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What is Leaptree Optimize?

Leaptree Optimize is a robust platform built natively within Salesforce, aimed at standardizing the quality assurance of customer experiences, thus empowering QA leaders and instilling trust across the organization. By utilizing user-friendly and automated processes, you can boost your productivity in quality assessments by 50%. The platform integrates smoothly with Salesforce, allowing users to commence their work with just a few simple clicks. Users can easily access fully customizable CX QA dashboards and advanced reports, facilitating the swift identification of areas that require enhancement. You have the ability to automate the monitoring of various communication channels, such as phone calls, web chats, email interactions, and Zoom meetings, leading to a dramatic reduction in QA assessment time by 50%. The intelligent automation of QA assessments not only supports the evaluation and enhancement of agent performance but also enables the quick development of impactful and dynamic QA scorecards. To further boost productivity, the platform incorporates gamification elements, making the work atmosphere more enjoyable and rewarding. Features such as leaderboards, badges, and other gaming components keep your team engaged, motivated, and eager to excel in their roles. This forward-thinking strategy ultimately fosters a culture of excellence and ongoing improvement within your organization, ensuring that every team member strives for the highest standards. As a result, organizations can look forward to a sustained commitment to quality and performance enhancement.

What is ClosePlan?

Enhance your sales strategy by integrating it seamlessly with Salesforce through ClosePlan, which combines your sales techniques, processes, and methodologies directly within the platform. ClosePlan equips sales teams to prioritize essential activities such as comprehensive opportunity assessments, ensuring alignment with customer relationships, and executing the sales process effectively. With its intuitive drag-and-drop features, you can easily create organizational charts and customize opportunity qualification scorecards to fit any sales qualification model. This tool also enables the creation of standardized Sales Playbooks for different business units, along with the ability to design relationship maps, organizational charts, account maps, and influence maps within Salesforce. This visual representation helps you connect with key stakeholders among your customers and prospects, fostering vital relationships. The application is fully integrated into Salesforce and can be conveniently accessed through the AppExchange, making it perfect for account planning, deal evaluations, quarterly business reviews, and personalized coaching sessions. By leveraging your Salesforce contact records, you ensure that all relevant data remains centralized within the platform, which not only boosts collaboration but also streamlines efficiency across your sales initiatives. Additionally, this integration empowers sales teams to adapt quickly to changing circumstances and maintain a competitive edge in their markets.

Media

Media

Integrations Supported

Salesforce
Zoom

Integrations Supported

Salesforce
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Leaptree

Date Founded

2009

Company Location

Ireland

Company Website

optimize.leaptree.com

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

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