Streamline the sampling lifecycle with Sample Management to ensure sample requests are complete, governed, and ready for fulfillment. Drive operational efficiency by centrally orchestrating sampling for standard catalog products and capturing detailed requirements for custom products. Track request progress through configurable stage management to improve visibility and control. Reduce manual effort and accelerate requirement processing through document uploads or optional AI-assisted extraction.
- Orchestrate Sample Requests for Standard Products
Simplify the sampling process for standard catalog products configured as samples by creating requests directly from opportunities, leads, visits, or sales agreements. Add products quickly through a guided flow, referencing price books to support accurate product selection. Monitor request status using configurable stage management for timely approvals and controlled sample distribution. - Streamline Custom Product Requirements Capture
Capture custom product requirements either using the sample request workflow or independently. Track details like size and material alongside nonfunctional needs such as performance or compliance, while maintaining a clear version history for transparency. Improve efficiency and reduce manual effort by uploading requirement documents and optionally using Generative AI to extract and auto-populate specification details for faster review.