SAM Suite®

Solutions designed to help . . . Producers Succeed & Managers to Lead

America’s first & most complete Activity Management System for Producers, Managers & Sales Teams.

SAM named and pioneered the Sales Activity Management industry and has been inspiring Agents & Advisors to THRIVE since 1995! Our custom paper and digital tools have been used by over 1.5 Million industry professionals at all levels from Boston to Beverly Hills.

Empowers PRODUCERS to . . .

  • Build the right habits for success 
  • Enjoy a better work/life balance 
  • Set goals, Keep Score & Earn More! 

Enables MANAGERS to . . .

  • Drive Productivity & Retention
  • Develop, coach & communicate effectively
  • Inspire & empower Producers to succeed!

This analytics and goal-oriented SaaS (Software as a Solution) was built by and for the financial services industry. SAM Suite® is tiered, customizable, synchronized, web/mobile and the “Software System with a Purpose”: Help Producers SUCCEED and Managers to LEAD.

- The only Coaching Tool of-its-kind / Scoreboard & Pipeline Modules Available -

What do Clients say?

“SAM Suite is exceptional! If you can’t measure it, you can’t manage it.”

– Ed Deutschlander, CEO, North Star Resource Group

Call 1-800-254-4SAM for quotes and scheduling!