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