OPTIMIZE

With QA Scorecards for Salesforce, manage remote employee performance
& maintain quality standards of all Customer Interactions.

WHY LEAPTREE OPTIMIZE?

Keep Sales and Support agents happy and motivated with specific & timely feedback, whether they're in the office or working remotely.

NATIVE TO SALESFORCE

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

ZERO COST FOR AGENTS

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.

SELF-SERVICE CONFIGURATION

Software developers or IT support not required. Business Managers & Agents can build and configure custom scorecards for themselves.

Optimize Dashboard

Evaluate Performance ofThe 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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QA Scorecards

Empowering Managers & Agents With Smart Scorecards.

Optimize allows managers to evaluate and track individual and team performance wherever agents are located. Gain vital insights and identify problem areas which can be improved through coaching and training. Monitor and improve the quality standard of customer interactions, as well as the entire performance review process within your company.

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WHAT CAN I EXPECT FROM LEAPTREE OPTIMIZE?

REAL-TIME METRICS

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

TRANSPARENCY

CUSTOMIZABLE

CONFIGURABLE

FLEXIBILITY

INSTANT FEEDBACK

MEASURABLE

What Companies & RolesShould Be Using Optimize?

Find out who in your company should be using Leaptree Optimize to automate the creation of scorecards and metrics for any given customer-facing activity.

Optimize X Dashboard

Not on Salesforce?No problem, we've got you covered.

Leaptree's Optimize X is designed to integrate with any CRM/XRM platform. Hosted on the Salesforce platform, this guarantees all users have access to the same features, data security protection and amazing benefits associate with our native Salesforce application.

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DOWNLOAD YOUR FREE OPTIMIZE WHITEPAPER

A guide for Salesforce users looking to increase sales, loyalty and customer satisfaction.

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