Turn Sampling Into a Revenue Engine
SampleHQ helps packaging teams manage sample activity, connect it to Salesforce and HubSpot, and measure how samples influence pipeline and revenue.
Sampling Isn’t Just Operations, It’s Strategy
Most packaging companies can tell you when a sample was requested, packed, and shipped.
Far fewer can tell you what happened next.
SampleHQ closes that gap. It provides sales, fulfillment, and leadership with a connected system to manage sample activity, link it to CRM opportunities and deals, and understand which sample efforts influence revenue.
Instead of treating sampling like an operational cost, SampleHQ helps teams treat it like a measurable commercial driver.
Sample Management
Organize sample records, requests, statuses, and shipment activity in one place so nothing gets lost, delayed, or duplicated.
CRM Integrations
Connect sample activity to Salesforce and HubSpot to keep customer context, account history, and deal information aligned across teams.
Revenue Attribution
Track which sample orders and individual samples influenced the pipeline and closed revenue so teams can prove impact and make better decisions.
Align every team behind sample-driven revenue
SampleHQ gives sales, marketing, fulfillment, and leadership shared visibility into requests, shipments, CRM activity, and revenue influence. From campaign support and sales follow-up to fulfillment execution and executive reporting, every team works from the same data.
For Sales
Give reps a clear view of what was sent, when it arrived, and how sample activity connects to opportunities and deals. Learn More
For Marketing
Track how sample activity supports campaigns, target accounts, product launches, and follow-up programs with better visibility across teams and the CRM.
For Fulfillment
Keep requests organized, move orders through fulfillment faster, and maintain the clean operational data needed for downstream reporting.
Learn More
For Executives
See how sample programs support commercial outcomes with visibility into activity, conversion influence, and revenue impact.
The platform behind sample-driven revenue
SampleHQ brings sample management, CRM integrations, and attribution reporting into one connected platform. Teams can manage requests efficiently, keep customer context intact, and understand how samples influence pipeline and revenue.
Centralized Sample Management
Sample Management
Sample Library
Centralize sample items with specs, notes, and attachments.
Sample Availability
Know what’s available to send and what’s already in use.
Custom Sample Fields & Layouts
Adapt sample records to your workflow-no rigid templates.
Bulk Import (ERP / CSV)
Bring your catalog into SampleHQ fast to get started.
Request-to-Delivery Workflow
Sample Requests
Create requests with clear ownership, priorities, and required details.
Status Tracking (Request → Ship → Deliver)
Track every request through each stage with full visibility.
Shipping Sync
Add tracking details and keep shipment status up to date.
Fulfillment Efficiency Tools
Keep incoming requests organized so nothing is missed or duplicated.
CRM Context and Revenue Attribution
CRM Integration
HubSpot & Salesforce Integration
Connect your CRM so sample activity stays tied to customer records.
CRM Contact & Account Lookup
Search and select CRM contacts/accounts inside SampleHQ.
Customer Sampling History
See all sample activity by customer for better follow-up and context.
Connected Customer Context
Keep Sales and Fulfillment aligned with the same account details.
Deal Linking & Revenue Attribution
Link Samples to Deals/Opportunities
Associate sample orders with specific CRM deals for outcome tracking.
Revenue Attribution Reports (in SampleHQ)
See which sample activity influenced pipeline and revenue outcomes.
Top-Performing Samples
Identify which samples consistently support won deals.
Rep Performance Insights
Understand which reps convert sampling into revenue most effectively.
Collaboration, Reporting, and Security
Collaboration & Permissions
Team Collaboration
Keep comments, updates, and handoffs in one shared system.
Role-Based Access & Permissions
Control who can view, request, ship, and edit.
Ownership & Accountability
Assign responsibilities so requests don’t stall.
Audit Trail
Track what changed, when, and by whom.
Reporting & Insights
Insights Dashboard
Monitor request volume, turnaround, and throughput at a glance.
Operational Visibility
Spot bottlenecks across the request-to-delivery workflow.
Performance Reporting
Understand what’s working so you can repeat it.
Filters & Segmentation
Slice reporting by date range, customer, rep, and sample type (as available).
Security & Access
Single Sign-On (SSO)
Let users sign in with Google, HubSpot, or Salesforce.
Data Security
Data is protected with secure handling and access controls.
Account Controls
Manage users, roles, and workspace access centrally.
What Teams Gain With SampleHQ
When sample activity, CRM data, and reporting live in one place, teams spend less time chasing updates and more time moving opportunities forward.
Reduce back-and-forth between sales, marketing, and fulfillment with one shared workflow.
Keep sample activity tied to accounts, contacts, opportunities, and deals so teams can work with full context.
Track requests, shipments, and statuses more consistently so teams can trust the process and the data behind it.
Understand which sample activity supports pipeline and influences won business.
Ready to Turn Sampling Into a Revenue Engine?
Give your team one place to manage samples, connect CRM data, and understand commercial impact.