Leaptree Optimize Pros and Cons

Whatever QA program you have, this one is better! I'm thoroughly impressed. Optimize seamlessly integrates (it's native, after all!), which allowed us to onboard and ramp up quickly and minimized the internal tech resources needed.

I spend my whole day in SF managing people and quality processes, and I am also a certified Lean efficiency expert, so I'm literally ALL about efficiency and reduction of waste. Having quality integrated into our system of record and service is a huge time saver! Customization is a breeze and gets better the more you learn about the system - our business has multiple e-commerce verticals and both B2B and B2C sales and service; it's a lot to manage and monitor! Optimize allows me to tailor our quality process precisely to our business needs and to do so quickly to ensure we're adjusting our focus in real-time on the needs of the business and areas of opportunity. I can't say enough about the support team, our onboarding experience, and the time and effort everyone put into ensuring we got the best use out of the product; you can't go wrong here!

We implemented LeapTree Optimize at the end of last year, and the result? A substantial increase in consistency across all aspects of our operations and more fruitful coaching conversations. The investment in LeapTree Optimize has translated into tangible savings and improved productivity for all of our client-facing and quality evaluation teams. I highly recommend the product for businesses seeking streamlined Salesforce integration and enhanced performance. Review collected by and hosted on G2.com.

I really enjoyed working with the team, so it's (almost) a bummer that it works so well, and I never seem to need their help with anything. Barry, Susan, and the whole team at LeapTree have been instrumental in our success in onboarding and gaining acceptance and buy-in from our business. Review collected by and hosted on G2.com.

Leaptree Optimize is really great because it allows my manager to score my daily tasks and show me what I'm excelling at versus where I need a little more help. Review collected by and hosted on G2.com.

There really isn't anything I dislike about Leaptree Optimize. It really allows you to focus on what's important and helps you to get better at your job. I think everyone should use it. Review collected by and hosted on G2.com.

The creation and management of quality scorecards are super easy. Dashboards and reports give visibility into the performance of the agents. The ability to download the scorecard in PDF format is also a plus. Review collected by and hosted on G2.com.

The dashboards and reports need to be created by someone with the knowledge to do so. It would be great to have modules to facilitate the creation of these areas. Review collected by and hosted on G2.com.

I love how customizable the experience is with Leaptree. Also, our contacts there are incredibly helpful and are able to fine-tune to our needs. Review collected by and hosted on G2.com.

There are some aspects of Leaptree that aren't entirely intuitive, or that require reaching out to our contacts there in order to get answers or solutions, but it has been an invaluable tool as we have built the QA roles at our company. Review collected by and hosted on G2.com.

I love the ease of using Leaptree optimize, and the setup was a breeze. Their development team helped every step of the way! Super simple to create and edit scorecards on the fly. Review collected by and hosted on G2.com.

I really can't think of any pitfalls with the product at this point. They've done a great job with the software. Review collected by and hosted on G2.com.

1. The fact that Optimize doesn't make any calls to external clouds made it possible to get this tool approved for US Government where many others failed. You keep possession of all your Data in your already established Salesforce cloud.

2. Optimize lets you pick from your existing objects/data to automatically create scorecards and assign them to whomever you'd like (queues/groups or individual agents).

3. The team listens to feedback and when they hear a good idea that they can easily incorporate, they do it. Not like some other companies where things go into the list of ignored feedback. Honestly I've watched this product grow and improve over the last several years and it's really hitting it's stride.

4. It's EXTREMELY easy for the QA agents to use, significantly lowering the training that needs to be done to start using this product. This is particularly true if you are already on Salesforce Lightning.

5. The team is also very responsive to questions. Definitely a 5 out of 5 for customer service.

6. Oh and the pricing model is very reasonable. You only have to buy the licenses you plan to use where other similar products try to make you buy licenses for everyone in your org instead of just those actually completing scorecards or working on their administration.

7. Oh and the setup is clicks not code (I'm not even a SFDC admin and I figured it out 85% of it before having to ask them questions).

Looking at 40+ different QA tools in the last year or so, Optimize was the best hands down for a US Federal Government Salesforce QA System...And that was before the features in their most recent release. Review collected by and hosted on G2.com.

You have to be on Salesforce Lightning (more of a good to know than a dislike).

There is no "Preview Scorecard" feature on the scorecard builder. So you have to open a second tab that has the scorecard you are working on and then refresh it after you make changes. Not a huge deal. Doesn't affect the QA evaluators at all, just the person who is creating the scorecards. Review collected by and hosted on G2.com.

Very easy to understand and set up.

The Leaptree team helped every step of the way and it was a pleasure to work with them.

The product is super configurable so its really easy to set up and adjust scorecards.

The team leads loved the ease of use and the dasboards.

Top marks. Review collected by and hosted on G2.com.

There really were no negatives. A little bit of attention was needed to get the right linking to calls, due to specifics of our telephony set up. This was quickly overcome and the Leaptree team were super-helpful in assisting us. Review collected by and hosted on G2.com.

The best part is the scorecard creation configure which is able to set detailed conditions and schedules to evaluate tickets. And they always support quickly and actively when I encounter the issues. Review collected by and hosted on G2.com.

It takes a bit long time to query the results when performing complicated queries. Review collected by and hosted on G2.com.

The developers have really worked hard in creating a dynamic portal that meets and exceeds our needs. Review collected by and hosted on G2.com.

Not much at all, there is some confusion around reporting but the team has been very helpful in training us on how to create reports. Review collected by and hosted on G2.com.