Tag: Drive
-
Search Order Forms and SOWs Across Gmail and Drive
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…
-
Find Case-Closing References and Customer Stories Instantly
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,…
-
Search Competitive Intel Docs Across Drive with AI
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…
-
Proposal Version Control: Find the Latest File Every Time
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…
-
AI for Sales Enablement: One-Click Access to Battlecards & Decks
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,…