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Growth Quick Start Guide for Sales Teams

This is a template for your internal documentation for continuing educations

Mary Wiley avatar
Written by Mary Wiley
Updated over 8 months ago

This template can be used as a starting point for internal team documentation. Remember to customize these sections to align with the team's specific needs and processes. Incorporate screenshots or video recordings of the Trust Center, along with other visuals, to enhance the documentation's clarity.

[COMPANY NAME]’s Trust Center

[Company Name] has launched our customer-facing Trust Center powered by SafeBase.

This is our organization’s centralized source for our latest information on security, privacy, and compliance for our products. The Trust Center is a secure platform that makes it easy for us to share sensitive security and compliance documentation, build customer trust, and close deals faster. This will empower our team to share and automate access to security, compliance, and privacy information. Utilizing our Trust Center will minimize security questionnaires, create a better buying experience, and ramp up our sales velocity.

What should I use our Trust Center for?

The Trust Center serves as our primary hub for security documentation and related details. It provides a secure channel for sharing vital security information with our customers, guaranteeing they receive the most up-to-date and precise resources. This initiative reflects our dedication to both transparency and robust security practices.

The shareable URL can be found here: [trust.companyname.com\]

When should I share our Trust Center?

Share the Trust Center early in the sales process for maximum impact. For prospects, share after the initial demo; for customers, share at the beginning of renewal conversations. Proactive sharing, even if you don't directly engage with Security, helps minimize security assessments and ensures a smoother buying experience.

How do I access our Trust Center?

Customers can access our Trust Center by navigating to [INSERT URL].

As [COMPANY NAME] employees, you should access the Trust Center through our SafeBase Workspace by logging in with [SSO NAME]. You will be able to see all of our documentation and search for answers to questions in real time. Do not request access to our Trust Center. You should only access our content by logging into the SafeBase Workspace.

[INSERT SCREENSHOT of SSO INSTANCE]

Who is responsible for what?

Security Team: Maintain Trust Center, review requests, and grant access to customers/prospects

Go to market teams: Responsible for proactively sharing the trust center upfront with customers and prospects. Share the Trust Center with customers and prospects, and work with security to confirm valid requests.

FAQ

What do I do if customers want to use something other than our Trust Center for their review?

  • Please review this template here for talking points and templates for dealing with pushback.

How do I explain a Trust Center if a customer does not know what a Trust Center is?

  • Here is a helpful article from SafeBase that explains how to navigate a Trust Center.

Who do I reach out to if something is not working?

  • You can always contact the SafeBase team at [support@safebase.io] or within the chat feature on the SafeBase workspace. You can also ask questions in our Slack Channel [#companyname-SafeBase] or by emailing [security@customername.com]

How do I track what my customers and prospects are doing?

  • A complete record of activity is logged in the SafeBase Workspace.

  • We have a Slack Channel that will update when a customer requests access or interacts with the Trust Center.

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