Category: Sales & Revenue Teams
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Sales Manager Playbook: Coaching with AI Search Insights
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Use AI search to surface emails, decks, and notes for targeted coaching. Turn tribal knowledge into repeatable wins. Start Free Trial Coach What Matters Review actual artifacts — discovery emails, decks used, competitor responses — and coach with precision. Manager Workflows Rep 1:1s: Pull threads and assets tied to current deals. Deal Reviews: Compare winning…
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Search Order Forms and SOWs Across Gmail and Drive
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Retrieve order forms and SOWs instantly — confirm scope, dates, and signatures without digging through folders. Start Free Trial Find, Verify, Move On Search by account, PO number, project name, or term. Instantly open the signed SOW or order form you need. Common Scenarios Scope Checks: Verify modules, seats, regions. Signature Proof: Pull the latest…
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Find Case-Closing References and Customer Stories Instantly
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Surface the best customer references and stories by industry, size, or region — right when you need them. Start Free Trial Proof That Closes Find stories by vertical (“Fintech SOC2”), by use case (“Month-end close”), or by region (“DACH enterprise”). Attach the perfect proof in minutes. Findable Artifacts References: Contacts, notes, opt-in status. Stories: PDFs,…
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Search Competitive Intel Docs Across Drive with AI
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Instantly find competitor briefs, win/loss analyses, and objection-handling notes — all from Drive and Gmail. Start Free Trial Turn Intel into Advantage Search by competitor, industry, or feature gap. Open the right doc immediately — and step into calls prepared. Findable in One Click Competitor Briefs: Updated positioning and traps. Win/Loss: Patterns by region or…
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Proposal Version Control: Find the Latest File Every Time
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Never send the wrong deck again. AI search surfaces the latest approved proposal version instantly. Start Free Trial Confidence in Every Send Find the latest approved deck by account, product, or region. Context Search AI eliminates duplicate confusion and stale links. Practical Tips Naming Hints: “_approved”, “vFinal”, “region-date”. Owner Signals: PMM/SalesOps as the source of…
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Find Customer Emails by Account, Deal, or Stage in Gmail
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Instantly retrieve customer emails grouped by account, opportunity, or stage. Follow-ups in minutes, not hours. Start Free Trial Account-Based Email Search Search “Acme Corp renewal stage emails last 30 days” or “All exec sponsor threads – APAC” and open the right conversations immediately. Faster Pipeline Moves By Stage: Discovery, Eval, Legal, Closed Won/Lost. By Role:…
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AI for Sales Enablement: One-Click Access to Battlecards & Decks
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Give reps instant access to battlecards, talk tracks, and updated decks — straight from Drive and Gmail, with AI search. Start Free Trial Enablement Without Friction Stop waiting on links. Reps search naturally: “Series B deck – EMEA – latest” and open the right file instantly. What Reps Get Battlecards & Talk Tracks: By product,…
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Search Renewal Contracts and MSA Addendums in Seconds
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Never miss a renewal. Instantly surface renewal contracts, MSA addendums, and terms in Gmail and Drive. Start Free Trial Stay Ahead of Renewals Context Search AI finds signed contracts, amendment history, and renewal emails instantly — by account, term, or date range. Find What Matters Signed Agreements: Latest MSA and addendums. Term & Renewal Dates:…
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Find Customer Quotes and Pricing Sheets Instantly with AI
- Locate Orphaned Files & Transfer Ownership in Seconds
- Search Shared Drives by Owner, Team, and Sensitivity — Instantly with AI
- Find Duplicate Files & Old Versions Across Google Drive — Instantly with AI
- Incident Response: Find Playbooks, Contacts, and Runbooks Instantly
- Security Training: Locate Completions & Evidence in Seconds
Surface quotes, pricing sheets, and discounts across Gmail and Drive in seconds. Send the right numbers, every time. Start Free Trial Quotes & Pricing, Without the Hunt Pricing moves fast. Context Search AI retrieves the latest quotes, SKU sheets, and discount approvals with one search — across Gmail threads, Drive folders, and Shared Drives. What…