Sales & Operations
Trust Centers & Security Portals
The modern way to share reports and automate NDA workflows.
Establish Your Audit Baseline
Get your readiness score, identify critical gaps, and unblock enterprise deal velocity in under 2 minutes.
Key Considerations
The modern way to share reports and automate NDA workflows.
- Replacing email attachments with secure portals.
- Automating NDA sign-offs before report downloads.
- Real-time trust metrics that impress security reviewers.
Action Plan for Founders
- Create a dedicated "Security & Trust" page on your website to host basic compliance info.
- Train your sales team on how to answer the top 5 security questions using your SOC 2 report.
- Set up a process for sharing your full report under NDA using a secure portal.
- Track when your report expires and set a reminder to request a bridge letter or start a new audit.
Trust Center Checklist
- Click-wrap NDA for reports
- Real-time Subprocessor list
- Vulnerability Disclosure Policy
- System Status (Uptime) link
- Compliance Badges (SOC2, etc)
- Data Privacy Policy (GDPR/CCPA)
- Downloadable Security FAQ
- Security Team contact info
Frequently Asked Questions
How does Trust Centers & Security Portals help accelerate sales?
Trust Centers & Security Portals removes friction during security reviews by proactively addressing common enterprise concerns, allowing your sales team to focus on value rather than compliance overhead.
When should we start implementing Trust Centers & Security Portals?
Ideally, you should plan for this as soon as your SOC 2 audit concludes (or even during the audit) so you are ready to leverage the report immediately for upcoming deals.
What are the common pitfalls in Trust Centers & Security Portals?
The biggest pitfall is being reactive. Waiting for a customer to ask for a bridge letter or a trust center access often adds days or weeks to a deal cycle.
How do auditors view Trust Centers & Security Portals?
While auditors focus on the audit itself, they expect you to have processes for vendor management and incident response that tie back to how you maintain trust with customers.
Can we automate part of Trust Centers & Security Portals?
Yes, trust centers and security portals can automate NDA workflows and report distribution, significantly reducing manual work for your security and sales teams.
Is Trust Centers & Security Portals required for SOC 2?
Not all aspects of sales enablement are "required" for the audit itself, but they are essential for realizing the ROI of your SOC 2 investment.