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™), SAM Suite® and eRecruitBoard™.

SAM Planners™

The SAM Planner™ (nicknamed SAMBook by clients) is a unique self-management tool and the #1 Selling Planners in the Industry for both new and experienced producers!  It is not just a calendar book, it is a scorecard and business management tool designed in our trademark layout that can help you be more focused, organized and disciplined.

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 now have 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


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Go after your GOALS in a whole new way with SAM Suite
. . . it has no equal!

Mini-Demo Quick Intro

What is SAM Suite

SAM Suite is not a CRM, it’s an RPM . . . a Remote Performance Management tool for Producers, Managers and Teams to help you manage the Sales Activities, Metrics and Goals that drive your performance.

Built originally by and for the financial services industry, it is a Web & App-based sales platform that is feature-rich and unlike any other product on the market!

SAM Suite® has two Modules for you to choose from to best match your goals and systems:

Numbers-driven Scoreboard Module –

The ultimate performance measurement tool for Goal Setting, Coaching, Scoreboarding, Analytics, Motivation and more!

-Nickname: SAMBOARD

-Pricing/User: $20/Month or $200/Year

Names-driven Calendar & Pipeline Module –

The digital version of our SAMBook or SAM Planners for managing your Calendar, Sales Pipeline and Goals.

-Nickname: SAMBook App

-Pricing/User: $15/Month or $150/Year

SAM Suite Bundle –

Combines the power of both Modules into one synchronized and feature-rich Activity Management platform to measure and monitor what matters most!

-Pricing/User: $30/Month or $300/Year

This SaaS (Software as a Solution) is Web & App-Based, scalable and customizable.

SAM Suite®

for Remote Performance Management

Why SAM Suite?

There is an ACTIVITY MANAGEMENT Epidemic in the financial services industry, and it’s not because there’s too much of it . . . there is too little of it!

Too many companies tried to rely on Client Relationship Management (CRM) systems – and got away from the basics and ACTIVITY MANAGEMENT – the single most important best practice that helped build careers in this industry than any other!

OUR GOAL IS TO CHANGE THAT!

Designed to help Producers, Managers and Teams to Set Goals & Keep Score of the activity and metrics that drive success, SAM Suite will also inspire them to work as a team and Spend Time Wisely!  

What makes SAM Suite exceptionally unique and powerful is the concept upon which it is built…and that is built into it: SALES ACTIVITY MANAGEMENT!

After all, you can’t Manage TIME, only How you spend it and that’s what SAM is all about!

How much more can you EARN if you Spend Your TIME Wisely?

SAM Suite plans range from $15 - $30/User (Monthly) to $150 - $300/User (Annually)

 

eRecruitboard™

eRecruitboard™ - for Recruiting is the only linear pipeline management system and scoreboard of-its-kind to help you focus on progress and it is customizable around your recruiting process. Let us help you…

eRecruitboard™ - for Recruiting is a names-driven, collaborative candidate tracking tool that is Easy-to-use, Cloud-based and Mobile-friendly. It allows you and your managers to easily evaluate candidates and track their progress across all three stages of recruiting.

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eRecruitboard™

eRecruitboard™ - for Recruiting is the only linear pipeline management system and scoreboard of-its-kind to help you focus on progress and it is customizable around your recruiting process. Let us help you…

eRecruitboard™ - for Recruiting is a names-driven, collaborative candidate tracking tool that is Easy-to-use, Cloud-based and Mobile-friendly. It allows you and your managers to easily evaluate candidates and track their progress across all three stages of recruiting.

BUY NOW