Universal Processing

From Isolated Metrics to Unified, Real-Time Motivation

Universal Processing, a Latino-focused payments processor, needed a dynamic way to engage sales teams across the U.S. without relying on outdated spreadsheets or siloed data.

“We were doing everything manually, not in real time… we were using spreadsheets, so it took forever to recognize people.”

Manager’s Perspective: Instant Recognition & Efficient Coaching

SalesScreen revolutionized how leadership tracks and responds to performance:

“It gives me that ability to recognize people quickly within hours of the activity… that makes it so much easier from a management perspective.”

No more delayed acknowledgments, now, top performers are celebrated in moments, and coaches can proactively guide reps.

Team Member Experience: Celebrations and Accountability in Action

SalesScreen transformed daily routines with live feedback and transparent tracking:

Real-time leaderboards and activity logs keep reps engaged:

“If I see [name] pop up, I now say to myself, ‘I gotta go do the work now because they're getting recognized.’”

Leaderboards inspire effort and sense of progress:

“It was motivating to see my name get celebrated… it helps me feel like I’m contributing.”

Games and competitions spark participation:

“When there's a challenge going, we want to compete. We’re very competitive.”

Every sale becomes a moment of recognition, fueling energy across the team.

Visualization That Drives Connection & Culture

SalesScreen’s shared screens and feeds united dispersed team members:

• Office displays broadcast sales, music, and cheers in real time
• Recognition sounds and names amplify performance culture
• Cross-location visibility fosters healthy competition and social connection

These features transformed scattered data into shared motivations and energized workflows.