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25 guides
Getting started
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.
Getting started
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.
Getting started
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.
Getting started
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.
Getting started
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.
Getting started
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.
Using ProvenTen
References and the proof library
How the proof library is organised, what belongs in a customer reference, and how to keep quotes, metrics, and stories accurate for every live sales deal.
Using ProvenTen
Advocates, 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.
Using ProvenTen
Match 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.
Using ProvenTen
Sales content and proof in deals
Place verified quotes, metrics, and customer stories into decks, proposals, call scripts, and RFPs without rewriting what that customer actually said.
Using ProvenTen
Analytics and win-rate attribution
See which references get used, which advocates are asked too often, and which customer proof shows up in the deals your revenue team has actually won.
Admin
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.
Admin
SSO and MFA
Sign 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.
Admin
Workspace settings
Set the company name, time zone, language, and sharing defaults, plus the workspace switches that change how every seller works day to day in ProvenTen.
Admin
Billing and seats
See how seats, invoices, and plan changes work in ProvenTen, and which address to email when you need European invoicing or a billing contact updated.
Integrations
Salesforce
Connect Salesforce, map the fields that matching needs, and open the right customer proof from the opportunity your seller is working in Salesforce now.
Integrations
HubSpot
Connect HubSpot CRM so companies and deals can drive reference matching, with the same careful field mapping you would use for Salesforce or any other CRM.
Integrations
Dynamics 365 and Pipedrive
Connect Microsoft Dynamics 365 or Pipedrive, map the fields matching relies on, and keep every customer suggestion tied closely to the deal in front of you.
Integrations
Browser and email add-ins
Use ProvenTen from Chrome, Outlook, and Gmail so your sellers can pull verified customer proof into a live conversation without leaving that email thread.
Integrations
Slack and Microsoft Teams
Send reference requests and status updates into Slack or Microsoft Teams, in the channels your revenue team already checks all through the working day.
Integrations
API and webhooks
When you need a custom integration, start at the ProvenTen Developer Center for the API and webhooks. This Help Center page only points the way there.
Troubleshooting
Sign-in problems
Fix the wrong workspace, SSO login loops, repeated MFA prompts, and team invites that never arrive, then contact ProvenTen support if the problem persists.
Troubleshooting
CRM 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.
Troubleshooting
Reference request issues
Unstick a reference request, stop an advocate from being contacted too often, and clear a permission denied message when a seller tries to send the request.
Troubleshooting
Error codes
See what the common ProvenTen error codes mean, what you can try on your own first, and what to send our support team if the problem is still showing.
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