Case Study: Universal Processing achieves higher sales and a stronger office culture with SalesScreen

Universal Processing - Customer Case Study

Universal Processing, founded in 2003, is a U.S. payment-processing leader serving over 11,000 merchant partners and processing more than $1 billion annually, with offices in New York, California and Texas. The company struggled with outdated incentive programs, limited transparency into individual performance, and a lack of competitive energy on the sales floor—so they sought a tool to visualize results, set clear goals and motivate reps intrinsically.

They implemented SalesScreen across offices, using TV screens for real-time celebrations, customizable dashboards for performance visibility and recurring contests to spark competition. The change produced greater transparency, stronger office culture and increased employee motivation, leading to improved sales results and a roll-out from the New York pilot to California and Texas.

Universal Processing

Bufan Yang

Chief Operating Officer