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25 guides
Getting started
Create your workspace
Open a ProvenTen workspace and get the first settings in place before you invite anyone.
Getting started
Invite your team
Add sales, marketing, and admins with the right level of access from day one.
Getting started
Add your first references
Get a usable library in place: a few trusted customers, with consent recorded.
Getting started
Connect your CRM
Link Salesforce, HubSpot, Dynamics 365, or Pipedrive so matching can use live deal context.
Getting started
Enterprise rollout
A practical sequence for SSO, roles, import, CRM, and go-live with your ProvenTen team.
Getting started
Go-live checklist
A last-pass list before you open ProvenTen to the whole revenue team.
Using ProvenTen
References and the proof library
How the library is organised, what belongs in a reference, and how to keep it trustworthy.
Using ProvenTen
Advocates, consent, and permissions
Record who said yes, how they want to help, and when to stop asking.
Using ProvenTen
Match a prospect to a reference
Find the best-fit customer proof for a live deal, then request it the right way.
Using ProvenTen
Sales content and proof in deals
Drop verified quotes, metrics, and stories into decks, proposals, scripts, and RFPs.
Using ProvenTen
Analytics and win-rate attribution
See which references get used, which advocates are stretched, and what shows up in won deals.
Admin
Users and roles
Admin, librarian, and seller access — who can see advocates and who can change the library.
Admin
SSO and MFA
Sign in with SSO (single sign-on), require MFA (also called 2FA), and map groups to ProvenTen roles.
Admin
Workspace settings
Company name, defaults, sharing, and the switches that affect every seller.
Admin
Billing and seats
How seats, invoices, and plan changes work — and who to email for EU invoicing.
Integrations
Salesforce
Connect Salesforce, map fields, and open matching from an opportunity.
Integrations
HubSpot
Connect HubSpot CRM so companies and deals can drive matching.
Integrations
Dynamics 365 and Pipedrive
Connect Microsoft Dynamics 365 or Pipedrive with the same mapping discipline as other CRMs.
Integrations
Browser and email add-ins
Use ProvenTen from Chrome, Outlook, and Gmail while you work a live conversation.
Integrations
Slack and Microsoft Teams
Bring reference requests and updates into the channels your team already watches.
Integrations
API and webhooks
When you need a custom integration, use the Developer Center — this page only points the way.
Troubleshooting
Sign-in problems
Wrong workspace, SSO loops, MFA prompts, and invites that never arrive.
Troubleshooting
CRM sync problems
Missing records, wrong fields, and matches that ignore the deal in front of you.
Troubleshooting
Reference request issues
Requests stuck, advocates over-contacted, or permission denied when you try to ask.
Troubleshooting
Error codes
What common ProvenTen errors mean and what to try before you write to support.
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