Rebecca V.
RV
Rebecca V.
Disposition Agent
Mid-Market (51-1000 emp.)
"Effective Performance Tracking with User Incentives, Needs Stronger Salesforce Integration"
4.5/5
What do you like best about SalesScreen?

I like the home page in SalesScreen because it tracks my personal metrics against others in the office and is easy to interact with. It's simple to view and mostly accurate, especially when it connects with Salesforce. I also appreciate the rewards system where I can earn points and use them for prizes. It's much better than keeping track on my own because it's automated and helps me track my daily and yearly goals. The initial setup was super easy—I just logged in with my company email, and all the metrics were tracking and ready to go. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

I wish SalesScreen was better connected with Salesforce. It seems like sometimes integration is lagging or if something changes in Salesforce, it doesn't cross over and update into SalesScreen. I wish that were more accurate. I also wish that I could click on my number of sales, and it would tell me which specific deals were closed, connected to Salesforce. I wish it was easier to use, like seeing details without having to create a separate report in Salesforce. Review collected by and hosted on G2.com.

Response from Ole Jacob Christoffersen of SalesScreen

Thank you for your feedback, Rebecca! We're happy to hear that you enjoy SalesScreen’s competitions and ranking features, and that they help motivate you and track your progress. We appreciate your comments regarding loading times and point clarity. These are valuable insights that we’ll share with our team as we work to enhance the platform.

Kristin G.
KG
Kristin G.
"Exciting Sales Tracking with Opportunities for Improvement"
5/5
What do you like best about SalesScreen?

I like how SalesScreen keeps sales and information exciting and in front of us, which keeps competition friendly and exciting within the office and the district. I enjoy the slides running on a screen within our office that show different sales results and quoting results. This is what we use the most and what my team likes the most. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

The linking of SalesScreen to the TV using the app is consistently freezing and not working, which definitely needs improvement. I would also like to be able to run battles with other agency offices and not just within my own team. The initial setup was fine, but I wish we could set up more ourselves instead of relying on others. I want more freedom and customization with my own agency. Review collected by and hosted on G2.com.

Response from Ole Jacob Christoffersen of SalesScreen

Thank you for your detailed feedback, Kristin! We're glad the SalesScreen TV app and competitive challenges help keep your team engaged and focused on priorities. We appreciate your suggestions regarding the user interface, TV app setup, and customization options. These insights are valuable and will be shared with our product team as we work to enhance the user experience with the platform.

tracy n.
TN
tracy n.
"Timely Insights But Needs Greater Accuracy"
4.5/5
What do you like best about SalesScreen?

I like that SalesScreen provides information on a daily basis and that it's easy to access. I'm able to share this with the agents in a very timely manner, which I think is important. Quick feedback is crucial, as sometimes we don’t know exactly where we're at with new business, and having that information readily available is valuable. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

I believe the information that's coming through is fairly accurate, but sometimes it doesn't match our company reports. So there's a little bit of confusion on where that new business information is coming from. We do the new business on an issue basis, and I think sometimes SalesScreen may be giving information on an effective date, which makes the information a little conflicting. Initially, I had a difficult time with understanding how to navigate the where to find certain things, but once I navigated a few times through it, this became much easier. Review collected by and hosted on G2.com.

Response from Ellen Y of SalesScreen

Thank you, Tracy, for taking the time to share such detailed feedback. It’s great to hear that the daily, easy-to-access insights help you give your agents timely feedback and keep everyone aware of where they stand on new business. (like!)

I also really appreciate you calling out the discrepancies you’ve seen between SalesScreen and your internal company reports, especially around issue date vs. effective date. That’s exactly the kind of nuance that can create confusion, and our team is always happy to review your setup to ensure the data logic matches your internal reporting as closely as possible.

It’s good to know that navigation became easier after using the platform a few times, and we’ll keep working to make the initial experience more intuitive for new users. We’re always open to feedback on how we can improve both accuracy and usability. Reach out if you'd like anything additional.

-Ellen

Erik A.
EA
Erik A.
President of Insurance Operations
"Engaging Platform, Streamlines Tracker Processes"
4/5
What do you like best about SalesScreen?

I like the ease of use, the functionality, and the interface of SalesScreen. I appreciate how it can engage agencies and their staff by tracking sales on a daily basis, which really helps move the dial in terms of awareness and execution. SalesScreen saves me time by automatically building out trackers, eliminating the need for me to learn scripting languages or manually notify agents of updates. This automation allows my sales force to focus on being competitive with each other and writing new business. It's great to have everything done for you and packed into a nice, easy-to-digest package, enhancing the competitive nature of the contest/promotion Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

I think we need more data points. Right now, it's still fairly early on in SalesScreen's relationship with Farmers. We can only track new business, and we can't necessarily separate out things like Kraft Lake versus Bristol West or Auto only or Home only. Potentially, the development of additional data feeds like premium and quotes would help us dial the number down even more and drive more new business. Also, it took some time to get set up, especially if you're not very tech savvy. The more engaged a user gets, especially at the district manager level, it helps understand the system better and how to leverage it. Review collected by and hosted on G2.com.

Response from Ellen Y of SalesScreen

Thank you for the thoughtful review and for sharing how SalesScreen helps you engage with agencies, track daily sales, and save significant time on manual tracking. That’s exactly what we aim for.

