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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

What you need to know to start...

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

• Quality
• Customer request
• Distribution
• Other Business purpose.

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:

• Creation
• Approval
• Processing
• Follow up
• Closure