With dynamic Scorecards for Salesforce, continuously improve performance of your Sales & Support teams.

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WHY leaptree OPTIMIZE?

Keep your Sales and Customer Service agents happy and motivated with specific & timely feedback.


Leaptree optimize is built 100% inside of Salesforce using the Lightning Platform. No need for the APIs or hassle with external integrations.


Revenue teams are cost conscious. As a result, we've designed a simple pricing structure -only pay a user fee per Evaluator - Agents go FREE.

Simplicity & Security

As optimize is native to Salesforce, there's no need for additional user log-ins. Plus, all your precious & private data stays in one place - Salesforce.

Evaluate Performance of The Customer-Facing Workforce

Designed for Sales and Support teams, Leaptree Optimize provides managers and agents with insights into performance and offers details on where individuals can improve. With an intuitive and user-friendly interface, automate the creation of scorecards for your teams.

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Empowering Managers & Agents With Smart Scorecards.

Optimize allows managers to evaluate and track individual and team performance. Gain vital insights and identify problem areas which can be improved through coaching and training. Improve the entire performance review process within your company.

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WHat Can I expect from leaptree OPTIMIZE?


With data-driven metrics, get a better understanding of individuals key strengths. Assign tasks more effectively and boost overall performance.

Continuous Improvement

Agents and managers can create instant feedback loops, enhance daily performance dialogue and establish effective performance trends.

Employee Engagement

By monitoring short-term performance, keep employees motivated to continue achieving results, especially when goals are aligned to individual strengths.

leaptree features Key Features


Provides visibility into individual performance capabilities and responsibilities.


Create and configure unique Scorecards, Reports and Dashboards.


Build scorecards that work on any object - standard or custom.


Pro-active Feedback Options to assist Support Agents and Sales Execs.

Instant Feedback

Evaluate scorecards and offer immediate assessment leading to positive reinforcement.


Use scores and metrics to make better, more informed decisions.