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Match a prospect to a reference

Find the best-fit customer proof for a live deal, then request it the right way.

Matching is for the moment you need proof in a real conversation. Give ProvenTen the prospect context you already have — from the CRM or typed in — and review the suggested references before you request anyone.

Run a match

  1. Open the opportunity in ProvenTen, or start a match from the CRM record if the integration is on.
  2. Confirm industry, region, deal size, and the problem the prospect cares about. Fix anything the CRM got wrong.
  3. Review the suggested references. Prefer consented, recent, and not overused advocates.
  4. Request the reference or pull content-only proof if a live call is not needed.

When the list looks wrong

  • Check CRM field mapping — bad industry or region data produces bad matches. See CRM sync.
  • Your library may be thin in that segment. Add a reference rather than forcing a poor fit.
  • If every deal suggests the same three advocates, talk to an admin about contact caps and library coverage.

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