SAM Suite ® Features Menu A customizable COACHING PLATFORM for Producers and Managers *Synchronizes across Web & APP* Daily/Weekly/Monthly/Annual Current/Last/Quarterly/Rolling Advanced Reports Automatic Emailing Custom Scheduling Favorite Reports Leaderboard Reports Miles/Expense Reports Hierarchy View (5 Levels) Rollup Capability Daily/Weekly/Monthly/Annual Current/Last/Quarterly/Rolling Advanced Reports Automatic Emailing Custom Scheduling Favorite Reports Leaderboard Reports - Hierarchy View (5 Levels) Rollup Capability Annual Reports (Only) - - - - - - Miles/Expense Reports - - Customizable Questions Coaching Grid Last Week’s Review Strengths/Challenges/Solutions Action Plan & Priorities Coaching Journal - - - - - - Customizable Questions Coaching Grid Last Week’s Review Strengths/Challenges/Solutions Action Plan & Priorities Coaching Journal Quick Goal Setting Yearly Goals Customizable Goal Profiles Full Goal Setting Capability Setting Time Away Skill Ratios & Vital Signs Aggregate Team Goals Annual Goal Setting Quick Goal Setting Yearly Goals - - - - - - Quick Goal Setting Yearly Goals Customizable Goal Profiles Full Goal Setting Capability Setting Time Away Skill Ratios & Vital Signs Aggregate Team Goals Annual Goal Setting Appointment Setting Appointment Setting Advancement Outlook Synchronization Google Synchronization - - - - - - - - - - - Appointment Setting Appointment Setting Advancement Outlook Synchronization Google Synchronization Name & Referral Tracking Manually Add Names Referral Tracking Manage Appointment Status Set Follow-ups Quick Name Searching Status Filtering Manual & Automatic Quick Scoring Buttons & Graph - - Name/Calendar-driven Hyperlinked Numbers Manual & Automatic Quick Scoring Buttons & Graph E-Mail Reminders Numbers-driven Name/Calendar-driven Hyperlinked Numbers Name & Referral Tracking Manually Add Names Referral Tracking Manage Appointment Status Set Follow-ups Quick Name Searching Status Filtering - Quick Score Buttons & Graph E-Mail Reminders Numbers-driven - - Customizable Work-week Easy Navigation Analytic Dashboard Configurable Activities Note Taking Customizable Work-week Easy Navigation Analytic Dashboard Configurable Activities Note Taking Customizable Work-week Easy Navigation Analytic Dashboard Configurable Activities Note 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 Reporting Features Coaching Module Goal Setting Calendar Sales Pipeline Scorekeeping Miscellaneous Investment SAMBOARD™ SAMBOARD™ SAMBOOK™ SAMBOOK™ The Bundle™ The Bundle™
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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
------
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
------
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
--
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
--
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™
SAMBOARD™
SAMBOOK™
SAMBOOK™
The Bundle™
The Bundle™
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