SAM Suite® Features MenuA customizable COACHING PLATFORM for Producers and Managers
*Synchronizes across Web & APP*
Daily/Weekly/Monthly/AnnualCurrent/Last/Quarterly/RollingAdvanced ReportsAutomatic EmailingCustom SchedulingFavorite ReportsLeaderboard ReportsMiles/Expense ReportsHierarchy View (5 Levels)Rollup Capability
Daily/Weekly/Monthly/AnnualCurrent/Last/Quarterly/RollingAdvanced ReportsAutomatic EmailingCustom SchedulingFavorite ReportsLeaderboard Reports
-Hierarchy View (5 Levels)Rollup Capability
Annual Reports (Only)------
Miles/Expense Reports--
Customizable QuestionsCoaching GridLast Week’s ReviewStrengths/Challenges/SolutionsAction Plan & PrioritiesCoaching Journal
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Customizable QuestionsCoaching GridLast Week’s ReviewStrengths/Challenges/SolutionsAction Plan & PrioritiesCoaching Journal
Quick Goal SettingYearly GoalsCustomizable Goal ProfilesFull Goal Setting CapabilitySetting Time AwaySkill Ratios & Vital SignsAggregate Team GoalsAnnual Goal Setting
Quick Goal SettingYearly Goals
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Quick Goal SettingYearly GoalsCustomizable Goal ProfilesFull Goal Setting CapabilitySetting Time AwaySkill Ratios & Vital SignsAggregate Team GoalsAnnual Goal Setting
Appointment SettingAppointment Setting AdvancementOutlook SynchronizationGoogle Synchronization
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Appointment SettingAppointment Setting AdvancementOutlook SynchronizationGoogle Synchronization
Name & Referral TrackingManually Add NamesReferral TrackingManage Appointment StatusSet Follow-upsQuick Name SearchingStatus Filtering
Manual & AutomaticQuick Scoring Buttons & Graph
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Name/Calendar-drivenHyperlinked Numbers
Manual & AutomaticQuick Scoring Buttons & GraphE-Mail RemindersNumbers-drivenName/Calendar-drivenHyperlinked Numbers
Name & Referral TrackingManually Add NamesReferral TrackingManage Appointment StatusSet Follow-upsQuick Name SearchingStatus Filtering
-Quick Score Buttons & GraphE-Mail RemindersNumbers-driven
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Customizable Work-weekEasy NavigationAnalytic DashboardConfigurable ActivitiesNote Taking
Customizable Work-weekEasy NavigationAnalytic DashboardConfigurable ActivitiesNote Taking
Customizable Work-weekEasy NavigationAnalytic DashboardConfigurable ActivitiesNote Taking
$200 / Year (per user)$20 / Month (per user)
$150 / Year (per user)$15 / Month (per user)
$300 / Year (per user)$30 / Month (per user)
Another Business Management tool by SALES ACTIVITY MANAGEMENT, INC.1-800-254-4SAM ▪ www.TheSAMSuite.com
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SAMBOARD™
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The Bundle™
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