Presentation



Definitions & Objectives


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.


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

  • Quality

  • Customer request

  • Distribution

  • Other Business purpose

Depending on the reason it can be created from the Account (“Sold to” and “Sold to & ship to”), the Prospect, the Opportunity or the Complaint. For example when it is Distribution or Business purpose, the Sample Request should be created from the related opportunity.


Process Overview

Sample management process is divided in 5 main steps:

  • Creation

  • Approval

  • Processing

  • Follow up

  • Closure


These steps are reflected in the tool with the following image :


  • New: As soon as the Sample Request is created
  • Approval Pending: When the Sample Request is submitted for approval
  • Accepted: Once the Approver has approved the Sample Request
  • Rejected: Once the Approver has rejected the Sample Request
  • Ordered: When a Sample order has been submitted on an external system
  • Shipped: When the Sample Request has been shipped
  • Delivered: When the Sample Request has been delivered
  • Closed/Stopped: When the Sample Request is closed but the process was not completed
  • Closed/Asnwered: When the Sample Request is completed and closed

Creation

Approval

Processing


 



Interface with SAP



Training Materials


Follow the Training presentation HERE

You can see the Tutorial videos for extra training!


Learn more by using Lemon Learning