WaterCircles

WaterCircles improved their company culture by using SalesScreen to streamline their sales process and bring their teams together across offices.

Insurance
WaterCirclesWaterCircles
The simplicity that SalesScreen gives us is the biggest advantage… we can understand how all of our salespeople are doing immediately!

Jan Patrick Olsen, Sales Leader, Private Insurance, WaterCircles

From Spreadsheet Strain to Team-Driven Culture

With 20 experienced salespeople split across two floors, WaterCircles needed real-time insights and team unity, but was bogged down by manual reporting and low engagement.

“Before, we used daily Excel reports for competitions, which was time consuming and boring. It was impossible to do real-time competitions and I spent half of my day just trying to sort all the sales numbers.”

That laborious process made it impossible to motivate reps in the moment. SalesScreen changed everything by automating data visualization and bringing sales performance—and celebrations—into real time.

Time Saved & Admin Tasks Streamlined

Manual Excel reports ate up half of leadership’s day:

“It was time consuming and boring… I spent half of my day just trying to sort all the sales numbers.”

Switching to SalesScreen freed up that time. Leadership now spends less time in spreadsheets and more time coaching, strategizing, and staying on top of results as they happen.

Top Features Fueling Engagement

“The simplicity that SalesScreen gives us is the biggest advantage. We don’t have to wait on reports anymore and we can understand how all of our salespeople are doing immediately!”

WaterCircles leaned into several SalesScreen features:

  • TV feeds displaying live wins across all floors, reinforcing a unified, spirited atmosphere.
  • Friendly competitions and notifications, enabling reps to see victories as they happen.
  • Customizable contests by metric—budget, sales, offers, referrals—meeting their diverse goals.
“Our sales teams love the competitions and being able to see their progress on the TVs. It’s definitely brought a new level of entertainment…”

Visualization That Unites and Motivates

WaterCircles clearly felt the cultural impact of seeing wins together:

“Everyone encourages each other when a sale is made and it helps drive friendly competition and keep everyone engaged.”

This live, visible feed turned sales into shared victories—breaking down silos and giving every rep a reason to keep pushing.

“We work on two different floors of the same building so now everyone knows when a sale is made because of the integration with our CRM. It has really helped to unify our teams by keeping us aware of everyone's progress.”

Cultural Shift Toward Accountability

SalesScreen transformed their environment from transactional to motivational:

“SalesScreen has been essential in bringing our teams together and making it easy for us to view our sales data. It’s easy to use, keeps us updated, and it makes our day more fun. Plus, the sales reps love it.”

Routines became meaningful. Competition and recognition were no longer an afterthought, they became central to daily rhythm and camaraderie.