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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)

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  • Select quantity of 1 to purchase a single user license.
  • Select quantity of 2+ to purchase an office license.
  • Call to inquire about enterprise licensing.
  • Dashboard
  • Set Goals
  • Keep Score (Activity)
  • Reports
  • Notes 0
  • Training Resources
  • Notifications
  • Administration

SAM Suite® Overview . . .

  • 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!

SAM Suite Plus® adds . . .

  • 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!