What is Sample Management?
Any bulk order purchase goes through a long procurement cycle. The buyer asks for the product sample. This sample request is first approved by the vendor hierarchy. The product sample is then dispatched to the buyer for evaluation. The vendor sales team follows up with the buyer on the product feedback and the order.
Problems we solve
Typical problems in traditional Excel-based and paper-based sample management processes are:
- Inefficient manual process leads to cost seepage with a compounding effect.
- Wrong sample dispatch may happen with a small human error – you will lose the order.
- Communication gap leads to process breakdown and delay in the sample dispatch.
- Data silos of multiple lines of business applications lead to lost business opportunity.
- Manual sample tracking is tedious.
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It’s digitized
Atman solution
Any bulk order purchase goes through a long procurement cycle. The buyer asks for the product sample. This sample request is first approved by the vendor hierarchy. The product sample is then dispatched to the buyer for evaluation. The vendor sales team follows up with the buyer on the product feedback and the order.
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Powered by Salesforce
Solution built on a world-class platform
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100% sample traceability
No sample dispatch errors
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Real-time communication tracking
Absolute transparency in the process flow
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Up-to-date sample view
No data silos – providing a 360 degree of sample tracking
Solution modules
Any bulk order purchase goes through a long procurement cycle. The buyer asks for the product sample. This sample request is first approved by the vendor hierarchy. The product sample is then dispatched to the buyer for evaluation. The vendor sales team follows up with the buyer on the product feedback and the order.
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Sample workflow
Define the sample lifecycle journey considering all external and internal sample touchpoints
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Sample tracking
Get business insights on samples requested, dispatched, orders received from that sample
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Sample catalog
Select the samples across your product categories
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ROI analysis
Gain insights on sample wise, client wise ROI
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Sample accountability
Assign owners for sample lifecycle journey and navigate sample workflow for approvals
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Approval process
Design the approval workflow for your company with notification mechanism to bring the process transparency and audit trail
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Sample expiry
Maintain details of sample specifications including expiry dates so that samples within expiry dates are dispatched to the client
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Sample logistics
Integrate sample workflow with warehouse and transport workflow for end-to-end tracking
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Finance and billing
Integrate with finance and invoicing workflows for approvals and billing purpose as required
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Analytics and Intelligence
Analyze the data generated to get the dashboards and track the required business parameters
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Goods returns
Helps you maintain the record of goods returned by the customers along with notes
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Campaign management
Go to market campaigns, market segmentation, identify client persona based on the insights