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


BUY NOW
 

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

Watch Demo

What is SAM Suite?

SAM Suite is a customizable suite of Sales Performance Measurement Tools that bring sales professionals and their goals closer together.

It’s a digital sales platform (not a CRM) for goal achievement that is feature-rich and unlike any other product on the market!

Built originally by and for the financial services industry, it has two modules to choose from:

SAMBOARD™-The Scoreboard for SAM Goals

Because...Sales is a Numbers Game

SAMBOOK App™-The Digital SAM Planner

Because...Names are important, too!

The Bundle

A synchronized Suite of both Modules that enables you to utilize the power of ACTIVITY MANAGEMENT to...measure and monitor what matters most to you!

(App & Web-based and Scalable)

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!

SAM Suite™

A customizable Suite of Performance Measurement Tools

Because...It Matters!

As industry leaders have told us, 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 are focused on Client Management –not ACTIVITY MANAGEMENT –and ignoring the single most important best practice–and vital strategy –that has helped more producers build their careers in this industry than any other! OUR GOAL IS TO CHANGE THAT . . . Because It Matters!

Why SAM Suite?

 

Because...

  • TIME Matters
  • Success Matters
  • Retention Matters
  • Teamwork Matters
  • Goal Setting Matters
  • Performance Matters
  • Measurement Matters
  • Accountability Matters

And because...

ACTIVITY MANAGEMENT Matters!

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.

BUY NOW

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