For Sales Teams

See Which Samples Move Deals Forward

SampleHQ gives sales teams a clear view of sample activity across accounts, opportunities, and deals so they can follow up faster, stay aligned with fulfillment, and understand how samples influence revenue.

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Samples Support Sales. But Most Teams Can't Prove It.

Sales reps often send samples without a clear system for tracking what was sent, when it arrived, which opportunity it supported, or whether it influenced revenue. As a result, follow-up is inconsistent, fulfillment updates get lost, and sample programs stay stuck as a cost center instead of being measured as part of the sales process.

Know what was sent

See sample orders tied to the right customer, account, or opportunity.

Follow up at the right time

Get notified when samples ship and arrive. Follow up the same day, not a week later.

Measure sales impact

Connect sample activity to deals and closed revenue to understand what is working.

How Sales Teams Use SampleHQ

From Sample Activity to Sales Insight

Each step keeps sample activity connected to pipeline context so reps and leadership can act on outcomes, not disconnected updates.

Request samples — Sales can quickly find relevant samples in the Sample Library and submit requests without chasing internal teams.
Track order progress — Every order moves through a clear workflow, giving sales reps visibility into processing, shipment, and delivery.
Link samples to opportunities — Associate sample orders with the relevant deal or opportunity in your CRM for full commercial context.
Measure influenced revenue — See which samples, orders, and accounts are contributing to pipeline and closed business.
Shipping & Follow-Up

Know the moment your sample arrives. Follow up
before the competitor does.

Sales reps shouldn’t have to chase fulfillment for shipping updates. SampleHQ notifies you when your sample ships and when it’s delivered, so you can follow up at the exact right moment.

Get notified automatically when your sample ships and when it's delivered
No more asking fulfillment "did that go out yet?"
AI drafts a follow-up email based on what was sent and the deal context
Share embeddable request forms with prospects so requests flow in directly
Full shipping and delivery history visible on every account
Revenue Attribution

Move Samples Out of the Cost Center Conversation

SampleHQ helps sales and leadership understand how sample activity contributes to real business outcomes. By linking sample orders to opportunities or deals, your team can see influenced pipeline, attributed revenue, and the products that appear most often in won business.

Link sample orders to deals or opportunities
Track influenced pipeline and closed revenue
See which samples appear most often in won business
Give leadership clearer reporting on sample ROI
AI Assistant

Your AI that handles the busywork so
you can sell

Create orders, look up accounts, draft follow-up emails, and check what you sent to any customer. All through a simple chat. No clicking through tabs. No searching spreadsheets.

"Create a sample order for Greenfield Corp" and AI builds it for you
"What did we send to Morrison last quarter?" and get the full history instantly
"Draft a follow-up for the samples we delivered yesterday" and AI writes it
"Which of my samples led to closed deals?" and see your attribution data
Works inside SampleHQ. No extra tools. No extra cost.

Integrates with your CRM

Salesforce
HubSpot
Shippo
Paddle
Google
FedEx
UPS
USPS
Measurable Results, Real ROI

What Sales Teams Improve With SampleHQ

Faster follow up — Sales reps know when orders are delivered and when to engage.
Better opportunity context — Sample activity is no longer disconnected from the deal.
Stronger internal alignment — Sales, fulfillment, and leadership work from shared data.
Clearer reporting — Samples can be measured as revenue influence, not just operational volume.

See How Sample Activity
Connects to Revenue

Start a free 14-day trial or book a demo to see how SampleHQ helps sales teams track sample activity, follow up at the right time, and report on influenced pipeline and revenue.

Start 14-day FREE Trial Book a Demo