Salesforce® Samples Automation Solution Transformes Fulfilment Efficiency
- Automation
- Custom Solution
- Manufacturing
- Sales Cloud
The Mint® Salesforce® samples automation solution helped Talasey Ltd. transform a paper-based, manual process into a smart, scalable workflow that improved efficiency, visibility, and cost control. As one of the UK’s leading independent suppliers of landscaping solutions, Talasey handles high volumes of product sample requests, a process that was previously disconnected, slow, and difficult to measure. Mint® delivered a digital solution that modernised this vital part of the sales cycle.
Prior to engaging Mint®, Talasey’s sample requests were managed using printed forms submitted to physical in-trays, leaving no clear audit trail. There was limited visibility into who was requesting samples, how often, or what the impact on sales might be. This lack of transparency not only created operational delays but also made it impossible to quantify ROI on one of the company’s key sales tools.
Mint® stepped in with a custom-built Salesforce® designed to automate the sample request journey end to end from submission to fulfilment and courier dispatch. By digitising the entire process, Mint® enabled Talasey to enhance speed, accuracy, and accountability at every stage.
Key features of the Salesforce® samples automation solution included:
- Digital Request System: Sample requests are now submitted directly through Salesforce®, replacing manual forms.
- Live Picking Sheet: Warehouse staff access real-time picking instructions via tablet, complete with packaging guidance.
- Real-Time Inventory Updates: Stock levels are automatically adjusted as samples are packed, improving accuracy.
- Courier Integration: A custom CSV output generates shipping labels and books delivery slots automatically.
The impact was immediate and measurable. Warehouse teams gained a live view of daily fulfilment needs, reducing bottlenecks and errors. Sales teams could finally track which customers were engaging with samples. And leadership could assess the cost effectiveness of sampling activity with hard data, not estimates.
Mint® took a messy manual process and made it digital, smart and measurable. Our teams love it.
— Stuart Knipe, IT Manager, Talasey Ltd.
The Mint® Salesforce® samples automation solution gave Talasey a clearer picture of what had previously been a blind spot in their operations. What was once untraceable is now a structured, data-driven process that contributes directly to sales strategy and customer satisfaction.
For product-led businesses relying on physical samples to drive conversions, Mint® provides the tools to bring precision, speed, and control to the entire fulfilment experience. Let’s talk