S

Samuel Son & Co.

Market Engine

Plan

Market ScanThe monthly market deliverable — leaders

Work

PipelineLive opportunity queue across all four lines

My Call SheetScripts, emails & contacts — ready to dial

Field IntelSend what you're seeing into the AI loop

My TasksKeep motion on research & leads

Team & TerritoriesWho covers what — leads auto-route

Manage

ScorecardRep performance — progression, speed, win rate

MetricsAgent activity, sourcing & quality KPIs

Help

GuideHow the engine works & how to use it

AdminUsers & notifications — admins

AI Agent Metrics

Measure AI impact, human collaboration, and pipeline outcomes