FACILITATOR NOTE
How to use this deck
This template is meant to train your sales and other go-to-market teams. This is meant for our Foundation Plan customers without access to our Salesforce integration.
Sales teams play a huge role in the success of your Trust Center.
There are multiple places where you can customize the information provided — we have highlighted these for you .
We have included high level talking points on some of the slides to help guide your training.
[AGENTIC TRUST MANAGEMENT]
[WIN WITH TRUST]
Sales Team Training
DATE, YEAR
INSERT YOUR LOGO
[WHAT IS SAFEBASE]
SafeBase is the customer trust platform that helps organizations increase buyer confidence through improved transparency, proactive communication , and real-time oversight and insights.
[CUSTOMER WIN]
See an example of a customer win from:
Sharing your Trust Center will help smooth out the security review process and save your team and your customers time.
[AGENTIC TRUST MANAGEMENT]
04
[THE VALUE]
Why use a Trust Center?
SafeBase's Trust Center will allow you to share our security program and automate access to sensitive compliance information requested by our customers and prospects.
The Trust Center should be shared early in the sales and renewal processes to build trust with customers and highlight that [COMPANY NAME] is a security first company.
Our Trust Center will dramatically reduce the number of questionnaires we receive, saving you time and helping you speed through security reviews with customers and prospects.
Hundreds of companies use SafeBase and here is our live Trust Center — [INSERT YOUR URL]
"Besides saving myself and our sales team time, SafeBase has increased customer confidence in our platform and shows one of our core values very transparently: Trust is Our Business."
Chris Castaldo
Chief Information Security Officer, Crossbeam
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FACILITATOR NOTE
We suggest jumping into your own Trust Center here to walk your team through what your customers will see.
[AGENTIC TRUST MANAGEMENT]
[THE WALKTHROUGH]
How to Use the Trust Center
[STEP 01]
Sharing your Trust Center
Being proactive with sharing our Trust Center is the first step in ensuring that we have a smooth security review process.
Simply send customers the link to our Trust Center and include it in your email signature.
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[STEP 02]
Customer Requests Access to View Private (NDA Gated) Content
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[STEP 03]
Customer Adds Information and Requests Access
NOTE ON TRUST CENTER UPDATES
By also checking the box to receive Trust Center Updates, you will be able to maintain ongoing trust with customers. Your security team will alert your customers about security program updates and incident response.
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[STEP 04]
Our Security Team Can Also Manually Add Customer Accounts
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[STEP 05]
Security Team Will Review the Request
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[STEP 06]
Customer Signs NDA
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[STEP 07]
Customer Now Has Access to Private Content
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[STEP 08]
Customer Can Easily Download Private Documents
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[STEP 11]
Customer Just Needs to Re-Enter their Email Address
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[KEEP GOING]
Additional Resources
You can find our internal documentation here
How to conduct a security review with SafeBase here
Find templates for sharing the launch of our Trust Center here
Refresher on SafeBase, find a training video here
How to handle customer pushback — helpful templates here
Join our Slack Channel #safebase-help
[AGENTIC TRUST MANAGEMENT]
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