---
title: "Solutions"
date: 2026-03-07
author: "biba"
url: https://samplehq.io/solutions/
description: "Built for Modern Packaging Teams 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"
---

# Solutions

Built for Modern Packaging Teams



# 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.

















The Business Case for SampleHQ




## 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.


Learn more













 





## CRM Integrations



Connect sample activity to Salesforce and HubSpot to keep customer context, account history, and deal information aligned across teams.


Learn more













 





## Revenue Attribution



Track which sample orders and individual samples influenced the pipeline and closed revenue so teams can prove impact and make better decisions.


Learn more

















Built for the Teams Behind Revenue-Critical Sampling




## **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](https://samplehq.io/sample-management-sales/)









## 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](https://samplehq.io/sample-management-fulfillment/)









## For Executives



See how sample programs support commercial outcomes with visibility into activity, conversion influence, and revenue impact.


Learn more















PLATFORM CAPABILITIES




## 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.


















Business impact



# **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.












Less manual coordination



Reduce back-and-forth between sales, marketing, and fulfillment with one shared workflow.








Better Crm visibility



Keep sample activity tied to accounts, contacts, opportunities, and deals so teams can work with full context.








Cleaner execution



Track requests, shipments, and statuses more consistently so teams can trust the process and the data behind it.








Clearer revenue reporting



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.