Short answer: A tile sample request should be one record from the moment a dealer or lead asks: who asked, which design and quantity, how urgent, who approves it, its status, and attachments such as the site photo. The factory approves and sends it, a follow-up is booked with a date, and the request is closed with an order or a reason. Then a sales head can see every open sample by status and priority instead of asking around.
Dealers in Rajkot and across Gujarat ask for samples to win builder and architect projects. This guide covers the flow, the record and how SAS tracks it. For the wider sample and complaint flow, see ceramic CRM for samples, complaints and follow-ups.
Why do tile samples go missing?
A sample is a small job, so it gets small attention. A dealer asks a salesperson on WhatsApp, the salesperson asks the godown, and the samples leave with no record.
Nobody knows which dealer has which designs on display.
The same design is sent twice to one showroom.
Nobody asks for feedback, so the sample never turns into an order.
Sample cost is never compared to the orders it brought.
What does a tile sample request go through?
Five stages are enough for most factories.
Requested by a dealer, or for a lead or opportunity.
Approved by the reporting manager, with a priority.
Sent with the dispatch details and date.
Followed up with an activity on a set date.
Closed with an order or a reason.
What should a tile sample request record hold?
Enough to send the right sample and follow it up.
Dealer, opportunity or lead: who it is for
Product and quantity: which design, size and how many
Priority: what goes first
Reporting manager: who approves
Status: where it is now
Attachments: site photo, drawing or brief
How should factories follow up a tile sample?
Book the follow-up when the sample is sent, not later. Ask the dealer three questions: did it arrive, did the buyer like it, and is there an order? Close the request with the answer.
How does Sales Automation Suite track tile sample requests?
Sales Automation Suite (SAS) from Peanut Square is one ERP and CRM built for how India sells. It is meant for Indian B2B sellers who outgrow a CRM-only stack: India lead portals and WhatsApp are on the pricing page, the price is in rupees, and it runs on Cloud or On-Premise.
The SAS knowledge base article on adding a sample request lists the dealer, opportunity, lead, priority, reporting manager, status, product, quantity and attachments, and the sample request dashboard shows requests by status and priority. The SAS Sample Request app page adds that sample request statuses are created in its configuration, each with its own colour label. Activities can be assigned to a dealer with a type, due date and owner.
The SAS tile industry page lists SAS Dealers and SAS WhatsApp Index for following up. Our guide on tile dealer onboarding in Morbi shows where samples fit for a new dealer, and tile shade variation complaints covers what to do when the order differs from the sample.
On price: ₹300/user/month on Premium (40% off ₹500, GST extra, billed yearly).
SAS is built by Peanut Square in Ahmedabad, Gujarat. The SAS tile industry page lists ISO 9001:2015 and ISO 27001:2022.
To see it with your own process: Book a free demo at sas.peanutsquare.com
How should tile dealers and factories track sample requests?
Make one record per request with who asked, design, quantity, priority, approver, status and attachments. Approve, send, book a follow-up date and close it with an order or a reason.
Who should approve a tile sample request?
The reporting manager for the salesperson or area. Set a priority so urgent project samples go first.
When should a sample be followed up?
Book the follow-up when the sample is sent, a few days after it should arrive. Ask whether it arrived, whether the buyer liked it, and whether there is an order.
Should samples be linked to a lead or a dealer?
Yes. A sample for a new lead and a sample for an existing dealer are followed up differently. SAS sample requests can carry a dealer, opportunity or lead, as the SAS knowledge base shows.
Does SAS have a sample request dashboard?
Yes. The SAS knowledge base describes a sample request dashboard by status and priority.
