Typically, these come in as Excel Workbooks with anywhere between four and 14 tabs.
Filling out the vendor/company and product tabs are easy. Even app, hardware and networking questions are layups. But sometimes there are hundreds of questions about your testing, storage, backup, disaster recovery plan, etc.
- I've completed enough that I know the answers (to some degree) and do an initial pass before handing over to my engineering team (or CTO, if the team is spread thin).
- I try to maintain a master file of questions and answers so that for the next assessment, I can do more and require less of the engineering team.
- BUT it's getting harder to codify questions into a "master question", and it seems inefficient to maintain a list of question variations/flavors which is not easy to scan through.
- Some clients are moving to SaaS platforms that I log-in to and answer questions, and upload documents (certifications, network diagrams, etc.), but those don't make my life any easier.
What do y'all do to make this B2B SaaS sales hurdle more manageable?
Sometimes these assessments come with a RFI/RFP. Other times, the sale is closing and the contract is in redlines, then some jackass shares the assessment at the last minute. Which ultimately pushes the contract signing and execution out at least one more week. Super frustrating.
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