How Can I Manage Product Samples Sent to Prospects?
You can manage product samples sent to prospects by recording every sample request with prospect, product and deadline, producing and shipping it as a small order, following up after delivery and recording whether the sample led to a sale.
In Jestor, samples are linked to prospects in the CRM, so sales sees the full story.
Why are samples often wasted?
Samples cost materials, production time and shipping. They are requested informally and sent without follow-up.
Prospects forget about them, and nobody knows how many samples turn into orders.
Production treats samples as interruptions without planning.
What problems does sample management solve?
- Samples sent without follow-up
- Unknown cost of samples
- Production interrupted by unplanned requests
- No conversion data
- Samples lost or delayed
How do I manage samples in Jestor?
- Create a sample request linked to the prospect in the CRM.
- Plan production as a small order with deadline.
- Track shipping and delivery.
- Create a follow-up task for sales after delivery.
- Record the outcome: Order placed, In evaluation, Lost.
| Phase | Owner |
|---|---|
| Requested | Sales |
| Produced | Production |
| Shipped | Shipping |
| Follow-up | Sales |
| Outcome | Sales |
How do I decide which prospects receive samples?
Recording sample costs and conversion rates by prospect type shows where samples pay off.
Sales can then prioritize prospects with higher potential.
Why use Jestor for product samples?
- CRM link: the CRM solution in the Jestor templates connects samples to prospects.
- Planned production: samples scheduled like small orders.
- Follow-up tasks: no sample forgotten.
- Conversion data: samples measured by results.
What else helps you manage product samples sent to prospects?
- Prospect feedback on samples also helps product development, showing what customers like or want to change.
- Sample specifications should be recorded as well. Knowing exactly what was sent helps production repeat it if the prospect places an order.
- It also avoids disputes when the first order does not match the sample.
- Recording the prospect's feedback on the sample record keeps all learning in one place.
- This keeps the sample program focused and measurable.
This is how you manage product samples sent to prospects and turn them into sales.
Frequently Asked Questions
Can samples be linked to CRM opportunities?
Yes. Sample requests can be linked to prospects and deals.
Is there a CRM template?
Yes. It installs in about two minutes; see jestor.com.
Can I see sample conversion rates?
Yes. Dashboards compare samples sent and orders placed.
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