Analyze Planner
Unlock future success through advanced compensation plan modeling.
✔ Gain Crucial Leadership Insights: Use active commission plans and dynamic "what-if" scenarios to simulate team performance and predict future outcomes. Effortlessly devise, compare, and assess future plans.
✔ Optimize Operations And Save Time: Seamlessly review, communicate, and activate plans with user-friendly PDF exports and swift model activation – without ever leaving Salesforce.
Advanced DocGen
Streamline Sales Commission processes with Advanced Document Generation.
✔ Effortless Data Retrieval: Retrieve and merge data effortlessly into templates. Generate custom commission plans and statements in PDF, Word, or email formats.
✔ Tailored for Salesforce: Populate documents seamlessly with data from any Salesforce object, no coding required.
Data Aggregation
Aggregate data from within your Salesforce Organization enabling full use of Salesforce's powerful reporting engine.
✔ Year-over-Year Transactional Comparison: Aggregate and compare the current month’s transactional data with last year’s data for the same time period, enabling compensation payments based on increased revenue over time.
✔ Segmented Compensation Based on Groupings: Allows aggregation based on groupings, facilitating the segmentation of transactional data for precise compensation payments.
✔ Integration with Salesforce External Objects: Capable of aggregating data from a connected Salesforce external object, providing a seamless and comprehensive source of truth for compensation calculations.
External Object Support
Reduce costs while adopting optimal data storage practices.
✔ Embrace Data Storage Best Practices: Embrace best practices, minimizing data duplication and synchronization challenges. Ensure data integrity and eliminate headaches associated with duplicate datasets.
✔ Slash Spend: Cut costs significantly by avoiding Salesforce data storage charges. Seamlessly connect external systems, optimizing resources effectively.
✔ Streamlined Commission Calculations: Resolve ERP data integration dilemmas by leveraging External Objects support. Aggregate transactional data or enable direct commission payouts, ensuring efficient sales commission calculations.
Compensation Plan eSign-offs
Streamline Sales Commission Management with Compensation Plan eSign-Offs.
✔ Efficient Approval Workflows: Streamline the approval process for compensation plans with eSign-Offs. Expedite decision-making and eliminate delays in commission processing.
✔ Enhanced Accountability: Foster accountability by digitally capturing approvals. Provide a transparent audit trail, ensuring clarity in decision ownership.
✔ Seamless Communication: Facilitate seamless communication between stakeholders. Ensure all team members are informed and aligned with approved commission plans.
Recommended Learning Actions
Revolutionize CX QA by dynamically identifying skills gaps, prompting proactive professional development for elevated customer support standards.
✔ Dynamic Skills Gap Identification: Enable CX QA Managers to spot skills gaps within CX agents dynamically. Address training gaps proactively through personalized learning recommendations.
✔ Enhanced CX QA Scorecard Process: Elevate the CX assessment process by identifying ongoing negative trends. Prompt timely action, such as assigning targeted Self-Paced Learning modules.
✔ Proactive Professional Development: Ensure laser-focused, ongoing development for customer support teams.
Skills Based Approvals
Elevate CX Quality Management with automated approval control based on skill level.
✔ Dynamic Skills Assessment: Implement skills-based approvals for CX quality assurance, allowing a dynamic assessment of individual skills and competencies to ensure a targeted and effective quality assurance process.
✔ Enhanced Efficiency: Save valuable time and avoid costly CX mistakes with efficient control of documents, emails, and other important customer communications based on employee skill level.
Large Text Analysis
Elevate your insights and transform customer interactions.
✔ Spot and address CX quality issues, the smart way: Uncover signs of customer dissatisfaction without the manual effort of trawling through calls, emails, and transcripts. Detect specific keywords during voice calls, such as 'unsatisfied' or 'angry,' and meticulously document them for comprehensive case analysis.
✔ Enhanced CX QA scorecard creation: Set up schedules for scorecards tailored to cases where customers express dissatisfaction multiple times during a call. Streamline tracking and addressing of customer concerns, slashing the time and hassle of continuous manual analysis.
Self Assessments
Ready to take your CX Quality Program to the next level?
Introducing Self Assessments for Leaptree Optimize:
Elevate your insights and transform customer interactions.
✔ Empower your teams to take charge of their growth by enabling them to self-assess their engagements effortlessly.
✔ Foster a culture of accountability and awareness as team members gain insights into their performance.
✔ Drive greater buy-in and alignment with organizational goals.
