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.
Note: In the "How do I access our Trust Center" section below, you can include details about how to invite your customers from within Salesforce. This capability is available on the Enterprise plan only.
[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?
Our customers can access the Trust Center by navigating to [INSERT URL]. Customers can access the Trust Center by either using the provided URL or by receiving a direct invitation to SafeBase through our Salesforce instance.
To invite a customer directly you can use the ‘Add to SafeBase Button’ on the top right corner of the Salesforce Account Page. Sending a direct invitation to the Trust Center through the 'Add to SafeBase Button' bypasses the need for customer access requests and allows for the inclusion of a personalized message.
Employees of [COMPANY NAME] should find all necessary information within our Salesforce instance. Please do not request access to the Trust Center.
[INSERT SCREENSHOT OF SALESFORCE 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 requests are valid
FAQ
What do I do if customers do not want to use our Trust Center for their review?
Please review this resource 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 use 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 full record of activity is logged on each account within SafeBase. You can view this on the Accounts tab and within each individual account.
Customer activity will be logged in the activity section of the account page on SalesForce. You will be able to see when a customer requests access, downloads a document, or interacts with our Trust Center.