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Practical guides for selling with ProvenTen, running the workspace, and fixing the things that get in the way. Search first — or pick the path that matches your job.
Start from your role
I sell with ProvenTen
Find the right reference, request it with consent, and drop proof into the deal.
Open guidesI admin the workspace
Users, roles, SSO, and the settings that keep advocate data safe.
Open guidesI connect CRM or build an integration
Salesforce, HubSpot, and the rest of the stack — plus the API when you need it.
Open guidesI am reviewing security
SSO, MFA, and roles in the product. Legal and trust documents live on proventen.com.
Open guidesBrowse by topic
First week
Getting started
Create a ProvenTen workspace, invite the people who need access, and go live on your own or with an Enterprise rollout covering SSO, roles, and import.
Daily work
Using ProvenTen
Day-to-day guides for the reference library, advocate consent, matching proof to a live deal, and seeing which customer stories helped your team to win.
Workspace
Admin
Set up users and roles, turn on SSO and MFA, adjust workspace settings, and handle seats and billing so advocate data stays with the right people on your team.
Connect your stack
Integrations
Connect your CRM, use ProvenTen in the browser and in email, bring requests into Slack or Microsoft Teams, and find the API if you need a custom integration.
Fix it yourself
Troubleshooting
Work through sign-in failures, CRM sync gaps, stuck reference requests, and common error codes before you write to the ProvenTen support team for help.
Support
Contact
Still stuck? How to reach us, and what to include so we can help quickly.
Popular 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 guideMatch a prospect to a reference
Find the best-fit customer proof for a live deal, then request it with recorded consent so the right advocate is asked only in the right way for that deal.
Read guideConnect 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 guideUsers 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.
Read guideAdvocates, consent, and permissions
Record who said yes, how each advocate is willing to help, and when to stop asking, so consent is clear before anyone on the team contacts a customer.
Read guideCRM sync problems
Fix missing CRM records, fields that landed in the wrong place, and reference matches that ignore the company and the deal sitting in front of your seller.
Read guideCannot find it, or something is broken?
Contact support