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.