anything in it.
Which tools work with Conveyor in Cobl?
Cobl reads Conveyor together with your other sources, such as Salesforce, Confluence and Slack. A fact from one tool is checked against the others, so each step starts from the full picture.
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