Purpose of this article
The way you start with SalesScreen shapes whether it becomes a tool your team can't live without – or one that fades into the background. The most successful rollouts share a few things in common: they start focused, they involve the right people, and they build good habits from day one.
This article gives you a simple, strategic overview of how to get started well. It's a best-practice guide, not a step-by-step setup manual.
You will learn:
The principles behind a successful SalesScreen rollout
What to do first as a user, manager or admin
How to start focused and avoid overwhelm
How to build momentum in your first weeks
1. Start here: the principle of a successful rollout
The single biggest factor in SalesScreen success is user adoption, and adoption is highest when you start simple and focused.
Don't try to track everything, involve everyone, and launch every feature on day one. Instead, start with a clear purpose, a small set of metrics, and one core team. Build from there once the habit is established.
Good example
A company launches SalesScreen with the new-business sales team, 4 key metrics, and 2 simple dashboards. Once that team is engaged and using it daily, they expand to other teams with confidence.
Bad example
A company launches to every department at once – sales, marketing, support, CS – each with 15+ metrics and complex dashboards. Nobody sees a clear story, adoption is low, and the rollout stalls.
Pro tip: Lean on your Customer Success Manager during setup. Their expertise and guidance is one of the biggest accelerators of a successful launch – you don't have to figure it out alone.
2. For users: getting started
If you're a rep or individual user, getting started with SalesScreen is quick and light. It's not a heavy lift – it's a place to see your data, track your progress, and have some fun along the way.
Your first steps:
Log in using your welcome/invite email (check spam if you don't see it).
Set up your profile. Choose an in-game name if you want one – this is what shows on leaderboards and competitions.
Personalize your celebration. Pick a favorite song or video that plays when you hit a milestone. Make it fun!
Find your dashboard. This is where you'll see your stats, activity and progress toward goals.
Check what competitions you're in and where you stand.
Good example
A new rep logs in, sets their in-game name, picks their walkout song as their celebration, and bookmarks their dashboard. They're set up in 10 minutes and already engaged.
Bad example
A new rep logs in once, doesn't personalize anything, doesn't find their dashboard, and never returns because it doesn't feel relevant to them.
Pro tip: You don't need to manually enter data – SalesScreen tracks your activity automatically from connected systems. Your job is simply to check in, stay motivated, and compete.
3. For managers: leading your team
If you're a manager, your job in getting started is to set the tone and build the habit for your team. SalesScreen only works if you use it and reference it consistently.
Your first steps:
Define what success looks like. Pick 3–5 metrics that matter most for your team's goals.
Set up team dashboards that show performance at a glance.
Launch your first competition. Start simple – a standard competition on a key metric is a great first move.
Introduce SalesScreen to your team. Explain why you're using it and what you expect (e.g., "check your dashboard every morning").
Model the behaviour. Reference SalesScreen in team meetings and 1:1s from day one.
Good example
A manager picks 4 key metrics, sets up a team dashboard, launches a friendly first competition, and announces in the Monday meeting: "We're using SalesScreen daily now – here's why, and here's how." The team follows their lead.
Bad example
A manager sets up SalesScreen but never mentions it again. Reps assume it's optional and ignore it. The rollout fizzles because there's no leadership behind it.
Pro tip: Your first competition doesn't need to be perfect. Launching something early builds momentum and gets people engaged. You can refine as you learn what resonates.
4. For admins: setting up your account
If you're an admin, your job is to build a clean, well-structured foundation that everyone else builds on.
Your first steps:
Set up your team/group structure to mirror your real organization before adding lots of users.
Add users with the correct roles (rep, manager, admin) and assign them to the right teams.
Connect your data. Set up your CRM and other integrations, and validate that the numbers are correct.
Define your core metrics with clear definitions and one source of truth each.
Confirm invites went out and help people get logged in.
Good example
An admin sets up the team structure first, connects the CRM, validates the data against a CRM report, then adds users with the right roles and teams. When the team logs in, everything is accurate and relevant from day one.
Bad example
An admin adds everyone as admins, skips team structure, and launches before validating the data. Numbers are wrong, everyone can edit everything, and it takes weeks to untangle.
Pro tip: Get your data clean and validated before rolling out broadly. Wrong numbers on day one are the fastest way to lose your team's trust. See Connecting your data.
5. Start focused: less is more
A common temptation is to set up everything at once. Resist it. A focused start beats a comprehensive one.
How to stay focused:
Start with 3–5 metrics, not 20. Pick the ones that matter most to your goals.
Start with one core team, then expand once the habit is established.
Start with a few simple dashboards, not complex ones packed with every possible widget.
Launch one or two competitions, not ten.
Good example
A team launches with 4 metrics, 2 dashboards, and 1 competition. It's easy to understand, everyone gets it, and engagement is high. They add more over the next months as the team matures.
Bad example
A team launches with 20 metrics and 8 dashboards "to be thorough." It's overwhelming, nobody knows what to focus on, and the platform feels like a chore.
Pro tip: You can always add more later. It's much easier to expand from a simple, working foundation than to simplify an overwhelming, confusing one.
6. Build momentum in your first weeks
The first few weeks set the tone. Use them to build the habit and prove the value.
A simple first-month plan:
Week 1: Set up and introduce
Admin completes setup and validates data.
Manager introduces SalesScreen and explains expectations.
Users log in, personalize, and find their dashboards.
Weeks 2–3: Build the routine
Users check their dashboards daily.
Manager runs team meetings and 1:1s from SalesScreen.
First competition is live and visible on screens/feed.
Week 4: Celebrate and reinforce
Celebrate early wins and good behaviour.
Share success stories.
Review what's working and adjust.
Good example
By the end of month one, checking SalesScreen is a habit, the first competition created buzz, wins are being celebrated, and the team is asking to add more. The rollout has momentum.
Bad example
Setup drags on for weeks, nothing is introduced clearly, no competition launches, and by the time anything happens, the initial excitement is gone.
Pro tip: Ensure you have an internal champion – someone who advocates for SalesScreen and keeps momentum going – plus executive sponsorship to signal it matters.
7. Common mistakes when getting started
Mistake 1: Launching too broadly, too fast
Overwhelms everyone and dilutes focus.
Fix: Start with one core team and a few metrics. Expand later.
Mistake 2: Too many metrics
Nobody knows what to focus on.
Fix: Start with 3–5 metrics that matter most.
Mistake 3: Launching before validating data
Wrong numbers destroy trust immediately.
Fix: Validate data against your CRM before going live.
Mistake 4: No leadership behind it
If managers don't use it, reps won't either.
Fix: Managers must model the behaviour and reference it daily.
Mistake 5: Going it alone
Missing out on expert guidance slows you down.
Fix: Lean on your Customer Success Manager for setup and best practices.
Summary and next steps
A great start sets up long-term success. Keep it simple, involve the right people, and build good habits early.
Key principles:
User adoption is everything – start focused to maximize it.
Start with one core team, 3–5 metrics, and a few dashboards.
Validate your data before rolling out broadly.
Managers must lead by using SalesScreen consistently.
Lean on your CSM's expertise.
Next steps by role:
Users: Log in, personalize your profile and celebration, find your dashboard.
Managers: Pick your metrics, set up a team dashboard, launch your first competition, and introduce it to your team.
Admins: Build your team structure, connect and validate your data, add users with the right roles and teams.
Related articles