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 providing 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.
Request to Revenue
One connected workflow. From first request to closed deal.
Every step visible. Every handoff tracked. Every outcome measured.
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 Library
Centralize sample items with specs, notes, and attachments.
Sample Availability
Track what's available to send and what's running low.
Sample Kits
Build pre-configured bundles for common requests.
Custom Fields & Layouts
Adapt sample records to your workflow with no rigid templates.
Bulk Import (ERP / CSV)
Bring your library into SampleHQ fast to get started.
Sample Requests & Orders
Sales-Initiated Orders
Sales reps create sample orders directly with full context and details.
Embeddable Request Forms
Visual form builder with live preview. Embed on your website for inbound requests.
Request Review & Approval
Track every order through each stage with full visibility.
Status Tracking
Keep incoming requests organized so nothing is missed or duplicated (Processing → Shipped → Delivered)..
Fulfillment Queue
Organized order queue so fulfillment knows exactly what to prepare and ship.
CRM Context & Integration
HubSpot & Salesforce Integration
Connect your CRM so sample activity stays tied to customer records.
CRM Contact & Account Lookup
Search and select CRM contacts and accounts inside SampleHQ.
Address Validation
Validate and update shipping addresses before orders go out.
Auto-Route to CRM
Create contacts and deals in your CRM automatically on request submission.
Customer Sampling History
See all sample activity by customer for better follow-up and context.
Deal Linking & Revenue Attribution
Link Samples to Deals/Opportunities
Associate sample orders with specific CRM deals for outcome tracking.
SKU-Level Attribution
Assign influenced revenue down to individual samples, not just orders
Revenue Attribution Reports
10 built-in reports by team, rep, deal, customer, and sample.
Real-Time CRM Sync
Deal and contact data syncs instantly with HubSpot and Salesforce.
Rep Performance Insights
Understand which reps convert sampling into revenue most effectively.
Shipping & Delivery
Multi-Carrier Rate Comparison
Compare rates from FedEx, UPS, USPS, DHL, and more.
Buy & Print Labels
Purchase shipping labels directly inside SampleHQ.
Auto-Tracking
Tracking number attached to the order the moment it is created.
Shipment & Delivery Notifications
Recipients and sales reps notified automatically on shipment and delivery.
AI Assistant
Natural Language Search
Ask anything about your samples, orders, customers, or deals.
AI Order Creation
Start new orders and validate addresses through conversation.
Follow-Up Drafts
AI drafts follow-up emails and reorder prompts based on order context.
Fulfillment Monitoring
See workload, overdue orders, and status breakdowns in seconds.
Reports on Demand
Pull revenue by sample, orders by rep, and dashboard summaries instantly.
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 & Security
Insights Dashboard
Monitor request volume, turnaround, and throughput at a glance.
Single Sign-On (SSO)
Let users sign in with Google, HubSpot, or Salesforce.
Data Security
Data protected with secure handling and access controls.
Performance Reporting
Understand what's working so you can repeat it.
Business Impact
What Teams Gain With SampleHQ
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.