09. Sample Request Management

Added Value

Why managing Sample Requests in CRM brings value?

Common process & tool for sample requests
Automated workflow that will reduce the number of “touch-points” for fulfilling a sample request
Continuous improvement from an internal perspective
Keep sample requests visible – can not get lost in email or systems that are not accessed routinely
Provide a transparent process, anyone can see at any time where a request is.
Provide the right information at the right time to the right person.
Last but not least….a lean, easy to use tool

The 4 main reasons identified to create a Sample Request are:

Once identified, all sample requests will be created in the CRM.

Depending on the reason it can be created from the Account (“Sold to” and “Sold to & ship to”), the prospect, the opportunity.

Sample management process is divided in 5 main steps:

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