Sales · 6–7 min read
A fast-growing SaaS company’s sales team was losing valuable time searching for proposals, signed contracts, and customer emails across Google Drive and Gmail. After adopting Context Search AI, they cut search time dramatically and closed deals 30% faster.
Company Snapshot
- Industry: SaaS (B2B)
- Sales Team: 15 account executives
- Stack: Google Workspace (Docs, Slides, Gmail, Drive)
- Challenge: Slow proposal and contract retrieval, delayed follow-ups
The Challenge
- Proposals saved in multiple folders with no clear versioning.
- Signed contracts buried in Gmail attachments.
- Follow-up emails missed due to cluttered inboxes.
- Deals delayed by lack of quick access to key files.
The Solution: Context Search AI
By rolling out Context Search AI, the sales team transformed their workflow:
- Instant search across Gmail + Drive for proposals, contracts, and emails.
- Natural queries — “Signed contract for Acme Corp Q2.”
- Latest version surfaced first — avoid draft confusion.
- Click-to-open — launch Docs, Slides, or Gmail instantly.
Implementation in 3 Steps
- Sales team connected their Google Workspace accounts with one click.
- Created saved searches for proposals, signed contracts, and customer threads.
- Rolled out to 15 AEs in less than a week.
The Results
- 30% faster deal closing across the team.
- 70% less time wasted searching for proposals and contracts.
- Higher win rates due to faster customer response.
“With Context Search AI, we no longer scramble to find proposals or signed contracts. Everything is a single search away. Our deal cycles are faster, and customers notice the difference.”
Basic €5/mo (individuals). Business €10/user/mo. Corporate €15/user/mo (up to 100 seats with departmental add-ons).
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