How to Use CRM to Effectively Manage Sample Requests

Manufacturers and Distributors across the world are utilizing Customer Relationship Management tools like Microsoft Dynamics CRM and Salesforce in unique ways to achieve amazing results.

Today, I want to focus on showing you how to efficiently and effectively manage sample requests while gaining the ability to associate those requests directly to an opportunity.

As part of the sales process, many organizations, specifically manufacturers need to provide prospects and customers with samples. Those samples may be standard products, ones that require some unique configuration or a combination of both.

If you have a customer or prospect who asks for a sample, what process do you follow? Are you able to easily associate that sample request to a specific customer or prospect? Or, more importantly, can you track it right to the specific opportunity you have in your pipeline that triggered the sample request?

Are samples tracked from the operations side but not visible to the sales team? Or vice-versa?

Using a Customer Relationship Management (CRM) tool like Salesforce or Microsoft Dynamics CRM will allow you to manage all your sample requests quickly and easily. In CRM, members of your team can generate reports and view dashboards matching all those requests with a potential new sale.

Using a CRM like Microsoft Dynamics CRM or Salesforce to automate your sales and samples processes will build better customer service, provide full visibility across the organization, and help ensure better internal communication and organization.

Check out Ledgeview’s short 4 minute demo video from CRM product expert Julinda Prekop to see how you can use CRM to manage your opportunities and sample requests.

This short demo focuses on manufacturers using Microsoft Dynamics CRM but the concept is transferable to Salesforce and many other CRM platforms across multiple industries.

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