Sales Workflows

Sales Enablement

Accelerate the technical sales cycle.

We engineer workflows that allow R&D teams to request product samples, track formulation testing, and collaborate directly with your technical sales engineers.

  • Streamlined sample request forms capturing end-use applications and required volumes
  • Internal workflows for sample approval, lab dispatch, and hazardous shipping compliance
  • Post-sample follow-up automation to track the success of formulation trials
01 · Faster ApprovalsRoute sample requests instantly to the correct regional technical manager.
02 · Lab VisibilityGive the R&D lab a clear queue of samples to mix and dispatch.
03 · ROI TrackingConnect sample dispatch data to closed-won revenue in your CRM.
04 · Feedback LoopsAutomatically prompt customers for trial results after delivery.

Disconnected sample processes lose deals.

In the chemical industry, selling often starts with a physical sample. When requests are taken over the phone, emailed to the lab, and shipped without tracking, technical sales reps lose visibility. They don't know when the sample arrived, and they forget to follow up, resulting in lost formulation opportunities.

01

Lost Requests

A sample request gets buried in a lab manager's inbox, and the prospect chooses a competitor who shipped faster.

02

Zero Traceability

Sales reps have no idea if the sample they requested actually shipped or was received by the customer's R&D team.

03

Poor Follow-up

Thousands of dollars in samples are sent out monthly, but there is no system to track which trials resulted in bulk orders.

The deliverables

Digital formulation workflows.

We build systems that turn sample requests into a structured, trackable sales pipeline.

01 · Core

Sample Request Portals

Gated forms for prospects to request specific grades, securely capturing application data and regulatory requirements.

FormsUXLeads
02 · Core

Lab Dispatch Workflows

Internal dashboards for the lab to view approved requests, print hazmat labels, and log tracking numbers.

DashboardsLogisticsOperations
03 · Core

CRM Integration

Middleware that automatically logs sample requests, dispatch statuses, and tracking links directly onto the account record in Salesforce or HubSpot.

APIsCRMSales
04 · Core

Automated Follow-up Engines

Email logic that triggers check-ins based on the delivery date, prompting the customer to report on their formulation trial.

AutomationEmailConversion

Featured Chemical Platform

Digitizing bulk formulations.

See how we helped a global specialty chemicals manufacturer build a headless product platform that automatically matches specific polymer formulations to regional SDS compliance requirements.

Chemical TechB2B Commerce & Compliance

Project Overview

From laboratory to logistics.

We developed a custom B2B portal that allows distributors to order bulk IBCs, track hazardous freight via IoT integrations, and instantly download batch-specific Certificates of Analysis (CoA) without calling customer service.

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Frequently Asked Questions

Common questions about chemical industry tech.

How do you handle complex regulatory and compliance data?

We build structured databases (often via headless CMS like Sanity) that link products to specific regional regulations (REACH, EPA). This ensures that a technical buyer in Europe automatically sees the correct SDS and compliance documents for their jurisdiction.

Can you integrate B2B ordering portals with legacy ERPs like SAP?

Yes. Chemical supply chains run on complex legacy ERPs. We build secure API middleware layers that sit between your modern distributor portal and your ERP, translating modern web requests into the specific formats your backend system requires for order entry and inventory.

How do you handle hazardous freight calculations?

We build custom logic engines into the checkout process. The platform automatically checks UN numbers, packing groups, and dangerous goods classes, calculating specific hazmat freight surcharges and preventing incompatible chemicals from being placed on the same pallet.

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From complex technical catalogues to B2B hazardous ordering portals, we build software that drives efficiency across the chemical supply chain.

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