ProvenTenProvenTen

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.

  1. 1Create your workspaceOpen a ProvenTen workspace, set your company name and first defaults, and get those settings in place before you invite anyone else to join the workspace.
  2. 2Invite your teamInvite sales, marketing, and workspace admins with the right role from day one, so advocate data stays limited to the people on your team who need it.
  3. 3Add your first referencesAdd a few trusted customers to the reference library and record their consent, so sellers have proof they can use with confidence on a live sales deal.
  4. 4Connect your CRMLink Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use the company and the deal that are already open in the CRM sitting in front of you.

Enterprise: rollout with your team

SSO and roles first, then import, CRM, and a go-live checklist. Customer success stays with you.

  1. 1Enterprise rolloutA practical Enterprise rollout sequence: SSO and roles first, then a guided import, CRM, and go-live, with your ProvenTen customer success team beside you.
  2. 2SSO and MFASign in with SSO (single sign-on), require MFA (also called 2FA), and map your identity-provider groups to the ProvenTen roles your team members should have.
  3. 3Users and rolesChoose Admin, Librarian, or Seller access so it is clear who can see advocates, who can change the library, and who can only use proof in a live deal.
  4. 4Go-live checklistA last-pass checklist before you open ProvenTen to the whole revenue team, covering access, advocate consent, the CRM connection, and who to contact next.

All getting started guides

Create your workspace

Open a ProvenTen workspace, set your company name and first defaults, and get those settings in place before you invite anyone else to join the workspace.

Read guide

Invite your team

Invite sales, marketing, and workspace admins with the right role from day one, so advocate data stays limited to the people on your team who need it.

Read guide

Add your first references

Add a few trusted customers to the reference library and record their consent, so sellers have proof they can use with confidence on a live sales deal.

Read guide

Connect your CRM

Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use the company and the deal that are already open in the CRM sitting in front of you.

Read guide

Enterprise rollout

A practical Enterprise rollout sequence: SSO and roles first, then a guided import, CRM, and go-live, with your ProvenTen customer success team beside you.

Read guide

Go-live checklist

A last-pass checklist before you open ProvenTen to the whole revenue team, covering access, advocate consent, the CRM connection, and who to contact next.

Read guide