ABOUT SAM TOOLS
SAM is the only provider of custom paper and cloud-based Activity Management tools in the world to build your business including SAM Planners (SAMBOOK™) and SAM Suite®.
We primarily serve the insurance and financial services industry, but the concept and tools have no industry boundary lines and so do our planners. Designed by and for the field for all levels of experience, over one million have been sold since 1995 when they were first created to make a difference in the industry.
Mostly customized by company, we have had over 45 different versions including many popular standard versions like the Sales Activity Manager™ and Practice Manager™ plus the 555 Leadership Planner™ (for Recruiting/Managers).
Focused • Organized • Disciplined
What is SAM Suite
SAM Suite is not a CRM, it’s an RPM . . . a Revenue Performance Management platform for Producers, Managers and Teams…that helps you manage the Activities, Metrics and Goals (AMG) that drive performance.
Built by and for the financial services industry, this inspiring and empowering sales tool is feature-rich, synchronizes across phone and computer and is unlike any other product!
Sales Activity Management, Inc. is the only provider in the world of custom paper and digital Activity Management solutions to help sales professionals manage the activity and analytics that drive success. We pioneered this industry to empower Sales Professionals, promote American ideals and to make this world a better place.
This SaaS (Software-as-a-Solution) is Web
& App-Based, Scalable and Customizable.
SAM Suite® has two Modules:
Scoreboard Module (Numbers-driven)
– The ultimate performance measurement tool!
Calendar/Pipeline Module (Names-driven)
– The digital version of our paper SAM Planners
Nickname: SAMBOOK App
– Combines the power of both Modules into one platform!
for Remote Performance Management
Makes it easy to…Set Goals, Keep Score & Achieve More!
Enables an Agent / Advisor to:
- Get more done in less time
- Take control of the direction of your business & achieve your goals
- Be more focused and disciplined with Revenue-producing Activities
- Turn your Business into a Mathematical Equation!
Enables a Manager / Leader to:
- Manage performance
- Inspect what you expect
- Track Leading Indicators
- Make smart business decisions
- Establish consistent systems/expectations
- Drive per advisor productivity and build a High-performance culture
- Identify biggest restrictions to growth
- Develop your future Leaders!