First week
Getting Started
Two paths, one goal: a workspace your revenue team can trust. Growth teams can set this up themselves. Enterprise teams follow a rollout checklist with SSO, roles, and a guided import.
Growth: go live on your own
Create the workspace, invite a small team, add trusted references, then connect CRM.
- 1Create your workspaceOpen a ProvenTen workspace and get the first settings in place before you invite anyone.
- 2Invite your teamAdd sales, marketing, and admins with the right level of access from day one.
- 3Add your first referencesGet a usable library in place: a few trusted customers, with consent recorded.
- 4Connect your CRMLink Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.
Enterprise: rollout with your team
SSO and roles first, then import, CRM, and a go-live checklist. Customer success stays with you.
- 1Enterprise rolloutA practical sequence for SSO, roles, import, CRM, and go-live with your ProvenTen team.
- 2SSO and MFASign in with SSO (single sign-on), require MFA (also called 2FA), and map groups to ProvenTen roles.
- 3Users and rolesAdmin, librarian, and seller access — who can see advocates and who can change the library.
- 4Go-live checklistA last-pass list before you open ProvenTen to the whole revenue team.
All getting started guides
Create your workspace
Open a ProvenTen workspace and get the first settings in place before you invite anyone.
Read guideInvite your team
Add sales, marketing, and admins with the right level of access from day one.
Read guideAdd your first references
Get a usable library in place: a few trusted customers, with consent recorded.
Read guideConnect your CRM
Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.
Read guideEnterprise rollout
A practical sequence for SSO, roles, import, CRM, and go-live with your ProvenTen team.
Read guideGo-live checklist
A last-pass list before you open ProvenTen to the whole revenue team.
Read guide