Sales
Find the Battlecard.
Close the Deal.
Proposals, battlecards, case studies, pricing docs — scattered across Drive, SharePoint, and Slack. RetrieveIT gives your sales team one search to find what they need to win.
Sound Familiar?
Sales teams waste hours searching for content that should be at their fingertips.
Proposal templates are everywhere
Marketing made templates. Sales ops made templates. That one AE has 'the good one' in their personal folder. Finding the right, current template means asking around instead of searching.
Competitive intel is buried
Product marketing created battlecards. Someone shared competitor teardowns in Slack. There's a competitive wiki that's six months stale. When a prospect mentions a competitor, you're scrambling.
Case studies are impossible to find
You know there's a case study for that industry. Marketing published it somewhere. But searching 'healthcare case study' returns 47 results and none of them are the one you need for tomorrow's call.
Pricing and discount approvals are confusing
Standard pricing is in the sales deck. But discount tiers are in a spreadsheet. Approval thresholds are in an email from last quarter. New reps have no idea what they can offer.
Sales Enablement That's Actually Findable
Turn your scattered sales content into a searchable resource reps actually use.
Find the Right Template Instantly
Stop asking 'who has the good proposal template?' Search once, find the current version, start selling.
Competitive Intel When You Need It
Prospect mentions a competitor? Find battlecards, differentiators, and win stories in seconds — not after the call.
Case Studies by Industry
Find the perfect customer story for every prospect. Search by industry, use case, or company size.
New Rep Ramp Time
New reps find answers instead of asking. Playbooks, pricing, processes — searchable from day one.
Real Scenarios. Instant Answers.
See how sales teams use RetrieveIT to find what they need and close deals faster.
Prospect asks how you compare to a competitor
"What are our key differentiators against Competitor X?"Returns the latest battlecard, competitive positioning doc, and recent win/loss analysis — pulling from marketing's competitive folder and sales enablement resources.
→ Generate competitor comparison talking points
Building proposal for healthcare prospect
"Find case studies and ROI data for healthcare customers"Surfaces relevant case studies, customer quotes, ROI metrics, and implementation timelines — specific to healthcare, ready for your proposal.
→ Generate industry-specific proposal section
Researching a prospect before outreach
"What messaging and templates work best for fintech companies?"Finds proven email sequences, call scripts, and successful outreach examples for fintech — based on what's actually worked for the team.
→ Generate personalized outreach sequence
Rep asks about discount approval process
"What is the discount approval process and who needs to sign off on deals over 20%?"Returns the current pricing policy, discount tiers, approval matrix, and escalation process — so reps know exactly what they can offer.
→ Generate deal approval checklist
Connects to Where Sales Content Lives
Index your sales decks, battlecards, and enablement content — wherever they are.
Google Drive
LiveProposals, case studies, sales decks, competitive intel
SharePoint
LiveSales playbooks, pricing docs, contract templates
Confluence
LiveSales enablement wiki, product documentation, battlecards
Gmail
LiveCustomer communications, deal threads, approval chains
Outlook
LiveEmail threads, meeting notes, customer correspondence
OneDrive
LivePresentations, proposals, personal deal folders
Enterprise-Ready Security
Sales content includes pricing, competitive intel, and customer data. RetrieveIT is built with the security your team expects.
- Role-based access — control who sees what
- SSO integration for seamless authentication
- No training on your data — competitive intel stays private
- Data encrypted in transit and at rest (AES-256)
- SOC 2 Type II compliance (in progress)
Mid-call, prospect asks:
"How do you compare to Competitor X?"
You find the battlecard. In 5 seconds.
Give Your Sales Team the Edge
Connect your sales content in under 5 minutes. Start closing faster immediately.