Sales Cheat Sheet for Security Questions

Published:

6 mins read

Where Can I find Security Resources to Share with Customers?

Product	Website Link	Screenshot
Syncfusion	https://www.syncfusion.com/security-policy
BoldDesk	https://www.bolddesk.com/legal/security
BoldSign	https://boldsign.com/security-policy/
BoldBI	https://www.boldbi.com/legal
BoldReports	https://www.boldreports.com/security

KB Article that can be shared with customers:

Common Security Questions can be viewed here: https://operations.syncfusion.com/agent/kb/25

What if I have Vendor Forms / Security Questionnaires?

Create an internal support ticket for the AR team. They have a system where they upload it to Tugboat, it automates answers that have already been answered, then any that have not previously been answered have to be filled out by a human.

What if they Need Our Security Policies?

Create a ticket or activity for Kate Dobson on internal support and she can send them our InfoSec Policies, SOC2 Type 2 Auditor Assurance Document, and Attestation Report.

What if they ask for a Full SOC2 Report?

The full report should NEVER be offered.
Create a ticket or activity for Kate Dobson to manage this request. The full SOC2 Report will only be sent with approval from General Counsel.

What if they ask for a VAPT (Vulnerability and Penetration Testing) Report?

Customer must meet criteria of 100 Million in revenue.
Create a ticket or activity for Kate Dobson to manage this request. VAPT Report will only be sent with NDA in place and approval from General Counsel.