Social Blue

From Manual Reporting to Dynamic, Collaborative Sales Culture

Social Blue, a financial advisory firm in Australia, wanted a way to drive accountability, boost engagement, and build momentum across offices, without resorting to outdated spreadsheets or disjointed trophy cabinets.

“It’s helped us build a sense of accountability and competition that we haven’t had before.” — Employee, Social Blue

We started using SalesScreen because we wanted to boost engagement across offices and different locations. We are 200% successful in realizing that objective thanks to SalesScreen.

Manager’s Perspective: Real-Time Insight & Team Alignment

SalesScreen’s live metrics replaced irregular reporting and fragmented communication:

Shared visibility:

“It means people are more plugged in and aware—not just looking at their own performance.”

Centralized tracking reduced administrative friction:

“I don’t have to go grabbing results out of tabs and cross-referencing data—SalesScreen does that for me.”

With easy-to-access real-time data, managers now focus on coaching and strategy—not chasing down numbers.

Consultant Experience: Motivation, Recognition & Progress

Advisors now see their performance in context, beyond their own efforts:

Leaderboards drive friendly competition:

“Everyone wants to be at the top of the board—it’s a great motivator.”

Real-time visibility fosters commitment:

“When you’re just nine sales behind, you’re going to want to get a few more across the line.”

Celebration features also make achievements public:

“People love seeing the little celebration on the screen… it reinforces that what they do matters.”

Together, these features transformed performance tracking from private to proudly communal.

Visualization That Builds Confidence & Community

SalesScreen’s visual engagement tools weave motivation into daily routines:

• Office screens show live sales and celebration animations.
• Notification sounds signal each achievement—casually punctuating the day.
• Public attribution helps advisors feel recognized and seen.

The result is a more engaged, accountable, and collaborative team environment.