--- title: "Sample Management" date: 2026-03-09 author: "biba" url: https://samplehq.io/sample-management/ description: "sample management Manage Sample Activity in One Connected System SampleHQ helps packaging and labeling teams manage sample requests, track order progress, update shipment visibility, and keep sales and fulfillment aligned" --- # Sample Management sample management # Manage Sample Activity in One Connected System SampleHQ helps packaging and labeling teams manage sample requests, track order progress, update shipment visibility, and keep sales and fulfillment aligned from request through delivery. ![attribution dashboard-sales](https://samplehq.io/wp-content/uploads/2026/03/attribution-dashboard-sales.png) part of the platform ## Sample Management at the Center of the SampleHQ Platform Sample management is the operational foundation of SampleHQ. It gives teams one place to manage requests, orders, and shipment visibility, while connected platform capabilities such as CRM integrations and revenue attribution extend that visibility even further. These capabilities work together in one platform and one system of record. ## CRM Integrations Connect sample activity to Salesforce or HubSpot so your team can view sample orders in a broader commercial context alongside the accounts, contacts, opportunities, and deals that shape pipeline and revenue. Learn more about CRM integrations ## Revenue Attribution Understand how sample activity influences pipeline and revenue once it is linked in your CRM, giving your team clearer visibility into which samples support opportunities, deals, and commercial outcomes. Explore revenue attribution ## One Place to Manage the Full Sample Workflow Sample programs often break down across inboxes, spreadsheets, disconnected shipping updates, and scattered product records. SampleHQ brings sample requests, order progress, shipment visibility, and team coordination into one connected platform and one system of record for sample activity.   ## Centralize sample requests Capture and manage incoming sample orders in one system instead of across email and manual follow-up.   ## Track every order clearly See where each order stands, from request through processing, shipment, and delivery, in real time.   ## Keep teams aligned Give sales and fulfillment shared visibility without relying on scattered updates that live everywhere. how samplehq works ## From Request to Delivery in One Workflow Without one connected system, sample activity is fragmented across email, spreadsheets, carrier links, CRM records, and internal follow-up. That makes it harder for leadership to evaluate performance, spot inefficiencies, and understand whether sampling is helping create real commercial outcomes. 1 ## Receive sample request Capture sample requests in one organized system with the details your team needs to act. 2 ## Review samples Use a centralized sample library to find the right products, materials, and sample options. 3 ## Process the order Move each request through a clear workflow so teams know what is pending, active, or complete. 4 ## Update shipment tracking Add carrier and tracking details manually or manage shipments through connected workflows. 5 ## Keep visibility shared Give sales and fulfillment one view of order progress and delivery status without extra back-and-forth. centralized sample library ## **Organize the Samples Your Team Actually Sends** Keep your sample catalog accessible and easier to manage with one centralized library. SampleHQ helps teams organize sample records, surface the right items faster, and support more consistent request handling. - Searchable sample library - Custom sample fields and categories tailored to your workflow - Easier internal access to the right sample options - More consistent sample selection across teams ![sample library](https://samplehq.io/wp-content/uploads/2026/03/sample-library.png) ![](https://samplehq.io/wp-content/uploads/2026/03/sample-order-status-update.png) Order Visibility ## See Where Every Sample Order Stands SampleHQ gives teams a clearer view of order progress so they can track what has been requested, what is being processed, what has shipped, and what has been delivered. - Clearer order statuses across the workflow - Less manual follow-up for internal updates - Easier coordination between requesters and fulfillment Shipment Tracking ## **Keep Shipment Updates Connected to the Order** Once tracking is added, teams can see shipment progress in the context of the sample order instead of chasing carrier links or internal messages. That means better visibility after fulfillment and fewer status questions across teams. - Carrier and tracking details tied to the order - Easier visibility into shipped, in-transit, and delivered orders - Cleaner handoff from fulfillment to sales ![](https://samplehq.io/wp-content/uploads/2026/03/sample-fulfillment.png) Core Capabilities # What Teams Improve With SampleHQ SampleHQ helps teams stay aligned by giving both sales and fulfillment visibility into the same sample activity. Sales can see order progress and delivery status. Fulfillment can work from an organized queue without repeating updates across systems. 1 ## Less workflow fragmentation Replace inboxes, spreadsheets, and disconnected updates with one system. 2 ## Clearer order visibility Track sample requests, shipments, and delivery progress across different teams. 3 ## Better team alignment Enter cost per sample and let the platform automate spend calculations in the background. 4 ## More consistent sample handling Bring sample activity closer to the commercial data already managed in Salesforce or HubSpot. ## See a Better Way to Manage Sample Activity Start a 14-day FREE trial or book a demo to see how SampleHQ helps packaging teams manage sample requests, order progress, shipment visibility, and cross-team workflows in one connected system.