Sales Activity Management | Tools for Financial Planners

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Activity Management

An empowering strategy for Sales Professionals everywhere

The Common Denominator of Success

WHAT WE DO

Sales Activity Management, Inc. (SAM) is the leading authority in Activity Management, an industry we started in 1995 in order to make a difference in the careers of sales professionals everywhere and the managers who lead them.  SAM is the only full-service provider of custom Activity Management resources from planners and cloud-based solutions to implementation services, performance coaching and speaking engagements.

SAM helps individual Sales Professionals, Firms and Home Offices achieve their Productivity, Onboarding and Retention goals.

We build Performance Management Tools…so YOU don’t have to!

THE SAM SYSTEM

All SAM Tools are customizable and available separately or together, as part of The SAM System™. It's a repeatable process that puts you in control and leads to sustained success.

Big Goals, Short Deadlines

President and Founder writes inspirational “How-to” book about Goal Achievement!

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Industry Supporter

NAIFA
GAMA International