Client Services
The team at SAM offers numerous ways to help and support its clients — helpful reference materials, free resources and a reading list you may find useful in your quest for success.
Visit our Training Resources section on the Dashboard of your eScoreBoard account to view the tutorial series. The series provides targeted training and answers to FAQ's about eScoreBoard.
Resources
Click here to request our weekly newsletter, Tuesday Talking Points. Or go here to view a library of video archives.
View past issues of The SAM Report in our archives.
Get helpful information with our free downloadable materials.
For more information on success and inspiration, check out the titles on our recommended reading list.
Success is Ongoing
Success is an ongoing process. It requires knowledge of methods and tools that can help reach your goals. That’s why SAM offers training and consulting services on the best ways to use its planners and tools for the greatest success.
The SAM Client Development Team provides proven solutions to help you integrate and implement activity and performance management into your company’s culture. We understand that activity management is a continual process, and we are committed to your success every step of the way.
Activity management overcomes barriers to high performance:
It gets everyone “speaking the same language” by creating a consistent method of reporting across all levels.
It crosses distances by connecting fast and securely online, 24/7, for immediate access to results.
It cultivates growth through set expectations and accountability.
Our three-step training process:
Step 1: Leadership Strategies
We meet with your leadership team to learn about your specific needs. We'll ask about your goals and what you hope to achieve with activity management. Based on this discussion, our consultants will customize an activity management solution to fit your culture and team.
During the strategy phase, we will:
- Conduct an initial interview and compile a company profile
- Host a strategy meeting detailing integration and implementation
Host a leadership kickoff meeting with collateral support and webinar logistic training
Step 2: Implementation
Step 2 essentially brings SAM and your company together to get your activity management program started so you can succeed on purpose! How? By hosting and leading two complete webinars to teach your sales professionals and managers the ins and outs of the SAM system, and the best methods for using it. These training sessions will cover the details of our planners, eScoreBoard and much more. Plus, you’ll have our helpful resources and ongoing support available at all times.
Step 3: Launch and Support
Together, we’ll build a high-performance culture at your company, because once you and your team are utilizing the SAM tools regularly, you’ll begin experiencing improvement and success.
Along the way, we’ll teach you how to:
- Read the reports
- Incorporate activity management into your weekly one-on-ones
- Ensure new sales professionals “buy in”
- Quickly and effectively address any issues that may arise