Your feedback on the need for more granular data (e.g., separating Kraft Lake from Bristol West and adding feeds such as premium and quotes) is extremely valuable. Our product team is actively working on expanding data options and segmentation, and input like yours helps guide our roadmap.

We also hear you on setup taking some time, especially for less tech-savvy users. We’re continually improving onboarding and are always happy to support district managers and admins to get everything running smoothly.

Thanks again for partnering with us and for using SalesScreen to drive competition and new business!

Jowad A.
JA
Jowad A.
"Empowering Sales with Fun Competitions"
5/5
What do you like best about SalesScreen?

I like the ability to see my effort and the results they yield, which helps me keep track of my productivity and that of my peers. I also enjoy how SalesScreen allows the office to have competitions and shows my standings compared to my colleagues. The rewards tab is a feature I appreciate as it adds an element of fun and motivation. I find the metrics very helpful as they show what I'm doing and the results I'm getting in a simple way over different time periods, like a week, month, or year. Setting up SalesScreen was very simple; I just used the company login through Google. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

Controlling the types of notifications I receive. I was getting too many. I was getting notifications of getting my new achievements by other coworkers. It got to a point where I was getting several in short periods that weren't related to any aspect of work that I was a part of. Review collected by and hosted on G2.com.

Response from Ellen Y of SalesScreen

Thank you so much for the 5-star review and for sharing how you use SalesScreen day-to-day. It’s great to hear that the metrics, competitions, standings, and rewards tab help you track your productivity, compare results with your peers, and keep things fun and motivating, and that getting started with your company's Google login was simple.

I really appreciate your feedback about notification overload, especially around achievements that aren’t directly relevant to your work. That’s very helpful input, and we’re continuously working to make notification controls more flexible so you can stay informed without feeling overwhelmed.

Thanks again, Jowad! Reach out if you'd like any additional help with notifications and settings, etc.

-Ellen

Steven G.
SG
Steven G.
Owner - Gazda Insurance Agency
Insurance
Small-Business (50 or fewer emp.)
"Easy to Use, But Lacks Detailed Breakdown"
2.5/5
What do you like best about SalesScreen?

I find SalesScreen easy to use, which is great. I also like the nice layout and format it offers. The initial setup was pretty easy, which made getting started smooth. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

It's hard to compare different size agencies. So my office with two licensed producers is compared to another agency that has six licensed producers. I wish there was a way to break down the number of policies per producers in an agency to compare how each agency is performing overall per individual, not necessarily as an overall group. Review collected by and hosted on G2.com.

Verified User in Real Estate
UR
Verified User in Real Estate
Enterprise (> 1000 emp.)
"Interactive Office Stats That Make Competition Fun"
5/5
What do you like best about SalesScreen?

How interactive it is. It’s fun to compare the office stats with one another and battle each other for added competition. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

The only gripe I have is when choosing a custom time period to pull stats from, the calendar can be showing the previous month while actually populating the current months dates. Sounds confusing, I know, but maybe tweak that to show the current month’s dates in a better way. Review collected by and hosted on G2.com.

Response from Ellen Y of SalesScreen

Thank you for the 5-star review and for sharing how SalesScreen helps make office competition fun while keeping KPIs and incentives front and center. That’s exactly what we love to hear!!

I appreciate you highlighting the issue where the custom date picker displays the previous month when pulling current-month stats. That does seem confusing, but I’ve shared this feedback with our product team so we can improve the experience.

Thanks again for taking the time to leave a review and for using SalesScreen to track performance and keep the competition going!

Halie W.
HW
Halie W.
Investment Real Estate Agent
Small-Business (50 or fewer emp.)
"Empowers with Ease and Motivating Updates"
5/5
What do you like best about SalesScreen?

I find SalesScreen easy to use and appreciate the updates it gives me, which motivate me to work harder. The initial setup was very easy, and I liked all the features it has. The platform helps me look at numbers for the agents and shows me how I compare to others in the office. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

I get a lot of notifications and I wish I could pick and choose what I get notifications for. Review collected by and hosted on G2.com.

Jacob G.
JG
Jacob G.
"User-Friendly Interface, Drives Productivity"
5/5
What do you like best about SalesScreen?

I use SalesScreen to track KPIs and converse with other offices for lead generation, and I find that it helps me stay on track with my disclosures, keeps me competitive, motivates me, fills leads, and expands my network. I like the user interface because it's very user-friendly with data easily accessible. The time it saves is important since urgency is critical in this job, having a good UI allows users to quickly and easily achieve their goals. The smooth layout and seamless actions make it an enjoyable experience. The initial setup was very easy. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

SalesScreen can be improved with some customization options. Being able to create your layout might be beneficial. Review collected by and hosted on G2.com.

Daxtyn C.
DC
Daxtyn C.
Small-Business (50 or fewer emp.)
"Inspires Sales Teams with Ease"
5/5
What do you like best about SalesScreen?

I like SalesScreen for its quick response time and its user-friendly design, which makes the program much easier to use and saves time. Also, the setup was straightforward, making it easy for us to get started. Review collected by and hosted on G2.com.

What do you dislike about SalesScreen?

I think the notifications settings could use some improvement. Having all the notification settings in one place. It was pretty difficult to turn off the sound for browser notifications. It was just a little confusing. Review collected by and hosted on G2.com.