Financial Services
Our data visualization tools give managers and agents instant access to actionable real-time data they need to be set up for success. Build motivation around daily activities, while increasing transparency and recognition of progress made – all through the power of gamification.
Gamification enables sales managers to engage their team by tapping into the drivers that motivate every individual. Easy-to-read dashboards, pre-built competitions, achievement badges, and more provide a wide range of motivation tools for all kinds of reps.
Instill accountability with actionable real-time data.
Our sales gamification solution is centered on the key metrics managers and sales reps need to succeed and gives them instant, up-to-date access. Build motivation around daily activities using real-time sales leaderboards and dashboards which increase transparency and recognition.
Boost productivity on daily activities which lead to big wins.
Your top reps do a lot, but they can’t do it all. To get maximum performance and improved sales productivity across the whole team, create a culture of healthy competition with dozens of pre-built contests that are automated, easy to launch, and designed to motivate every kind of player.
Broadcast wins within daily and ongoing efforts to improve morale.
Every employee loves a good shout out. Regardless of whether it’s from Kim in accounting or the CEO, spreading the love and calling out great work is one of the best ways to incentivize reps. Start celebrating every win with SalesScreen, from booking their first meeting to their biggest sale yet.
Recognize hard work with more than just quarterly bonuses.
Commission talks, but coins, badges, and custom rewards recognize ongoing efforts and motivate your team to bigger and better victories. Celebrate their achievements and watch your sales team reach new heights in performance and morale.
Reinforce good behaviors and build better habits.
Good coaching isn’t delivered on the fly. Ensure your team is set up for success by having regularly scheduled sessions and scorecards to ensure your reps know what to do—and not to do—before the clock runs out.
Top clients like Goodleap, Western Pioneer, and UMortgage utilize SalesScreen to engage, connect, and motivate their sales teams to goal.
Tap into your agents’ competitive natures to boost connection across teams. SalesScreen helps create a sense of belonging and bonding within your org by increasing team engagement and, by extension, boosting motivation and performance.
Unlock the true potential of your entire team by encouraging good habits and gamifying day-to-day activities. SalesScreen helps to motivate agents to build good habits, ramp up daily activities, and get to goal faster. Our clients have seen bottom performers reach a 150% KPI increase by leveraging SalesScreen.
Our customers have spoken and named us leaders on G2’s sales gamification grid. SalesScreen’s white-glove service and visualizations redefine success for mortgage, bank and financial services organizations.
Customer Stories
Leading mortgage, banking and financial services customers trust SalesScreen to power their workforce
You think you know what motivates your team, but do they agree? Motivating a sales team is challenging in the best of times. During the last three years, however, leaders have had to do so even as they navigated global calamity and workforce changes.
Remote and hybrid sales teams are here to stay, and leaders who want to build a positive, engaging culture will have to learn some new tricks.
Burnout—if you’ve been there, you know. And too many have. In fact, a recent survey from Indeed.com showed that 67% of all workers surveyed said burnout has worsened in the pandemic.
6 Competitions to Bring Your Team Together In 2021
The world of finance is home to some of the fiercest competitors in any field. It's the engine that keeps the economy going by distributing money and other resources. Working in finance is difficult because of the direct correlation between a country's financial stability and its GDP development.
