Index
Sending a sample does not close a sale. Mixing these workflows makes sales lose technical feedback and operations dispatch material without context. Scope must connect evaluation, intended use and the next conversation.
Choose the operating model before requesting a quote
A simple form handles a small manually reviewed volume; an integrated queue helps when several teams approve dispatch. Do not automate shipment merely because an address was entered: availability, cost and eligibility require an explicit decision.
Evaluation material needs tracking separate from the sales funnel. An unfavorable technical result may suggest another application without automatically marking a commercial loss. Preserve trial objectives and allow human feedback, especially when a sample is intended to investigate a requirement that has not yet been fully defined.
Requirements to include in the proposal
- Capture the intended application and the quantity needed for evaluation
- Separate sample dispatch approval from the subsequent purchasing opportunity
- Assign an owner and due date for collecting evaluation feedback
An acceptance test for this specific purchase
Test two requests from one contact for different applications. Approval of the first must not automatically release the second, and evaluation feedback must remain attached to the correct application without inventing satisfaction.
Reference for assessing scope
Official documentation for evaluating this scope
Prepare your project with Quantum9
Bring Quantum9 the current process and an anonymized example of this issue. Discovery compares available configuration with necessary development and defines a scope your operations team can actually verify.