From our SAM planners to our cloud-based eScoreboard™ and eRecruitboard™ , our business-building tools can be used separately or together, as a part of the SAM System.
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
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.
Coming Soon: SAM Suite™Have access to Your Pipeline, Sales Activities and Appointments in one place. It’s all the SAM products you know and love in one package!
It’s all the SAM products you know and love in one package.
Capable of connecting to Salesforce and Smart Office, allowing you to share contact data between both programs.
Connects all your calendars into 1 location. Keep Score of Sales Activities and navigate past the rest!