SAM Suite - SAM USA: Home of Sales Activity Management, Inc.

A Success Management Tool

for Financial Services Professionals

Two (2) Gamification Modules:

SAM Suite^®

(Manual Scorekeeping)

– The only Goal setting, Scoreboard, Analytics tool of-its-kind built by and for the financial services profession!

*Pricing = $200/User per Year (or $20/month)

SAM Suite Plus®

(Automatic Scorekeeping)

– Adds features like Pipeline Management, Calendaring and more!

*Pricing: $300/User per Year (or $30/month)

*Onboarding, Customization & SAM Services are extra.

Enterprise Licensing is also available for additional cost.

Step 1. Select which Module that best fits your goals.

Step 2: Choose one of the 3 pre-set Activity Templates to get started easily (Click to view.)

Step 3: Invest and commit up-front (Annually) or invest as-you-build your business. (Monthly)

 5/5

Module

Template

Investment

Clear

Accessible from Anywhere
Simple Navigation Menu
Totally Customizable
Inspirational Dashboard
Easy to Set Goals & Keep Score
Advanced Reporting/Analytics for Day, Week, Month, Quarter and Year
Motivational Library + Training Videos
Vision Board/Picture (Mobile only)
Rolling Motivational Quotes
Ability to set Daily Reminders and email Reports automatically and so much more!

Sales Pipeline Management
Sales Calendar that synchronizes with Google, Microsoft Outlook & Office365
Automated Scorekeeping via prospect appointment checkboxes
Able to track Leading and Lagging Indicators
Ability to spotlight your prospects by sales stage and quickly identify the names behind the numbers...and more!

SAM Suite^® helps you WIN the Numbers Game every day!