Go-live checklist
A last-pass list before you open ProvenTen to the whole revenue team.
Use this before a company-wide launch. A short pilot will catch more than another week of configuration.
Library and consent
- You have enough consented references to cover your main segments.
- Pending consent is visible, not hidden as if it were approved.
- Someone is responsible for keeping consent dates current.
Access and integrations
- Admins and librarians are named, and sellers have the Seller role — not Admin “just in case”.
- SSO works for a test user on each major email domain, or invites are flowing if you are not on SSO yet.
- CRM matching returns a sensible result on at least three live deals.
- Browser or email add-in is installed for the pilot group, if you plan to use it.
People
- Pilot sellers know how to match a prospect and when not to contact an advocate.
- You have a named person for support questions in the first two weeks.
Related guides
- Enterprise rollout
A practical sequence for SSO, roles, import, CRM, and go-live with your ProvenTen team.
- Add your first references
Get a usable library in place: a few trusted customers, with consent recorded.
- Connect your CRM
Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.
- Users and roles
Admin, librarian, and seller access — who can see advocates and who can change the library.