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Sales ยท CRM + PIM

OAK

Technical documentation and product data always within reach.

OAK organizes technical data, product sheets and documents that sales teams need to retrieve quickly during quoting and negotiation.

It makes it easier to find and distribute the right documentation, reducing idle time and inconsistent versions.

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Responsabile che consulta documenti e dati commerciali in ufficio
Sales

Technical documentation and product data always within reach.

OAK organizes technical data, product sheets and documents that sales teams need to retrieve quickly during quoting and negotiation.

What you can govern

  • Reusable and structured technical archive.
  • Smoother document generation and distribution.
  • Stronger alignment between technical office and sales.
  • Better support for the quality of the commercial proposal.

Typical workflows

  • Fast retrieval of product data and documentation.
  • Sharing technical documentation during negotiation.
  • Alignment across technical office and sales.

Expected outcomes

  • Less time wasted searching for technical content.
  • More consistency in materials sent to customers.
  • Better support for technical selling.

Ideal for

  • Technical offices and product teams.
  • Sales teams selling complex products.
  • Companies with fragmented documentation.
OAK

Integrations and relationships

The connections that create the most value for this module, across existing systems and other parts of the suite.

HAY DAM ERP document systems
Sales

Related modules

For teams that need better collaboration across sales, marketing, technical office and logistics.

CRM + PIM

EAR

Structured commercial memory that stays accessible.

EAR helps sales teams record customer information and preserve context across visits, calls and follow-ups.

View module Jump to this module demo
CRM + PIM

HAY

Faster, more coherent quotes and orders.

HAY simplifies quote and order creation by connecting technical, commercial and logistics information.

View module Jump to this module demo
OAK

Want to understand whether this module fits your flow?

Tell us about your process: we can show how this module fits day-to-day operations and which other modules create the strongest combination.

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Key integrations

Integrates well with

OAK creates more value when it works alongside the systems and modules already governing the operational flow.

HAY DAM ERP document systems