CASE STUDY
Kustomer wins enterprise deals with SOC 2

Work back goals set by Vanta for fast, seamless audit
Continuous monitoring for ease of reporting
Integration of tools for non-technical SOC 2 components
Vanta was almost too good to be true. Without it, it’s hard to know where to even start but everything went as described. We hit all of our timelines - it was honestly painless.
Jeremy Suriel
The Company
Improving the customer experience
Kustomer is an omni-channel SaaS platform that enables companies to deliver customized support. Kustomer delivers faster, enhanced experiences to your customers with omnichannel messaging, a single customer view, and AI-powered automations.
The Challenge
Mandatory SOC 2 report
From the start, Kustomer’s approach to customer service had immediate appeal to enterprise companies. But like most startups, Kustomer lacked the compliance reports that these larger prospects asked them to provide. Without compliance reports, Kustomer’s engineering team often needed to fill out security questionnaires, which drained precious engineering hours and slowed down sales cycles.
Kustomer knew they needed a better solution, fast, when their largest deal ground to a halt over a mandatory requirement for a SOC 2 report.
The Solution
Consolidated evidence for fast audit
Kustomer chose Vanta to build trust in their brand, win their prospects’ business, and ultimately prepare for a SOC 2 audit. They were contractually obligated to be SOC 2 compliant by the end of year and valued Vanta’s prescriptive approach and automation.
Vanta helped Kustomer’s team work backwards from their audit date and set milestones to ensure they’d meet the deadline. Kustomer connected Vanta to their infrastructure and Vanta ran continuous tests on Kustomer’s business systems to generate a prioritized to-do list. Working from the list, the team remediated each gap and implemented technical controls.
Kustomer also took advantage of Vanta’s suite of tools streamlining the non-technical components of a SOC 2. With audit evidence consolidated in one place, a Vanta partner audit firm used Vanta software to gather information for the SOC 2 report - saving Kustomer hours of manual work and screenshots.
The Impact
Winning sales and improving security
In just a couple months of work, Kustomer achieved a clean SOC 2 Type I report and won the business of their largest enterprise clients.
By continuously monitoring their systems, Kustomer earned a SOC 2 Type II report months later with relative ease – all the while improving their overall security posture.